JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION (EIN 20-8086003)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201313119349100411
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T11:42:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942290202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA LABAGH DOBBERSTEIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MONTGOMERY STREET FIFTH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208086003 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEANNE AND WILLIAM BARULICH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEAN | NameControl |
| Phone | 6506216909 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 EL ARROYO ROAD | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM BARULICH | Name |
| Title | TRUSTEE | Title |
| Phone | 6506216909 | Phone |
| Date Signed | 2013-11-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD T HANLEY JR | Name |
| PTIN | P00441658 | PTIN |
| Phone | 4153974444 | Phone |
| Date Prepared | 2013-11-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4366310 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 120774 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 120773 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 26936 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 226169 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 26936 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 147710 | TotalRevenueAndExpenses |
| Total Net Investment Income | 147709 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9039 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9039 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1981 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1679 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 60 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11020 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10718 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 60 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 174000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 174000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 185020 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10718 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 174060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -37310 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 136991 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 22563 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 52613 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 52613 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 3032800 | InvestmentsOtherBOY |
| Investments Other EOY | 2965440 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4313697 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3055363 | TotalAssetsBOY |
| Total Assets EOY | 3018053 | TotalAssetsEOY |
| Total Assets EOYFMV | 4366310 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3055363 | UnrestrictedBOY |
| Unrestricted EOY | 3018053 | UnrestrictedEOY |
| Total Net Assets BOY | 3055363 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3018053 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3055363 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3018053 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3055363 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -37310 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3018053 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3018053 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| SEE ATTACHED | P | 2012-12-31 | 216156 | 199233 | 16923 | 16923 |
| CAPITAL GAINS DIVIDENDS | P | 10013 | 10013 | 10013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 26936 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 188484 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3616913 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052112 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 159850 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3147044 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050794 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 153580 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2435443 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063060 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 102154 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1756496 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058158 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 49201 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1974976 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.024912 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249036 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049807 | AverageDistributionRatio |
| Net Noncharitable Assets | 3584034 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 178510 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1370 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 179880 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 174060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2740 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2740 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2740 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3175 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3175 | TotalCreditsAndPayments |
| Overpayment | 435 | Overpayment |
| Amount Credited To Next Year | 435 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6506216909 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 EL ARROYO ROAD | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| AARON BARULICH | ||||||||
| 451 EL ARROYO ROAD | HILLSBOROUGH | CA | 94010 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| NATHAN BARULICH | ||||||||
| 451 EL ARROYO ROAD | HILLSBOROUGH | CA | 94010 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ZACHARY BARULICH | ||||||||
| 451 EL ARROYO ROAD | HILLSBOROUGH | CA | 94010 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| LAUREN BARULICH | ||||||||
| 451 EL ARROYO ROAD | HILLSBOROUGH | CA | 94010 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| WILLIAM BARULICH | ||||||||
| 451 EL ARROYO ROAD | HILLSBOROUGH | CA | 94010 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JEANNE BARULICH | ||||||||
| 451 EL ARROYO ROAD | HILLSBOROUGH | CA | 94010 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3620429 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18184 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3638613 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3638613 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54579 | CashDeemedCharitable |
| Net Noncharitable Assets | 3584034 | NetNoncharitableAssets |
| Minimum Investment Return | 179202 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 179202 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2740 | TaxBasedOnInvestmentIncome |
| Total Tax | 2740 | TotalTax |
| Distributable Amount Before Adj | 176462 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 176462 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 176462 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 174060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 174060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 174060 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 176462 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 118235 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12248 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11010 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 141493 | TotalExcessDistriCarryover |
| Qualifying Distributions | 174060 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 174060 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2402 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2402 | ExcessDistriCyovAppliedCY |
| Total Corpus | 139091 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 139091 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 115833 | ExcessFromYear3 |
| Excess From Year2 | 12248 | ExcessFromYear2 |
| Excess From Year1 | 11010 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOYS' HOPE GIRLS' HOPE OF SAN FRANCISCO | |||||||
| 145 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | FUND CHILDREN'S EDUCATION PROGRAMS | $15,000 |
| CITY OF DREAMS | |||||||
| PO BOX 77007 | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | YOUTH PROGRAMS | $20,000 |
| CYO CATHOLIC CHARITIES CYO ATHLETICS | |||||||
| 180 HOWARD STREET SUITE 100 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | YOUTH ATHLETIC PROGRAM SUPPORT | $15,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE AVENUE | EAST PALO ALTO | CA | 94303 | NONE | 501(C)(3) | FUND CHILDREN'S EDUCATION PROGRAMS | $17,000 |
| FIRST GRADUATE | |||||||
| PO BOX 29415 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | YOUTH EDUCATION | $25,000 |
| GOOD TIDINGS FOUNDATION | |||||||
| PIER 9 SPACE 117 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | FUND CHILDREN'S EDUCATION PROGRAMS | $30,000 |
| PARTNERS IN SCHOOL INNOVATION | |||||||
| 1060 TENNESSEE STREET 2ND FLOOR | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | LITERACY AND EDUCATION DEVELOPMENT | $30,000 |
| SPARK | |||||||
| 251 RHODE ISLAND STREET 205 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | YOUTH APPRENTICESHIPS | $12,000 |
| STRIVE FOR CO SF STUDY CENTER | |||||||
| 944 MARKET STREET SUITE 701 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | GENERAL YOUTH PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 174000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $120,774 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $26,936 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $147,710 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 147710 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 2965440 | BookValue |
| EOYFMV | 4313697 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EMERY HOWARD | Category |
| Amount | $9,039 | Amount |
| Net Investment Income | 9039 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $242 | 0 | 0 |
| FOREIGN TAXES PAID | $1,679 | 1679 | 0 |
| STATE FILING FEES & REGISTRATION | $60 | 0 | 60 |
Comments