THE CODEX FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CODEX FOUNDATION (EIN 11-3763607)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-28
- IRS object ID
- 201322729349200152
- 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 | 2013-09-28T11:28:45-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943105622 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARLOW & HUGHAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1182 MARKET STREET SUITE 400 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941024922 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113763607 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CODEX FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CODE | NameControl |
| Phone | 5108490673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 FOURTH STREET | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94710 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER RUTLEDGE KOCH | Name |
| Title | PRESIDENT | Title |
| Phone | 5108490673 | Phone |
| Date Signed | 2013-09-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WADE C HUGHAN | Name |
| PTIN | P00167223 | PTIN |
| Phone | 4155222490 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.CODEXFOUNDATION.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 107493 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 41903 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 62043 | ProgramServiceRevenue |
| Fundraising Gross Income | 125 | FundraisingGrossIncome |
| Special Events Net Income Loss | 125 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 3422 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1605 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 1817 | GroProfitLossSalesOfInventory |
| Total Revenue | 105888 | TotalRevenue |
| Grants And Similar Amounts Paid | 9178 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 48795 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 8987 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 8485 | PrintingPublicationsPostage |
| Other Expenses Total | 14738 | OtherExpensesTotal |
| Total Expenses | 90183 | TotalExpenses |
| Excess Or Deficit For Year | 15705 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 87537 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 103242 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87537 | BOY |
| EOY | 103242 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87537 | BOY |
| EOY | 103242 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87537 | BOY |
| EOY | 103242 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | THE CODEX FOUNDATION EXISTS TO PRESERVE AND PROMOTE THE ART AND CRAFT OF THE BOOK. OUR MISSION IS EDUCATIONAL AND IN THE BROADEST POSSIBLE CONTEXT TO BRING TO PUBLIC RECOGNITION THE ARTISANSHIP AND THE RICH HISTORY OF THE BOOK IN CIVILIZATIONS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE CODEX FOUNDATION IS ORGANIZING BIENNIAL SYMPOSIUMS FOCUSED ON THE ART OF HAND PRINTED BOOKS. THE SYMPOSIUM PROVIDES AN OPPORTUNITY TO DISCUSS AND EXAMINE THE BEST AND MOST CURRENT WORK OF INTERNATIONAL GROUP OF BOOK ARTISTS. IT FEATURES PROMINENT SPEAKERS AND EDUCATORS. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 64873 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 64873 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| PETER RUTLEDGE KOCH | ||||
| PRESIDENT | 20.00 | 36000 | 0 | 0 |
| ROBERTO G TRUJILLO | ||||
| VICE PRESIDENT/TREASURER | 2.00 | 0 | 0 | 0 |
| SUSAN K FILTER | ||||
| SECRETARY | 10.00 | 12795 | 0 | 0 |
| CAROLEE CAMPBELL | ||||
| BOARD MEMBER | 0.00 | 0 | 0 | 0 |
| DUKE COLLIER | ||||
| BOARD MEMBER | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATAASJA SAINT-SATYR | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 4TH STREET | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3237045790 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 131495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41903 | CurrentTaxYear |
| Total | 300554 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 43820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22738 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62043 | CurrentTaxYear |
| Total | 134844 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71569 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 137738 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 103946 | CurrentTaxYear |
| Total | 435398 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 435398 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71569 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 137738 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 103946 | CurrentTaxYear |
| Total | 435398 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 1.00000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INCOME FROM SALES OF INVENTORY | FORM 990-EZ, PART I, LINE 7 | INCOME: GROSS RECEIPTS: 3,422. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,605. GROSS PROFIT: 1,817. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 1,605. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,605. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: APPRENTICESHIP. GRANTEE NAME: ROBIN PRICE. PROPERTY DESCRIPTION: TO FUND APPRENTICESHIP PROJECT. METHOD USED TO DETERMINE BOOK VALUE: FMV. METHOD USED TO DETERMINE FMV: FMV. BOOK VALUE OF PROPERTY: 9,178. DATE OF GIFT: 12/14/12. AMOUNT GIVEN: 9,178. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: DIRECT FAIR EVENT EXPENSES. AMOUNT: 4,395. DESCRIPTION: BANK FEES AND RELATED CHARGES. AMOUNT: 376. DESCRIPTION: MARKETING. AMOUNT: 3,730. DESCRIPTION: SUPPLIES AND OTHER MISCELLANEOUS REIMBURSED EXPENSES. AMOUNT: 50. DESCRIPTION: TAXES. AMOUNT: 10. DESCRIPTION: TRAVEL. AMOUNT: 6,177. TOTAL TO FORM 990-EZ, LINE 16: 14,738. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |
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