REIS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- REIS FOUNDATION INC (EIN 31-1486993)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-09-09
- IRS object ID
- 201332529349100203
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-09T08:09:12-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Blvd Suite 900 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311486993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Reis Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REIS | NameControl |
| Phone | 9415525544 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Ln | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Curtis S Reis | Name |
| Title | President & CEO | Title |
| Date Signed | 2013-09-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Aaron Mondon | Name |
| PTIN | P00755866 | PTIN |
| Phone | 9417481040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 14046013 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 208792 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 23725 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23725 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 328137 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 328137 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 4000 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 4000 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 2775 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 20463 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5168272 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20463 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 585117 | TotalRevenueAndExpenses |
| Total Net Investment Income | 376325 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2385 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1193 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 50035 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 31637 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 9927 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9927 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 62347 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41564 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1193 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1886000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1886000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1948347 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41564 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1887193 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1363230 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 334761 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1976698 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 511400 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 511400 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 75000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 50000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 75000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 75000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 401909 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 7370553 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10772340 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13259119 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 200000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 200494 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc BOY | 3122810 | InvestmentsLandEtcBOY |
| Total Assets BOY | 12921970 | TotalAssetsBOY |
| Total Assets EOY | 11558740 | TotalAssetsEOY |
| Total Assets EOYFMV | 14046013 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 12921970 | RetainedEarningsBOY |
| Retained Earnings EOY | 11558740 | RetainedEarningsEOY |
| Total Net Assets BOY | 12921970 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11558740 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12921970 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11558740 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12921970 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1363230 | ExcessOfRevenueOverExpenses |
| Subtotal | 11558740 | Subtotal |
| Total Net Assets Fund Balances EOY | 11558740 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| Real Estate - Shell Rd | P | 2010-07-16 | 2012-10-15 | 3300000 | 3348972 | -48972 | -48972 |
| publically traded securities | P | 2000-01-01 | 2013-01-01 | 1792601 | 1727492 | 65109 | 65109 |
| publically traded securities | P | 2013-01-01 | 2013-01-01 | 75671 | 71345 | 4326 | 4326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20463 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 70878 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13146482 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.00539 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1083550 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11047705 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.09808 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8999570 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.00722 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 6898950 | NoncharitableAssetsYear4 |
| Qualifying Distributions Year5 | 2151862 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10103053 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.21299 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.32368 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06474 | AverageDistributionRatio |
| Net Noncharitable Assets | 12297445 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 796100 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3348 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 799448 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1887193 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3348 | InvestmentIncomeExciseTax |
| Subtotal | 3348 | Subtotal |
| Tax Based On Investment Income | 3348 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14000 | TotalCreditsAndPayments |
| Overpayment | 10652 | Overpayment |
| Amount Credited To Next Year | 10652 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Curtis Reis | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3103776999 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Lane | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Kyle C Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Treasurer | 1.00 | 0 |
| Pamela P Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Vice Pres | 1.00 | 0 |
| Curtis S Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | President & CEO | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11251056 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1233660 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12484716 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 12484716 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 187271 | CashDeemedCharitable |
| Net Noncharitable Assets | 12297445 | NetNoncharitableAssets |
| Minimum Investment Return | 614872 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 614872 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3348 | TaxBasedOnInvestmentIncome |
| Total Tax | 3348 | TotalTax |
| Distributable Amount Before Adj | 611524 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 611524 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 611524 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1887193 | ExpensesAndContributions |
| Qualifying Distributions | 1887193 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3348 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1883845 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 611524 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 408386 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 538495 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 946881 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1887193 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 611524 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1275669 | RemainingDistriFromCorpus |
| Total Corpus | 2222550 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 408386 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1814164 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 538495 | ExcessFromYear2 |
| Excess From Current Year | 1275669 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Teen Success | |||||||
| 550A Valley Way | Milpitas | CA | 95035 | NONE | 501(c)3 | General Contribution | $10,000 |
| Hurricane Sandy NKJ Relief Fund | |||||||
| PO Box 95 | Medham | NJ | 07945 | NONE | 501(c)3 | General Contribution | $10,000 |
| Mayors Fund to Advance NYC | |||||||
| 253 Broadway | New York | NY | 10007 | NONE | 501(c)3 | General Contribution | $10,000 |
| Safe Space | |||||||
| PO Box 66231 | Washington | DC | 20035 | NONE | 501(c)3 | General Contribution | $10,000 |
| Cornell University | |||||||
| box 223623 | pittsburgh | PA | 15251 | NONE | 501(c)3 | Scholarship Fund | $1,750,000 |
| East Palo Alto Kids Foundation | |||||||
| PO Box 50542 | Palo Alto | CA | 94303 | NONE | 501(c)3 | General Contribution | $2,000 |
| Blossom Birth Services | |||||||
| 299 S California Ave STE 120 | Palo Alto | CA | 94306 | NONE | 501(c)3 | General Contribution | $2,000 |
| Family Connections | |||||||
| 111 Michigan Ave NW | Washington | DC | 20010 | NONE | 501(c)3 | General Contribution | $4,000 |
| Collective Roots | |||||||
| PO Box 50784 | East Palo Alto | CA | 94303 | NONE | 501(c)3 | General Contribution | $2,000 |
| 350org | |||||||
| 20 Jay St | Brooklyn | NY | 11201 | NONE | 501(c)3 | General Contribution | $4,000 |
| California Indian Basketweavers Ass | |||||||
| PO Box 1348 | Woodland | CA | 95695 | NONE | 501(c)3 | General Contribution | $1,000 |
| Visual Arts Foundation | |||||||
| 220 East 23 St | New York | NY | 10010 | NONE | 501(c)3 | General Contribution | $5,000 |
| Public Design Studio | |||||||
| 10 Arkansas Street | San Francisco | CA | 94107 | NONE | 501(c)3 | General Contribution | $5,000 |
| South Coast Botanic Garden Foundati | |||||||
| 26300 Crenshaw Blvd | Palso Verdes | CA | 90274 | NONE | 501(c)3 | General Contribution | $15,000 |
| Center on Philanthropy Public Polic | |||||||
| USC Sol Price School of Public Pol | Los Angeles | CA | 90089 | NONE | 501(c)3 | General Contribution | $5,000 |
| IDEOorg | |||||||
| Pier 28 Annex | San Francisco | CA | 94105 | NONE | 501(c)3 | General Contribution | $10,000 |
| Teach for America - LA | |||||||
| 606 South Olive Street STE 300 | Los Angeles | CA | 90014 | NONE | 501(c)3 | General Contribution | $1,000 |
| Global Fund for Women | |||||||
| 222 Sutter Street | San Francisco | CA | 94108 | NONE | 501(c)3 | General Contribution | $1,000 |
| South Central Scholars | |||||||
| 29000 S Western Avenue STE 401 | Rancho Palos Verdes | CA | 90275 | NONE | 501(c)3 | General Contribution | $1,000 |
| National Resources Defense Council | |||||||
| 1314 Second Street | Santa Monica | CA | 90401 | NONE | 501(c)3 | General Contribution | $1,000 |
| The Chautauqua Foundation | |||||||
| 1 Ames Ave | Chautauqua | NY | 14722 | NONE | 501(c)3 | General Contribution | $1,000 |
| The Sierra Club Foundation | |||||||
| 85 Second Street STE 750 | San Francisco | CA | 94105 | NONE | 501(c)3 | General Contribution | $1,000 |
| Palos Verdes Peninsula Land Conserv | |||||||
| 916 Silver Spur Rd 207 | Rolling Hills Estate | CA | 90274 | NONE | 501(c)3 | General Contribution | $1,000 |
| South Bay Wildlife Rehab | |||||||
| 26363 Silver Spur Road | Rancho Palos Verdes | CA | 90275 | NONE | 501(c)3 | General Contribution | $1,000 |
| South Coast Repertory | |||||||
| 655 Town Center Drive | Costa Mesa | CA | 92628 | NONE | 501(c)3 | General Contribution | $2,500 |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW STE 600 | Washington | DC | 20009 | NONE | 501(c)3 | General Contribution | $2,500 |
| LA Opera | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | NONE | 501(c)3 | General Contribution | $1,000 |
| california council on economic educ | |||||||
| 5500 university parkway | san bernardino | CA | 92407 | NONE | 501(c)3 | general contribution | $2,500 |
| Planned Parenthood of LA | |||||||
| 400 W 30th St | LA | CA | 90007 | none | 501(c)3 | general contribution | $2,500 |
| Mid Klamath Watershed Council | |||||||
| PO Box 409 | Orleans | CA | 95556 | none | 501(c)3 | panamnik building project | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1886000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,725 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $328,137 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $2,775 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,463 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $375,100 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 375100 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Reis and Chandler Inc | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Lane | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 208792 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep fees | Category |
| Amount | $2,385 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1193 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 200,000 Morgan Stanley | NameOfBond |
| EOY Book Value | 200000 | EOYBookValue |
| EOYFMV | 200494 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (98 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 Cabot | 57740 | 74840 |
| 3000 BCE | 107116 | 123060 |
| 2000 Anheuser-Busch | 171647 | 180520 |
| 250 Western Asset | 254375 | 250175 |
| 1500 Vodafone | 39945 | 43118 |
| 800 Pfizer | 21936 | 22408 |
| 500 Hewlett Packard | 13170 | 12400 |
| 500 Berkshire Hathaway | 23950 | 55960 |
| 3m Company | 87976 | 109350 |
| 2000 Xylem | 52220 | 53880 |
| 8964 Wells Fargo | 276450 | 369944 |
| 3000 WD 40 Company | 149377 | 163440 |
| 1000 Verizon | 41811 | 50340 |
| 6000 United Techs | 357092 | 557640 |
| 1000 Tiffany | 64763 | 72840 |
| 1539 Telefornica | 37027 | 19715 |
| 2200 Stryker | 119533 | 142296 |
| 1000 St Jude | 44226 | 45630 |
| 5000 Seagate Tech | 131196 | 224150 |
| 4000 Seadrill | 139280 | 162960 |
| 1500 Schlumberger | 106602 | 107490 |
| 3300 Sanofi | 107491 | 169983 |
| 4000 RPM International | 117275 | 127760 |
| 4520 Questar Corp | 65882 | 107802 |
| 2500 Quest Diagnostics | 131305 | 151575 |
| 2500 Qualcomm | 151666 | 152725 |
| 2000 Procter & Gamble | 125621 | 153980 |
| 3900 Pinnacle | 137241 | 216333 |
| 4000 Pfizer | 102668 | 112040 |
| 1600 Pepsico | 104798 | 130864 |
| 6000 Nvidia | 76911 | 84240 |
| 1000 Nucor Corp | 34950 | 43320 |
| 1000 Novo Nordisk | 156828 | 154970 |
| 2000 Novartis | 114367 | 141420 |
| 5000 Northwest Banc Shares | 61323 | 67550 |
| 2000 Northern Trust | 29425 | 115800 |
| 7000 Nextera Energy | 322210 | 570360 |
| 2500 Nestle | 155889 | 164450 |
| 3400 Murphy Oil Corp | 179724 | 207026 |
| 12 Motors Liq | 368 | |
| 7000 Mondelez International | 166811 | 199710 |
| 3500 Microsoft Corp | 100541 | 120908 |
| 5352 Mcgraw Hill Financial | 249403 | 284673 |
| 1500 McDonalds Corp | 133750 | 148500 |
| 1600 McCormick | 104806 | 112576 |
| 3000 Kla Tencor | 144518 | 167190 |
| 1000 Kinder Morgan Energy | 76106 | 85400 |
| 1475 JP Morgan Chase | 71056 | 77865 |
| JP Morgan Overseas | 252900 | 379971 |
| Johnson Controls Inc. | 125518 | 143160 |
| 1000 Johnson & Johnson | 59820 | 85860 |
| 1650 JM Smucker | 98177 | 170198 |
| 1000 IBM | 155744 | 191110 |
| 11100 Intel Corp | 247781 | 268953 |
| 2500 Home Depot | 153539 | 193675 |
| 1000 Hewlett Packard | 53920 | 24800 |
| 4000 Hertz Global | 104456 | 99200 |
| 2000 Helen of Troy | 67514 | 76740 |
| 200 Google | 135189 | 176074 |
| 6000 General Eletric | 131814 | 139140 |
| 5244 Ford Motor | 68749 | 81125 |
| 2000 Foot Locker | 70979 | 70260 |
| 3500 Facebook | 85305 | 87080 |
| 4000 Exxon Mobil Corp | 238160 | 361400 |
| 2715 Express Scripts Hldg | 154096 | 167624 |
| 2000 Emerson Elec | 105026 | 109080 |
| 3000 Eli Lilly & Co. | 117440 | 147360 |
| 1500 Ecolab | 102443 | 127785 |
| 2800 Du Pont | 91476 | 147000 |
| 1000 DSW | 39900 | 73470 |
| 2000 Disney | 94430 | 126300 |
| 7000 Deutsche Tele | 94570 | 81620 |
| 1000 Deere | 74153 | 81250 |
| 1500 Covance Inc. | 76405 | 114210 |
| 8700 Corning Inc. | 169389 | 123801 |
| 1000 Conns Inc. | 49965 | 51760 |
| 3565 Comcast Corp | 90452 | 148839 |
| 2000 Colgate Palmolive | 77640 | 114580 |
| 2000 Coach Inc. | 105956 | 114180 |
| 2700 Cigna Corp | 25000 | 195723 |
| 4000 China Biotics | 38730 | 9120 |
| 750 Caterpillar Inc. | 60995 | 61868 |
| 1000 Canadian National Railway | 78103 | 97270 |
| 2000 CA Inc. | 58708 | 57240 |
| 5000 Bristol-Myers | 129428 | 223450 |
| 1400 Becton Dickinson | 97988 | 138362 |
| 1000 Baxter International | 70470 | 69270 |
| 5000 Bank of New York | 163100 | 140250 |
| 1000 Baidu Inc. | 108924 | 94602 |
| 2200 Automatic Door | 133440 | 151492 |
| 1000 Atlas Air | 46494 | 43760 |
| 3000 AT&T | 78541 | 106200 |
| 400 Apple | 164991 | 158612 |
| 1500 AFC Enterprises | 55610 | 53910 |
| 8222 Anglo Amern PLC | 108202 | 79178 |
| 960 Amn Elec Power | 31776 | 42989 |
| 2700 Aflac Inc. | 121617 | 156924 |
| 7500 General American Investr | 187320 | 189750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Rental Expenses | 1225 | 1225 |
| Real Estate - upkeep | 7346 | 7346 |
| Miscellaneous | 480 | 480 |
| License | 61 | 61 |
| INVESTMENT FEES | 794 | 794 |
| Bank charges | 21 | 21 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | stockr inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 75000 | BalanceDue |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Property Taxes | $25,576 | 25576 |
| Foreign Taxes | $6,061 | 6061 |
| FEDERAL TAXES | $18,398 |