BEHRING FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEHRING FOUNDATION (EIN 68-0306096)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-30
- IRS object ID
- 201211519349100506
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-30T11:48:20-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elliot D Stein CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 Hollywood Blvd 505 | AddressLine1 |
| City | Hollywood | City |
| State | FL | State |
| ZIP Code | 33020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680306096 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHRING FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEHR | NameControl |
| Phone | 9257369816 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 807 | AddressLine1 |
| City | DANVILLE | City |
| State | CA | State |
| ZIP Code | 94526 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH E BEHRING | Name |
| Title | President | Title |
| Date Signed | 2012-05-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLIOT D STEIN CPA | Name |
| Phone | 9549205300 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 4346826 | 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 |
| Interest On Savings Rev And Expnss | 13 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 13 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 71038 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 71038 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 71038 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 318094 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2071556 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 318094 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 389145 | TotalRevenueAndExpenses |
| Total Net Investment Income | 389145 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 71051 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 12673 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 11599 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5799 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 5800 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 42144 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 42144 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 42144 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 7701 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 480 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 494 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 75091 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 47943 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 47944 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85841 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 47943 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 47944 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 303304 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 341202 | NetInvestmentIncome |
| Adjusted Net Income | 23107 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15015 | CashBOY |
| Cash EOY | 13657 | CashEOY |
| Cash EOYFMV | 13657 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 95007 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 42776 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 42776 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3191571 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3583464 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3904879 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 385514 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 385514 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 385514 | InvestmentsCorpBondsEOYFMV |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 3687107 | TotalAssetsBOY |
| Total Assets EOY | 4025412 | TotalAssetsEOY |
| Total Assets EOYFMV | 4346826 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 2209844 | LoansFromOfficersBOY |
| Loans From Officers EOY | 2244845 | LoansFromOfficersEOY |
| Total Liabilities BOY | 2209844 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2244845 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1477263 | RetainedEarningsBOY |
| Retained Earnings EOY | 1780567 | RetainedEarningsEOY |
| Total Net Assets BOY | 1477263 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1780567 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3687107 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4025412 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1477263 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 303304 | ExcessOfRevenueOverExpenses |
| Subtotal | 1780567 | Subtotal |
| Total Net Assets Fund Balances EOY | 1780567 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED J P MORGAN LONG TERM | P | 2011-01-01 | 2011-12-31 | 1342267 | 1014756 | 327511 | 327511 |
| SEE ATTACHED J P MORGAN SHORT TERM | P | 2011-01-01 | 2011-12-31 | 729289 | 738706 | -9417 | -9417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 318094 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -9417 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 180970 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3993863 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04531 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4574853 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4025928 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.13635 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7712750 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19705078 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.39141 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1983000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7502996 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.26429 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3508497 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2549331 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.37624 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.21360 | TotalDistributionRatio |
| Average Distribution Ratio | 0.64272 | AverageDistributionRatio |
| Net Noncharitable Assets | 4415446 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2837900 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3412 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2841312 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6824 | InvestmentIncomeExciseTax |
| Subtotal | 6824 | Subtotal |
| Tax Based On Investment Income | 6824 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8400 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 55 | PenaltyForUnderpayment |
| Overpayment | 1521 | Overpayment |
| Amount Credited To Next Year | 1521 | 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 | true | 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 | CA | 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 | ELLIOT D STEINCPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9549205300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOLLYWOOD BLVD 505 | AddressLine1 |
| City | HOLLYWOOD | City |
| State | FL | State |
| ZIP Code | 33020 | 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 | true | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| STEPHEN BEINKE | ||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 94506 | FORMER TRUSTEE | 0.00 | 0 |
| JOEL EHRENKRANTZ | ||||||
| 2131 HOLLYWOOD BLVD STE 505 | HOLLYWOOD | FL | 33020 | FORMER TRUSTEE | 0.00 | 0 |
| KENNETH E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | TRUSTEE | 0.00 | 0 |
| DAVID E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | FORMER TRUSTEE | 0.00 | 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 | 4427513 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 55173 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4482686 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4482686 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 67240 | CashDeemedCharitable |
| Net Noncharitable Assets | 4415446 | NetNoncharitableAssets |
| Minimum Investment Return | 220772 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 220772 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6824 | TaxBasedOnInvestmentIncome |
| Total Tax | 6824 | TotalTax |
| Distributable Amount Before Adj | 213948 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 213948 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 213948 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10750 | ExpensesAndContributions |
| Qualifying Distributions | 10750 | QualifyingDistributions |
| Adj Qualifying Distributions | 10750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 213948 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3452906 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1683832 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6735817 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4379546 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 16252101 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10750 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10750 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 203198 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 203198 | ExcessDistriCyovAppliedCY |
| Total Corpus | 16048903 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3249708 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 12799195 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1683832 | ExcessFromYear4 |
| Excess From Year3 | 6735817 | ExcessFromYear3 |
| Excess From Year2 | 4379546 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH E BEHRING | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE BEHRING FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOLLYWOOD BLVD STE 505 | AddressLine1 |
| City | HOLLYWOOD | City |
| State | FL | State |
| ZIP Code | 33020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9549205300 | RecipientPhoneNumber |
| Form And Info And Materials | SEE FELLOWSHIP APPLICATION PROCEDURE ATTACHED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DISCOVERY COUNSELING CENTER | |||||||
| 115A TOWN COUNTRY DRIVE | DANVILLE | CA | 94526 | NONE | 501C3 | HELP FUND STUDENT & PARENT COUNSELING IN ALCOHOL & DRUG SITUATIONS | $500 |
| NEW LIFE CHURCH | |||||||
| 2680 BISHOP DRIVE STE 250 | SAN RAMON | CA | 94583 | NONE | 501C3 | HELP WITH COMMUNITY PROGRAMS OF THE CHURCH | $3,000 |
| MUSIC IN THE VINEYARDS | |||||||
| PO BOX 8297 | NAPA | CA | 94581 | NONE | 501C3 | HELP FUND CONCERTS AND SCHOLARSHIPS | $500 |
| STUDENTS RISING ABOVE | |||||||
| PO BOX 29174 | SAN FRANCISCO | CA | 94129 | NONE | 501C3 | HELP LOW-INCOME HIGH SCHOOL STUDENTS ATTEND AND GRADUATE FROM COLLEGE | $250 |
| ROTARY CLUB OF DANVILLE | |||||||
| PO BOX 224 | DANVILLE | CA | 94526 | NONE | 501C3 | HELP FUND VARIOUS ROTARY ACTIVITIES AROUND DANVILLE | $500 |
| GLOBAL HEALTH AND EDUCATION FOUNDAT | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE CA | CA | 94503 | AFFILIATED ORGANIZATION | 501C3 | PROVIDES WHEELCHAIRS FOR THE NEEDY AROUND THE WORLD | $5,000 |
| DANVILLESYCAMORE VALLEY ROTARY | |||||||
| 696 SAN RAMON VALLEY BLVD STE 332 | DANVILLE CA | CA | 94526 | NONE | 501C3 | TO HELP FUND THE ROTARY COMMUNITY SERVICE PROJECTS IN THE SYCAMORE VALLEY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10750 | 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 | $13 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $71,038 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $318,094 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $389,145 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 389145 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREP FEES | Category |
| Amount | $11,599 | Amount |
| Net Investment Income | 5799 | NetInvestmentIncome |
| Adjusted Net Income | 5800 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $12,673 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MEALS & ENTERTAINMENT | 329 |
| DUES & FEES | 150 |
| BANK CHARGES | 15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | morgan stanley investment advisory fees | Category |
| Amount | $42,144 | Amount |
| Net Investment Income | 42144 | NetInvestmentIncome |
| Adjusted Net Income | 42144 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL INCOME TAX | $7,691 |
| CA FRANCHISE TAX BOARD | $10 |
Comments