GERALD M KLINE FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: GERALD M KLINE FAMILY FOUNDATION (EIN 94-3316362)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-03-28
IRS object ID: 201230889349100613
Schema version: 2010v3.4
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
Applied To Prior Year Election
Expenditure Responsibility Stmt
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-28T21:46:53-05:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ARMANINO MCKENNA LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	12667 ALCOSTA BLVD SUITE 500	AddressLine1
City	SAN RAMON	City
State	CA	State
ZIP Code	945965091	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	943316362	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GERALD MKLINE FAMILY FOUNDATION	BusinessNameLine1
Business Name Line2	C/O JOHN BRYCHEL CPA	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	GERA	NameControl
Phone	9257902600	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12667 ALCOSTA BLVD NO 500	AddressLine1
City	SAN RAMON	City
State	CA	State
ZIP Code	945834427	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	GERALD KLINE	Name
Title	PRESIDENT	Title
Phone	5106556200	Phone
Date Signed	2012-03-08	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN BRYCHEL	Name
Phone	9257902600	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	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	7181164	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	1659	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1659	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	639136	DividendsRevAndExpnss
Dividends Net Invst Incm	639136	DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	640795	TotalRevenueAndExpenses
Total Net Investment Income	640795	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
Accounting Fees Rev And Expnss	10243	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	5122	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	5121	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	90629	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	160	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	60	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	60	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	100932	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	5182	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	5281	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	606500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	606500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	707432	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	5182	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	611781	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-66637	ExcessOfRevenueOverExpenses
Net Investment Income	635613	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	4574	CashBOY
Savings And Temp Cash Invst BOY	491958	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	16971	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	16971	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	5176917	InvestmentsOtherBOY
Investments Other EOY	5176917	InvestmentsOtherEOY
Investments Other EOYFMV	5176917	InvestmentsOtherEOYFMV
Other Assets BOY	1490554	OtherAssetsBOY
Other Assets EOY	1987276	OtherAssetsEOY
Other Assets EOYFMV	1987276	OtherAssetsEOYFMV
Total Assets BOY	7164003	TotalAssetsBOY
Total Assets EOY	7181164	TotalAssetsEOY
Total Assets EOYFMV	7181164	TotalAssetsEOYFMV
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	83798	OtherLiabilitiesEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	83798	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	7164003	RetainedEarningsBOY
Retained Earnings EOY	7097366	RetainedEarningsEOY
Total Net Assets BOY	7164003	TotalNetAssetsBOY
Total Net Assets EOY	7097366	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7164003	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	7181164	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7164003	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-66637	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	7097366	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	7097366	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	1	LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	12712	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	12712	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	12712	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	11880	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	832	TaxPaidWithExtension
Total Credits And Payments	12712	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Tax Due	0	TaxDue

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 Person Name	ARMANINO MCKENNA LLP ATTNJOHN B	BooksInCareOfPersonName
Books In Care Of Phone Number	9257902600	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	12667 ALCOSTA BLVD STE 500	AddressLine1
City	SAN RAMON	City
State	CA	State
ZIP Code	945834427	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	1	UndistributedIncomePriorYears
Undistributed Income Prior Year2	2008	UndistributedIncomePriorYear2
Undistr Income4942a2 Not Applied	1	UndistrIncome4942a2NotApplied
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	1	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	1	TrFailToQualifyAsExceptions
Maint Expend Responsibility	1	MaintExpendResponsibility
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

Field	Value	IRS element (for citing)
Person Name	GERALD M KLINE	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	901 MENDOCINO AVE	AddressLine1
City	BERKELEY	City
State	CA	State
ZIP Code	94707	ZIPCode

Field	Value	IRS element (for citing)
Title	CEO, SEC., CFO	Title
Avg Hours Per Wk Devoted To Position	1.00	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

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	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	429077	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	6885845	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	7314922	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	7314922	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	109724	CashDeemedCharitable
Net Noncharitable Assets	7205198	NetNoncharitableAssets
Minimum Investment Return	360260	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	360260	MinimumInvestmentReturn
Tax Based On Investment Income	12712	TaxBasedOnInvestmentIncome
Total Tax	12712	TotalTax
Distributable Amount Before Adj	347548	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	347548	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	347548	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	611781	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	611781	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	611781	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	347548	DistributableAmountAsAdjusted
Undistributed Income Prior Year	320576	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Total For Prior Years	343657	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	611781	QualifyingDistributions
Applied To Year1	320576	AppliedToYear1
Applied To Prior Years	291205	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	0	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	52452	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	52452	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	347548	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	GERALD M KLINE	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ALIS - NASSAU COUNTY LIBRARIES
900 JERUSALEM AVE	UNIONDALE	NY	11553	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$50,000
AZUSA PACIFIC UNIVERSITY LIBRARY
901 EAST ALOSTA AVE	AZUSA	CA	91702	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
BERKELEY PUBLIC LIBRARY
2090 KITTREDGE ST	BERKELEY	CA	94704	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$100,000
BLOOMFIELD TOWNSHIP PUBLIC LIBRARY
1099 LONE PINE RD	BLOOMFIELD HILLS	MI	48302	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
CALIFORNIA STATE UNIVERSITY LONG BEACH LIBRARY
1250 BELLFLOWER BLVD MS-1901	LONG BEACH	CA	908401901	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$50,000
CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION
2111 SNOW RD	PARMA	OH	44134	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
GRAND VALLEY STATE UNIVERSITY FOUNDATION
1 CAMPUS DR	ALLENDALE	MI	494019403	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
INNOVATIVE USERS GROUP
6077 FAR HILLS AVE 118	CENTERVILLE	OH	454591923	NONE	501(C)(7)	TO PROVIDE RECIPIENTS WITH THE OPPORTUNITY TO ENHANCE THEIR TECHNICAL SKILLS	$100,000
JEWISH WAR VETERANS MURRY ROSEN POST #64
MURRAY ROSEN POST 64 3144 DESMOND	LAS VEGAS	NV	89121	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$10,000	AVE
LOYOLA MARYMOUNT UNIVERSITY
WILLIAM HANNON LIBRARY 1 LMU DR	LOS ANGELES	CA	90045	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$15,000	MS8200
MICHIGAN SATE UNIVERSITY
100 LIBRARY	EAST LANSING	MI	488241228	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$50,000
MIDDLE COUNTRY LIBRARY FOUNDATION
101 EASTWOOD BLVD	CENTEREACH	NY	11720	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
MILL VALLEY PUBLIC LIBRARY
MILL VALLEY PUBLIC LIBRARY	MILL VALLEY	CA	94941	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$12,000
MOUNTAIN PLAINS LIBRARY ASSOCIATION
MOUNTAIN PLAINS LIBRARY ASSOC 14293	LAKEWOOD	CO	80228	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$15,000	WEST CENTER DR
NASHVILLE PUBLIC LIBRARY FOUNDATION
615 CHURCH ST	NASHVILLE	TN	37219	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
PUBLIC LIBRAY ASSOCIATION
PUBLIC LIBRARY ASSOC 50 E HURON	CHICAGO	IL	60611	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$15,000
REFORMA
SAN FANCISCO PUBLIC LIBRARY 100	SAN FRANCISCO	CA	941024705	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$25,000	LARKIN ST
SACRAMENTO PUBLIC LIBRARY
828 I ST	SACRAMENTO	CA	958142589	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
SAN MATEO COUNTY LIBRARY
125 LESSINGIA CT	SAN MATEO	CA	94402	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$12,000
SCOTTSDALE PUBLIC LIBRARY
3839 N DRINKWATER BLVD	SCOTTSDALE	AZ	852514452	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$10,000
SJSU TOWER FOUNDATION LIBRARY NEH MATCHING GRANT
SJSU LIBRARY ONE WASHINGTON SQUARE	SAN JOSE	CA	95192	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$15,000
ST JOSEPH COUNTY PUBLIC LIBRARY
304 S MAIN ST	SOUTH BEND	IN	46601	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$2,500
SUFFOLK COOPERATIVE LIBRARY SYSTEM
627 N SUNRISE SERVICE RD	BELLPORT	NY	11713	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$50,000
TSU FRIENDS OF THE LIBRARY
3500 JOHN A MERRITT BLVD	NASHVILLE	TN	372091561	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
TOLEDO LIBRARY LEGACY FOUNDATION
325 MICHIGAN ST	TOLEDO	OH	43604	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
UNIVERSITY CORPORATION SAN FRANCISCO STATE
UNIVERSITY PROGRAMS COLLEGE OF	SAN FRANCISCO	CA	94132	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$15,000	HEALTH HUMAN SERVICES ADM 153 SFSU
UNIVERSITY OF NEBRASKA FOUNDATION
141 LOVE LIBRARY 13TH R STREETS	LINCOLN	NE	68588	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
WEST BLOOMFIELD PUBLIC LIBRARY
4600 WALNUT LAKE RD	WEST BLOOMFIELD	MI	48323	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000
YALE LAW LIBRARY
PO BOX 208326	NEW HAVEN	CT	065208326	NONE	509(A)(1)	GENERAL LIBRARY OPERATIONS	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	606500	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,659	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$639,136	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$640,795	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	640795	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	1	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

Transfer Schedule TransferSchedule

Field	Value	IRS element (for citing)
Line Number	1a(1)	LineNumber
Amount Involved	100000	AmountInvolved

Name Of Noncharitable EO NameOfNoncharitableEO

Field	Value	IRS element (for citing)
Business Name Line1	INNOVATIVE USERS GROUP	BusinessNameLine1

Field	Value	IRS element (for citing)
Description Of Transfers Etc	THE FOUNDATION MADE A GRANT TO INNOVATIVE USERS GROUP. THE DETAILS OF THIS GRANT ARE DETAILED IN THE EXPENDITURE RESPOSIBILTY ATTACHMENT.	DescriptionOfTransfersEtc

Field	Value	IRS element (for citing)
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	Category
Amount	$10,243	Amount
Net Investment Income	5122	NetInvestmentIncome
Disbursements Charitable Prps	5121	DisbursementsCharitablePrps

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	THE FOUNDATION IS MAKING THE ELECTION UNDER TREASURY REGULATIONS SEC. 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2009.	Election

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INNOVATIVE USERS GROUP	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6077 FAR HILLS AVENUE 118	AddressLine1
City	CENTERVILLE	City
State	OH	State
ZIP Code	454591923	ZIPCode

Field	Value	IRS element (for citing)
Grant Date	2011-06-29	GrantDate
Grant	$100,000	GrantAmount
Grant Purpose	TO PROVIDE RECIPIENTS WITH THE OPPORTUNITY TO ENHANCE THEIR TECHNICAL SKILLS IN THE AREA OF LIBRARY AUTOMATION.	GrantPurpose
Amount Expended By Grantee	100000	AmountExpendedByGrantee
Any Diversion By Grantee	NONE	AnyDiversionByGrantee
Dates Of Reports By Grantee	PENDING	DatesOfReportsByGrantee

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (9 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
ALICANTE	AT COST	286917	286917
CYPRESS #2 NOTE	AT COST	500000	500000
TRINITY HOUSE-VINTAGE NOTE	AT COST	500000	500000
ESPLANADE NOTE	AT COST	300000	300000
TRI-NOTE	AT COST	590000	590000
VINTAGE@SOUTH MEADOWS NOTE	AT COST	500000	500000
VENU/GALLERIA	AT COST	500000	500000
ALIZE NOTE	AT COST	1000000	1000000
HIDDEN HILLS	AT COST	1000000	1000000

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ACCRUED INTEREST ON NOTES	Description
BOY Book Value	1490554	BOYBookValue
EOY Book Value	1987276	EOYBookValue
EOYFMV	1987276	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK FEES	Description
Revenue And Expenses Per Books	60	RevenueAndExpensesPerBooks
Net Investment Income	60	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	FLOAT FROM CB&T	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	83798	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL TAX	$90,469	0	0
STATE TAX	$160	0	160

GERALD M KLINE FAMILY FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Transfer Schedule TransferSchedule

Name Of Noncharitable EO NameOfNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Applied To Prior Year Election AppliedToPriorYearElection

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

US Address USAddress

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (9 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments