GOATEE FOUNDATION T-A TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GOATEE FOUNDATION T-A TR (EIN 34-7158309)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201233149349100008
- 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
- Schedule B
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T12:04:08-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340644631 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTHALL DRAKE & WALLACE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE ROAD SUITE 100 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441312221 | 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 | 347158309 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOATIE FOUNDATION TA 20 -102300680120 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOAT | NameControl |
| Phone | 2166895834 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KEYBANK 4900 TIEDEMAN RD OH-01-49-0 | AddressLine1 |
| Address Line2 | 50 | AddressLine2 |
| City | BROOKLYN | City |
| State | OH | State |
| ZIP Code | 441442302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL SIMMONS | Name |
| Title | TRUSTEE | Title |
| Phone | 2166895834 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD T LASH CPA | Name |
| PTIN | P00226999 | PTIN |
| Phone | 2165732330 | Phone |
| 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 | 658809 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3227000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2573 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2573 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 255 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3229828 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2573 | 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 |
| Legal Fees Rev And Expnss | 97 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 200 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 297 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4427000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4427000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4427297 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4427000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1197469 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2573 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1856359 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 658809 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 658809 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 1856359 | TotalAssetsBOY |
| Total Assets EOY | 658809 | TotalAssetsEOY |
| Total Assets EOYFMV | 658809 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1856359 | CapitalStockBOY |
| Capital Stock EOY | 658809 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1856359 | TotalNetAssetsBOY |
| Total Net Assets EOY | 658809 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1856359 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 658809 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1856359 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1197469 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 658890 | Subtotal |
| Other Decreases | 81 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 658809 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 51 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 51 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 51 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 131 | TaxPaidWithExtension |
| Total Credits And Payments | 151 | TotalCreditsAndPayments |
| Overpayment | 100 | Overpayment |
| Amount Credited To Next Year | 100 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | 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 | KEYBANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2168134556 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1 |
| City | BROOKLYN | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | KEYBANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | 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 | 986539 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 986539 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 986539 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14798 | CashDeemedCharitable |
| Net Noncharitable Assets | 971741 | NetNoncharitableAssets |
| Minimum Investment Return | 48587 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48587 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 51 | TaxBasedOnInvestmentIncome |
| Total Tax | 51 | TotalTax |
| Distributable Amount Before Adj | 48536 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48536 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48536 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4427000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4427000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4427000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48536 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 809999 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1840732 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6258108 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4176462 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2247709 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 15333010 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4427000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48536 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4378464 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19711474 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 809999 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 18901475 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1840732 | ExcessFromYear4 |
| Excess From Year3 | 6258108 | ExcessFromYear3 |
| Excess From Year2 | 4176462 | ExcessFromYear2 |
| Excess From Year1 | 2247709 | ExcessFromYear1 |
| Excess From Current Year | 4378464 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KEYBANK NA TRUSTEE ATTN MICHAEL SIM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE OH-01-27-1709 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2166895834 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NO SPECIFIC DEADLINE | SubmissionDeadlines |
| Restrictions On Awards | EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. PRIMARILY FOR EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO THE WELFARE OF CHILDREN, WOMEN AND FAMILIES, THE EXPANSION OF OPPORTUNITIES FOR WOMEN, AND THE ELIMINATION OF PREJUDICE AND DISCRIMINATION AGAINST WOMEN, BY FUNDING PROJECTS AND ENGAGING IN ACTIVITIES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 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 | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALASKA CONSERVATION FOUNDATION | ||||||||||||
| 441 W FIFTH AVE SUITE 402 | ANCHORAGE | AK | 99501 | N/A | 501(C)(3) | COMMUNITY CAPACITY INITIATIVE | $15,000 | |||||
| AMERICAN BACH SOLOISTS | ||||||||||||
| 44 PAGE STREET SUITE 504 | SAN FRANCISCO | CA | 94102 | N/A | 501(C)(3) | GENERAL SUPPORT | $15,000 | |||||
| BEECH BROOK | ||||||||||||
| 3737 LANDER ROAD | CLEVELAND | OH | 44124 | N/A | 501(C)(3) | GENERAL OPERATING FUND | $35,000 | |||||
| BELLFLOWER CENTER | ||||||||||||
| SHAKER WEST PROFESSIONAL BLDG 220 | CLEVELAND | OH | 44120 | N/A | 501(C)(3) | ANNUAL SUPPORT | $30,000 | |||||
| BEMENT SCHOOL | ||||||||||||
| 94 MAIN STREET | DEERFIELD | MA | 01342 | N/A | 501(C)(3) | ANNUAL FUND & MARY HAWKS HOUSE INITIATIVE | $50,000 | |||||
| BERKELEY REPERTORY THEATRE | ||||||||||||
| 2025 ADDISON STREET | BERKELEY | CA | 94704 | N/A | 501(C)(3) | 3RD INSTALLMENT OF 3 YEAR COMMITMENT | $30,000 | |||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NJ | 11217 | N/A | 501(C)(3) | GENERAL OPERATING FUND | $75,000 | |||||
| CAL PERFORMANCES | ||||||||||||
| UC 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | N/A | 501(C)(3) | GENERAL FUND & MATCH CHALLENGE | $200,000 | |||||
| CAL PERFORMANCES | ||||||||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | N/A | 501(C)(3) | AILEYCAMP | $10,000 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | 501(C)(3) | GENERAL SUPPORT | $100,000 | |||||
| CHANTICLEER INC | ||||||||||||
| 44 PAGE STREET SUITE 604 | SAN FRANCISCO | CA | 94102 | N/A | 501(C)(3) | GENERAL SUPPORT | $4,000 | |||||
| CHEZ PANISSE FOUNDATION | ||||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||||
| CHRONICLE SEASON OF SHARING | ||||||||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)(3) | GENERAL SUPPORT | $150,000 | |||||
| DIAN FOSSEY GORRILLA FUND INTL | ||||||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | 501(C)(3) | KARISOKE RESEARCH CENTER PROGRAM | $100,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| MR MARK PALMER 2150 ALLSTON WAY | BERKELEY | CA | 94704 | N/A | 501(C)(3) | DOLPHIN PROJECTS | $50,000 | SUITE 460 | ||||
| EARTHJUSTICE | ||||||||||||
| 426 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | N/A | 501(C)(3) | GENERAL SUPPORT | $330,000 | |||||
| ECOJUSTICE | ||||||||||||
| N/A | 501(C)(3) | GENERAL SUPPORT | $100,000 | 131 WATER STREET SUITE 214 | VANCOUVER, BC | CA | V6B 4M3 | |||||
| GEOS INSTITUTE | ||||||||||||
| 84 FOURTH STREET | ASHLAND | OR | 97520 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| GLOBAL GREEN USA | ||||||||||||
| 2218 MAIN STREET 2ND FLOOR | SANTA MONICA | CA | 90405 | N/A | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| GREENPEACE FUND INC | ||||||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL SUPPORT | $125,000 | |||||
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | ||||||||||||
| PO BOX 518 | DEER ISLE | ME | 04627 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| INT'L CENTER FOR PHOTOGRAPHY | ||||||||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL OPERATIONS | $100,000 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)(3) | CHALLENGE GRANT | $50,000 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)(3) | ANNUAL FUND | $100,000 | |||||
| NAT'L RESOURCES DEFENSE COUNCIL | ||||||||||||
| PRISCILLA BAYLEY 40 WEST 20TH | NEW YORK | NY | 10011 | N/A | 501(C)(3) | ROCKY MOUNTAIN WILDLIFE PROGRAM | $120,000 | STREET | ||||
| NATIONAL AUDUBON SOCIETY | ||||||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | 501(C)(3) | GENERAL FUND | $55,000 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | 501(C)(3) | ROCKY MOUNTAIN FRONT | $100,000 | |||||
| NINTH STREET INDEPENDENT FILM CENTER | ||||||||||||
| 145 NINTH STREET SUITE 101 | SAN FRANCISCO | CA | 94103 | N/A | 501(C)(3) | YOUTH MEDIA PROGRAM | $35,000 | |||||
| OREGON WILD | ||||||||||||
| 5825 N GREELEY AVE | PORTLAND | OR | 97217 | N/A | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| PHILHARMONIA BAROQUE ORCHESTRA | ||||||||||||
| COURTNEY BECK 180 REDWOOD STREET | SAN FRANCISCO | CA | 94102 | N/A | 501(C)(3) | GENERAL FUND | $60,000 | SUITE 200 | ||||
| PLOUGHSHARES FUND | ||||||||||||
| FORT MASON CENTER BUILDING B 330 | SAN FRANCISCO | CA | 94123 | N/A | 501(C)(3) | GENERAL SUPPORT | $80,000 | |||||
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000,000 | |||||
| SEACOLOGY | ||||||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | N/A | 501(C)(3) | GENERAL SUPPORT | $8,000 | |||||
| THE CLEVELAND ORCHESTRA | ||||||||||||
| SEVERANCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL SUPPORT | $50,000 | |||||
| THE CLEVELAND PLAYHOUSE | ||||||||||||
| 8500 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | FOR ARTS & EDUCATION PROGRAMS | $140,000 | |||||
| THE LEATHERBACK TRUST | ||||||||||||
| 161 MERION AVENUE | HADDONFIELD | NJ | 08033 | N/A | 501(C)(3) | NEW FIELD STATIONS-PLAY GRANDE AT LAS BAULAS PARK COSTA RICA | $100,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | 501(C)(3) | GENERAL OPERATING FUND | $150,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | 501(C)(3) | CHALLENGE GRANT | $40,000 | |||||
| WATER WATCH OF OREGON | ||||||||||||
| 213 W ASH STREET SUITE 208 | PORTLAND | OR | 97204 | N/A | 501(C)(3) | GENERAL SUPPORT | $30,000 | |||||
| WESTERN RIVERS CONSERVANCY | ||||||||||||
| 71 SW OAK STREET SUITE 100 | PORTLAND | OR | 97204 | N/A | 501(C)(3) | GENERAL SUPPORT | $80,000 | |||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NJ | 11217 | N/A | 501(C)(3) | ANDREW W. MELLON OPERA ENDOWNMENT CHALLENGE GRANT | $150,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | 501(C)(3) | FACILITIES/EDUCATION & GLOBAL CONSERVATION PROGRAMS | $200,000 | |||||
| UNIVERSITY CIRCLE INC | ||||||||||||
| 10831 MAGNOLIA DR | CD | OH | 44106 | N/A | 501(C)(3) | EARLY LEARNING INITIATIVE ENDOWMENT | $20,000 | |||||
| THE ELEPHANT SANCTUARY | ||||||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | 501(C)(3) | GENERAL SUPPORT | $20,000 | |||||
| SOJOURNERS | ||||||||||||
| 3333 14TH STREET NW SUITE 200 | WASHINGTON | DC | 20010 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| FARM SANCTUARY | ||||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||||
| HUMANE SOCIETY OF THE US | ||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL SUPPORT | $80,000 | |||||
| JAZZSCHOOL | ||||||||||||
| 2087 ADDISON ST | BERKELEY | CA | 94704 | N/A | 501(C)(3) | GENERAL SUPPORT | $80,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4427000 | 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 | $2,573 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| TAX REFUND | 01 | $5 |
| LEGAL FEES | 01 | $250 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,828 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2828 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
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 | WOMEN'S PROJECT FOUNDATION | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK NA TRUSTEE 4900 TIEDEMA | AddressLine1 |
| City | BROOKLYN | City |
| State | OH | State |
| ZIP Code | 441442302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3227000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $97 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET DIFFERENCE BETWEEN TAX AND BOOK | Description |
| Amount | $81 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OHIO FILING FEE | Description |
| Revenue And Expenses Per Books | 200 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| TAX REFUND | 5 | 5 |
| LEGAL FEES | 250 | 250 |
Comments