THE WHALEN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE WHALEN FAMILY FOUNDATION (EIN 94-3348069)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201101889349100100
- Schema version
- 2010v3.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN INVESTMENT ADVISORY & TRUST | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943348069 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHALEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHAL | NameControl |
| Phone | 4105375452 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5866 OSTRANDER ROAD | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 946182040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL WHALEN | Name |
| Title | PRESIDENT | Title |
| Phone | 4105375452 | Phone |
| Date Signed | 2011-07-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BROWN INVESTMENT ADVISORY | Name |
| Phone | 4105375484 | Phone |
| Date Prepared | 2011-07-07 | DatePrepared |
| 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 | 17765 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 571167 | ContriReceivedRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 1455 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 18790 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1455 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 572622 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1455 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 96107 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 96107 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 96119 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 96107 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 458940 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 458940 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 555059 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 555047 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 17563 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1453 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 202 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 444 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 444 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Other EOY | 17321 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 17321 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 202 | TotalAssetsBOY |
| Total Assets EOY | 17765 | TotalAssetsEOY |
| Total Assets EOYFMV | 17765 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 202 | CapitalStockBOY |
| Capital Stock EOY | 17765 | CapitalStockEOY |
| Total Net Assets BOY | 202 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17765 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 202 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17765 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 202 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 17563 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 17765 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17765 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 7500. EURO SPOT | 2010-10-27 | 10376 | 10401 | -25 | -25 |
| 5000. EURO SPOT | 2010-10-27 | 6919 | 6934 | -15 | -15 |
| . LITIGATION PROCEEDS FORM AMERICA ON LINE INC. | 2010-01-14 | 578 | 578 | 578 | |
| . PROCEEDS OF LITIGATION FROM QWEST COMMUNICATIONS | 2010-04-09 | 912 | 912 | 912 | |
| . LITIGATION PROCEEDS - WORLDCOM | 2010-04-07 | 5 | 5 | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1455 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 416052 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 835 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 498.265868 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 476746 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 996 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 478.660643 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 397239 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1667 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 238.295741 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 485278 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 643 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 754.709176 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 562670 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 21628 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 26.015813 | DistributionRatioYear5 |
| Total Distribution Ratio | 1995.94724 | TotalDistributionRatio |
| Average Distribution Ratio | 399.189448 | AverageDistributionRatio |
| Net Noncharitable Assets | 1034 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 412762 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 15 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 412777 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 555047 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 15 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 15 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 15 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 15 | TaxPaidWithExtension |
| Total Credits And Payments | 15 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN INVESTMENT ADVISORY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4105375452 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S BOND ST | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21231 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
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 |
|---|---|---|---|---|---|---|
| DANIEL WHALEN | ||||||
| 5866 OSTRANDER ROAD | OAKLAND | CA | 94618 | PRESIDENT | 0 | 0 |
| K WHALEN | ||||||
| 5866 OSTRANDER ROAD | OAKLAND | CA | 94618 | VP SEC-TREASURER | 0 | 0 |
| C FESLER | ||||||
| 5866 OSTRANDER ROAD | OAKLAND | CA | 94618 | COORDINATOR | 0 | 0 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1050 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1050 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1050 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16 | CashDeemedCharitable |
| Net Noncharitable Assets | 1034 | NetNoncharitableAssets |
| Minimum Investment Return | 52 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15 | TaxBasedOnInvestmentIncome |
| Total Tax | 15 | TotalTax |
| Distributable Amount Before Adj | 37 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 37 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 37 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 555047 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 555047 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 15 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 555032 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 561601 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 485264 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 397296 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 476714 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 416010 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2336885 | TotalExcessDistriCarryover |
| Qualifying Distributions | 555047 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 555010 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2891895 | 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 | 561601 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2330294 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 485264 | ExcessFromYear4 |
| Excess From Year3 | 397296 | ExcessFromYear3 |
| Excess From Year2 | 476714 | ExcessFromYear2 |
| Excess From Year1 | 416010 | ExcessFromYear1 |
| Excess From Current Year | 555010 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHRISTINE FESLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5866 OSTRANDER ROAD | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4105375452 | RecipientPhoneNumber |
| Form And Info And Materials | APPLY IN WRITING NO SPECIFIC FORMAT REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES APPLICABLE | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS NO LIMITATIONS APPLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|
| NESTO VISE RZB SARAJEVO BIH | ||||||||||
| AVDE JABUCICE 10 | SARAJEVO 71000 | BK | NONE | PUBLIC CHARITY | GENERAL | $337,452 | ||||
| College of St Benedict | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $2,000 | 37 SOUTH COLLEGE AVENUE | ST JOSEPH | MN | 56374 | |||
| St John's Preparatory School | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $2,000 | 1857 WATERTOWER ROAD | COLLEGEVILLE | MN | 563214000 | |||
| FACE | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $25,000 | 2121 HARRISON STREET | OAKLAND | CA | 94612 | |||
| Order of St Benedict | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $2,000 | 104 CHAPEL LANE | ST JOSEPH | MN | 563740220 | |||
| Wheaton College | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $50,000 | 26 EAST MAIN STREET | NORTON | MA | 02766 | |||
| LAKETRAIL BASE CAMP | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $9,488 | 17843 RIVERWOOD DRIVE | LITTLE FALLS | MN | 56345 | |||
| NORTHERN LIGHT SCHOOL | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $15,000 | 3710 DORISA AVENUE | OAKLAND | CA | 94605 | |||
| Oakland Academic Stars | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $10,000 | 755 OCEAN AVENUE | SAN FRANCISCO | CA | 94112 | |||
| Catholic Charities of the East Bay | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $1,000 | 433 JEFFERSON STREET | OAKLAND | CA | 946073592 | |||
| St Mary's Center | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $5,000 | 925 BROCKHURST STREET | OAKLAND | CA | 94608 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 458940 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,455 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,455 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1455 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
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 | DANIEL AND KATHERINE WHALEN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5866 OSTRANDER ROAD | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 571167 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EURO | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 17321 | BookValue |
| EOYFMV | 17321 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TRAVEL EXPENSE | 6419 | 0 | 6419 |
| CAROL YAMASAKE CONSULTANT | 89688 | 0 | 89688 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-PRIN | Category |
| Amount | $2 | Amount |
| Net Investment Income | 2 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DANIEL AND KATHERINE WHALEN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5866 OSTRANDER ROAD | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE INCOME TAXES - PRINCIPAL | Category |
| Amount | $10 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments