BEHRING FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BEHRING FOUNDATION (EIN 68-0306096)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-14
- IRS object ID
- 201111959349100501
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T09:07:59-07:00 | 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 | 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 | 2010-01-01 | 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 | P O 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 | 2011-06-30 | DateSigned |
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 | 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 | 4460364 | 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 | 69 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 69 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 69 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 76527 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76527 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 76527 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 379773 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2429690 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 379773 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 90558 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 456369 | TotalRevenueAndExpenses |
| Total Net Investment Income | 456369 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 167154 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 37500 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 7063 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3532 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 3531 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 37731 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 37731 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 37731 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 5035 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 1292 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 24969 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 113590 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41263 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 41262 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 180970 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 180970 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 294560 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41263 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 41262 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 180970 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 161809 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 415106 | NetInvestmentIncome |
| Adjusted Net Income | 125892 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10039 | CashBOY |
| Cash EOY | 15015 | CashEOY |
| Cash EOYFMV | 15015 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 282472 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 95007 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 95007 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2660558 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3191571 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3964828 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 385514 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 385514 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 385514 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 1 | OtherAssetsBOY |
| Total Assets BOY | 3338584 | TotalAssetsBOY |
| Total Assets EOY | 3687107 | TotalAssetsEOY |
| Total Assets EOYFMV | 4460364 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 2023130 | LoansFromOfficersBOY |
| Loans From Officers EOY | 2209844 | LoansFromOfficersEOY |
| Total Liabilities BOY | 2023130 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2209844 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1315454 | RetainedEarningsBOY |
| Retained Earnings EOY | 1477263 | RetainedEarningsEOY |
| Total Net Assets BOY | 1315454 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1477263 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3338584 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3687107 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1315454 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 161809 | ExcessOfRevenueOverExpenses |
| Subtotal | 1477263 | Subtotal |
| Total Net Assets Fund Balances EOY | 1477263 | 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 | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CARDINAL HEALTH SEC LITIGATION | P | 2007-01-01 | 2010-12-31 | 521 | 521 | 521 |
| CAPITAL GAIN DIVIDENDS JP MORGAN | P | 2008-01-01 | 2010-12-31 | 126 | 126 | 126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 379773 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 90558 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4574853 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4025928 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.13635 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7712750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19705078 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.39141 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1983000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7502996 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.26429 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3508497 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2549331 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.37624 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1844400 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1821939 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.01233 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.18062 | TotalDistributionRatio |
| Average Distribution Ratio | 0.83612 | AverageDistributionRatio |
| Net Noncharitable Assets | 3993863 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3339365 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4151 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3343516 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 180970 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8302 | InvestmentIncomeExciseTax |
| Subtotal | 8302 | Subtotal |
| Tax Based On Investment Income | 8302 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9011 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9011 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 709 | Overpayment |
| Amount Credited To Next Year | 709 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | 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 |
|---|---|---|---|---|---|---|
| JOEL EHRENKRANZ ESQ | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | TRUSTEE | 0.00 | 0 |
| DAVID E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | TRUSTEE | 0.00 | 0 |
| KENNETH E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | TRUSTEE | 0.00 | 0 |
| STEPHEN BEINKE | ||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 94506 | 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 | 3911098 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 143585 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4054683 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4054683 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60820 | CashDeemedCharitable |
| Net Noncharitable Assets | 3993863 | NetNoncharitableAssets |
| Minimum Investment Return | 199693 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 199693 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8302 | TaxBasedOnInvestmentIncome |
| Total Tax | 8302 | TotalTax |
| Distributable Amount Before Adj | 191391 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 191391 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 191391 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 180970 | ExpensesAndContributions |
| Qualifying Distributions | 180970 | QualifyingDistributions |
| Adj Qualifying Distributions | 180970 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 191391 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1811871 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3452906 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1683832 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6735817 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4379546 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 18063972 | TotalExcessDistriCarryover |
| Qualifying Distributions | 180970 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 180970 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 10421 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10421 | ExcessDistriCyovAppliedCY |
| Total Corpus | 18053551 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1801450 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 16252101 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3452906 | ExcessFromYear4 |
| Excess From Year3 | 1683832 | ExcessFromYear3 |
| Excess From Year2 | 6735817 | ExcessFromYear2 |
| Excess From Year1 | 4379546 | ExcessFromYear1 |
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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | SCHOOL | TO FUND EDUCATIONAL IMPROVEMENT | $105,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| ANNIVERSARY GALA | DANVILLE | CA | 94506 | 501(c) | TO PROMOTE EDUCATION, TEAM WORK AND SELF-ESTEEM IN YOUNG BOYS | $1,500 | |
| CALIFORNIA WATERFOWL | |||||||
| 4630 NORTHGATE BLVD STE 150 | SACRAMENTO | CA | 95834 | 501(c) | TO HELP FUND YOUTH EDUCATION AND WILDLIFE MANAGEMENT | $675 | |
| PLEASANTON NORTH ROTARY CLUB | |||||||
| 7050 JOHNSON ST | PLEASANTON | CA | 94588 | 501(c) | TO HELP FUND LOCAL AND INTERNATIONAL COMUMMUNITY SERVICE PROJECTS | $1,000 | |
| NEW LIFE CHURCH | |||||||
| 2680 BISHOP DRIVE | SAN RAMON | CA | 94583 | 501(c) | SUPPORT OF CHURCH | $1,800 | |
| THE ROTARY FOUNDATION | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | 501(c) | TO FUND LOCAL AND INTERNATIONAL HUMANITARIAN AND EDUCATION PROGRAMS | $750 | |
| COMMUNITY YOUTH CNTR | |||||||
| 2241 GALAXY COURT | CONCORD | CA | 94522 | 501C3 | TO SUPPORT YOUTH WITH A PLACE TO LEARN AND GROW THROUGH DISCIPLINE, FOCUS AND HARD WORK. | $27,350 | |
| GLOBAL HEALTH AND EDUCATION FOUNDAT | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE CA | CA | 94503 | 501C3 | PROVIDES WHEELCHAIRS AROUND THE WORLD FOR THE NEEDY | $7,500 | AFFILIATED ORGANIZATION |
| DANVILLESYCAMORE VALLEY ROTARY | |||||||
| 696 SAN RAMON VALLEY BLVD STE 332 | DANVILLE CA | CA | 94526 | 501C3 | TO HELP FUND THE ROTARY COMMUNITY SERVICE PROJECTS IN THE SYCAMORE VALLEY. | $1,800 | |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | 501C3 | TO FUND SCHOLARSHIPS | $33,595 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 180970 | 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 | $69 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $76,527 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $379,773 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $456,369 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 456369 | 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 | $7,063 | Amount |
| Net Investment Income | 3532 | NetInvestmentIncome |
| Adjusted Net Income | 3531 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $37,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MEALS & ENTERTAINMENT | 24804 |
| DUES & FEES | 75 |
| BANK CHARGES | 90 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $37,731 | Amount |
| Net Investment Income | 37731 | NetInvestmentIncome |
| Adjusted Net Income | 37731 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL INCOME TAX | $5,000 |
| CA FRANCHISE TAX BOARD | $25 |
| CA FRANCHISE TAX BOARD | $10 |
Comments