ZIEF FAMILY FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ZIEF FAMILY FOUNDATION INC (EIN 94-1676472)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201130469349100303
- Schema version
- 2009v1.7
- 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
- Cash Deemed Charitable Expln Stmt
- Legal Fees Schedule
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T12:08:49-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MONTGOMERY STREET SUITE 2075 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941676472 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR C ZIEF JR FOUNDATION MR JEFFREY S BRAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARTH | NameControl |
| Phone | 4153625133 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST 20TH AVENUE | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey S Brand | Name |
| Title | President | Title |
| Phone | 4153625133 | Phone |
| Date Signed | 2011-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jamshed Gandi | Name |
| Phone | 4157774488 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 4869504 | 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 | 475 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 475 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 475 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1250 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1250 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1250 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 279200 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 279200 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 279200 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 279200 | NetRentalIncomeOrLoss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 280925 | TotalRevenueAndExpenses |
| Total Net Investment Income | 280925 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 280925 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 269623 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8468 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10506 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5813 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 5813 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 5813 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 18964 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18888 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 18888 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 18888 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 307561 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24701 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 24701 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 24701 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5555 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5555 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 313116 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24701 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 24701 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30256 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32191 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 256224 | NetInvestmentIncome |
| Adjusted Net Income | 256224 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 169376 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 84185 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 84185 | SavingsAndTempCashInvstEOYFMV |
| Land Building And Equipment Basis | 4785319 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 4785319 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 4785319 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 4785319 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 4954695 | TotalAssetsBOY |
| Total Assets EOY | 4869504 | TotalAssetsEOY |
| Total Assets EOYFMV | 4869504 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 1170911 | LoansFromOfficersBOY |
| Loans From Officers EOY | 1430000 | LoansFromOfficersEOY |
| Total Liabilities BOY | 1170911 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1430000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1299148 | CapitalStockBOY |
| Capital Stock EOY | 987059 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2484636 | RetainedEarningsBOY |
| Retained Earnings EOY | 2452445 | RetainedEarningsEOY |
| Total Net Assets BOY | 3783784 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3439504 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4954695 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4869504 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3783784 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32191 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3751593 | Subtotal |
| Other Decreases | 312089 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3439504 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 29857 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 0 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 261618 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29115 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 177131 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 87040 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2562 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2562 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30256 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2562 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2562 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2562 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2360 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Tax Due | 219 | 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 | 1 | 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 | 1 | 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 | RINA ACCOUNTANCY CORPORATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4157774488 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MONTGOMERY ST STE 2075 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 1 | 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 |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRAND JEFFREY S | ||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| CURSON DAVE | ||||||||
| 20 EAST 20TH AVENUE | SAN MATEO | CA | 94403 | SECRETARY | 0.00 | 0 | 0 | 0 |
| DIEZ MAXIMILLIAN C | ||||||||
| PO BOX 212373 | CHULA VISTA | CA | 91921 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| HILBORN DAY W | ||||||||
| 60 COLLINS STREET | SAN FRANCISCO | CA | 94118 | TREASURER | 0.00 | 0 | 0 | 0 |
| ZIEF DORRAINE | ||||||||
| PO BOX 53 | MILLBRAE | CA | 94030 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| GLICKMAN RAYMOND | ||||||||
| 109 GEARY STREET | SAN FRANCISCO | CA | 94108 | DIRECTOR | 0.00 | 0 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OBTAINS DONATIONS TO BUY HOMES FOR THE MENTALLY HANDICAPPED. THE HOMES ARE LEASED TO NON-PROFIT CHARITABLE AGENCIES THAT PROVIDE FOR THE MENTALLY HANDICAPPED. THE LEASE MONEY IS ACCUMULATED ALONG WITH CONTRIBUTIONS TO OBTAIN MORE HOMES. AFTER A FEW YEARS THIS SHOULD BE A SELF-PERPETUATING FOUNDATION. BENEFITS TO THE DISABLED, THEIR PARENTS, & THE GOVERNMENT INCLUDE THE FOLLOWING: A. IT PRESENTLY COSTS THE GOVERNMENT & TAXPAYERS $100,000 A YEAR TO KEEP A MENTALLY DISABLED YOUNG ADULT IN AN INSTITUTION.B. IN A PRIVATE RESIDENTIAL HOME THE COST CAN BE REDUCED TO $32,000 A YEAR, THUS SAVING THE GOVERNMENT & TAXPAYERS $68,000 A YEAR PER PERSON. C. TO GIVE MENTALLY DISABLED A HOME ENVIRONMENT INSTEAD OF AN INSTITUTIONAL ENVIRONMENT. D. PSYCHOLOGICALLY THIS IS A BIG LIFT TO THE PARENTS OF THE DISABLED TO SEE THEIR CHILD IN A RESIDENTIAL HOME. THE IRS HAS DETERMINED THAT THE MONEY COLLECTED FOR RENT TO BUY ADDITIONAL HOMES WAS NOT TAXABLE. | Description1 |
| Expenses1 | 30256 | Expenses1 |
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 | 16083 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 111431 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 127514 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 127514 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 127514 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30256 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30256 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2562 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 27694 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | 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 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 30256 | CurrentYear |
| Year1 | 32190 | Year1 |
| Year2 | 261618 | Year2 |
| Year3 | 29115 | Year3 |
| Total | 353179 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 30256 | CurrentYear |
| Year1 | 32190 | Year1 |
| Year2 | 261618 | Year2 |
| Year3 | 29115 | Year3 |
| Total | 353179 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | 209996 | Year1 |
| Year2 | 242915 | Year2 |
| Year3 | 238744 | Year3 |
| Total | 691655 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAN FRANCISCO | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 FULTON STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NON-PROFIT ORGANIZAT | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CHARITABLE USE | PurposeOfGrantOrContribution |
| Amount | $5,555 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5555 | 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 | $475 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,250 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 279200 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,725 | ExclusionAmount |
| Related Or Exempt Function Income | 279200 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 280925 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5 | LineNumber |
| Relationship Statement | LEASE MONEY IS ACCUMULATED TO OBTAIN MORE HOMES FOR THE MENTALLY HANDICAPPED. | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,468 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | AS PART OF THE FUNCTION AND OBJECTIVES OF THE FOUNDATION,CASH IS ACCUMULATED TO BUY MORE HOUSES THAT ARE USED TO HOUSE MENTALLY HANDICAPPED ADULTS AND CHILDREN. THEREFORE, THE CASH IS DEEMED TO BE HELD FOR CHARITABLE ACTIVITIES. | Explanation |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $269,623 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficer (2 entries)
| Lenders NameLendersName | Lenders TitleLendersTitle | Original Amount Of LoanOriginalAmountOfLoan | Balance DueBalanceDue | Date Of NoteDateOfNote | Repayment TermsRepaymentTerms | Interest RateInterestRate | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Desc Of Lender ConsiderationDescOfLenderConsideration | Consideration FmvConsiderationFmv | Maturity DateMaturityDate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dorraine M Zief | Vice President | 250000 | 250000 | 2010-01 | Payable on death | 0.000000000000 | Office Building, San Mateo, CA | To carry on exempt purpose of Foundation | cash | 250000 | |
| Dorraine M Zief | Vice President | 1181000 | 1181000 | 2010-01 | 60,000 on 01/11/11, 60,000 on 01/11/12, balance on 01/10/13 or earlier | 0.000000000000 | Office Building, San Mateo, CA | To carry on exempt purpose of Foundation | Cash | 1181000 | 2013-01 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Reclassification of advances | Description |
| Amount | $312,089 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INSURANCE | 18511 | 18511 | 18511 | 18511 |
| SUPPLIES | 165 | 165 | 165 | 165 |
| FEES & LICENSE | 130 | 130 | 130 | 130 |
| BANK CHARGES | 82 | 82 | 82 | 82 |
| Penalties | 76 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXCISE TAXES | $4,693 | 0 | 0 | 0 |
| PROPERTY TAXES | $5,813 | 5813 | 5813 | 5813 |
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