PAYETTE RIVER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PAYETTE RIVER FOUNDATION (EIN 20-3875601)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-27
- IRS object ID
- 201131179349101358
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-27T18:30:32-05:00 | 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 | SHEA LABAGH DOBBERSTEIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MONTGOMERY STREET FIFTH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | 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 | 203875601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYETTE RIVER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PAYE | NameControl |
| Phone | 9252548800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3697 MT DIABLO BLVD NO 250 | AddressLine1 |
| City | LAFAYETTE | City |
| State | CA | State |
| ZIP Code | 94549 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD C NAHAS | Name |
| Title | PRESIDENT | Title |
| Phone | 9252548800 | Phone |
| Date Signed | 2011-04-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD T HANLEY JR | Name |
| Phone | 4153974444 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1422483 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 501029 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 24557 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24557 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3495 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 163982 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3495 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 529081 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28052 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 575 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1725 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6399 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6399 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 777 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 480 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9486 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7454 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1735 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 125230 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 125230 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 134716 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7454 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126965 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 394365 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20598 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38713 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17860 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17860 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 217 | AccountsReceivable |
| Accounts Receivable BOY | 194 | AccountsReceivableBOY |
| Accounts Receivable EOY | 217 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 217 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 94972 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 56449 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 62977 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 468824 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 502842 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 939222 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 169645 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 169645 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 188182 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 219125 | InvestmentsOtherBOY |
| Investments Other EOY | 205286 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 214025 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 991473 | TotalAssetsBOY |
| Total Assets EOY | 952299 | TotalAssetsEOY |
| Total Assets EOYFMV | 1422483 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1435030 | CapitalStockBOY |
| Capital Stock EOY | 1001491 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -443557 | RetainedEarningsBOY |
| Retained Earnings EOY | -49192 | RetainedEarningsEOY |
| Total Net Assets BOY | 991473 | TotalNetAssetsBOY |
| Total Net Assets EOY | 952299 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 991473 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 952299 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 991473 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 394365 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1385838 | Subtotal |
| Other Decreases | 433539 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 952299 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 50869 | 50849 | 20 | 20 |
| PUBLICLY TRADED SECURITIES | P | 112445 | 109638 | 2807 | 2807 |
| CAPITAL GAINS DIVIDENDS | P | 668 | 668 | 668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3495 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60862 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 895060 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067998 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 69364 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1220441 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056835 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 71476 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1498007 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047714 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11837 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1317421 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.008985 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1306012 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.181532 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036306 | AverageDistributionRatio |
| Net Noncharitable Assets | 968135 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35149 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 206 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 35355 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 126965 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 206 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 206 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 250 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 250 | TotalCreditsAndPayments |
| Overpayment | 44 | Overpayment |
| Amount Credited To Next Year | 44 | 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 | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYETTE RIVER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9252548800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BATES BOULEVARD SUITE 200 | AddressLine1 |
| City | ORINDA | City |
| State | CA | State |
| ZIP Code | 94563 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD C NAHAS | ||||||||
| 1 BATES BOULEVARD SUITE 200 | ORINDA | CA | 94563 | DIRECTOR & PRESIDENT | 1.25 | 0 | 0 | 0 |
| MARY L NAHAS | ||||||||
| 1 BATES BOULEVARD SUITE 200 | ORINDA | CA | 94563 | DIRECTOR, SECRETARY & TREA | 1.25 | 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 |
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 | 961340 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21538 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 982878 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 982878 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14743 | CashDeemedCharitable |
| Net Noncharitable Assets | 968135 | NetNoncharitableAssets |
| Minimum Investment Return | 48407 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48407 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Total Tax | 206 | TotalTax |
| Distributable Amount Before Adj | 48201 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48201 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48201 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126965 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 126965 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 206 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 126759 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48201 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 35947 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 126965 | QualifyingDistributions |
| Applied To Year1 | 35947 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48201 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 42817 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 42817 | 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 | 42817 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 42817 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD C NAHAS | ContributingManager |
| Contributing Manager | MARY L NAHAS | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RONALD C NAHAS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BATES BOULEVARD SUITE 200 | AddressLine1 |
| City | ORINDA | City |
| State | CA | State |
| ZIP Code | 94563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9252548800 | RecipientPhoneNumber |
| Form And Info And Materials | SEE CONTACT INFORMATION ON LINE 2A ABOVE. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE AVAILABLE ONLY TO CHARITIES THAT ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE COLLEGE PREPARATORY SCHOOL | |||||||
| 6100 BROADWAY | OAKLAND | CA | 94618 | NONE | 501(C)(3) TAX EXEMPT | FINANCIAL AID | $15,230 |
| UNIVERSITY OF CALIFORNIA - BERKELEY | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 947204200 | NONE | 501(C)(3) TAX EXEMPT | FINANCIAL AID | $15,000 |
| OAKLAND COLISEUM FOUNDATION | |||||||
| 7000 COLISEUM WAY | OAKLAND | CA | 94621 | NONE | 501(C)(3) TAX EXEMPT | COMMUNITY SUPPORT | $5,000 |
| OAKLAND MUSEUM | |||||||
| 1000 OAK STREET | OAKLAND | CA | 946074892 | NONE | 501(C)(3) TAX EXEMPT | COMMUNITY SUPPORT | $50,000 |
| BRIDGE HOUSING CORP | |||||||
| PO BOX 190520 | SAN FRANCISCO | CA | 941190520 | NONE | 501(C)(3) TAX EXEMPT | COMMUNITY SUPPORT | $20,000 |
| STANFORD ANNUAL FUND | |||||||
| STANFORD UNIVERSITY PO BOX 20466 | STANFORD | CA | 943090466 | NONE | 501(C)(3) TAX EXEMPT | FINANCIAL AID | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 125230 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,557 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,495 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $28,052 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28052 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | RONALD C AND MARY NAHAS | 1 BATES BOULEVARD SUITE 200 | ORINDA | CA | 94563 | 500722 | X | |
| 2 | RONALD C AND MARY NAHAS | 1 BATES BOULEVARD SUITE 200 | ORINDA | CA | 94563 | 307 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 13,666 SHARES OF DENDREON CORP | NoncashPropertyDescription |
| Fair Market Value | 500722 | FairMarketValue |
| Date Received | 2010-12-20 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,300 | Amount |
| Net Investment Income | 575 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1725 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 169645 | EOYBookValue |
| EOYFMV | 188182 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS | 502842 | 939222 |
| PREFERRED SECURITIES | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 56449 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 62977 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUND - EQUITIES | AT COST | 140031 | 159312 |
| ALTERNATIVE INVESTMENTS | AT COST | 45000 | 35208 |
| REAL ESTATE INVESTMENT TRUSTS | AT COST | 20255 | 19505 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON CONTRIBUTED STOCK | Description |
| Amount | $433,539 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REGISTRATION FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $6,399 | Amount |
| Net Investment Income | 6399 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $480 | 480 | 0 |
| FEDERAL EXCISE TAXES | $297 | 0 | 0 |
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