THE BINKLEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BINKLEY FOUNDATION (EIN 68-0233907)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-20
- IRS object ID
- 202622329349101057
- Schema version
- 2025v4.0
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-20T14:19:58-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332674525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 FIFTH AVENUE SUITE 200 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949012903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680233907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BINKLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BINK | BusinessNameControlTxt |
| Phone | 4153509904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2128 | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94942 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON BINKLEY STRAUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153509904 | PhoneNum |
| Signature | 2026-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A GREENBLAT CPA | PreparerPersonNm |
| PTIN | P00039632 | PTIN |
| Phone | 4154591249 | PhoneNum |
| Preparation | 2026-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,908,891 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $80,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,646 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $80,646 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,889 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $31,200 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $124,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,535 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $111,846 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,017 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,017 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $60 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $16,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,390 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,390 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,140 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,140 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,407 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,407 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,439 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,135 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,315,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,339,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,708,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,708,654 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,708,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,908,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,908,891 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,517 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,517 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,708,571 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,907,374 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,708,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,907,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,708,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,908,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,708,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,857 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,532,714 | SubtotalAmt |
| Other Decreases | -$374,660 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,907,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $177,376 | GrossSalesPriceAmt |
| Cost Or Other Basis | $146,176 | CostOrOtherBasisAmt |
| Gain Or Loss | $31,200 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,200 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,889 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $31,200 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,433 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,433 | SubtotalAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $6,115 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $4,515 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARON BINKLEY STRAUS | IndividualWithBooksNm |
| Phone | 4153509904 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2128 | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94942 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON BINKLEY STRAUS | ||||||||
| PO BOX 2128 | MILL VALLEY | CA | 94942 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LAUREN HOWARD | ||||||||
| 35 ROCK RD | KENTFIELD | CA | 94904 | SECRETARY/TR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE PART XIV FOR INFORMATION. | Description1Txt |
| Expenses1 | $257,216 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,263,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $568,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,831,926 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,831,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,789,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,433 | TotalTaxAmt |
| Distributable Before Adj | $138,039 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,039 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,576 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $269,576 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,039 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $7,515,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $32,628 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,548,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,576 | QualifyingDistributionsAmt |
| Applied To Current Year | $138,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,537 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,679,935 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,679,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,515,770 | ExcessFromYear3Amt |
| Excess From Year1 | $32,628 | ExcessFromYear1Amt |
| Excess From Current Year | $131,537 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| FOUNDATION TO ADVANCE VASCULAR CURE | |||||||
| 274 REDWOOD SHORES 717 | REDWOOD CITY | CA | 94065 | PC | DONATION | $19,000 | |
| COMPASSION WITHOUT BORDERS | |||||||
| 1130 BUTLER AVE | SANTA ROSA | CA | 95407 | PC | DONATION | $10,000 | |
| UCSF FOUNDATION CANCER CENTER | |||||||
| 400 PARNASSUS AVE | SAN FRANCISCO | CA | 94123 | PC | DONATION | $150,000 | |
| VERN GLENN INVITATIONAL | |||||||
| 105 INEZ PL | MILL VALLEY | CA | 94941 | PC | DONATION | $1,100 | |
| ALISON BRYAN | |||||||
| 45 REED BLVD 2 | MILL VALLEY | CA | 94941 | I | SCHOLARSHIP | $1,232 | NONE |
| ANGELA RAMIREZ | |||||||
| 635 MILLER AVE | MILL VALLEY | CA | 94941 | I | SCHOLARSHIP | $10,000 | NONE |
| DAMYSIA WALLS | |||||||
| 2500 DEER VALLEY RD 1216 | SAN RAFAEL | CA | 94903 | I | SCHOLARSHIP | $10,000 | NONE |
| DEVLIN TRAVIS | |||||||
| 2200 25TH STREET | SAN FRANCISCO | CA | 94107 | I | SCHOLARSHIP | $8,500 | NONE |
| ELI BAYER | |||||||
| 81 LOVETT STREET | BEVERLY | MA | 01915 | I | SCHOLARSHIP | $1,500 | NONE |
| HINDARA DANIA | |||||||
| PO BOX 2128 | MILL VALLEY | CA | 94942 | I | SCHOLARSHIP | $10,000 | NONE |
| JENNIFER BRYAN | |||||||
| 45 REED BLVE 2 | MILL VALLEY | CA | 94941 | I | SCHOLARSHIP | $10,000 | NONE |
| JORDAN JACKSON | |||||||
| 991 DRAKE AVENUYE | SAUSALITO | CA | 94965 | I | SCHOLARSHIP | $1,000 | NONE |
| MATY THIANE | |||||||
| 52 PHILLIPS DRIVE APT31 | SAUSALITO | CA | 94965 | I | SCHOLARSHIP | $3,274 | NONE |
| NATHALIA GONZALEZ | |||||||
| 626 MONTEREY STEET | VALLEJO | CA | 94590 | I | SCHOLARSHIP | $3,210 | NONE |
| NICOLE NYAMAKANGA | |||||||
| PO BOX 2128 | MILL VALLEY | CA | 94942 | I | SCHOLARSHIP | $10,000 | NONE |
| SERENITY ALLEN | |||||||
| 615 S JOHNSON ST 1007 | NEW ORLEANS | LA | 70112 | I | SCHOLARSHIP | $2,707 | NONE |
| STAR COLON | |||||||
| 3 HICHORY LANE | NORTHFORD | CT | 06472 | I | SCHOLARSHIP | $5,693 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,216 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80,646 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,889 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $114,535 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVE STRAUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9115 BOOMTOWN GARSON | AddressLine1Txt |
| City | VERDI | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,950 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB EQUITIES | $944,099 | $944,099 |
| SCHWAB MUTUAL FUNDS | $467,584 | $467,584 |
| SCHWAB EQUITY FUNDS | ||
| SCHWAB EXCHANGE TRADED FUNDS | $1,296,971 | $1,296,971 |
| SCHWAB BOND FUNDS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR & CURRENT FMV ADJUSTMENTS | Desc |
| Amt | -$374,660 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,200 | |
| ADMINISTRATION | $10,220 | $10,220 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHWAB OVERDRAFT | Desc |
| EOY Book Value | $1,517 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $10,017 | Amt |
| Net Investment Income | $10,017 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,017 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX SCHWAB A/C 0692 | $1,390 | $1,390 | $1,390 |
| CA ATTORNEY GENERAL | $100 | ||
| US TREASURY | $15,099 |
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