FIVE ARTS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FIVE ARTS FOUNDATION (EIN 81-6644155)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349102268
- Schema version
- 2025v4.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T13:35:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822251861 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLIN & ASSOCIATES CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FOURTH STREET SUITE 500 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | 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 | 816644155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIVE ARTS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIVE | BusinessNameControlTxt |
| Phone | 4156471340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN BERGGRUEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4156471340 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J CARLIN JR | PreparerPersonNm |
| PTIN | P00177559 | PTIN |
| Phone | 4155303450 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $147,435 | 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 | $380,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,062 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $382,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,273 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,043 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,453 | CashBOYAmt |
| Cash EOY | $142,487 | CashEOYAmt |
| Cash EOYFMV | $142,487 | CashEOYFMVAmt |
| Other Assets BOY | $5,016 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,948 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,948 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,435 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $22,415 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $68,228 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,228 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $61,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $79,207 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERYLL LYNCH - 4155 | 2024-07-30 | 2025-12-31 | $63,118 | $42,852 | $20,266 | $20,266 |
| MERYLL LYNCH - 4155 | 2020-04-15 | 2025-12-31 | $316,906 | $85,110 | $231,796 | $231,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,062 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,582 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,582 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $152 | OverpaymentAmt |
| Applied To ES Tax | $152 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HELEN BERGGRUEN | IndividualWithBooksNm |
| Phone | 4156471340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN BERGGRUEN | ||||||||
| PO BOX 460908 | SAN FRANCISCO | CA | 94146 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HILARY RAND | ||||||||
| PO BOX 460908 | SAN FRANCISCO | CA | 94146 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ACTIVITIES OF THE FOUNDATION ARE LIMITED TO GRANT MAKING. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,430 | TotalTaxAmt |
| Distributable Before Adj | $610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $610 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,541 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $356,541 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $205,056 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $291,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $339,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $298,074 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,391,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,541 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,747,197 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $205,056 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,542,141 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $291,985 | ExcessFromYear4Amt |
| Excess From Year3 | $256,816 | ExcessFromYear3Amt |
| Excess From Year2 | $339,335 | ExcessFromYear2Amt |
| Excess From Year1 | $298,074 | ExcessFromYear1Amt |
| Excess From Current Year | $355,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN BERGGRUEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| 125 BRAOD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | IN SUPPORT OF ACLU. | $500 |
| CAL PERFORMANCES | ||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | PC | IN SUPPORT OF CAL PERFORMANCES. | $15,000 |
| CAL PERFORMANCES | ||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | PC | IN SUPPORT OF CAL PERFORMANCES. | $25,000 |
| CARNEGIE HALL FOUNDATION | ||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | PC | IN SUPPORT OF CARNEGIE HALL FOUNDATION. | $400 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | ||||||
| 50 HAGIWARA REA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | IN SUPPORT OF FINE ARTS MUSEUMS OF SAN FRANCSICO. | $2,500 |
| GOLDEN GATE NATIONAL PARKS | ||||||
| 201 FORT MASON FL 3 | SAN FRANCISCO | CA | 94123 | PC | IN SUPPORT OF GOLDEN GATE NATIONAL PARKS. | $2,500 |
| KQED | ||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | PC | IN SUPPORT OF KQED. | $500 |
| MEROLA OPERA PROGRAM | ||||||
| 601 VAN NESS AVE SUITE S | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF MEROLA OPERA PROGRAM. | $2,000 |
| MEROLA OPERA PROGRAM | ||||||
| 601 VAN NESS AVE SUITE S | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF MEROLA OPERA PROGRAM. | $1,500 |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||
| 3299 CLAREMONT WAY STE 4 | NAPA | CA | 94558 | PC | IN SUPPORT OF NAPA VALLEY COMMUNITY FOUNDATION. | $40,000 |
| OPERA AMERICA | ||||||
| 330 SEVENTH AVE | NEW YORK | NY | 10001 | PC | IN SUPPORT OF OPERA AMERICA. | $1,500 |
| OPERA AMERICA | ||||||
| 330 SEVENTH AVE | NEW YORK | NY | 10001 | PC | IN SUPPORT OF OPERA AMERICA. | $1,000 |
| OPERA PARALLELE | ||||||
| 44 PAGE ST STE 400 | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF OPERA PARALLELLE. | $2,500 |
| OPERA SAN JOSE | ||||||
| 2149 PARAGON DRIVE | SAN JOSE | CA | 95131 | PC | IN SUPPORT OF OPERA SAN FRANCISCO. | $1,000 |
| OPERA SAN JOSE | ||||||
| 2149 PARAGON DRIVE | SAN JOSE | CA | 95131 | PC | IN SUPPORT OF OPERA SAN JOSE. | $300 |
| OPERAPARALLELE | ||||||
| 44 PAGE ST | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF OPERAPARALLELE. | $2,500 |
| OPERAPARALLELE | ||||||
| 44 PAGE ST STE 400 | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF OPERAPARALLELE. | $1,200 |
| PACIFIC SINGERS & ACTORS WORKSHOP | ||||||
| 3865 21ST ST | SAN FRANCISCO | CA | 94114 | PC | IN SUPPORT OF PACIFIC SIGNERS & ACTORS WORKSHOP. | $1,000 |
| POCKET OPERA | ||||||
| 469 BRYANT ST | SAN FRANCISCO | CA | 94107 | PC | IN SUPPORT OF POCKET OPERA. | $300 |
| POCKET OPERA | ||||||
| 469 BRYANT ST | SAN FRANCISCO | CA | 94107 | PC | IN SUPPORT OF POCKET OPERA. | $300 |
| POCKET OPERA | ||||||
| 469 BRYANT ST | SAN FRANCISCO | CA | 94107 | PC | IN SUPPORT OF POCKET OPERA. | $85 |
| SAN FRANCISCO BALLET | ||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF SAN FRANCISCO BALLET. | $2,500 |
| SAN FRANCISCO BAYKEEPER | ||||||
| 1736 FRANKLIN ST SUITE 800 | OAKLAND | CA | 94612 | PC | IN SUPPORT OF SAN FRANCISCO BAYKEEPER. | $15,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC | ||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF SAN FRANCISCO CONSERVATORY OF MUSIC. | $50,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC | ||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF SAN FRANCISCO CONSERVATORY OF MUSIC. | $20,000 |
| SAN FRANCISCO FOUNDATION | ||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISOC | CA | 94111 | PC | IN SUPPORT OF SAN FRANCSICO FOUNDATION. | $1,000 |
| SAN FRANCISCO FOUNDATION | ||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISOC | CA | 94111 | PC | IN SUPPORT OF SAN FRANCISCO FOUNDATION. | $25,000 |
| SAN FRANCISCO FOUNDATION | ||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISOC | CA | 94111 | PC | IN SUPPORT OF SAN FRANCSISCO FOUNDATION. | $1,000 |
| SAN FRANCISCO OPERA | ||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF SAN FRANCISCO OPERA. | $50,000 |
| SAN FRANCISCO OPERA | ||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF THE SAN FRANCISCO OPERA. | $50,000 |
| SAN FRANCISCO PERFORMANCES | ||||||
| 500 SUTTER ST STE 710 | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF SAN FRANCISCO PERFORMANCES. | $3,000 |
| SARAH LAWRENCE COLLEGE | ||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | PC | IN SUPPORT OF SARAH LAWRENCE COLLEGE. | $2,500 |
| SF SYMPHONY | ||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | PC | IN SUPPORT OF SF SYMPHONY. | $5,000 |
| THE FRICK COLLECTION | ||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | IN SUPPORT OF THE FRICK COLLECTION. | $150 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | IN SUPPORT OF THE METROPOLITAN OPERA. | $323 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | IN SUPPORT OF THE METROPOLITAN OPERA. | $15,000 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | IN SUPPORT OF THE METROPOLITAN OPERA. | $5,000 |
| WEST EDGE OPERA | ||||||
| 1700 SHATTUCK AVE 312 | BERKELEY | CA | 94709 | PC | IN SUPPORT OF WEST EDGE OPERA. | $2,500 |
| WEST EDGE OPERA | ||||||
| 1700 SHATTUCK AVE 312 | SAN FRANCISCO | CA | 94709 | PC | IN SUPPORT OF WEST EDGE OPERA. | $2,500 |
| WEST EDGE OPERA | ||||||
| 1700 SHATTUCK AVE 312 | SAN FRANCISCO | CA | 94709 | PC | IN SUPPORT OF WEST EDGE OPERA. | $290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,348 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $252,062 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,211 | ExclusionAmt |
| Related Or Exempt Function Incm | $252,062 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,273 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND INCOME FROM SECURITIES |
| 8 | CAPITAL GAINS ON SALE OF SECURITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HELEN BERGGRUEN | ||||||
| 1 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $56,657 | Yes (X) |
| HELEN BERGGRUEN | ||||||
| 2 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $6,461 | Yes (X) |
| HELEN BERGGRUEN | ||||||
| 3 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $284,083 | Yes (X) |
| HELEN BERGGRUEN | ||||||
| 4 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $13,559 | Yes (X) |
| HELEN BERGGRUEN | ||||||
| 5 | PO BOX 460908 | SAN FRANCISCO | CA | 94146 | $19,264 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 318 SHARES OF PHILIP MORRIS INTERNATIONAL INC. | $56,657 | 2025-06-30 |
| 2 | 162 SHARES OF IMPERIAL BRANDS PLC. | $6,461 | 2025-02-12 |
| 3 | 348 SHARES OF PARKER HANNIFIN CORP. | $284,083 | 2020-04-15 |
| 4 | 297 SHARES OF BRITISH AMERICAN TOBACCO | $13,559 | 2023-11-06 |
| 5 | 483 SHARES OF IMPREIAL BRANDS PLC. | $19,264 | 2023-12-05 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT | $4,958 | $4,948 | $4,948 |
| DIVIDENDS RECEIVABLE | $58 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING FEES | Desc |
| Revenue And Expenses Per Books | $8,085 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,043 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT PAYABLE | Desc |
| BOY Book Value | $22,415 | BOYBookValueAmt |
| EOY Book Value | $68,228 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN BERGGRUEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460908 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94146 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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