LAFETRA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAFETRA FOUNDATION (EIN 95-4380652)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202401989349100200
- Schema version
- 2023v5.1
- 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
- Accounting Fees 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) |
|---|---|---|
| Return | 2024-07-16T00:21:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SPECTRUM CENTER DR SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954380652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFETRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFE | BusinessNameControlTxt |
| Phone | 6266336541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE LA FETRA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6266336541 | PhoneNum |
| Signature | 2024-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | LA FETRA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL JUNIPER | PreparerPersonNm |
| PTIN | P00544657 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2024-07-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,007,841 | 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 | $5,277,310 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,165,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,165,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $438,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,207,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,881,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,604,076 | 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 |
| Accounting Fees Rev And Expnss | $17,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,690 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,004 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,622,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,622,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,873,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,726,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,008,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,456,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,968,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,794 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,870,406 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,993,456 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,257,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,349,949 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,107,591 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,300,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,300,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,225,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,127,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,007,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $59,225,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,127,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,225,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,127,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,225,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,127,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,225,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,008,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,234,053 | SubtotalAmt |
| Other Decreases | $106,904 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,127,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,628,191 | $1,769,279 | -$141,088 | -$141,088 |
| CAPITAL GAINS DIVIDENDS | P | $579,392 | $579,392 | $579,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $208,220 | 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 | $208,220 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $187,970 | OverpaymentAmt |
| Applied To ES Tax | $187,970 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | SUZANNE LA FETRA | IndividualWithBooksNm |
| Phone | 6269637311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE LA FETRA COLLIER | ||||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL W LA FETRA | ||||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | SECRETARY/TREASURER | 0.00 | $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 |
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 | $57,787,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,138,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,925,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,925,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $883,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,042,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,902,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,902,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,250 | TotalTaxAmt |
| Distributable Before Adj | $2,881,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,881,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,881,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,726,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,726,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,881,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,620,521 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,726,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,620,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,776,284 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE LA FETRA COLLIER | ContributingManagerNm |
| Contributing Manager | MICHAEL W LA FETRA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | N/A | PC | GENERAL SUPPORT | $21,000 | |||||
| AMERICAN FILM INSTITUTE | ||||||||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | GENERAL SUPPORT | $25,000 | |||||
| BERKELEY FILM FOUNDATION | ||||||||||||
| 2030 ADDISON STREET 102 | BERKELEY | CA | 94704 | N/A | PC | GENERAL SUPPORT | $20,000 | |||||
| BERKELEY REPERTORY THEATRE | ||||||||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||
| CALIFORNIA NATIVE PLANT SOCIETY | ||||||||||||
| 2707 K STREET SUITE 1 | SACRAMENTO | CA | 95816 | N/A | PC | GENERAL SUPPORT | $25,000 | |||||
| CAUSE JUSTA JUST CAUSE | ||||||||||||
| 4804 MISSION ST STE 231 | SAN FRANCISCO | CA | 94112 | N/A | PC | GENERAL SUPPORT | $4,500 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUSCON | AZ | 85702 | N/A | PC | GENERAL SUPPORT | $200,000 | |||||
| CHICKEN AND EGG PICTURES INC | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL SUPPORT | $75,000 | |||||
| CLIMATE AND CLEAN ENERGY EQUITY FUND | ||||||||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 200061631 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| COMMUNITY OF WRITERS | ||||||||||||
| PO BOX 1416 | NEVADA CITY | CA | 95959 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| DOC SOCIETY | ||||||||||||
| 928 FULTON ST PMB 1007 | BROOKLYN | NY | 11238 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| FOR THE FISHES | ||||||||||||
| PO BOX 1894 | KIHEL | HI | 96753 | N/A | PC | GENERAL SUPPORT | $136,000 | |||||
| GRIST | ||||||||||||
| 1501 E MADISON ST SUITE 650 | SEATTLE | WA | 98122 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| LAFD FOUNDATION | ||||||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL SUPPORT | $350,000 | |||||
| LOS ANGELES CONSERVANCY | ||||||||||||
| 523 W 6TH STREET SUITE 1216 | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL SUPPORT | $250,000 | |||||
| MISSION FILMS | ||||||||||||
| 3447 25TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $50,000 | |||||
| MOMS4HOUSING | ||||||||||||
| 1421 CENTER ST 205 | OAKLAND | CA | 94501 | N/A | PC | GENERAL SUPPORT | $4,500 | |||||
| NEST FOUNDATION | ||||||||||||
| 5482 WILSHIRE BLVD 147 | LOS ANGELES | CA | 90036 | N/A | PC | GENERAL SUPPORT | $75,000 | |||||
| OAKLAND COMMUNITY LAND TRUST | ||||||||||||
| 101 BROADWAY 310 | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $4,500 | |||||
| OCEANA | ||||||||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| PEOPLES COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 3068 | BERKELEY | CA | 94703 | N/A | PC | GENERAL SUPPORT | $4,500 | |||||
| POLAR BEARS INTERNATIONAL | ||||||||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | N/A | PC | GENERAL SUPPORT | $150,000 | |||||
| PROTEUS FUND | ||||||||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10170 | N/A | PC | GENERAL SUPPORT | $50,000 | |||||
| RARE | ||||||||||||
| 1310 N COURTHOUSE ROAD SUITE 110 | ARLINGTON | VA | 22201 | N/A | PC | GENERAL SUPPORT | $50,000 | |||||
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||||||
| 44 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | PLASTIC SOLUTIONS FUND PROJECT | $50,000 | |||||
| ROCKY MOUNTAIN INSTITUTE | ||||||||||||
| 22830 TWO RIVERS RD | BASALT | CO | 81621 | N/A | PC | GENERAL SUPPORT | $50,000 | |||||
| ROOSEVELT INSTITUTE | ||||||||||||
| 570 LEXINGTON AVE 5TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| SHOTGUN PLAYERS | ||||||||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||
| SOGEREA TE' LAND TRUST | ||||||||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $4,500 | |||||
| THE OCEAN CLEAN UP | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $100,000 | COOLSINGEL 6 | AD ROTTERDAM | SOUTH HOLLAND | NL | 3011 | ||||
| TREVOR PROJECT | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL SUPPORT | $22,500 | |||||
| VOTE SOLAR | ||||||||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| WILDLANDS CONSERVANCY | ||||||||||||
| 39611 OAK GLEN ROAD UNIT 12 | YUCAIPA | CA | 92399 | N/A | PC | GENERAL SUPPORT | $75,000 | |||||
| WINDWARD FUND | ||||||||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | N/A | PC | HIVE FUND PROJECT | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,622,000 | 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 | $1,165,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $438,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,604,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,604,076 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ANTHONY LA FETRA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,277,310 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,277,310 | FairMarketValueAmt |
| Received | 2023-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,380 | Amt |
| Net Investment Income | $8,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,690 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI KLD 400 | $5,194,118 | $8,057,925 |
| CALVERT EMERGING MARKETS | $4,432,015 | $3,387,969 |
| CALVERT SMALL-CAP I | $797,810 | $945,610 |
| DFA EMERGING MARKETS SOC | $4,007,626 | $3,343,542 |
| DFA INTERNATIONAL SOCIAL | $8,680,087 | $8,096,821 |
| DFA US SOCIAL CORE EQUIT | $4,719,017 | $5,084,941 |
| DOMINI IMPACT INTERNATIONAL | $8,970,000 | $8,347,937 |
| PARNASSUS CORE EQUITY IN | $8,617,063 | $8,065,820 |
| PARNASSUS MID CAP INSTIT | $3,622,282 | $4,065,513 |
| PARNASSUS VALUE EQUITY INSTITUTION | $3,569,224 | $3,131,831 |
| VANGUARD FTSE SOCIAL IND | $2,740,707 | $6,579,682 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,870,406 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,993,456 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,300,000 | BookValueAmt |
| EOYFMV | $2,300,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OF DONATED GIFT | Desc |
| Amt | $106,904 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $57,004 | $57,004 | $0 |
| ADVISORY FEES | $95,000 | $0 | $95,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $81,533 | Amt |
| Net Investment Income | $81,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |