LUNA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUNA FOUNDATION INC (EIN 45-3664074)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-15
- IRS object ID
- 202413209349108476
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T20:25:02-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943194056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY LEVY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 SOLANO AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453664074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUNA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUNA | BusinessNameControlTxt |
| Phone | 5106126392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947051311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA BROITMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106126392 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH ATTEBERY | PreparerPersonNm |
| PTIN | P01466121 | PTIN |
| Phone | 5106521000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,634,238 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,588 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,588 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,770 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,965 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,650 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,061 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,061 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,394 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $265,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $265,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $265,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,372 | CashBOYAmt |
| Cash EOY | $73,487 | CashEOYAmt |
| Cash EOYFMV | $73,487 | CashEOYFMVAmt |
| US Government Obligations BOY | $37,837 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $39,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $31,523 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,252,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,044,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,341,701 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,360,304 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,395,451 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,187,527 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,706,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,552,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,634,238 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,908 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $624 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $624 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,703,465 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,551,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,703,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,551,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,706,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,552,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,703,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,773 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,551,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,551,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - BERNSTEIN 2034 | P | $442,064 | $442,141 | -$77 | -$77 |
| SEE ATTACHED - BERNSTEIN 2034 | P | $43,971 | $41,343 | $2,628 | $2,628 |
| 1,822.475 SH. AMERICAN FUNDS GLOBAL | P | $38,548 | $35,307 | $3,241 | $3,241 |
| 455.484 SH. AMERICAN FUNDS GROWTH | P | $31,060 | $31,852 | -$792 | -$792 |
| 215.158 SH. AMERICAN FUNDS HIGH-INC | P | $2,044 | $2,257 | -$213 | -$213 |
| 245.268 SH. AMERICAN FUNDS HIGH-INC | P | $2,225 | $2,265 | -$40 | -$40 |
| 190.39 SH. AMERICAN FUNDS NEW PERSPE | P | $11,158 | $12,079 | -$921 | -$921 |
| 765.166 SH. AMERICAN MUTUAL FUND CL | P | $38,496 | $35,479 | $3,017 | $3,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,770 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,588 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,680 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,680 | SubtotalAmt |
| Tax Based On Investment Income | $1,680 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $1,758 | TaxDueAmt |
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 | JESSICA BROITMAN | IndividualWithBooksNm |
| Phone | 5106126392 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA BROITMAN | ||||||||
| 2940 FOREST AVENUE | BERKELEY | CA | 94705 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GIBOR BASRI | ||||||||
| 2940 FOREST AVENUE | BERKELEY | CA | 94705 | SECRETARY & | 1.00 | $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 | ACTIVITIES OF FOUNDATION LIMITED SOLELY TO GRANT MAKING. | Description1Txt |
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 | $4,327,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,421,036 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,421,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,354,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,680 | TotalTaxAmt |
| Distributable Before Adj | $216,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,056 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $265,313 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $265,313 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,056 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,871 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,117 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $32,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,313 | QualifyingDistributionsAmt |
| Applied To Current Year | $216,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,257 | RemainingDistriFromCorpusAmt |
| Total Corpus | $82,115 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,871 | ExcessFromYear4Amt |
| Excess From Year3 | $3,117 | ExcessFromYear3Amt |
| Excess From Current Year | $49,257 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 FRIENDS PROJECT | |||||||
| 741 AMIGOS WAY | SUITE 7C | NEWPORT BEACH | CA | 92660 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 |
| ACCELERATE CHANGE | |||||||
| 294 WASHINGTON STREET | SUITE 500 | BOSTON | MA | 02108 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 |
| ACCUPUNCTURISTS WITHOUT BORDERS | |||||||
| 4605 NE FREMONT | PORTLAND | OR | 97213 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ACT BLUE | |||||||
| 366 SUMMER STREET | SOMERVILLE | MA | 02144 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| ALAMEDA COUNTY FOOD BANK | |||||||
| PO BOX 30757 | OAKLAND | CA | 94604 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| AMERICAN VALUES | |||||||
| 5900 BALCONES DR | SUITE 100 | AUSTIN | TX | 78731 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 |
| AMNESTY INTERNATIONAL | |||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| ASIAN ART MUSEUM SF | |||||||
| PO BOX 7134 | SAN FRANCISCO | CA | 91109 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $119 | |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | |||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,125 | |
| AURORA THEATER COMPANY | |||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $25,360 | |
| BAY AREA URBAN LEAGUE | |||||||
| 1221 BROADWAY | LOWER LEVEL 48 | OAKLAND | CA | 94612 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $300 |
| BERKELEY HIGH JAZZ | |||||||
| PO BOX 1027 | BERKELEY | CA | 94701 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $4,623 | |
| BETH HILLEL | |||||||
| 1301 OXFORD STREET | BERKELEY | CA | 94709 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,126 | |
| CA NATIVE PLANT SOCIETY | |||||||
| 2707 K STREET 1 | SACRAMENTO | CA | 95816 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| CHILDREN'S FAIRYLAND | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| CITYSIDE | |||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CLAREMONT CANYON CONSERVANCY | |||||||
| PO BOX 5551 | BERKELEY | CA | 94705 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $175 | |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| DOCTOR'S WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3)/PF | GENERAL OPERATING SUPPORT | $250 |
| EVERY TOWN FOR GUN SAFETY | |||||||
| PO BOX 97116 | WASHINGTON | DC | 20077 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FOCUS FOR DEMOCRACY | |||||||
| 3500 WERNER AVE | AUSTIN | TX | 78722 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FULCRUM LITERACY PROJECT | |||||||
| 120 BROADWAY 3475 | NEW YORK | NY | 10271 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW 300-D | WASHINGTON | DC | 20036 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GROUND GAME FUND | |||||||
| 3500 WERNER AVENUE | AUSTIN | TX | 78722 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $30,000 | |
| HISTORYMAKERS | |||||||
| 1900 S3 MICHIGAN AVENUE | CHICAGO | IL | 60616 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| MENTOR PROJECT | |||||||
| 16 MIDDLE NECK ROAD | SUITE 282 | GREAT NECK | NY | 11021 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 |
| NVLD PROJECT | |||||||
| 177 E 87TH STREET | SUITE 501 | NEW YORK | NY | 10128 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| REACH SHIRATI | |||||||
| PO BOX 7776 | BERKELEY | CA | 94707 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $12,561 | |
| ROSEWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON STREETS | BUFFALO | NY | 14263 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,500 | |
| SWIM ACROSS AMERICA | |||||||
| 8508 PARK ROAD | SUITE 389 | CHARLOTTE | NC | 28210 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 |
| TAKE TO THE HILLS | |||||||
| 1214 11 STREET | DOUGLAS | AZ | 85607 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| TEAMNINA | |||||||
| 106 DELEON ROAD | COCOA BEACH | FL | 32931 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,050 | |
| UC BERKELEY FOUNDATION | |||||||
| 1 CENTENNIAL DRIVE | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NORTHWEST | SUITE 950 | WASHINGTON | DC | 20036 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $25,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET | SUITE 1600 | SAN FRANCISCO | CA | 94104 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $120 |
| WOMEN'S CANCER RESOURCE CENTER | |||||||
| 2908 ELLSWORTH STREET | BERKELEY | CA | 94705 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $104 | |
| WORK MONEY FOUNDATION | |||||||
| 2601 BLANDING AVENUE | SUITE 401 | ALAMEDA | CA | 94501 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 |
| WORKING AMERICA | |||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 | |
| YMTC | |||||||
| 2945 BOLIVAR DRIVE | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $7,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $265,313 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,588 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $140,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,965 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,650 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $1,105,714 | $935,104 |
| CAPITAL 1460 | $289,737 | $252,423 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $2,296,784 | $2,464,504 |
| CAPITAL 1460 | $747,373 | $877,197 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,221 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,523 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/STRIPE FEES | $70 | $70 |
| OTHER EXPENSES | $1,250 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX | Desc |
| BOY Book Value | $2,908 | BOYBookValueAmt |
| EOY Book Value | $624 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $20,061 | Amt |
| Net Investment Income | $20,061 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CA TAXES | $75 |
| FEDERAL TAX | $1,319 |