STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ARTHUR AND CHARLOTTE ZITRIN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ARTHUR AND CHARLOTTE ZITRIN FOUNDATION (EIN 26-4299156)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202423179349100332
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T10:25:50-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN M COATS C P ABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1775 E BLITHEDALE AVE PMB 542AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264299156EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARTHUR AND CHARLOTTE ZITRIN TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARTHBusinessNameControlTxt
Phone4152749976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 GREEN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD ZITRINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-11-08SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN M COATSPreparerPersonNm
PTINP00078951PTIN
Phone4153885370PhoneNum
Preparation2024-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,743,049FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13,834InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,834InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13,834InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$129,838DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,838DividendsNetInvstIncmAmt
Dividends Adj Net Incm$129,838DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$671,006NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,037,145GrossSalesPriceAmt
Total Rev And Expnss-$527,334TotalRevAndExpnssAmt
Total Net Invst Incm$143,672TotalNetInvstIncmAmt
Total Adj Net Incm$143,672TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$162,916CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$153,163OthEmplSlrsWgsRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$24,241PensionEmplBnftRevAndExpnssAmt
Legal Fees Rev And Expnss$1,328LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$10,404AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$775TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$15,496TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$3,018PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$76,558OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$447,899TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,247,098ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,247,098ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,694,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,247,098TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,222,331ExcessRevenueOverExpensesAmt
Net Investment Income$143,672NetInvestmentIncomeAmt
Adjusted Net Income$143,672AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$76,986CashBOYAmt
Cash EOY$139,066CashEOYAmt
Cash EOYFMV$139,066CashEOYFMVAmt
Sav And Temp Cash Invst BOY$416,744SavAndTempCashInvstBOYAmt
Corporate Stock BOY$1,765,090CorporateStockBOYAmt
Corporate Stock EOY$1,227,789CorporateStockEOYAmt
Corporate Stock EOYFMV$4,821,187CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,952,672CorporateBondsBOYAmt
Corporate Bonds EOY$1,600,288CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,782,796CorporateBondsEOYFMVAmt
Other Assets BOY$502,004OtherAssetsBOYAmt
Other Assets EOY$502,734OtherAssetsEOYAmt
Total Assets BOY$5,713,496TotalAssetsBOYAmt
Total Assets EOY$3,469,877TotalAssetsEOYAmt
Total Assets EOYFMV$6,743,049TotalAssetsEOYFMVAmt
Accounts Payable BOY$30,132AccountsPayableBOYAmt
Accounts Payable EOY$48,989AccountsPayableEOYAmt
Total Liabilities BOY$30,132TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,989TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,683,364NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,420,888NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,683,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,420,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,713,496TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,469,877TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,683,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,222,331ExcessRevenueOverExpensesAmt
Subtotal$3,461,033SubtotalAmt
Other Decreases$40,145OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,420,888TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,997InvestmentIncomeExciseTaxAmt
Subtotal$1,997SubtotalAmt
Tax Based On Investment Income$1,997TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,986EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,986TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$76EsPenaltyAmt
Overpayment$3,913OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$3,913RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD ZITRINIndividualWithBooksNm
Phone4157135050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 GREEN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRICHARD ZITRINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 GREEN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94133ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos8.00AverageHrsPerWkDevotedToPosRt
Compensation$162,916CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,772,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$316,396AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,089,316TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,089,316AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,340CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,027,976NetVlNoncharitableAssetsAmt
Minimum Investment Return$201,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$201,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,997TaxBasedOnInvestmentIncomeAmt
Total Tax$1,997TotalTaxAmt
Distributable Before Adj$199,402DistributableBeforeAdjAmt
Distributable Before Ded$199,402DistributableBeforeDedAmt
Distributable As Adjusted$199,402DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,247,098ExpensesAndContributionsAmt
Qualifying Distributions$1,247,098QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$199,402DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$11,286ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,270,545ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$471,932ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,753,763TotalExcessDistributionCyovAmt
Qualifying Distributions$1,247,098QualifyingDistributionsAmt
Applied To Current Year$199,402AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,047,696RemainingDistriFromCorpusAmt
Total Corpus$2,801,459TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,801,459ExcessDistriCyovToNextYrAmt
Excess From Year4$11,286ExcessFromYear4Amt
Excess From Year3$1,270,545ExcessFromYear3Amt
Excess From Year1$471,932ExcessFromYear1Amt
Excess From Current Year$1,047,696ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ACT
415 GEARY STSAN FRANCISCOCA94102GENERAL SUPPORT$1,200
ALLIANCE FOR JUSTICE
436 14TH ST UNIT 425OAKLANDCA94612GENERAL SUPPORT$2,000
ALLIANCE FOR SMILES
2565 3RD ST 237SAN FRANCISCOCA94107GENERAL SUPPORT$1,410
ALONZO KING LINES BALLET
26 7TH ST 5TH FLOORSAN FRANCISCOCA94103GENERAL SUPPORT$5,750
ALRP AIDS LEGAL REFERRAL PANEL
1663 MISSION ST UNIT 500SAN FRANCISCOCA94103GENERAL SUPPORT$1,500
ALZHEIMER ASSOCIATION
101 LUCAS VALLEY RD 380SAN RAFAELCA94903GENERAL PURPOSE$1,000
AMER COMMITTEE FOR THE
633 THIRD AVE 20TH FLOORNEW YORKNY10017GENERAL SUPPORT$1,000WEIZMANN INST OF SCIENCE
AMERICAN CONSTITUTION
601 13TH ST NW STE 610WASHINGTONDC20005GENERAL SUPPORT$2,000SOCIETY
ANNIECANNONS
340 S LEMON AVE 7802WALNUTCA91789GENERAL SUPPORT$1,000
BASF JDC FOR HAP
301 BATTERY ST THIRD FLSAN FRANCISCOCA94111GENERAL SUPPORT$6,000
BASF JUSTICE & DIVERSITY CENTER
301 BATTERY ST THIRD FLSAN FRANCISCOCA94111GENERAL SUPPORT$760,000
BASF MINORITY SCHOLARSHIP
301 BATTERY ST THIRD FLSAN FRANCISCOCA94111SCHOLARSHIPS$30,000
BASF SUMMER INTERNSHIP
301 BATTERY ST THIRD FLSAN FRANCISCOCA94111INTERNSHIP PROGRAM$7,500
BAY AREA LEGAL AID
1800 MARKET ST 3RD FLOORSAN FRANCISCOCA94102GENERAL SUPPORT$2,500
BAY AREA URBAN DEBATE LEAGUE
287 17TH ST 201OAKLANDCA94612GENERAL PURPOSE$500
BLUE BEAR MUSIC
2 MARINA BLVD BLDG DSAN FRANCISCOCA94123GENERAL PURPOSE$500
BREAST CANCER ACTION
275 5TH ST 307SAN FRANCISCOCA94103GENERAL SUPPORT$2,000
CAL ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRSAN FRANCISCOCA94118GENERAL SUPPORT$349
CASA
100 W HARRISON ST N500SEATTLEWA98119GENERAL SUPPORT$1,000
CENTER FOR AUTO SAFETY
4400 JENIFER ST NW STE331WASHINGTONDC20015GENERAL SUPPORT$5,000
CENTER FOR INVESTIGATIVE REPORT
PO BOX 8307EMERYVILLECA94662GENERAL SUPPORT$1,000
CITY ARTS AND LECTURES
257 OAK STSAN FRANCISCOCA94102GENERAL SUPPORT$500
COLEMAN ADVOCATES
459 VIENNA STREETSAN FRANCISCOCA94112GENERAL SUPPORT$2,000
COMMUNITY MUSIC CENTER
544 CAPP STSAN FRANCISCOCA94110GENERAL SUPPORT$1,000
CONGREGATION BETH SHOLOM
301 14TH STSAN FRANCISCOCA94118GENERAL PURPOSE$880
CONSUMER REPORTS
101 TRUMAN AVEYONKERSNY10703GENERAL SUPPORT$10,000
CONSUMER WATCHDOG
6330 S SAN VICENTE BLVDLOS ANGELESCA90048GENERAL SUPPORT$1,000
CONTEMPORARY JEWISH MUSEUM
736 MISSION STREETSAN FRANCISCOCA94103GENERAL SUPPORT$1,000
CREATIVITY EXPLORED
3245 16TH STSAN FRANCISCOCA94103GENERAL SUPPORT$500
EAST BAY COMMUNITY LAW CENTER
1950 UNIVERSITY AVE 200BERKELEYCA94704GENERAL SUPPORT$1,000
EDGEWOOD CENTER FOR CHILDREN
1801 VICENTE STSAN FRANCISCOCA94116GENERAL SUPPORT$1,000AND FAMILIES
EDIBLE SCHOOLYARD
1781 ROSE STSAN FRANCISCOCA94703GENERAL SUPPORT$500
EMPOWER ME ACADEMY
3601 LYON STREETSAN FRANCISCOCA94123GENERAL SUPPORT$500
EQUAL JUSTICE SOCIETY
1939 HARRISON ST STE 818OAKLANDCA94612GENERAL SUPPORT$1,000
EVICTION DEFENSE COLLABORATIVE
1338 MISSION ST 3RD FLSAN FRANCISCOCA94103GENERAL SUPPORT$1,000
EXPLORATORIUM
PIER 15SAN FRANCISCOCA94133GENERAL SUPPORT$1,000
FINE ARTS MUSEUM SAN FRAN
50 HAGIWARA TEA GARDENT DSAN FRANCISCOCA94112GENERAL SUPPORT$600
FOUNDATION TO COMBAT ANTISEMITISM
1 PATRIOT PLACEFOXBOROUGHMA02035GENERAL PURPOSE$500
FRIENDS OF THE URBAN FOREST
BLDG 1007 GEN KENNEDY AVESAN FRANCISCOCA94129GENERAL SUPPORT$500
GOLDEN GATE PARKS NATIONAL
FORT MASON BLDG 201SAN FRANCISCOCA94123GENERAL SUPPORT$500PARKS CONSERVANCY
GRAFTON COUNTY SENIOR CITIZENS
10 CAMPBELL STREETLEBANONNH03766GENERAL SUPPORT$250PO BOX 433
HEALTH RIGHT 360
1563 MISSION STSAN FRANCISCOCA94103GENERAL SUPPORT$1,000
HIAS
1300 SPRING ST STE 500SILVER SPRINGSMD20910GENERAL SUPPORT$1,000
J STREET UNIVERSITY
PO BOX 66073WASHINGTONDC20035GENERAL SUPPORT$2,500
JEWISH FAMILY AND CHILD SERVICES
2150 POST STREETSAN FRANCISCOCA94115GENERAL SUPPORT$1,000PO BOX 159004
JEWISH FILM INSTITUTE
145 NINTH STREET STE 200SAN FRANCISCOCA94103GENERAL SUPPORT$1,200
JVS
225 BUSH ST 400SAN FRANCISCOCA94104GENERAL SUPPORT$1,000
KCSM
1700 W HILLSDALE BLVD 9SAN MATEOCA94402GENERAL SUPPORT$1,000
LA RAZA CENTRO LEGAL
474 VALENCIA ST STE 295SAN FRANCISCOCA94103GENERAL SUPPORT$1,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESAN FRANCISCOCA94102GENERAL SUPPORT$1,000
LEGAL AID AT WORK
180 MONTGOMERY ST 600SAN FRANCISCOCA94104GENERAL SUPPORT$1,000
LEGAL ASSISTANCE FOR SENIORS
180 MONTGOMERY ST 600SAN FRANCISCOCA94104GENERAL SUPPORT$1,000
MECHANICS INSTITUTE
57 POST STREETSAN FRANCISCOCA94104GENERAL PURPOSE$1,200
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028GENERAL SUPPORT$1,500
MORGAN LIBRARY
225 MADISON AVENEW YORKNY10016GENERAL SUPPORT$1,000
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019GENERAL SUPPORT$550
NATIONAL CONSUMER LEAGUE
1701 K ST NW STE 1200WASHINGTONDC20006GENERAL SUPPORT$1,000
NATIONAL MS SOCIETY
1700 OWENS STSAN FRANCISCOCA94158GENERAL SUPPORT$1,000
NATIONAL MUSEUM OF AFRICAN
1400 CONSTITUTION AVE NWWASHINGTONDC20560GENERAL SUPPORT$500HISTORY
NOT FOR SALE
1900 POWELL STEMERYVILLECA94608GENERAL SUPPORT$1,000
NRDC
1000 5TH AVENEW YORKNY10028GENERAL SUPPORT$1,000
PATHWAYS FOR KIDS
331 FILBERT STSAN FRANCISCOCA94133GENERAL SUPPORT$1,000
PLANNED PARENTHOOD
46 AMBOY STREETBROOKLYNNY11212GENERAL SUPPORT$500
PROJECT AVARY
1623 FIFTH AVESAN RAFAELCA94901GENERAL PURPOSE$1,000
ROTARY INTERNATIONAL
ONE ROTARY CENTEREVANSTONIL60201GENERAL PURPOSE$500
SF BALLET
455 FRANKLIN STSAN FRANCISCOCA94102GENERAL SUPPORT$2,500
SF FILM SOCIETY
455 9TH STREETSAN FRANCISCOCA94103GENERAL PURPOSE$1,000
SF JAZZ
201 FRANKLIN STSAN FRANCISCOCA94102GENERAL SUPPORT$4,459
SF MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107GENERAL SUPPORT$1,000
SF SUICIDE PREVENTION
PO BOX 191350SAN FRANCISCOCA94119GENERAL SUPPORT$500
SF ZEN CENTER
300 PAGE STREETSAN FRANCISCOCA94102GENERAL SUPPORT$500
SHANTI
703 POLK ST 3RD FLOORSAN FRANCISCOCA90035GENERAL SUPPORT$500
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035GENERAL SUPPORT$500
STANFORD UNIVERSITY
559 NATHAN ABBOTT WAYSTANFORDCA94305CENTER FOR THE LEGAL PROFESS$250,000
SWORDS INTO PLOWSHARES
1060 HOWARD STSAN FRANCISCOCA94103GENERAL SUPPORT$1,000
TARA BROCK
PO BOX 56288WASHINGTONDC20040GENERAL SUPPORT$500
TENDERLOIN HOUSING CLINIC
488 ELLIS STREETSAN FRANCISCOCA94102GENERAL SUPPORT$1,000
UC BERKELEY POLICY ADVISORY CL
LAW BUILDING 7200BERKELEYCA94720GENERAL SUPPORT$2,500
UC LAW PUBLIC INTEREST LAW FDN
PO BOX 39000SAN FRANCISCOCA94139GENERAL SUPPORT$1,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLWASHINGTONDC20036GENERAL PURPOSE$1,000
VITAL VOICES BAY AREA COUNCIL
1509 16TH STWASHINGTONDC20036GENERAL SUPPORT$10,000
VITAL VOICES BAY AREA YOUNG
1509 16TH ST NWWASHINGTONDC20036GENERAL PURPOSE$1,500
VITAL VOICES GLOBAL PARTNERS
1509 16TH ST NWWASHINGTONDC20036GENERAL SUPPORT$80,000
VOLTI MUSICIANS
PO BOX 15576SAN FRANCISCOCA94115GENERAL SUPPORT$500
WESTERN CENTER OF LAW & POVERTY
3701 WILSHIRE BLVD STE 20LOS ANGELESCA90010GENERAL SUPPORT$2,500
WOMEN'S COMMUNITY CLINIC
1735 MISSION STSAN FRANCISCOCA94103GENERAL SUPPORT$1,000
WORKSHOP THEATER COMPANY
312 W 36TH STNEW YORKNY10018GENERAL SUPPORT$250
Z SPACE
450 FLORIDA STSAN FRANCISCOCA94110GENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,247,098TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,834ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$129,838ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$671,006RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$143,672ExclusionAmt
Related Or Exempt Function Incm-$671,006RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$527,334TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$10,404Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GILDER GAGNON HOWEPURCHASE$144,882$150,178-$5,296
GILDER GAGNON HOWEPURCHASE$599,556$1,093,760-$494,204
GILDER GAGNON HOWEPURCHASE$2,976$18,185-$15,209
MERRILLPURCHASE$45,689$45,946-$257
MERRILLPURCHASE$1,181,263$1,380,322-$199,059
MERRILLPURCHASE$62,779$19,760$43,019

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCHBondNm
EOY Book Value$1,600,288EOYBookValueAmt
EOYFMV$1,782,796EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH$487,241$691,288
GGHC$740,548$4,129,899

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$1,328LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CEDAR HILL HOLDINGS$500,000$500,000
DUE FROM ZITRIN$2,004$2,734

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD BASIS ADJUSTMENTDesc
Amt$40,145Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADMINISTRATIVE ASST$3,849
ADMINISTRATIVE EXPENSE$40,723
BANK CHARGES$1,805
INSURANCE$1,733
INVESTMENT EXPENSE$289
MEALS$8,632
OFFICE SUPPLIES$3,557
PARKING AND TOLLS$666
PAYROLL SERVICE$848
PENALTY$190
REPAIRS AND MAINTENANCE$1,046
SUPPLIES$7,834
TELEPHONE$5,386

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX$464
FEDERAL TAXES$311