ISABEL ALLENDE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ISABEL ALLENDE FOUNDATION (EIN 91-1748486)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-28
- IRS object ID
- 202330599349100763
- Schema version
- 2022v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- 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 | 2023-02-28T19:37:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680399752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILLIAN M HELMER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 384 TESCONI COURT | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911748486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISABEL ALLENDE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAB | BusinessNameControlTxt |
| Phone | 4153310200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 CALEDONIA ST | AddressLine1Txt |
| City | SAUSALITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94965 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISABEL ALLENDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153310200 | PhoneNum |
| Signature | 2023-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ISABEL | PersonFirstNm |
| Person Last | ALLENDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN M REED CPA | PreparerPersonNm |
| PTIN | P00391856 | PTIN |
| Phone | 7075784444 | PhoneNum |
| Preparation | 2023-02-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $11,585,273 | 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 | $928,147 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $200,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,543,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,112 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,213,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $675,164 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $160,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $144,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,691 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,269 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,422 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,894 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75,428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,429 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,278 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $98,296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $98,296 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,343 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,343 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67,366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,299 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $509,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $343,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,269,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,269,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,778,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,612,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,564,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,568 | CashBOYAmt |
| Cash EOY | $37,533 | CashEOYAmt |
| Cash EOYFMV | $37,533 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $674,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $342,052 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,825 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,825 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,825 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $550,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $982,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $964,608 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,926,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,460,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,235,841 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,145,980 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,079 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,666 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,691 | LandBOYAmt |
| Land EOY | $3,413 | LandEOYAmt |
| Land EOYFMV | $3,414 | LandEOYFMVAmt |
| Total Assets BOY | $7,387,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,827,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,585,273 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,298 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,599 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,298 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,599 | 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 | $7,380,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,815,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,380,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,815,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,387,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,827,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,380,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,564,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,815,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,815,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MUNICIPAL OBLIGATIONS | P | 2021-09-14 | 2022-09-01 | $600,000 | $600,000 | $0 | $0 |
| FIXED INCOME FUNDS | P | 2021-09-20 | 2022-06-02 | $1,079,187 | $1,145,980 | -$66,793 | -$66,793 |
| CORPORATE SECURITIES | D | 2015-12-24 | 2022-09-08 | $826,003 | $146,188 | $679,815 | $679,815 |
| CORPORATE SECURITIES | P | 2012-11-19 | 2022-12-29 | $1,038,428 | $1,176,614 | -$138,186 | -$138,186 |
| CAPITAL GAINS DIVIDENDS | P | $276 | $276 | $276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,118 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,118 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,720 | 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 | $42,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,602 | OverpaymentAmt |
| Applied To ES Tax | $7,120 | AppliedToESTaxAmt |
| Refund | $28,482 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ISABELALLENDEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ISABEL ALLENDE | IndividualWithBooksNm |
| Phone | 4153310200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 CALEDONIA ST | AddressLine1Txt |
| City | SAUSALITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94965 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ISABEL ALLENDE | ||||||||
| 116 CALEDONIA ST | SAUSALITO | CA | 94965 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| NICOLAS FRIAS | ||||||||
| 116 CALEDONIA ST | SAUSALITO | CA | 94965 | SECRETARY | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI BARRA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 CALEDONIA STREET | AddressLine1Txt |
| City | SAUSALITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $160,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | PROVIDED IN-KIND DONATIONS GIVEN TO INTERNATIONAL ORGANIZATIONS FOR IMMEDIATE USE TO IMPROVE LIVING CONDITIONS AND ACCESS TO INFORMATION FOR INDIVIDUALS IN EMERGENT NEED. | Description1Txt |
| Expenses1 | $24,362 | 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 | $12,202,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $221,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,424,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,424,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,237,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $611,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $611,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,118 | TotalTaxAmt |
| Distributable Before Adj | $604,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $604,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $604,773 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,612,683 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,612,683 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $604,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $762,385 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $902,913 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,143,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,463,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,546,360 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,819,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,612,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $604,773 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,007,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,827,112 | 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 | $762,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,064,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $902,913 | ExcessFromYear4Amt |
| Excess From Year3 | $1,143,927 | ExcessFromYear3Amt |
| Excess From Year2 | $1,463,617 | ExcessFromYear2Amt |
| Excess From Year1 | $1,546,360 | ExcessFromYear1Amt |
| Excess From Current Year | $2,007,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ISABEL ALLENDE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADESO | ||||||||||||||
| PO BOX 70331-00400 | NAIROBI | KE | NONE | FOREIGN CHARITY | HEALTHCARE AND EDUCATION | $2,500 | ||||||||
| ALBERGUE JESUS EL BUEN PASTOR DEL POBRE Y EL MIGRANTE | ||||||||||||||
| CAMINO A RAYMUNDO ENRIQUE 500 | CHIAPAS | MX | NONE | FOREIGN CHARITY | HEALTHCARE AND PROTECTION FROM VIOLENCE | $25,000 | METROS HACIA ADENTRO | TAPACHULA | 30820 | |||||
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUCATION | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $6,000 | ABA ROLI 321 N CLARK STREET | CHICAGO | IL | 60610 | |||||||
| AMERICAN PORPHYRIA FOUNDATION | ||||||||||||||
| NONE | PC | HEALTHCARE | $2,500 | 4915 ST ELMO SUITE 200 | BETHESDA | MD | 20814 | |||||||
| ASIAN AMERICAN FEDERATION | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $5,000 | 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | |||||||
| ASYLUM ACCESS | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $15,000 | 555 12TH STREET 5TH FLOOR | OAKLAND | CA | 94607 | |||||||
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $10,000 | PO BOX 861766 | LOS ANGELES | CA | 90086 | |||||||
| CASA HOGAR BENITO JUAREZ | ||||||||||||||
| ARROYO SECO 110 SN AGUSTIN DE LAS | OAXACA | MX | NONE | FOREIGN CHARITY | HEALTHCARE AND PROTECTION FROM VIOLENCE | $6,000 | JUNTAS | 71238 | ||||||
| CATHOLIC CHARITIES CYO | ||||||||||||||
| NONE | PC | EDUCATION | $6,000 | 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | |||||||
| CATHOLIC COMMUNITY SERVICES OF SOUTHERN ARIZONA | ||||||||||||||
| NONE | PC | HEALTHCARE AND PROTECTION FROM VIOLENCE | $35,000 | 140 W SPEEDWAY STE 230 | TUCSON | AZ | 85705 | |||||||
| CENTER FOR DOMESTIC PEACE | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $15,000 | 734 A STREET | SAN RAFAEL | CA | 94901 | |||||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $100,000 | 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | |||||||
| CENTRO DE APOYO PARA LA INTEGRACION DEL NINO DOWN AC | ||||||||||||||
| NETZAHUALCOVOTL 212 COL REFORMA | OAXACA | MX | NONE | FOREIGN CHARITY | HEALTHCARE SND PROTECTION FROM VIOLENCE | $7,500 | 68050 | |||||||
| CINNAMONGIRL | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS | $5,000 | PO BOX 27297 | OAKLAND | CA | 946020497 | |||||||
| COMMUNITY ACTION MARIN | ||||||||||||||
| NONE | PC | HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $7,500 | 555 NORTHGATE DRIVE STE 201 | SAN RAFAEL | CA | 94903 | |||||||
| CORAL | ||||||||||||||
| CALLE ZARAGOZA 101 COLONIA | OAXACA | MX | NONE | FOREIGN CHARITY | HEALTHCARE | $6,000 | MARGARITA MAZA DE JUAREZ | SAN MARTIN MEXICAPAM OAXA | 68140 | |||||
| CORPORACION MILES | ||||||||||||||
| ERNESTO PINTO LAGARRUIGUE 183 | CI | NONE | FOREIGN CHARITY | REPRODUCTIVE RIGHTS | $10,000 | RECOLETA BARRIO BELLAVISTA | SANTIAGO | 8420496 | ||||||
| CUMBERLAND VALLEY BREAST CARE ALLIANCE | ||||||||||||||
| NONE | PC | HEALTHCARE | $750 | 344 LEEDY WAY EAST | CHAMBERSBURG | PA | 17201 | |||||||
| DARAJA EDUCATION FUND | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $10,000 | PO BOX 4333 | SAN RAFAEL | CA | 94913 | |||||||
| DEMOCRACY DEVELOPMENT CENTER | ||||||||||||||
| 01133 MALINOVSKOGO ST 11 OFFICE 209 | UP | NONE | FOREIGN CHARITY | HUMANITARIAN AID | $10,000 | KYIV CITY | ||||||||
| EAST BAY SANCTUARY COVENANT | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $80,000 | PO BOX 4670 | BERKELY | CA | 94704 | |||||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $5,000 | 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | |||||||
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT | ||||||||||||||
| NONE | PC | HEALTHCARE AND PROTECTION FROM VIOLENCE | $40,000 | 738 NORTH 5TH AVENUE | TUCSON | AZ | 85705 | |||||||
| FREE PEOPLE FOUNDATION | ||||||||||||||
| NONE | PC | HUMANITARIAN AID | $1,000 | 3201 NE 14TH STRET | POMPANO BEACH | FL | 33062 | |||||||
| FUNDACION DE LOS SAGRADO CORAZONES | ||||||||||||||
| CALLE SEIS NO 4584 JAIME EYZAGUIRRE | CI | NONE | FOREIGN CHARITY | PROTECTION OF WOMEN AND CHILDREN IN CHILE | $15,000 | MACUL | SANTIAGO | |||||||
| GETZAMANI | ||||||||||||||
| C/O CHUFFED LEVEL 2 60 MARTIN PLACE | NSW 2000 | AS | NONE | FOREIGN CHARITY | HEALTHCARE | $1,000 | SYDNEY | |||||||
| GIRLS WRITE NOW | ||||||||||||||
| NONE | PC | EDUCATION AND EMPOWERMENT OF GIRLS | $10,000 | 247 WEST 37 STREET SUITE 1000 | NEW YORK | NY | 10018 | |||||||
| GLOBAL DOCTORS FOR CHOICE | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $10,000 | 1430 BROADWAY SUITE 1614 | NEW YORK | NY | 10018 | |||||||
| GLOBAL FUND FOR WOMEN | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS (CHILE) | $320,000 | 800 MARKET STREET 7TH FLOOR | SAN FRANCISCO | CA | 94102 | |||||||
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||||||||
| NONE | PC | EDUCATION | $500 | 201 FORT MASON | SAN FRANCISCO | CA | 94123 | |||||||
| GUAJES Y OTROS LENGUAJES AC | ||||||||||||||
| POPOCATEPETL 414-B | MX | NONE | FOREIGN CHARITY | HEALTHCARE AND EDUCATION | $5,000 | OAXACA | 68020 | |||||||
| HOMELESS PRENATAL PROGRAM | ||||||||||||||
| NONE | PC | HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS | $65,000 | 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | |||||||
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||||||||
| NONE | PC | HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE, REPRODUCTIVE RIGHTS | $25,000 | 361 THIRD STREET SUITE G | SAN RAFAEL | CA | 94901 | |||||||
| HUMAN RIGHTS WATCH | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $35,000 | 350 SANSOME ST STE 1000 | SAN FRANCISCO | CA | 94104 | |||||||
| HUMAN TRAFFICKING PRO BONO LEGAL CENTER | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $20,000 | 1030 15TH STREET NW 104B | WASHINGTON | DC | 20005 | |||||||
| IFWHENHOW LAWYERING FOR REPRODUCTIVE JUSTICE | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $25,000 | 1714 FRANKLIN STREET 100-393 | OAKLAND | CA | 94612 | |||||||
| IMMIGRANT LEGAL DEFENSE | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $65,000 | 1322 WEBSTER ST SUITE 300 | OAKLAND | CA | 94612 | |||||||
| INNOVANDO LA TRADICION AC | ||||||||||||||
| RUFINO TAMAYO 800-C CENTRO | MX | NONE | FOREIGN CHARITY | PROMOTE THE ECONOMIC WELL-BEING OF LOW INCOME WOMEN | $25,000 | OAXACA DE JUAREZ | 68000 | |||||||
| IPAS MEXICO AC | ||||||||||||||
| INSURGENTES SUR 1079 COLONIA NOCHE | MX | NONE | FOREIGN CHARITY | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $15,000 | BUENA | MEXICO CITY | 03720 | ||||||
| IPAS | ||||||||||||||
| NONE | PC | PROTECTION OF WOMEN'S HEALTH | $10,000 | PO BOX 5027 | CHAPEL HILL | NC | 27514 | |||||||
| KIND | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $50,000 | 1300 L STREET NW STE 1100 | WASHINGTON | DC | 20005 | |||||||
| LA COCINA | ||||||||||||||
| NONE | PC | EDUCATION | $15,000 | 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | |||||||
| LOVE WELCOMES | ||||||||||||||
| 11 KINGSTON QUAY | UK | NONE | FOREIGN CHARITY | EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS | $27,500 | EATBOURNE BN | ||||||||
| MADRE | ||||||||||||||
| NONE | PC | PROTECTING HUMAN RIGHTS OF WOMEN AND CHILDREN | $25,000 | 121 WEST 27TH STREET | NEW YORK | NY | 10001 | |||||||
| MANY VOICES INC | ||||||||||||||
| NONE | PC | HEALTHCARE | $5,000 | 472 13TH STREET | BROOKLYN | NY | 112155207 | |||||||
| MEDICAL STUDENTS FOR CHOICE | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $15,000 | PO BOX 40935 | PHILADELPHIA | PA | 19107 | |||||||
| MISSSEY | ||||||||||||||
| NONE | PC | HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS | $25,000 | 424 JEFFERSON STREET | OAKLAND | CA | 94607 | |||||||
| MS FOUNDATION FOR WOMEN | ||||||||||||||
| NONE | PC | EDUCATION AND REPRODUCTIVE RIGHTS | $10,000 | 12 METROTECH CENTER 26TH FLOOR | NEW YORK | NY | 11201 | |||||||
| MUJERES UNIDAS Y ACTIVAS | ||||||||||||||
| NONE | PC | HEALTHCARE, EDUCATION, AND REPRODUCTIVE RIGHTS | $56,500 | 3543 18TH STREET 23 | SAN FRANCISCO | CA | 94110 | |||||||
| NARAL PRO-CHOICE CALIFORNIA FOUNDATION | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $25,000 | 335 SOUTH VAN NESS AVE | SAN FRANCISCO | CA | 94103 | |||||||
| NEID | ||||||||||||||
| NONE | PC | EDUCATION | $1,000 | PO BOX 24 | WATERTOWN | MA | 02471 | |||||||
| NEPAL YOUTH FOUNDATION | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $138,250 | 3030 BRIDGEWAY | SAUSALITO | CA | 94965 | |||||||
| NORTH MARIN COMMUNITY SERVICES | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE, REPRODUCTIVE RIGHTS | $20,000 | NOVATO BLD CENTER 1907 NOVATO | NOVATO | CA | 94947 | BOULEVARD | ||||||
| OAXACA STREETCHILDREN GRASSROOTS INC | ||||||||||||||
| NONE | PC | HEALTHCARE AND PROTECTION FROM VIOLENCE | $2,500 | PO BOX 2219 | BENTON | AR | 72108 | |||||||
| OMEGA WOMEN'S LEADERSHIP CENTER | ||||||||||||||
| NONE | PC | EDUCATION | $15,000 | 150 LAKE DRIVE | RHINEBECK | NY | 12572 | |||||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $60,000 | 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | |||||||
| PROSPERA COMMUNITY DEVELOPMENT | ||||||||||||||
| NONE | PC | EDUCATION | $12,500 | 1904 FRANKLIN ST STE 801 | OAKLAND | CA | 94612 | |||||||
| RECREA | ||||||||||||||
| FRANCISCO BILBAO 2888 | CI | NONE | FOREIGN CHARITY | HUMAN SERVICES FOR LOW INCOME FAMILIES | $35,000 | SANTIAGO | ||||||||
| REFUGE POINT | ||||||||||||||
| NONE | PC | PROTECTION FROM VIOLENCE | $80,000 | 689 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | |||||||
| RIPPLE EFFECT IMAGES INC | ||||||||||||||
| NONE | PC | EDUCATION | $20,000 | 12110 SUNSET HILLS RD 600 | RESTON | VA | 20190 | |||||||
| RURAL WOMEN'S DEVELOPMENT AND UNITY CENTRE | ||||||||||||||
| GAHANA POKHARI 5 HANDIGAON | NP | NONE | FOREIGN CHARITY | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $10,000 | METROPOLITAN KATHMANDU13205 | ||||||||
| SAN MIGUEL CASA INC CASA AC | ||||||||||||||
| SANT JULIA 15 COLONIA SANTA JULIA | MX | NONE | FOREIGN CHARITY | EDUCATION | $2,500 | SAN MIGUEL DE ALLENDE | 37734 | |||||||
| SCHOLARMATCH | ||||||||||||||
| NONE | PC | EDUCATION | $27,500 | 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | |||||||
| SF-MARIN FOOD BANK | ||||||||||||||
| NONE | PC | HEALTHCARE | $5,000 | 900 PENNSYLVANIA DR | SAN FRANCISCO | CA | 94107 | |||||||
| SONOMA VALLEY AUTHORS FESTIVAL | ||||||||||||||
| NONE | PC | EDUCATION | $4,000 | PO BOX 1447 | SONOMA | CA | 95476 | |||||||
| TEEN SEED AFRICA | ||||||||||||||
| 1188 NAIROBI 00100 | KE | NONE | FOREIGN CHARITY | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $53,000 | |||||||||
| THE BRIGID ALLIANCE | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $15,000 | PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | |||||||
| THE CENTER FOR CONTEMPLATIVE JUSTICE | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $10,000 | PO BOX 6330B | NASHVILLE | TN | 37235 | |||||||
| THE KHALED HOSSEINI FOUNDATION | ||||||||||||||
| NONE | PF | EDUCATION | $2,500 | 4848 SAN FELIPE ROAD 150-221 | SAN JOSE | CA | 95135 | |||||||
| THE SIDEWALK SCHOOL FOR ASYLUM SEEKERS | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $30,000 | 2100 W SAN MARCELO 127 | BROWNSVILLE | TX | 78526 | |||||||
| THE WOMEN'S BUILDING | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $15,000 | 3543 18TH STREET 8 | SAN FRANCISCO | CA | 94110 | |||||||
| THISTLE FARMS INC | ||||||||||||||
| NONE | PC | HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS | $191,500 | 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | |||||||
| TOO YOUNG TO WED | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $120,000 | PO BOX 897 | MOHEGAN LAKE | NY | 10567 | |||||||
| UCSF | ||||||||||||||
| NONE | PC | REPRODUCTIVE RIGHTS | $10,000 | 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94104 | |||||||
| UNITED PORPHYRIAS ASSOCIATION | ||||||||||||||
| NONE | PC | HEALTHCARE | $10,000 | 4800 HAMPDEN LANE SUITE 200 | BETHESDA | MD | 20814 | |||||||
| VOICE OF WITNESS | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $5,000 | 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | |||||||
| WARMING HEARTS NEPAL INC | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $5,000 | 43367 HAY ROAD | ASHBURN | VA | 20147 | |||||||
| WE TESTIFY | ||||||||||||||
| NONE | PC | EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS | $12,500 | 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10567 | |||||||
| YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | ||||||||||||||
| NONE | PC | EDUCATION AND PROTECTION FROM VIOLENCE | $45,000 | 2245 S MICHIGAN AVENUE SUITE 301 | CHICAGO | IL | 60616 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,269,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,012 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,064 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ISABEL ALLENDE | ||||||
| 1 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $171,133 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 2 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $17,517 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 3 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $91,190 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 4 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $92,552 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 5 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $58,659 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 6 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $193,696 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 7 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $147,708 | Yes (X) |
| ISABEL ALLENDE | ||||||
| 8 | 116 CALEDONIA ST | SAUSALITO | CA | 94965 | $122,500 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1270 SHS APPLE INC. | $171,133 | 2022-06-15 |
| 2 | 130 SHS APPLE INC. | $17,517 | 2022-06-15 |
| 3 | 1000 SHS CVS HEALTH CORP | $91,190 | 2022-06-15 |
| 4 | 200 SHS UNITED HEALTH GROUP | $92,552 | 2022-06-15 |
| 5 | 300 SHS VISA | $58,659 | 2022-06-15 |
| 6 | 400 SHS COSTCO | $193,696 | 2022-12-12 |
| 7 | 900 SHS ABBV | $147,708 | 2022-12-12 |
| 8 | 400 SHS AON PLC | $122,500 | 2022-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,691 | Amt |
| Net Investment Income | $4,269 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,422 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| APPLE - COMPUTER | 2020-08-01 | $5,841 | $3,037 | 200DB | 5.000000000000 | $1,122 | $0 |
| DWR LARKSPUR | 2020-09-30 | $1,571 | $817 | 200DB | 5.000000000000 | $302 | $0 |
| COMPUTER - APPLE | 2021-03-09 | $2,668 | $534 | 200DB | 5.000000000000 | $854 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,460,688 | EOYBookValueAmt |
| EOYFMV | $10,235,841 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $982,050 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $964,608 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| APPLE - COMPUTER | $5,841 | $4,159 | $1,682 | $1,682 |
| DWR LARKSPUR | $1,571 | $1,119 | $452 | $452 |
| COMPUTER - APPLE | $2,668 | $1,388 | $1,280 | $1,280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,453 | $2,423 | $30 |
| INVESTMENT ADVISOR | $64,943 | $64,943 | $0 |
| POSTAGE | $2,005 | $0 | $2,005 |
| SUPPLIES | $5,459 | $0 | $5,459 |
| BUSINESS MEALS AND ENTERTAINMENT | $5,535 | $0 | $5,535 |
| FEES | $942 | $0 | $942 |
| INSURANCE | $1,664 | $0 | $1,664 |
| MISCELLANEOUS | $4,302 | $0 | $4,302 |
| PROGRAM EXPENSES | $24,362 | $0 | $24,362 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $6,298 | BOYBookValueAmt |
| EOY Book Value | $11,599 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $5,702 | $0 | $5,702 |
| PAYROLL FEES | $1,192 | $0 | $1,192 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISABEL ALLENDE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 CALEDONIA ST | AddressLine1Txt |
| City | SAUSALITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94965 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,588 | $1,159 | $10,429 |
| FEDERAL EXCISE TAX | $74,269 | $74,269 | $0 |