LAFETRA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAFETRA FOUNDATION (EIN 95-4380652)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-27
- IRS object ID
- 202321179349101422
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-27T11:12:27-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871297804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary A Davis PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3360 Aultmore Ln | AddressLine1Txt |
| City | Henderson | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89044 | 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 | 954380652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFETRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFE | BusinessNameControlTxt |
| Phone | 6266336541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE LAFETRA COLLIER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE LAFETRA | PersonFirstNm |
| Person Last | COLLIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | GARY DAVIS | PreparerPersonNm |
| PTIN | P00015806 | PTIN |
| Phone | 6266336541 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $53,759,257 | 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 | $4,119,875 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,471 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,471 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,869,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,869,330 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,869,330 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,434,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,429,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,434,509 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,428,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,308,310 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,873,801 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $17,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,889 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $237,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $237,665 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $384,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $312,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,152,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,152,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,536,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $312,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,241,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,891,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,995,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,873,801 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,797,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,968,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,968,163 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $50,536,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,257,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,791,094 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $54,334,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,225,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,759,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $54,334,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,225,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,334,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,225,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,334,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,225,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,334,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,891,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $59,225,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,225,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 50000 ENERGY SELECT SECTOR SPDR | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2022-02-17 | SoldDt |
| Gross Sales Price | $3,429,384 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,994,875 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,434,509 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,434,509 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,434,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,642 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,642 | SubtotalAmt |
| Tax Based On Investment Income | $41,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $249,862 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $249,862 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $208,220 | OverpaymentAmt |
| Applied To ES Tax | $208,220 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE LA FETRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6269637311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|
| SUZANNE LA FETRA COLLIER | ||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | President | 2.00 | $0 |
| MICHAEL W LA FETRA | ||||||
| 645 TUALLITAN ROAD | LOS ANGELES | CA | 90049 | SEC/TRES | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,646,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,260,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,907,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $55,907,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $838,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,068,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,753,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,753,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,642 | TotalTaxAmt |
| Distributable Before Adj | $2,711,779 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,711,779 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,711,779 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,241,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,241,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,711,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,150,692 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,241,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,150,692 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,258 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,620,521 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE LOS ANGELES CONSERVANCY | |||||||
| 523 W 6TH STREET SUITE 1216 | LOS ANGELES | CA | 90014 | NONE | EXEMPT | SUPPORT OF PUBLIC CHAIRTY | $150,000 |
| THE CENTER FOR INDEPENDENT DOCUMENT | |||||||
| 1300 SOLDIERS FIELD ROAD SUITE 5 | BOSTON | MA | 02135 | NONE | EXEMPT | SUPORT OF PUBLIC CHARITY | $25,000 |
| WOMEN MAKE MOVIES | |||||||
| 462 BROADWAY SUITE 500WS | NEW YORK | NY | 10013 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $20,000 |
| AMERICAN FILM INSTITUTE | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUSCON | AZ | 85702 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $150,000 |
| NEST FOUNDATION | |||||||
| 5482 WILSHIRE BLVD 147 | LOS ANGELES | CA | 90036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $150,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDAT | |||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $401,000 |
| CHICKEN AND EGG PICTURES | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| BERKELEY FILM FOUNDAITON | |||||||
| 2030 ADDISON STREET 102 | BERKELEY | CA | 94704 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $20,000 |
| CALIFORNIA NATIVE PLANT SOCIETY | |||||||
| 2707 K STREET SUITE 1 | SACRAMENTO | CA | 95816 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| FOR THE FISHES | |||||||
| PO BOX 1894 | KIHEL | HI | 96753 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $100,000 |
| SHADHIKA | |||||||
| 1031 33RD STREET | DENVER | CO | 80205 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $15,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $21,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $10,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $10,000 |
| MISSION FILMS | |||||||
| 3447 25TH ST | SAN FRANCISCO | CA | 94110 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $35,000 |
| FORT ROSS CONSERVANCY | |||||||
| 19005 COAST HIGHWAY ONE | JENNER | CA | 95450 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $20,000 |
| KOVNO COMMUNIATIONS | |||||||
| 2600 TENTH ST 403A | BERKELEY | CA | 94710 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $20,000 |
| COMMUNITY OF WRITERS | |||||||
| PO BOX 1416 | NEVADA CITY | CA | 95959 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $100,000 |
| GRIST | |||||||
| 1501 E MADISON ST SUITE 650 | SEATTLE | WA | 98122 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| DOC SOCIETY | |||||||
| 928 FULTON ST PMB 1007 | BROOKLIN | NY | 11238 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| POWER SWIFT NETWORK | |||||||
| PO BOX 73116 | WASHINGTON | DC | 20056 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19YH ST NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW NO 300 | WASHINGTON | DC | 20036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| VOTE SOLAR | |||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| ROOSEVELT INSTITUTE | |||||||
| 570 LEXINGTON AVE 5TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| ROCKY MOUNTIAN INSTITUTE | |||||||
| 22830 TWO RIVERS RD | BASALT | CO | 81621 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| WILDLANDS CONSERVANCY | |||||||
| 39611 OAK GLEN ROAD UNIT 12 | OAK GLEN | CA | 92399 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| CLEAN AIR TASKFORCE | |||||||
| 114 STATE ST 6TH FLOOR | BOSTON | MA | 02109 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| CAUSE JUSTA JUST CAUSE | |||||||
| 4804 MISSION ST STE 231 | SAN FRANCISCO | CA | 94112 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $2,500 |
| PEOPLES COMMUNITY FOUNDATION | |||||||
| PO BOX 3068 | BERKELY | CA | 94703 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $2,500 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 44 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $10,000 |
| SOGEREA TE' LAND TRUST | |||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $2,500 |
| TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $10,000 |
| MOMS 4 HOUSING | |||||||
| 1421 CENTER ST 205 | OAKLAND | CA | 94501 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,152,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,869,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,434,509 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,873,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,434,509 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,308,310 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF ANTHONY LA FETRA | |||||||
| 1 | 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | $2,125,000 | Yes (X) | |
| ESTATE OF ANTHONY LA FETRA | |||||||
| 2 | 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | $3,414,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $3,414,500 | FairMarketValueAmt |
| Received | 2022-02-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $17,900 | Amt |
| Net Investment Income | $17,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS & ETF FUNDS | StockNm |
| EOY Book Value | $55,257,821 | EOYBookValueAmt |
| EOYFMV | $49,791,094 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $800 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES-CHARITABLE | $71,250 | $0 | $0 | $71,250 |
| INVESTMENT MANAGEMENT | $56,889 | $56,889 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $150,000 | $150,000 |
| FOREIGN TAX | $87,665 | $87,665 |