LUNA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUNA FOUNDATION INC (EIN 45-3664074)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-27
- IRS object ID
- 202343319349100759
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-27T16:14:28-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943194056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY LEVY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 SOLANO AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453664074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUNA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUNA | BusinessNameControlTxt |
| Phone | 5106126392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947051311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA BROITMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106126392 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | BROITMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | BETH ATTEBERY | PreparerPersonNm |
| PTIN | P01466121 | PTIN |
| Phone | 5106521000 | PhoneNum |
| Preparation | 2023-11-27 | PreparationDt |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,346,816 | 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 | $20,513 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $849 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $849 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $537,083 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $115,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,262 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,728 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,755 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,656 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $429 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,637 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,637 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,355 | CashBOYAmt |
| Cash EOY | $55,372 | CashEOYAmt |
| Cash EOYFMV | $55,372 | CashEOYFMVAmt |
| US Government Obligations BOY | $36,873 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $37,837 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $30,938 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,359,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,252,860 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,113,835 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,359,392 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,360,304 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,146,671 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,820,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,706,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,346,816 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,258 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,908 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,908 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,815,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,703,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,815,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,703,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,820,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,706,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,815,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,576 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,703,465 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,703,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - BERNSTEIN 2034 | P | $56 | $56 | $56 | |
| SEE ATTACHED - BERNSTEIN 2034 | P | $285,702 | -$32,841 | -$32,841 | $318,543 |
| SEE ATTACHED - BERNSTEIN 2034 | P | $213,937 | -$16,236 | -$16,236 | $230,173 |
| 17.373 SH AMERICAN MUTUAL FUND CL F3 | P | $860 | -$44 | -$44 | $904 |
| 16.928 SH AMERICAN MUTUAL FUND CL F3 | P | $818 | -$56 | -$56 | $874 |
| 17.907 SH AMERICAN MUTUAL FUND CL F3 | P | $834 | -$98 | -$98 | $932 |
| 16.928 SH AMERICAN MUTUAL FUND CL F3 | P | $862 | -$59 | -$59 | $921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,264 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,393 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,301 | SubtotalAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $1,319 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSICA BROITMAN | IndividualWithBooksNm |
| Phone | 5106126392 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JESSICA BROITMAN | ||||||||
| 2940 FOREST AVENUE | BERKELEY | CA | 94705 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GIBOR BASRI | ||||||||
| 2940 FOREST AVENUE | BERKELEY | CA | 94705 | SECRETARY & | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACTIVITIES OF FOUNDATION LIMITED SOLELY TO GRANT MAKING. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,116,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,170,550 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,170,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,107,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,301 | TotalTaxAmt |
| Distributable Before Adj | $204,099 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $204,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $204,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,637 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $201,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,099 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,020 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,871 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,117 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $59,878 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,637 | QualifyingDistributionsAmt |
| Applied To Current Year | $201,637 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,462 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,462 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,416 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,870 | ExcessFromYear4Amt |
| Excess From Year3 | $12,871 | ExcessFromYear3Amt |
| Excess From Year2 | $3,117 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 911MEMORIALORG | |||||||
| 180 GREENWICH STREET | NEW YORK | NY | 10007 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $125 | |
| ACCUPUNCTURISTS WITHOUT BORDERS | |||||||
| 4605 NE FREMONT | PORTLAND | OR | 97213 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ALAMEDA COUNTY FOOD BANK | |||||||
| PO BOX 30757 | OAKLAND | CA | 94604 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| AMERICAN ASTRONIMICAL SOCIETY | |||||||
| 1667 K STREET NW | WASHINGTON | DC | 20006 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $427 | SUITE 800 |
| AMNESTY INTERNATIONAL | |||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| ASIAN ART MUSEUM SF | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $138 | |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | |||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,125 | |
| AURORA THEATER COMPANY | |||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,388 | |
| BAY AREA URBAN LEAGUE | |||||||
| 1221 BROADWAY | OAKLAND | CA | 94612 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | LOWER LEVEL 48 |
| BERKELEY HIGH JAZZ | |||||||
| PO BOX 1027 | BERKELEY | CA | 94701 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| BERKELEY PARTNERS FOR PARKS | |||||||
| 2612 BENVENUE | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $4,241 | |
| BETH HILLEL | |||||||
| 1301 OXFORD STREET | BERKELEY | CA | 94709 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,676 | |
| BIG GIVE - UC BERKELEY | |||||||
| 2299 PIEDMONT AVENUE | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,900 | |
| CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,389 | |
| CHABOT SPACE AND SCIENCE CENTER | |||||||
| 10000 SKYLINE BLVD | OAKLAND | CA | 94619 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHILDREN'S FAIRYLAND | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| CITYSIDE | |||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $4,000 | |
| CLAREMONT CANYON CONSERVANCY | |||||||
| PO BOX 5551 | BERKELEY | CA | 94705 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $75 | |
| DOCTOR'S WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | 501(C)(3)/PF | GENERAL OPERATING SUPPORT | $250 | 16TH FLOOR |
| EVERY TOWN FOR GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10017 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FINE ARTS MUSEUM OF SF | |||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $209 | |
| FOCUS FOR DEMOCRACY | |||||||
| 7101 CEDAR AVE | TACOMA PARK | MD | 20912 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF LICK OBSERVATORY | |||||||
| 7281 MOUNT HAMILTON ROAD | MOUNT HAMILTON | CA | 95140 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $50 | |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $90 | |
| HISTORYMAKERS | |||||||
| 1900 S3 MICHIGAN AVENUE | CHICAGO | IL | 60616 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| HOLLY RIDGE PTA | |||||||
| 900 HOLLY SPRINGS ROAD | HOLLY SPRINGS | NC | 27540 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $143 | |
| LGBT ASYLUM PROJECT | |||||||
| 526 CASTRO STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| MENTOR PROJECT | |||||||
| 38 CEDAR DRIVE | GREAT NECK | NY | 11021 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $8,000 | |
| METROPOLITAN MUSEUM | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $210 | |
| NEW VENTURE FUND | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $81 | |
| NVLD PROJECT | |||||||
| 177 E 87TH STREET | NEW YORK | NY | 10128 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,103 | SUITE 501 |
| NY MOMA | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10 | |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| PURPOSE OF POWER | |||||||
| 1140 US HWY 287 | BROOMFIELD | CO | 80020 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | SUITE 400 |
| REACH SHIRATI | |||||||
| PO BOX 7776 | BERKELEY | CA | 94707 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $8,152 | |
| RIDE FOR ROSWELL | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| SETI INSTITUTE | |||||||
| 339 BERNADO AVENUE | MOUNTAIN VIEW | CA | 94043 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | SUITE 200 |
| SFMOMA | |||||||
| 151 3RD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $180 | |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,000 | |
| SOULS FOR THE POLLS | |||||||
| 2730 E 31ST STREET | MINNEAPOLIS | MN | 55406 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STATE LEADERSHIP PROJECT | |||||||
| PO BOX 223 | RALEIGH | NC | 27602 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STILES HALL | |||||||
| 2400C BANCROFT WAY | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| SWIM ACROSS AMERICA | |||||||
| 8508 PARK ROAD | CHARLOTTE | NC | 28210 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | SUITE 389 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,200 | SUITE 401 |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NORTHWEST | WASHINGTON | DC | 20036 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 | SUITE 950 |
| WORKING AMERICA EDUCATION FUND | |||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $60,000 | |
| YMTC | |||||||
| 2945 BOLIVAR DRIVE | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,112 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $849 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$15,264 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| AMEX REWARDS | 14 | $802 |
| BERNSTEIN 2034 -OTHER INCO | 14 | $6 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,998 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HAROLD BROITMAN ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,250 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,755 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $1,078,259 | $901,281 |
| CAPITAL 1460 | $282,045 | $245,390 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $2,424,002 | $2,254,125 |
| CAPITAL 1460 | $828,858 | $859,710 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $37,837 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $30,938 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,728 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/STRIPE FEES | $40 | $40 |
| OTHER EXPENSES | $1,391 | |
| OFFICE EXPENSE | $451 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AMEX REWARDS | $802 | $802 |
| BERNSTEIN 2034 -OTHER INCOME | $6 | $6 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX | Desc |
| BOY Book Value | $5,258 | BOYBookValueAmt |
| EOY Book Value | $2,908 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $16,656 | Amt |
| Net Investment Income | $16,656 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CA TAXES | $100 |
| FEDERAL TAX | $329 |