LAFETRA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAFETRA FOUNDATION (EIN 95-4380652)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202211189349101706
- Schema version
- 2021v4.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T13:46:23-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 6269637311 | 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 | 2022-04-28 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,723,775 | 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 | $15,765,411 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $88 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,186,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,186,535 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,186,535 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,945,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,035,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,945,224 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,408,646 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $32,897,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,131,847 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,595,269 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $11,786 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,786 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,914 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $336,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $336,918 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $395,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $395,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,522,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,522,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,918,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $395,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,534,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,979,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,736,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,595,269 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $644,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,797,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,797,697 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,711,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,536,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,926,078 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,355,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,334,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,723,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,355,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,334,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,355,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,334,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,355,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,334,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,355,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,979,090 | ExcessRevenueOverExpensesAmt |
| Subtotal | $54,334,303 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $54,334,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60010 XME-SPDR S&P METALS & MINING | P | 2021-01-29 | 2021-06-16 | $2,698,250 | $1,984,531 | $713,719 | $713,719 |
| 7502 XOP-SPDR S&P OIL & GAS | P | 2021-01-29 | 2021-06-16 | $726,190 | $494,494 | $231,696 | $231,696 |
| 194495 XLE ENERGY SELECT SECTOR | P | 2021-01-29 | 2021-06-16 | $10,848,876 | $7,759,864 | $3,089,012 | $3,089,012 |
| 50000 XLE ENERGY SELECT SECTOR | P | 2021-01-29 | 2021-09-21 | $2,369,094 | $1,994,875 | $374,219 | $374,219 |
| 90787.226 DFCEX-DFA EMERGING MARKETS | P | 2000-01-01 | 2021-06-22 | $2,427,625 | $1,749,805 | $677,820 | $677,820 |
| 193682.854 DFIEX-DFA INTL CORE | P | 2000-01-01 | 2021-06-22 | $3,176,374 | $2,018,945 | $1,157,429 | $1,157,429 |
| 90000 VEA-VAN FTSE DEVELOPED MATS | P | 2000-01-01 | 2021-06-22 | $4,645,783 | $3,483,850 | $1,161,933 | $1,161,933 |
| 10771.204 VFIAX-VAN 500 IND ADM | P | 2000-01-01 | 2021-06-22 | $4,235,085 | $1,334,807 | $2,900,278 | $2,900,278 |
| 20000 VUG-VAN GROWTH | P | 2000-01-01 | 2021-06-22 | $5,597,775 | $1,453,408 | $4,144,367 | $4,144,367 |
| 43500 VWO-VAN FTSE EMERG MKT | P | 2000-01-01 | 2021-06-22 | $2,310,338 | $1,815,587 | $494,751 | $494,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,945,224 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,408,646 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $232,634 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $232,634 | SubtotalAmt |
| Tax Based On Investment Income | $232,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $332,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $332,496 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $99,862 | OverpaymentAmt |
| Applied To ES Tax | $99,862 | 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 | 0.00 | $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 | $46,846,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,090,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,937,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $48,937,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $734,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,203,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,410,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,410,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $232,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $232,634 | TotalTaxAmt |
| Distributable Before Adj | $2,177,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,177,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,177,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,534,336 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,534,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,177,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,507,504 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,534,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,507,504 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,832 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,150,692 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 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 | $85,000 |
| WOMEN MAKE MOVIES | |||||||
| 462 BROADWAY SUITE 500WS | NEW YORK | NY | 10013 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $67,400 |
| AMERICAN FILM INSTITUTE | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUSCON | AZ | 85702 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $100,000 |
| NEST FOUNDATION | |||||||
| 5482 WILSHIRE BLVD 147 | LOS ANGELES | CA | 90036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $110,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $100,000 |
| CENTER FOR INVESTIGATIVE REPORTING | |||||||
| 1400 65TH ST SUITE 200 | EMERYVILLE | CA | 94608 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDAT | |||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $225,000 |
| CHICKEN AND EGG PICTURES | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| FOR THE FISHES | |||||||
| PO BOX 1894 | KIHEL | HI | 96753 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| SHADHIKA | |||||||
| 1031 33RD STREET | DENVER | CO | 80205 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $75,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| MISSSEY | |||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| HOPEWELL FUND | |||||||
| PO BOX 38068 | BALTIMORE | MD | 21297 | NONE | EOF | SUPPORT OF PUBLIC CHARITY | $10,000 |
| NARATIVE 4 | |||||||
| 1178 BROADWAY 3RD FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $10,000 |
| REGIONAL PARKS FOUNDATION | |||||||
| PO BOX 2527 | CASTRO VALLEY | CA | 94546 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $15,000 |
| COMMUNITY OF WRITERS | |||||||
| PO BOX 1416 | NEVADA CITY | CA | 95959 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| HORIZONS SAN FRANCISCO | |||||||
| 440 POTRERO AVE | SAN FRANCISCO | CA | 94110 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $10,000 |
| CALIFORNIA INSTITUTE FOR BIDIVERSIT | |||||||
| 1400 SHATTUCK AVE STE 12 PMB 101 | BERKELEY | CA | 94709 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| SONOMA LAND TRUST | |||||||
| 822 FIFTH ST | SANTA ROSA | CA | 95404 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| THE OCEAN CLEANUP | |||||||
| 535 MISSION ST FLOOR 14 UNIT 1922 | SAN FRANCISCO | CA | 94105 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $50,000 |
| SEA SHEPHERD | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $100,000 |
| MISSION FILMS | |||||||
| 3447 25TH ST | SAN FRANCISCO | CA | 94110 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $15,000 |
| BAY AREA BOOK FESTIVAL | |||||||
| 1569 SOLANO AVE 635 | BERKELEY | CA | 94707 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,522,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,186,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,945,224 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,186,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,945,224 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,131,847 | 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 (3 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 | $3,531,647 | Yes (X) | |
| ESTATE OF ANTHONY LA FETRA | |||||||
| 2 | 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | $2,372,500 | Yes (X) | |
| ESTATE OF ANTHONY LA FETRA | |||||||
| 3 | 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | $14,316,503 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | PUBICALLY TRADED SECURITIES | $2,372,500 | 2021-09-21 |
| 3 | PUBICALLY TRADED SECURITIES | $14,316,503 | 2021-06-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $11,786 | Amt |
| Net Investment Income | $11,786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,786 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $46,914 | Amt |
| Net Investment Income | $46,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $280,000 | $280,000 |
| FOREIGN TAX | $56,918 | $56,918 |