WAITTE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WAITTE FOUNDATION (EIN 77-0527049)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202241239349100449
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T14:06:39-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810968775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geoffrey L Lamb CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2155 S Bascom Ave Suite 105 | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | 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 | 770527049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Waitte Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAIT | BusinessNameControlTxt |
| Phone | 4083999168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Glenridge Avenue | AddressLine1Txt |
| City | Los Gatos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Waitte | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Carol | PersonFirstNm |
| Person Last | Waitte | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Geoffrey L Lamb CPA | PreparerPersonNm |
| PTIN | P00438610 | PTIN |
| Phone | 4083716883 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| 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 | $2,734,939 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,496,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,120 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,125 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,881 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,881 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,480 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,522 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,674 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $267,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $400,929 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,536 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,443,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,261,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,606,759 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $642,599 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,099,799 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,070,644 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,151,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,419,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,734,939 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,066,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,066,250 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,914,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,646,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,151,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,151,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,419,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,151,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $267,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,419,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Bernstein xxx-39617 S/T | P | 2021-01-01 | 2021-12-31 | $13,057 | $11,736 | $1,321 | $1,321 |
| Bernstein xxx-39617 L/T | P | 2000-01-01 | 2021-12-31 | $851,088 | $632,923 | $218,165 | $218,165 |
| Bernstein xxx-22900 S/T | P | 2021-01-01 | 2021-12-31 | $60,728 | $53,267 | $7,461 | $7,461 |
| Bernstein xxx-22900 L/T | P | 2000-01-01 | 2021-12-31 | $539,409 | $440,470 | $98,939 | $98,939 |
| Bernstein xxx-22900 Cash In Lieu | P | 2021-01-01 | 2021-12-31 | $32 | $32 | $32 | |
| Capital Gain Dividends | $32,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,120 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,814 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,573 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,573 | SubtotalAmt |
| Tax Based On Investment Income | $5,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $2,081 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | http://www.ag.ca.gov/charities/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geoffrey L Lamb CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083716883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2155 S Bascom Ave Ste 105 | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | 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 | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Carol E Waitte | |||||||
| 19 Glenridge Ave | Los Gatos | CA | 95030 | Dir/Pres | 10.00 | $0 | $9,509 |
| Barry K Waitte | |||||||
| 1400 Yount Mill Road | Napa | CA | 94558 | Dir/Treas | 6.00 | $0 | $23,372 |
| Tobey E D Fitch | |||||||
| 19 Glenridge Ave | Los Gatos | CA | 95030 | Director | 4.00 | $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 | $2,587,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,641,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,641,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,601,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,573 | TotalTaxAmt |
| Distributable Before Adj | $124,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $124,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $124,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,420 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,508 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $15,555 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,628 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $31,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,420 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $912 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,095 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,555 | ExcessFromYear4Amt |
| Excess From Year3 | $15,628 | ExcessFromYear3Amt |
| Excess From Current Year | $912 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carol E Waitte | ContributingManagerNm |
| Contributing Manager | Barry K Waitte | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Vashon Youth and Family Svcs | |||||||
| PO Box 237 | Vashon | WA | 98070 | None | PC | Human services | $3,000 |
| Creativity Explored | |||||||
| 3245 16th Street | San Francisco | CA | 94103 | None | PC | Community Programs | $15,000 |
| St Helena Hospital Foundation | |||||||
| 10 Woodland Road | St Helena | CA | 94574 | None | PC | Community Programs | $10,000 |
| Children's Health Initiative | |||||||
| 645 South Bascom | San Jose | CA | 95128 | None | Public | Human Services | $10,000 |
| Clinic Ole Fndthn-Community Hlth Cl | |||||||
| 1141 Pear Tree Lane Suite 100 | Napa | CA | 94558 | None | PC | Community Programs | $10,000 |
| West Valley College Foundation | |||||||
| 14000 Fruitvale Avenue | Saratoga | CA | 95070 | None | PC | Community Programs | $3,500 |
| Los Gatos Morning Rotary | |||||||
| PO Box 282 | Los Gatos | CA | 95031 | None | PC | Community Programs | $500 |
| NUMU Los Gatos | |||||||
| 106 Main Street | Los Gatos | CA | 95030 | None | PC | Community Programs | $5,000 |
| PlayWrite Inc | |||||||
| PO Box 13420 | Portland | OR | 97213 | None | PC | Community Programs | $5,000 |
| Bill Wilson Center | |||||||
| 3490 The Alameda | Santa Clara | CA | 95050 | None | PC | Community Programs | $5,000 |
| Giant Steps | |||||||
| 1320 Commerce St Ste A | Petaluma | CA | 94954 | None | PC | Community Programs | $7,000 |
| PHFS - Portland Homeless Family Ser | |||||||
| 1221 South Yamhill Ste 210 | Portland | OR | 97205 | None | PC | Community Programs | $3,500 |
| California Innocence Project | |||||||
| 225 Cedar Street | San Diego | CA | 92101 | None | PC | Human Services | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $415,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,125 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Acctg & Tax Prep | CategoryTxt |
| Amt | $7,480 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,480 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Internet | $1,225 | $628 |
| Misc | $43 | $43 |
| Office expense | $626 | $626 |
| Other exp & adj | -$1,058 | |
| Registration fees & charges | $70 | $70 |
| Telephone | $3,383 | $1,692 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bernstein inv mgmt fees | CategoryTxt |
| Amt | $10,522 | Amt |
| Net Investment Income | $10,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal tax payments | $6,765 | |
| Foreign tax w/h on divids | $3,674 | $3,674 |