LUNA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUNA FOUNDATION INC (EIN 45-3664074)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-05
- IRS object ID
- 202241259349101759
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T15:19:41-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 5940 COLLEGE AVE STE A | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453664074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA BROITMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | 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 | 2022-05-05 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH ATTEBERY | PreparerPersonNm |
| PTIN | P01466121 | PTIN |
| Phone | 5106521000 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,548,956 | 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 | $4,277,922 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $889,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,234 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,461,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,693 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,687 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,687 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,141 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,141 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,356,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,219 | CashBOYAmt |
| Cash EOY | $74,766 | CashEOYAmt |
| Cash EOYFMV | $74,766 | CashEOYFMVAmt |
| US Government Obligations EOY | $36,157 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $34,285 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $1,100,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,299,111 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $449,308 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $440,633 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $2,700,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,700,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $161 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $161 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,360,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,548,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,219 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,360,488 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,360,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,360,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,356,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $534 | OtherIncreasesAmt |
| Subtotal | $4,360,488 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,360,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - BERNSTEIN 2034 | P | $832,654 | $702,976 | $129,678 | $129,678 |
| SEE ATTACHED - CAPITAL 1460 | P | $31,749 | $28,807 | $2,942 | $2,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,234 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $132,620 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,473 | SubtotalAmt |
| Tax Based On Investment Income | $2,473 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,473 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,473 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $56 | 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 | $1,591,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $225,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,959,329 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,959,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,929,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,473 | TotalTaxAmt |
| Distributable Before Adj | $94,024 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,024 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,141 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,141 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $97,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,024 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $40,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,870 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,871 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,141 | QualifyingDistributionsAmt |
| Applied To Current Year | $94,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,117 | RemainingDistriFromCorpusAmt |
| Total Corpus | $73,417 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,559 | ExcessFromYear3Amt |
| Excess From Year2 | $16,870 | ExcessFromYear2Amt |
| Excess From Year1 | $12,871 | ExcessFromYear1Amt |
| Excess From Current Year | $3,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 FRIENDS PROJECT | |||||||
| 2140 SHATTUCK AVENUE | SUITE 2050 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 |
| 314 ACTION FOUNDER | |||||||
| PO BOX 14560 | WASHINGTON | DC | 20044 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ACCUPUNCTURISTS WITHOUT BORDERS | |||||||
| 4605 NE FREMONT | PORTLAND | OR | 97213 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AFRICAN AMERICAN INITIATIVE | |||||||
| 200 CALIFORNIA HALL 1500 | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,000 | |
| AFRICAN SCIENTIFIC INSTITUTE | |||||||
| PO BOX 20810 | PIEDMONT | CA | 94620 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $50 | |
| ALAMEDA COUNTY FOOD BANK | |||||||
| PO BOX 30757 | OAKLAND | CA | 94604 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| ALAMEDA COUNTY MEALS ON WHEELS | |||||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $150 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $150 | |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | |||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,500 | |
| AURORA THEATER COMPANY | |||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BERKELEY COMMUNITY SCHOLARS | |||||||
| PO BOX 680 | BERKELEY | CA | 94701 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,767 | |
| BIG GIVE - UC BERKELEY | |||||||
| 2299 PIEDMONT AVENUE | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| CAL NERDS | |||||||
| 230 B STEPHENS HALL | MC 5881 | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,500 |
| CHABOT SPACE AND SCIENCE CENTER | |||||||
| 10000 SKYLINE BLVD | OAKLAND | CA | 94619 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CLAREMONT CANYON CONSERVANCY | |||||||
| PO BOX 5551 | BERKELEY | CA | 94705 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $50 | |
| FOCUS FOR DEMOCRACY | |||||||
| 1200 17TH STREET NW | SUITE 300 | WASHINGTON | DC | 20036 | 501(C)(3)/PF | GENERAL OPERATING SUPPORT | $10,000 |
| LHS (UC REGENTS) | |||||||
| 1995 UNIVERSITY AVE | SUITE 400 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 |
| LICK OBSERVATORY | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $75 | |
| MAGNES MUSEUM | |||||||
| 1995 UNIVERSITY AVENUE | SUITE 400 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 |
| MENTOR PROJECT | |||||||
| 38 CEDAR DRIVE | GREAT NECK | NY | 11021 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MUSEUM OF MODERN ART | |||||||
| PO BOX 3948 | NEW YORK | NY | 10277 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| NVLD PROJECT | |||||||
| 177 EAST 87TH STREET | SUITE 501 | NEW YORK | NY | 10128 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 |
| PHYSICS DEI SCHOLARSHIP | |||||||
| 1995 UNIVERSITY AVENUE | SUITE 400 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 |
| RAISED BY US | |||||||
| 335 MADISON AVENUE | 16TH FLOOR | NEW YORK | NY | 10017 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 |
| REACH SHIRATI | |||||||
| PO BOX 7776 | BERKELEY | CA | 94707 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SLANTS FOUNDATION | |||||||
| PO BOX 6233 | CINCINNATI | OH | 45206 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| THE LGBT ASYLUM PROJECT | |||||||
| 526 CASTRO STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $95 | |
| UCB RETIREMENT CENTER | |||||||
| 101 UNIVERSITY HALL | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NORTHWEST | SUITE 950 | WASHINGTON | DC | 20036 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 |
| VOTETREE PROJECT | |||||||
| 22 AIRLINE ST SE | ATLANTA | GA | 30312 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $4,950 | |
| WIKIMEDIA ENDOWMENT | |||||||
| 1 MONTGOMERY STREET | SUITE 1600 | SAN FRANCISCO | CA | 94104 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $104 |
| WORKING AMERICA | |||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WORKING AMERICA EDUCATION FUND | |||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YMTC | |||||||
| 2945 BOLIVAR DRIVE | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,541 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,234 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER - FIRST REPUBLIC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $183,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,693 | 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 | $4,275,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 33.75% INTEREST IN S&B HOLDING | NoncashPropertyDesc |
| Fair Market Value | $2,025,000 | FairMarketValueAmt |
| Received | 2021-06-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,675 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $181,911 | $177,954 |
| CAPITAL 1460 | $267,397 | $262,679 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $328,535 | $409,805 |
| CAPITAL 1460 | $771,561 | $889,306 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $36,157 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $34,285 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 808 ROUTE US 1, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,700,000 | BookValueAmt |
| EOYFMV | $2,700,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX | Desc |
| EOY Book Value | $161 | EOYBookValueAmt |
| EOYFMV | $161 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/STRIPE FEES | $127 | $127 |
| OTHER EXPENSES | $240 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER - FIRST REPUBLIC | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUTMENT | Desc |
| Amt | $534 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,687 | Amt |
| Net Investment Income | $5,687 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA TAXES | CategoryTxt |
| Amt | $10 | Amt |