LUNA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LUNA FOUNDATION INC (EIN 45-3664074)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-04
- IRS object ID
- 202242779349100629
- 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
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-04T23:23:11-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2022-09-28 | 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 | 2022-09-28 | PreparationDt |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,140,103 | 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 | $686,151 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$58,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,561 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $36,499 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $423 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $701,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,959 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,350 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,134 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,805 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $122 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,769 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,769 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,769 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $454,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,766 | CashBOYAmt |
| Cash EOY | $64,355 | CashEOYAmt |
| Cash EOYFMV | $64,355 | CashEOYFMVAmt |
| US Government Obligations BOY | $36,157 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,873 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $32,094 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,100,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,359,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,842,620 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $449,308 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,359,392 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,201,034 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,700,000 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $161 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,360,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,820,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,140,103 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $5,258 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $5,258 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,360,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,815,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,360,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,815,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,360,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,820,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,360,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $454,553 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,815,041 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,815,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - BERNSTEIN 2034 | P | $125,806 | $122,550 | $3,256 | $3,256 |
| SEE ATTACHED - BERNSTEIN 2034 | P | $11,703 | $8,183 | $3,520 | $3,520 |
| SEE ATTACHED - BERNSTEIN 2034 | P | $128,948 | $145,407 | -$16,459 | -$16,459 |
| SEE ATTACHED - BERNSTEIN 2034 | P | $14,188 | $11,724 | $2,464 | $2,464 |
| LONG-TERM GAIN/LOSS FROM PASS-THRU | D | $96,441 | -$96,441 | -$96,441 | |
| 18.941 SH. AMERICAN MUT FD CL F 3 | P | $958 | $840 | $118 | $118 |
| 12.016 SH. GROWTH FD AMER INC CL F 3 | P | $960 | $760 | $200 | $200 |
| 18.825 SH, AMERCAN MUT FD CL F 3 | P | $975 | $980 | -$5 | -$5 |
| 17.372 SH. AMERICAN MUT FD CL F 3 | P | $931 | $770 | $161 | $161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,094 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,889 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $329 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $329 | SubtotalAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $329 | 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 | $3,348,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,297,123 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,743,889 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,743,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,672,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329 | TotalTaxAmt |
| Distributable Before Adj | $233,308 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $233,308 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $233,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,769 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,769 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,308 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,871 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,769 | QualifyingDistributionsAmt |
| Applied To Current Year | $219,769 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,539 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,539 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,878 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,878 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,020 | ExcessFromYear4Amt |
| Excess From Year3 | $16,870 | ExcessFromYear3Amt |
| Excess From Year2 | $12,871 | ExcessFromYear2Amt |
| Excess From Year1 | $3,117 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 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 |
| ACCUPUNCTURISTS WITHOUT BORDERS | |||||||
| 4605 NE FREMONT | PORTLAND | OR | 97213 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $14,000 | |
| AFRICAN AMERICAN INITIATIVE | |||||||
| 200 CALIFORNIA HALL 1500 | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ALAMEDA COUNTY ARTISTS FUND | |||||||
| 1221 OAK STREET | ROOM 131 | OAKLAND | CA | 94612 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 |
| ALAMEDA COUNTY FOOD BANK | |||||||
| PO BOX 30757 | OAKLAND | CA | 94604 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | FLOOR 17 | CHICAGO | IL | 60601 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $225 | |
| AMNESTY INTERNATIONAL | |||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | |||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,649 | |
| AURORA THEATER COMPANY | |||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $6,000 | |
| BERKELEY COMMUNITY SCHOLARS | |||||||
| PO BOX 680 | BERKELEY | CA | 94701 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| BERKELEY PARTNERS FOR PARKS | |||||||
| 2612 BENVENUE | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,487 | |
| BETH HILLEL | |||||||
| 1301 OXFORD STREET | BERKELEY | CA | 94709 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,244 | |
| BIG GIVE - UC BERKELEY | |||||||
| 2299 PIEDMONT AVENUE | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,200 | |
| BOYS & GIRLS CLUB OF OAKLAND | |||||||
| 3300 HIGH STREET 2 | OAKLAND | CA | 94619 | 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 | $1,000 |
| CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,540 | |
| CHABOT SPACE AND SCIENCE CENTER | |||||||
| 10000 SKYLINE BLVD | OAKLAND | CA | 94619 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHANGEORG | |||||||
| 350 RHODE ISLAND STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $50 | |
| CHILDREN'S FAIRYLAND | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| CITYSIDE | |||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,000 | |
| CLAREMONT CANYON CONSERVANCY | |||||||
| PO BOX 5551 | BERKELEY | CA | 94705 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $50 | |
| DOCTOR'S WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3)/PF | GENERAL OPERATING SUPPORT | $250 |
| DONOR'S CHOOSE (EMERSON) | |||||||
| 134 WEST 37TH STREET | 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3)/PF | GENERAL OPERATING SUPPORT | $106 |
| DYNATA (HEAL DIVIDE) | |||||||
| 5040 ADDISON CIRCLE | SUITE 300 | ADDISON | TX | 75001 | 501(C)(3)/PF | GENERAL OPERATING SUPPORT | $3,600 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON STREET | SUITE 1006 | NEW YORK | NY | 10013 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 |
| EVERY TOWN FOR GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10017 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FRIENDS OF ASTRONOMY | |||||||
| 1995 UNIVERSITY AVENUE | SUITE 401 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $85 | |
| HIAS | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $10,000 | |
| 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 | $105 | |
| JFCS EAST BAY | |||||||
| 2484 SHATTUCK AVENUE | SUITE 210 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 |
| LHS (UC REGENTS) | |||||||
| 1995 UNIVERSITY AVE | SUITE 400 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $4,500 |
| 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 | $6,010 | |
| METROPOLITAN MUSEUM | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $210 | |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DRIVE | PMB 16009 | BEAVERTON | OR | 97008 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $260 |
| NEW VENTURE FUND | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NEW VIRGINIA EDUCATION FUND | |||||||
| 3801 MT VERNON AVENUE | ALEXANDRIA | VA | 22305 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| OREGON SHAKESPEARE | |||||||
| 15 S PIONEER STREET | ASHLAND | OR | 97520 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $920 | |
| PHYSICS DEI SCHOLARSHIP | |||||||
| 1995 UNIVERSITY AVENUE | SUITE 400 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $95 | |
| REACH SHIRATI | |||||||
| PO BOX 7776 | BERKELEY | CA | 94707 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,000 | |
| REGISTER2VOTE FUND | |||||||
| PO BOX 15845 | WASHINGTON | DC | 20003 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $30,000 | |
| RICK WYATT (HEAL DIVIDE) | |||||||
| 1619 LILLIAN STREET | NASHVILLE | TN | 37206 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $960 | |
| SAHAYA INTERNATIONAL INC | |||||||
| 1504 PORTOLA STREET | DAVIS | CA | 95616 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | SUITE 400 | FAIRFIELD | CT | 06825 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 |
| SETI INSTITUTE | |||||||
| 339 BERNADO AVENUE | SUITE 200 | MOUNTAIN VIEW | CA | 94043 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 |
| 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 | $2,507 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | |
| 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 | |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $125 | |
| SWIM ACROSS AMERICA | |||||||
| 8508 PARK ROAD | SUITE 389 | CHARLOTTE | NC | 28210 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 |
| UC BERKELEY ASTRO E&I FUND | |||||||
| 501 CAMPBELL HALL | SUITE 3411 | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE | SUITE 401 | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 |
| UCB RETIREMENT CENTER | |||||||
| 101 UNIVERSITY HALL | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $300 | |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NORTHWEST | SUITE 950 | WASHINGTON | DC | 20036 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $20,000 |
| WALK FOR HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| WICHANA FOUNDATION | |||||||
| 17 N COTTENET STREET | IRVINGTON | NY | 10533 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $511 | |
| WOMEN'S CANCER RESOURCE CENTER | |||||||
| 2908 ELLSWORTH STREET | BERKELEY | CA | 94705 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $225 | |
| 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 | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,194 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$58,094 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| AMEX REWARDS | 14 | $423 |
| 808 ROUTE US 1, LLC | 16 | $36,076 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,941 | 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 | $683,946 | 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 | $516,368 | FairMarketValueAmt |
| Received | 2021-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAX PREP FEES | $4,350 |
| AUDIT FEES | $5,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $1,086,161 | $957,419 |
| CAPITAL 1460 | $273,231 | $243,615 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 2034 | $2,552,596 | $2,100,000 |
| CAPITAL 1460 | $807,083 | $742,620 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $36,873 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $32,094 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX | Desc |
| BOY Book Value | $161 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/STRIPE FEES | $122 | $122 |
| OTHER EXPENSES | $84 | |
| OFFICE EXPENSE | $1,275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AMEX REWARDS | $423 | $423 |
| 808 ROUTE US 1, LLC | $36,076 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX | Desc |
| EOY Book Value | $5,258 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $13,134 | Amt |
| Net Investment Income | $13,134 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CA TAXES | $200 |
| FEDERAL TAX | $2,605 |