JUSTICE JUSTICE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JUSTICE JUSTICE FOUNDATION (EIN 27-1207919)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-16
- IRS object ID
- 202203209349100415
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Reasonable Cause Explanation
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-16T00:08:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 271207919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Justice Justice Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JUST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerald Weintraub | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jerald | PersonFirstNm |
| Person Last | Weintraub | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $26,886,525 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,356,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,114,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,332,683 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$29,846 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$33,249 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,336,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,309,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,946 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $267,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $203,231 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,231 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,007,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,007,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,319,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,068,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,017,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,106,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,693,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,922,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,922,789 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $58,397 | AcctRcvblAmt |
| Acct Rcvbl EOY | $58,397 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $58,397 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $35,244 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $326,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,130,928 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,085,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,324,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,274,411 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,139,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,162,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,886,525 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,139,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,162,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,139,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,162,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,139,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,162,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,139,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,017,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $18,162,705 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,162,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $281,240 | $90,126 | $191,114 | $191,114 | |||
| Passthrough K1 Capital Gain/(Loss) | $1,471,160 | ||||||
| BOATHOUSE ROW OFFSHORE | $500,000 | $153,623 | $346,377 | $346,377 | P | 2011-01-01 | 2021-07-01 |
| DIG MARIPOSA APT LLC | $35,244 | $35,244 | P | 2020-02-19 | 2021-12-18 | ||
| DIG MARIPOSA APARTMENTS, LLC | $2,548,314 | $2,616,725 | -$68,411 | -$68,411 | P | 2012-04-18 | 2021-12-18 |
| KAYAK INVESTMENT PARTNERS OFFSHORE FUND, LTD. | $750,000 | $401,926 | $348,074 | $348,074 | P | 2013-03-05 | 2021-05-06 |
| DISTRIBUTIONS IN EXCESS OF BASIS | $51,985 | P | |||||
| SEC 751 GAIN ON SALE OF PTSHP RECLASS | -$7,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,332,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,280 | SubtotalAmt |
| Tax Based On Investment Income | $29,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,047 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,947 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,350 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Melody Howe Weintraub | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 5.0 | $0 | $0 | $0 |
| Jerry Weintraub | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $60,776 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,973,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,604,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,411,573 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,989,788 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,989,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $404,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,584,941 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,329,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,329,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,280 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,708 | IncomeTaxAmt |
| Total Tax | $32,988 | TotalTaxAmt |
| Distributable Before Adj | $1,296,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,301,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,301,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,068,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,068,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,301,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,044,052 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $1,068,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,044,052 | AppliedToYear1Amt |
| Applied To Current Year | $24,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,276,610 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jerry Weintraub | ContributingManagerNm |
| Contributing Manager | Melody Howe Weintraub | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DR STE 205 | SAN RAFAEL | CA | 94903 | N/A | PC | Contra Costa County | $50,000 |
| ACTA NON VERBA YOUTH URBAN FARM PROJECT | |||||||
| 1001 83RD AVE | OAKLAND | CA | 94621 | N/A | PC | General & Unrestricted | $12,000 |
| AFFECT REAL CHANGE INC | |||||||
| 300 WASHINGTON ST STE 104 | MONROE | LA | 71201 | N/A | PC | General & Unrestricted | $4,500 |
| ASPIRANET | |||||||
| 400 OYSTER POINT BLVD STE 501 | S SAN FRAN | CA | 94080 | N/A | PC | General & Unrestricted | $7,000 |
| BAY AREA COMMUNITY RESOURCES | |||||||
| 171 CARLOS DR | SAN RAFAEL | CA | 94903 | N/A | PC | Stand Together Contra Costa | $25,000 |
| BLACK ORGANIZING PROJECT INC | |||||||
| 1035 W GRAND AVE | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $4,500 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA | |||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $10,500 |
| CHILDREN'S HOSPITAL & RESEARCH CENTER FOUNDATION - | |||||||
| 2201 BROADWAY ST NO 600 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY STE 480 | OAKLAND | CA | 94607 | N/A | PC | One Day At a Time | $20,000 |
| CONTRA COSTA CRISIS CENTER | |||||||
| 307 LENNON LN | WALNUT CREEK | CA | 94598 | N/A | PC | General & Unrestricted | $2,000 |
| CONTRA COSTA FAMILY JUSTICE ALLIANCE | |||||||
| 256 24TH ST | RICHMOND | CA | 94804 | N/A | PC | General & Unrestricted | $20,000 |
| CONTRA COSTA INTERFAITH TRANSITIONAL HOUSING INC | |||||||
| 399 TAYLOR BLVD STE 115 | PLEASANT HILL | CA | 94523 | N/A | PC | General & Unrestricted | $20,000 |
| COUNSELING OPTIONS & PARENT EDUCATION SUPPORT CENT | |||||||
| 3000 CITRUS CIR STE 220 | WALNUT CREEK | CA | 94598 | N/A | PC | General & Unrestricted | $20,000 |
| COURT APPOINTED SPECIAL ADVOCATES PROGRAM INC | |||||||
| 2151 SALVIO ST STE 295 | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $20,000 |
| DIABLO VALLEY COLLEGE FOUNDATION | |||||||
| 321 GOLF CLUB RD | PLEASANT HILL | CA | 94523 | N/A | PC | John M. Gilkison, Jr. Scholarship fund | $5,000 |
| EAST BAY COMMUNITY FOUNDATION | |||||||
| 200 FRANK H OGAWA PLZ | OAKLAND | CA | 94612 | N/A | PC | Real People's Fund | $5,000 |
| FACING HISTORY AND OURSELVES INC | |||||||
| PO BOX 30368 | OAKLAND | CA | 94604 | N/A | PC | General & Unrestricted | $25,000 |
| FOOD BANK CONTRA COSTA AND SOLANO | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $25,000 |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 131 STEUART ST STE 520 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $20,000 |
| JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA | |||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $25,000 |
| JEWISH FAMILY AND COMMUNITY SERVICES EAST BAY | |||||||
| 2484 SHATTUCK AVE STE 210 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $12,500 |
| KENNEDY KING MEMORIAL COLLEGE SCHOLARSHIP FUND | |||||||
| PO BOX 2643 | MARTINEZ | CA | 94553 | N/A | PC | General & Unrestricted | $2,500 |
| LAFAYETTE COMMUNITY FOUNDATION | |||||||
| PO BOX 221 | LAFAYETTE | CA | 94549 | N/A | PC | General & Unrestricted | $1,000 |
| LAFAYETTE LIBRARY AND LEARNING CENTER FOUNDATION | |||||||
| 3491 MT DIABLO BLVD STE 214 | LAFAYETTE | CA | 94549 | N/A | PC | General & Unrestricted | $2,000 |
| LOAVES AND FISHES OF CONTRA COSTA | |||||||
| 835 FERRY ST | MARTINEZ | CA | 94553 | N/A | PC | General & Unrestricted | $5,000 |
| MEALS ON WHEELS DIABLO REGION | |||||||
| 1300 CIVIC DR | WALNUT CREEK | CA | 94596 | N/A | PC | General & Unrestricted | $20,000 |
| MEALS ON WHEELS OF CONTRA COSTA INC | |||||||
| PO BOX 3195 | MARTINEZ | CA | 94553 | N/A | PC | General & Unrestricted | $2,000 |
| MINDFUL LIFE PROJECT | |||||||
| 1001 CANAL BLVD STE A | RICHMOND | CA | 94804 | N/A | PC | General & Unrestricted | $20,000 |
| MONUMENT CRISIS CENTER | |||||||
| 1990 MARKET ST | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $10,000 |
| MONUMENT IMPACT | |||||||
| 1760 CLAYTON RD | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $20,000 |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH ST STE 3 | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $15,000 |
| NEW DOOR VENTURES | |||||||
| 3221 20TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHERN LIGHT SCHOOL | |||||||
| 3710 DORISA AVE | OAKLAND | CA | 94605 | N/A | PC | General & Unrestricted | $20,000 |
| OPPORTUNITY JUNCTION INC | |||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94509 | N/A | PC | General & Unrestricted | $20,000 |
| PEOPLE WHO CARE CHILDREN ASSOCIATION | |||||||
| 2231 RAILROAD AVE | PITTSBURG | CA | 94565 | N/A | PC | General & Unrestricted | $20,000 |
| PITTSBURG UNIFIED SCHOOL DISTRICT | |||||||
| 2000 RAILROAD AVE | PITTSBURG | CA | 94565 | N/A | GOV | College Application Fund | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD SHASTA DIABLO INC | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | N/A | PC | Safe Haven Campaign ($100,000) General purpose fund ($25,000) | $125,000 |
| RENAISSANCE ENTREPRENEURSHIP CENTER | |||||||
| 275 5TH ST FL 2 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $20,000 |
| ROTACARE BAY AREA INC | |||||||
| 514 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $1,800 |
| RUBICON PROGRAMS INC | |||||||
| 2500 BISSELL AVE | RICHMOND | CA | 94804 | N/A | PC | General & Unrestricted | $20,000 |
| SHELTER INC | |||||||
| 1333 WILLOW PASS RD STE 206 | CONCORD | CA | 94520 | N/A | PC | Project Hearth | $5,000 |
| SHELTER INC | |||||||
| 1333 WILLOW PASS RD STE 206 | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $25,000 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | Safe Return Project | $20,000 |
| SOGOREA TE LAND TRUST | |||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $24,000 |
| SUMMER SEARCH | |||||||
| 304 12TH ST STE 4A | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $5,000 |
| TEMPLE ISAIAH OF CONTRA COSTA COUNTY | |||||||
| 945 RISA RD | LAFAYETTE | CA | 94549 | N/A | PC | Charitable Event | $25,000 |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | N/A | PC | Contra Costa Birth Doula Program | $7,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $100,000 |
| TRINITY CENTER WALNUT CREEK | |||||||
| 1888 TRINITY AVE | WALNUT CREEK | CA | 94596 | N/A | PC | General & Unrestricted | $10,000 |
| UC BERKELEY FOUNDATION - HAAS SCHOOL OF BUSINESS | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $10,000 |
| URBAN ADAMAH | |||||||
| 1151 6TH ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $3,600 |
| URBAN TILTH | |||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | N/A | PC | North Richmond Farm Capital Campaign | $8,000 |
| URBAN TILTH | |||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | N/A | PC | General & Unrestricted | $22,000 |
| VILLAGE COMMUNITY RESOURCE CENTER | |||||||
| 633 VILLAGE DR | BRENTWOOD | CA | 94513 | N/A | PC | General & Unrestricted | $20,000 |
| WHITE PONY EXPRESS | |||||||
| 3380 VINCENT RD 107 | PLEASANT HILL | CA | 94523 | N/A | PC | General & Unrestricted | $25,000 |
| YES NATURE TO NEIGHBORHOODS | |||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | N/A | PC | General & Unrestricted | $10,000 |
| YOUTH HOMES INCORPORATED | |||||||
| 1200 CONCORD AVE STE 450 | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,007,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,463 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $23,748 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,332,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$19,821 | 14 | -$70,793 |
| Federal Tax Refund | 01 | $15,608 | ||
| INTEREST INCOME FROM NOTES | 14 | $13,079 | ||
| OTHER INCOME - FIRST CAPITAL LIGHT | 01 | $4,012 | ||
| SEC 751 GAIN | 525990 | $7,616 | ||
| OTHER INCOME - WVP EMERGING MANAGER | 01 | $20,453 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,543 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,325,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,336,845 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 6A | PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF | TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $2,332,683 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $23,748 TOTAL PART I, LINE 6A: #REF! DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $281,240 BOOK BASIS: $90,126 NET GAIN/(LOSS): $191,114 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $1,471,160 BOATHOUSE ROW OFFSHORE GROSS SALES PRICE: $500,000 BOOK BASIS: $153,623 NET GAIN/(LOSS): $346,377 DIG MARIPOSA APT LLC GROSS SALES PRICE: $35,244 BOOK BASIS: $35,244 NET GAIN/(LOSS): $- DIG MARIPOSA APARTMENTS, LLC GROSS SALES PRICE: $2,548,314 BOOK BASIS: $2,616,725 NET GAIN/(LOSS): $(68,411) DIG MARIPOSA APARTMENTS, LLC GROSS SALES PRICE: $750,000 BOOK BASIS: $401,926 NET GAIN/(LOSS): $348,074 ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): $(7,616) DISTRIBUTIONS IN EXCESS OF BASIS $51,985 |
| part VII-A, line 11 | part VI-A, Line 11 | Transfer from controlled entity explanation The only transfers made during 2021 were cash distributions totaling $34,800 from ottergranite LLC to the foundation. Ottergranite LLC is not an excess business holding of the foundation. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST REPUBLIC BANK | $326,150 | $2,065,100 |
| PLANET LABS PBC | $14,152 | $19,692 |
| SIMILARWEB LTD REGISTERED SHS | $17,149 | $46,136 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| 29SC SHAKER LP | $337,500 | |
| BOATHOUSE ROW OFFSHORE | $4,517,426 | $1,346,376 |
| BORGHESE PARTNERS, LP | $2,409,573 | $2,168,357 |
| DIVISAR PARTNERS, L.P | $1,590,869 | $830,698 |
| EAST BAY PERMANENT REAL ESTATE | $30,000 | $30,000 |
| FACTORY OS, INC. SER A-1 PFD | $500,000 | $500,000 |
| INCLUSIVE CAPITAL PARTNERS SPR | $419,673 | $388,071 |
| INCLUSIVE CAPITAL PARTNERS SPR | $1,262,552 | $889,414 |
| KAYAK INVESTMENT PARTNERS OFFS | $1,115,784 | $598,074 |
| KINGFISHER EQUITY PARTNERS II, | $54,154 | $54,154 |
| KINGFISHER EQUITY PARTNERS LP | $97,272 | $97,265 |
| NORTHERN RIGHT CAPITAL (QP), L | $2,580,097 | $1,874,789 |
| NRC SPAC CAPITAL, L.P | $477,535 | $493,947 |
| ONE FIN CAPITAL OFFSHORE LTD | $2,190,152 | $1,500,000 |
| OTTERGRANITE, LLC | $189,924 | $195,757 |
| PANORAMIC PARTNERS, L.P. | $2,158,802 | $1,968,860 |
| REVOLUTION FOODS INC PFD SER L | $32,348 | $32,373 |
| REVOLUTION FOODS SERIES G-1 PR | $299,999 | $299,999 |
| US DEBT RECOVERY XII LIQUIDATI | $512 | $45,738 |
| US DEBT RECOVERY XIV LIQUIDATI | $10,239 | $10,196 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $60,751 | $60,751 | |
| Bank Charges | $50 | $50 | |
| K-1 Exp BORGHESE PARTNERS, LP | $76,998 | $73,764 | |
| K-1 Exp DIG MARIPOSA APARTMENT | $3 | ||
| K-1 Exp DIVISAR PARTNERS, L.P | $44,296 | $44,296 | |
| K-1 Exp INCLUSIVE CAPITAL PART | $2,608 | $2,606 | |
| K-1 Exp INCLUSIVE CAPITAL PART | $14,274 | $14,253 | |
| K-1 Exp KINGFISHER EQUITY PART | $2,033 | $2,033 | |
| K-1 Exp KINGFISHER EQUITY PART | $654 | $654 | |
| K-1 Exp NORTHERN RIGHT CAPITAL | $17,891 | $17,891 | |
| K-1 Exp NRC SPAC CAPITAL, L.P | $6,499 | $6,499 | |
| K-1 Exp PANORAMIC PARTNERS, L. | $41,215 | $41,215 | |
| K-1 Exp US DEBT RECOVERY XII L | -$328 | -$328 | |
| K-1 Exp US DEBT RECOVERY XIV L | $298 | $298 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BORGHESE PARTNERS, LP | $6,664 | $6,384 |
| K-1 Inc/Loss DIG MARIPOSA APARTMENTS, LLC | -$135,922 | -$135,922 |
| K-1 Inc/Loss DIVISAR PARTNERS, L.P | $12,509 | $12,509 |
| K-1 Inc/Loss INCLUSIVE CAPITAL PARTNERS SPRING FUN | -$1,225 | $525 |
| K-1 Inc/Loss INCLUSIVE CAPITAL PARTNERS SPRING FUN | $5,777 | $24,128 |
| K-1 Inc/Loss NORTHERN RIGHT CAPITAL (QP), LP | -$32,904 | -$32,904 |
| K-1 Inc/Loss NRC SPAC CAPITAL, L.P | $150 | $150 |
| K-1 Inc/Loss OTTERGRANITE, LLC | $43,514 | $43,514 |
| K-1 Inc/Loss PANORAMIC PARTNERS, L.P. | $10,823 | $10,823 |
| Federal Tax Refund | $15,608 | |
| Interest Income from Notes | $13,079 | $13,079 |
| Other Income first capital light | $4,012 | $4,012 |
| sec 751 gain inclusive cap ptnrs spring | $7,616 | |
| other income - wvp emerging manager | $20,453 | $20,453 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $5,000 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | InterestInterestRt |
|---|---|---|
| COMMUNITY VISION CAPITAL & CONSULTING | ||
| $250,000 | $250,000 | 0 |
| CALIFORNIA FARMLINK | ||
| $250,000 | $250,000 | 0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $8,400 |
| 990-T Income Tax for 2020 | $35,535 |
| IRS MISCELLANEOUS FEE | $11 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTERGRANITE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3527 mt diablo blvd 322 | AddressLine1Txt |
| City | lafayette | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473807264 | EIN |
| Desc | see general explanation | Desc |
| Amt | $34,800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,800 | TotalAmt |