JONATHAN LOGAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN LOGAN FAMILY FOUNDATION (EIN 47-2268391)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349102108
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T13:14:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | 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 | 472268391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN LOGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONA | BusinessNameControlTxt |
| Phone | 5105407774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6114 OCEAN VIEW DR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNE ZUERBIG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5105407774 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSANNE | PersonFirstNm |
| Person Last | ZUERBIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $106,499,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,358,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,972,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,358,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,361,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,361,136 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,225 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,056 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,169 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $319,256 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $79,814 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $239,442 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $409 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,229 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,765 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $150 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,204 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,204 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $234,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $147,066 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $864,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $518,994 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,046,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,046,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,910,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,565,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,549,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,065,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,314 | CashBOYAmt |
| Cash EOY | $285,924 | CashEOYAmt |
| Cash EOYFMV | $285,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,508,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,371,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,371,195 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,711,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,488,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,841,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $34,287,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,145,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,499,072 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,645 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,402 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,402 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,279,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,137,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,279,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,137,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,287,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,145,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,279,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,549,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,407,085 | OtherIncreasesAmt |
| Subtotal | $30,137,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,137,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2015-04-10 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $12,972,361 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,614,193 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,358,168 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,358,168 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,358,168 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,665 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $575,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $655,665 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $585,248 | OverpaymentAmt |
| Applied To ES Tax | $585,248 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | JONATHANLOGANFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JONATHAN LOGAN | IndividualWithBooksNm |
| Phone | 5105407774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6114 OCEAN VIEW DRIVE | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN C LOGAN | ||||||||
| 6114 OCEAN VIEW DRIVE | OAKLAND | CA | 94618 | DIRECTOR, PRESIDENT, CEO | 40.00 | $0 | $0 | $0 |
| SUSANNE KARIN ZUERBIG | ||||||||
| 825 MIRAMAR AVE | BERKELEY | CA | 94707 | TREASURER, DIRECTOR OF OPERATIONS | 30.00 | $152,225 | $14,021 | $0 |
| STEWART OWEN | ||||||||
| 15D SIGNAL HILL ROAD | MADISON | CT | 06443 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LILY WOODWARD-LOGAN | ||||||||
| 5111 DENNY AVE APT 1 | NORTH HOLLYWOOD | CA | 91601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA RAAB | ||||||||
| 470 WEST 24TH STREET 15E | NEW YORK | NY | 10011 | EMPLOYEE | 40.00 | $209,984 | $5,000 | $0 |
| THERESA BOYLAN | ||||||||
| 927 SUNNYHILLS RD | OAKLAND | CA | 94610 | EMPLOYEE | 40.00 | $94,292 | $14,021 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTH LAKEVIEW LLC | |||||
| 2635 SOUTH ST PAUL STREET | DENVER | CO | 80210 | INVESTMENT | $125,000 |
| RSM US LLP | |||||
| 30 SOUTH WACKER DR SUITE 3300 | CHICAGO | IL | 60606 | ACCOUNTING AND TAX | $59,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXHIBITION AND FILM, "THEN THEY CAME FOR ME", REGARDING AMERICA'S TREATMENT OF JAPANESE AMERICANS DURING WWII. | Description1Txt |
| Expenses1 | $1,134 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,442,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,394,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,837,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,837,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,497,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,339,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,916,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,916,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,417 | TotalTaxAmt |
| Distributable Before Adj | $4,846,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $121,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,967,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,967,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,565,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,565,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,967,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,346,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,029,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,639,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,911,931 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,906,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,833,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,565,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,967,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,598,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,431,909 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,346,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,085,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,029,868 | ExcessFromYear4Amt |
| Excess From Year3 | $4,639,542 | ExcessFromYear3Amt |
| Excess From Year2 | $6,911,931 | ExcessFromYear2Amt |
| Excess From Year1 | $5,906,096 | ExcessFromYear1Amt |
| Excess From Current Year | $5,598,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN C LOGAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING | $200,000 | |
| ARHOOLIE FOUNDATION | ||||||||
| 10341 SAN PABLO AVENUE | EL CERRITO | CA | 94530 | N/A | PC | GENERAL OPERATING AND THE DOCUMENTARY FILM "THE NINE LIVES OF BARBARA DANE" | $275,000 | |
| BERKELEY FILM FOUNDATION | ||||||||
| 260 10TH STREET SUITE 427 | BERKELEY | CA | 94710 | N/A | PC | ELEVATE GRANT FOR EMERGING FILMMAKER OVER 5 YEARS | $30,000 | |
| BERKELEY REPERTORY THEATRE | ||||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING | $60,000 | |
| BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE | ||||||||
| 4157 BEST ROAD SUITE 490 | ATLANTA | GA | 30349 | N/A | PC | GENERAL OPERATING | $100,000 | |
| CAREY INSTITUTE FOR GLOBAL GOOD | ||||||||
| 63 HUYCK ROAD | RENSSELAEVILLE | NY | 12147 | N/A | PC | LOGAN NONFICTION PROGRAM | $528,000 | |
| CARTER CENTER | ||||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | N/A | PC | FOR THE BENJAMIN VON STERNENFELS ROSENTHAL GRANT FOR MENTAL HEALTH INVESTIGATIVE JOURNALISM | $10,000 | |
| CENTER FOR INDEPENDENT LIVING | ||||||||
| 3075 ADELINE STREET 100 | BERKELEY | CA | 94703 | N/A | PC | FOR THE DOCUMENTARY FILM "ZONA ROBERTS: INDEPENDENT WOMAN" | $25,000 | |
| CENTER OF INVESTIGATIVE REPORTING (REVEAL) | ||||||||
| 1400 65TH STREETSUITE 200 | EMERYVILLE | CA | 94608 | N/A | PC | GENERAL OPERATING | $100,000 | |
| CHICKEN AND EGG PICTURES | ||||||||
| 45 MAIN STREET 506 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING | $200,000 | |
| CLAREMONT ELMWOOD NEIGHBORHOOD ASSOCIATION | ||||||||
| PO BOX 5108 | BERKELEY | CA | 94705 | N/A | PC | GENERAL OPERATING | $10,000 | |
| CULTURAL RESEARCH AND COMMUNICATION INC | ||||||||
| 2721 SHATTUCK AVE 1006 | BERKELEY | CA | 94705 | N/A | PC | OUTREACH FOR DOCUMENTARY "NO STRAIGHT LINES" | $10,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PARKWAY SUITE | MORRISVILLE | NC | 27560 | N/A | PC | GENERAL OPERATING | $200,000 | 160 |
| DENVER FILM SOCIETY | ||||||||
| 2510 EAST COLFAX AVE | DENVER | CO | 80206 | N/A | PC | FOR THE DOCUMENTARY FILM "I WAS BORN THIS WAY" | $15,000 | |
| FIRELIGHT MEDIA | ||||||||
| 72 HAMILTON TERRACE | NEW YORK | NY | 10031 | N/A | PC | WILLIAM GREAVES FUND FOR MID-CAREER FILMMAKERS OF COLOR | $125,000 | |
| FIRST AMENDMENT COALITION | ||||||||
| 534 FOURTH STREET SUITE B | SAN RAFAEL | CA | 94901 | N/A | PC | CAPACITY BUILDING AND GENERAL OPERATING | $200,000 | |
| FUND FOR INVESTIGATIVE JOURNALISM | ||||||||
| 110 VERMONT AVE NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING | $80,000 | |
| HOWARD UNIVERSITY | ||||||||
| 2400 SIXTH STREET NW | WASHINGTON | DC | 20059 | N/A | PC | DIGITIZATION OF THE BLACK PRESS ARCHIVES, AS PART OF THE CENTER FOR DEMOCRACY AND JOURNALISM | $557,000 | |
| INSTITUTE FOR NONPROFIT NEWS | ||||||||
| PO BOX 8606 | CALABASAS | CA | 91372 | N/A | PC | THE WAR HORSE - DIRECTOR OF DEVELOPMENT 2 YEARS | $275,000 | |
| INTERNATIONAL CONSORTIUM OF INVESTIGATIVE JOURNALISTS | ||||||||
| 1710 RHODE ISLAND AVE NW 11TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING | $500,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | N/A | PC | FOR THE DOCUMENTARY FILM "RUN WITH IT" | $25,000 | |
| INTERNATIONAL FUND FOR PHOTOGRAPHY | ||||||||
| 55 VIA FARALLON | ORINDA | CA | 94563 | N/A | PC | BOOK "COURSE OF THE EMPIRE" | $15,000 | |
| INVESTIGATIVE REPORTERS AND EDITORS | ||||||||
| 141 NEFF ANNEX MISSOURI SCHOOL OF | COLUMBIA | MO | 65211 | N/A | PC | GENERAL OPERATING | $75,000 | JOURNALISM |
| INVISIBLE INSTITUTE | ||||||||
| 6100 S BLACKSTONE AVE | CHICAGO | IL | 60637 | N/A | PC | ORGANIZATIONAL DEVELOPMENT | $125,000 | |
| KOVNO COMMUNICATIONS INC | ||||||||
| 2600 TENTH STREET | BERKELEY | CA | 94710 | N/A | PC | OUTREACH FOR DOCUMENTARY STAY WOKE: BARBARA SPEAKS FOR ME | $96,000 | |
| LITTLE VILLAGE FOUNDATION | ||||||||
| 606 ALAMO PINTADO ROAD SUITE 3-225 | SOLVANG | CA | 93463 | N/A | PC | GENERAL OPERATING | $50,000 | |
| LOS CENZONTLES | ||||||||
| 13108 SAN PABLO AVENUE | SAN PABLO | CA | 94805 | N/A | PC | SUPPORT FOR OUTREACH ASSOCIATE POSITION, ARTISTIC PERSONNEL AND TECH/AUDIO/VISUAL CONTRACTORS | $100,000 | |
| MAKING GAY HISTORY | ||||||||
| 357 WEST 20TH STREET APT A | NEW YORK | NY | 10011 | N/A | PC | PODCAST "MAKING GAY HISTORY" | $75,000 | |
| MI FAMILIA VOTA EDUCATION FUND | ||||||||
| 1140 E WASHINGTON ST BUILDING C | PHOENIX | AZ | 85034 | N/A | PC | NONPARTISAN VOTING RIGHTS AND REDISTRICTING WORK | $200,000 | SUITE 206 |
| NATIONAL DISABILITY RIGHTS NETWORK | ||||||||
| 820 FIRST STREET NE SUITE 740 | WASHINGTON | DC | 20002 | N/A | PC | NONPARTISAN VOTER ACCESS AND EDUCATION WORK | $100,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | FOR THE STATE INFRASTRUCTURE FUND | $500,000 | |
| NEW FLORIDA MAJORITY EDUCATION FUND | ||||||||
| 10800 BISCAYNE BLVD SUITE 1050 | MIAMI | FL | 33161 | N/A | PC | TO EXPAND DEMOCRACY AND VOTER ENGAGEMENT IN FLORIDA | $300,000 | |
| NEW GEORGIA PROJECT | ||||||||
| 165 COURTLAND STREET SUITE A231 | ATLANTA | GA | 30303 | N/A | PC | GENERAL OPERATING | $200,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | FOR THE CENTER FOR SECURE AND MODERN ELECTIONS | $150,000 | |
| OPEN EYE PICTURES | ||||||||
| 603 DEL GANADO ROAD 6036 | SAN RAFAEL | CA | 94903 | N/A | PC | FOR THE SHORT DOCUMENTARY FILM "AMERICAN JUSTICE ON TRIAL" | $60,000 | |
| OUR FAMILY COALITION | ||||||||
| 1385 MISSION STREET SUITE 340 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING | $125,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | N/A | PC | TO SUPPORT THE FULL-TIME BEAT INVESTIGATING RISKS TO DEMOCRACY | $175,000 | FLOOR |
| REEL BLUES FEST | ||||||||
| PO BOX 624 89 WATER STREET SECOND | WOODS HOLE | MA | 02543 | N/A | PC | FOR THE DOCUMENTARY FILM "BONNE BLUE: JAMES COTTON'S LIFE IN THE BLUES" | $25,000 | FLOOR |
| REGENTS OF CALIFORNIA AT BERKELEY | ||||||||
| 101 ZELLERBACH HALL | BERKELEY | CA | 94720 | N/A | PC | CAL PERFORMANCES | $150,000 | |
| SF CONSERVATORY OF MUSIC | ||||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL OPERATING | $333,000 | |
| SISTERS IN CINEMA | ||||||||
| 7140 SOUTH YATES BLVD | CHICAGO | IL | 60649 | N/A | PC | NEW WATER SERVICE | $25,000 | |
| SOUTH ARTS | ||||||||
| 1800 PEACHTREE STREET NW | ATLANTA | GA | 30309 | N/A | PC | GENERAL OPERATING | $7,500 | |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET CONWELL HALL | PHILADELPHIA | PA | 19122 | N/A | PC | FOR THE CREATION OF THE JONTHAN LOGAN CENTER FOR URBAN INVESTIGATIVE REPORTING | $419,500 | STE 401 |
| THE AFTERMATH PROJECT | ||||||||
| 4900 GLENALBYN DRIVE | LOS ANGELES | CA | 90065 | N/A | PC | FOR THE 1492/1619 AMERICAN AFTERMATHS PROJECT | $32,000 | |
| THE CIESLA FOUNDATION | ||||||||
| 5005 LINNEAN AVE NW | WASHINGTON | DC | 20008 | N/A | PC | FOR THE DOCUMENTARY FILM "IMAGINING THE INDIAN" | $36,400 | |
| THE FILM COLLABORATIVE | ||||||||
| 3405 CAZADOR STREET | LOS ANGELES | CA | 90065 | N/A | PC | OUTREACH AND ENGAGEMENT CAMPAIGN FOR THE FILM "WELCOME TO CHECHNYA" | $25,000 | |
| THE GROUNDTRUTH PROJECT | ||||||||
| 10 GUEST STREET | BRIGHTON | MA | 02135 | N/A | PC | REPORT FOR AMERICA | $200,000 | |
| THE MIAMI FOUNDATION | ||||||||
| 40 NW 3D ST SUITE 305 | MIAMI | FL | 33128 | N/A | PC | NEWSMATCH | $250,000 | |
| THE UNIVERSITY CORPORATION (SF STATE) | ||||||||
| SF STATE 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 94132 | N/A | PC | SUPPORT QUEER CINEMA INSTITUTE | $25,000 | |
| THE WORKING GROUPNIOT | ||||||||
| PO BOX 70232 | OAKLAND | CA | 94612 | N/A | PC | DOCUMENTARY "TREE OF LIFE" | $23,236 | |
| THIRD WORLD NEWSREEL | ||||||||
| 545 EIGHTH AVENUE SUITE 550 | NEW YORK | NY | 10018 | N/A | PC | FOR THE DOCUMENTARY FILM "MAMA BEARS" | $25,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 915 EAST 60TH STREET | CHICAGO | IL | 60637 | N/A | PC | BLUESFEST | $274,000 | |
| UNIVERSITY OF CHICAGOLOGAN CENTER | ||||||||
| 915 EAST 60TH STREET | CHICAGO | IL | 60637 | N/A | PC | STORYTELLING OVER 4 YEARS | $2,000,000 | |
| WALKING IRIS MEDIA | ||||||||
| 2263 15TH ST | SAN FRANCISCO | CA | 94114 | N/A | PC | FOR THE DOCUMENTARY FILM "HIDDEN LETTERS" | $25,000 | |
| WGBH EDUCATION FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FRONTLINE FILM AMERICAN RECONNING | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,046,636 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAREY INSTITUTE FOR GLOBAL GOOD | ||||||||
| 63 HUYCK ROAD | RENSSELAEVILLE | NY | 12147 | N/A | PC | LOGAN NONFICTION PROGRAM | $477,000 | |
| CATAPULT FILM FUND | ||||||||
| 39 MESA ST STE 105 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING | $360,000 | |
| CHICKEN AND EGG PICTURES | ||||||||
| 45 MAIN STREET 506 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING | $200,000 | |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | ||||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | N/A | PC | REVA AND DAVID COLLECTION OF ILLUSTRATED BOOKS | $70,000 | |
| FIRST AMENDMENT COALITION | ||||||||
| 534 FOURTH STREET SUITE B | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL OPERATING | $400,000 | |
| FUND FOR INVESTIGATIVE JOURNALISM | ||||||||
| 110 VERMONT AVE NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING | $80,000 | |
| HOWARD UNIVERSITY | ||||||||
| 2400 SIXTH STREET NW | WASHINGTON | DC | 20059 | N/A | PC | DIGITIZATION OF THE BLACK PRESS ARCHIVES, AS PART OF THE CENTER FOR DEMOCRACY AND JOURNALISM | $1,443,000 | |
| INSTITUTE FOR NONPROFIT NEWS | ||||||||
| 714 W OLYMPIC BLVD 929 | LOS ANGELES | CA | 90015 | N/A | PC | GENERAL OPERATING | $300,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | N/A | PC | ELEVATE GRANTS AND GETTING REAL CONFERENCE | $1,200,000 | |
| INVISIBLE INSTITUTE | ||||||||
| 6100 S BLACKSTONE AVE | CHICAGO | IL | 60637 | N/A | PC | ORGANIZATION CAPACITY BUILDING | $1,300,000 | |
| KOVNO COMMUNICATIONS | ||||||||
| 2600 TENTH STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING | $60,000 | |
| LITTLE VILLAGE FOUNDATION | ||||||||
| 606 ALAMO PINTADO ROAD SUITE 3-225 | SOLVANG | CA | 93463 | N/A | PC | GENERAL OPERATING | $50,000 | |
| LOS CENZONTLES | ||||||||
| 13108 SAN PABLO AVENUE | SAN PABLO | CA | 94805 | N/A | PC | OUTREACH ASSOCIATE POSITION | $100,000 | |
| MAKING GAY HISTORY | ||||||||
| 357 WEST 20TH STREET APT A | NEW YORK | NY | 10011 | N/A | PC | PODCAST "MAKING GAY HISTORY" | $75,000 | |
| MUCKROCK FOUNDATION | ||||||||
| 1151 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING | $100,000 | |
| OUR FAMILY COALITION | ||||||||
| 1385 MISSION STREET SUITE 340 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING | $125,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | N/A | PC | TO SUPPORT THE FULL-TIME BEAT INVESTIGATING RISKS TO DEMOCRACY | $175,000 | FLOOR |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET CONWELL HALL | PHILADELPHIA | PA | 19122 | N/A | PC | FOR THE CREATION OF THE JONTHAN LOGAN CENTER FOR URBAN INVESTIGATIVE REPORTING | $764,000 | STE 401 |
| THE AFTERMATH PROJECT | ||||||||
| 4900 GLENALBYN DRIVE | LOS ANGELES | CA | 90065 | N/A | PC | FOR THE 1492/1619 AMERICAN AFTERMATHS PROJECT | $128,000 | |
| THE CIESLA FOUNDATION | ||||||||
| 5005 LINNEAN AVE NW | WASHINGTON | DC | 20008 | N/A | PC | FOR THE DOCUMENTARY FILM "IMAGINING THE INDIAN" | $13,600 | |
| THE MARSHALL PROJECT | ||||||||
| 156 W 56TH ST 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING | $1,000,000 | |
| THE MIAMI FOUNDATION | ||||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | N/A | PC | NEWSMATCH | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,670,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,358,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,361,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,361,136 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,700 | Amt |
| Net Investment Income | $29,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 228 SHS BERKSHIRE HATHAWAY INC-CL A NET OF CALLS | $27,829,843 | $102,425,136 |
| 8,083 SHS BERKSHIRE HATHAWAY INC-CL B | $658,646 | $2,416,817 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,638 | LegalFeesAmt |
| Net Investment Income | $409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,229 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $50 | $0 | $0 | $50 |
| GRANTEE MEALS AND EXPENSES | $871 | $0 | $0 | $871 |
| INSURANCE | $29,040 | $7,260 | $0 | $21,780 |
| OFFICE SUPPLIES | $872 | $218 | $0 | $654 |
| GENERAL ADMINISTRATIVE EXPENSES | $3,769 | $942 | $0 | $2,827 |
| DUES AND SUBSCRIPTIONS | $16,616 | $24 | $0 | $16,592 |
| PAYROLL EXPENSES | $54,490 | $13,622 | $0 | $40,868 |
| INVESTMENT FEES | $125,000 | $125,000 | $0 | $0 |
| WEB DESIGN | $855 | $0 | $0 | $855 |
| TRAVEL MEALS | $1,554 | $0 | $0 | $1,554 |
| EXHIBIT EXPENSES - LEGAL AND PROFESSIONAL | $1,134 | $0 | $0 | $1,134 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANT | $121,000 |
| DIFFERENCE BETWEEN COST AND FMV ON SECURITIES DONATED TO CHARITY | $1,286,085 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $0 | $1,128 |
| PAYROLL LIABILITIES | $7,645 | $7,274 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $30,765 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,765 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $50,000 | $0 | $0 | $0 |
| FRANCHISE TAX AND REGISTRATION FEES | $150 | $0 | $0 | $150 |