BELVEDERE-TIBURON LIBRARY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BELVEDERE-TIBURON LIBRARY FOUNDATION (EIN 68-0280522)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-15
- IRS object ID
- 202100159349301510
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-15T12:36:44-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201398210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R J Ricciardi Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 Fifth Avenue Suite 360 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680280522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Belvedere Tiburon Library Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELV | BusinessNameControlTxt |
| Phone | 4157892651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 483 | AddressLine1Txt |
| City | Belvedere | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Kunzweiler | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Hiep Pham | PreparerPersonNm |
| PTIN | P01346204 | PTIN |
| Phone | 4154571215 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 483 | AddressLine1Txt |
| City | Belvedere | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949200483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,164,554 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.beltiblibfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To support the Belvedere Tiburon Library through fundraising projects, private philanthropy, and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $565,664 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,069,739 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,185 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,180 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,384 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,413 | PYOtherRevenueAmt |
| CY Other Revenue | $6,008 | CYOtherRevenueAmt |
| PY Total Revenue | $670,646 | PYTotalRevenueAmt |
| CY Total Revenue | $1,137,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,173 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,912 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $268,676 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $170,367 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,678 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,105,654 | PYOtherExpensesAmt |
| CY Other Expenses | $2,951,458 | CYOtherExpensesAmt |
| PY Total Expenses | $1,478,503 | PYTotalExpensesAmt |
| CY Total Expenses | $3,184,737 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$807,857 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,047,410 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,075,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,036,042 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $407,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $415,478 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,667,974 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,620,564 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To support the Belvedere Tiburon Library through fundraising projects, private philanthropy, and advocacy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,030,197 | ExpenseAmt |
| Revenue | $15,180 | RevenueAmt |
| Desc | The Belvedere Tiburon Library Foundation coordinates Corner Books, a volunteer-run used book store and Blackie's Hay Day, a volunteeer-run family festival, which raises needed funds for the library. | Desc |
| Total Program Service Expenses | $3,030,197 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Bricarelli | PersonNm |
| Phone | 4152460745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 Ignacio Valley Circle | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Jenna Ervice | |||||||
| Executive Director | 40.00 | 0.00 | $86,005 | $0 | $0 | ||
| John Kunzweiler | |||||||
| Treasurer | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Pamela Goldman | |||||||
| Secretary | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Whitney Lee | |||||||
| Vice President | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Ann Aylwin | |||||||
| Vice President | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Rachael Ong | |||||||
| President | 15.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Suzannah Scully | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Roxanne Richards | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Wyman Harris | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Aviva Boedecker | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stacy Achuck | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,005 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,980 | FundraisingAmt |
| All Other Contributions | $1,055,759 | AllOtherContributionsAmt |
| Noncash Contributions | $5,295 | NoncashContributionsAmt |
| Total Contributions | $1,069,739 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Revenue | Desc |
| Business | 451211 | BusinessCd |
| Total Revenue Column | $15,180 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,180 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,180 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,400 | TotalRevenueColumnAmt |
| Exclusion | $46,400 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,235 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,980 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,227 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,008 | TotalRevenueColumnAmt |
| Exclusion | $6,008 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,137,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,180 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $52,408 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,912 | TotalAmt |
| Program Services | $62,912 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,005 | TotalAmt |
| Program Services | $64,504 | ProgramServicesAmt |
| Management And General | $21,501 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,798 | TotalAmt |
| Program Services | $16,585 | ProgramServicesAmt |
| Management And General | $17,130 | ManagementAndGeneralAmt |
| Fundraising | $24,083 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,553 | TotalAmt |
| Program Services | $7,710 | ProgramServicesAmt |
| Management And General | $4,593 | ManagementAndGeneralAmt |
| Fundraising | $2,250 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,011 | TotalAmt |
| Management And General | $12,011 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,374 | TotalAmt |
| Program Services | $9,933 | ProgramServicesAmt |
| Management And General | $16,416 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,138 | TotalAmt |
| Program Services | $26,416 | ProgramServicesAmt |
| Management And General | $43,657 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865 | TotalAmt |
| Program Services | $150 | ProgramServicesAmt |
| Fundraising | $715 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,217 | TotalAmt |
| Management And General | $3,217 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,337 | TotalAmt |
| Management And General | $3,337 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Library Expansion | $2,793,695 | $2,793,695 | |
| Fundraising Events | $36,481 | $30,941 | $5,540 |
| Program Expenses | $16,671 | $16,671 | |
| Other | $680 | $680 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,184,737 | TotalAmt |
| Program Services | $3,030,197 | ProgramServicesAmt |
| Management And General | $121,862 | ManagementAndGeneralAmt |
| Fundraising | $32,678 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,353,483 | BOYAmt |
| EOY | $7,718,624 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,797 | BOYAmt |
| EOY | $845,831 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974 | BOYAmt |
| EOY | $1,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,401 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496 | BOYAmt |
| EOY | $816 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $469,168 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,075,750 | BOYAmt |
| EOY | $9,036,042 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,776 | BOYAmt |
| EOY | $18,083 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,205 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $362,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,776 | BOYAmt |
| EOY | $415,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,733 | BOYAmt |
| EOY | $1,481,173 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,629,241 | BOYAmt |
| EOY | $7,139,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,667,974 | BOYAmt |
| EOY | $8,620,564 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,075,750 | BOYAmt |
| EOY | $9,036,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,047,410 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,357,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $532,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,177,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,050,457 | CurrentTaxYearAmt |
| Total | $12,636,786 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,357,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $532,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,177,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,050,457 | CurrentTaxYearAmt |
| Total | $12,636,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,636,786 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $525,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,400 | CurrentTaxYearAmt |
| Total | $899,115 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,535,901 | TotalSupportAmt |
| Public Support CY170 | 0.93360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,149 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,291 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,620 | GrantsOrScholarshipsAmt |
| End Year Balance | $180,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,667 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,155 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,673 | GrantsOrScholarshipsAmt |
| End Year Balance | $181,149 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,784 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $11,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,132 | GrantsOrScholarshipsAmt |
| End Year Balance | $181,667 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,613 | BeginningYearBalanceAmt |
| Contributions | $3,250 | ContributionsAmt |
| End Year Balance | $541,863 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,113 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| End Year Balance | $538,613 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,401 | DepreciationAmt |
| Book Value | $816 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $816 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity Payable | Desc |
| Amt | $362,190 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $362,190 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,137,327 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,137,327 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,137,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,184,737 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,184,737 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,184,737 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Foundation is recognized as a public charity exempt from federal and state income tax under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code, whereby only unrelated business income, as defined by Section 512(a)(1) of the Internal Revenue Code and similiar code section of the California Revenue and Taxation Code, is subject to income tax. Management believes that substantially all the Foundation's income during the year ended June 30, 2019 was related to the Foundation's exempt purpose. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Petrocelli Lunch | Event1Nm |
| Gross Receipts Event1 | $25,335 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,980 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,355 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,413 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,785 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,692 | OtherDirectExpensesEvent1Amt |
| Event2 | Teddy Bear Tea | Event2Nm |
| Gross Receipts Event2 | $11,955 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,955 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $279 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,065 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,925 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,000 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,925 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $1,300 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $693 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $47,215 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,980 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,235 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,413 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,364 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,227 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,008 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Belvedere Tiburon Libr Agenc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 Tiburon Blvd | AddressLine1Txt |
| City | Belvedere Tibur | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 680361315 | RecipientEIN |
| Cash Grant | $62,912 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | As part of the organization's mission it only makes grants to Tiburon Library Agency. The grant award amounts are recommended by the Finance Committee and substantiated in the Board minutes.The departments of the grantee keep records for their expenditures of grant funds. Activities and use of grant funds is reported back to the grantor at each board meeting. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The 990 is reviewed by the Finanace Committee and then brought to the Board of Directors for approval prior to filing. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board of Directors appoints a performance and compensation review committee which researches salaries and benefits of comparable positions in the Bay Area to determine an appropriate level of compensation. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The foundation makes its governing documents and conflict of interest policy available on their website with copies available for inspection at the library and given upon request. Audited financial statements are available for inspection at the library with copies available upon request. |