CALDERA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CALDERA FOUNDATION (EIN 47-2387065)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-24
- IRS object ID
- 202011459349100201
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-24T09:39:43-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943342694 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAH & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 California Street Suite 411 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472387065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDERA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 4155195799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER S BOYER | PersonNm |
| Person Title | Sec. &Treasurer | PersonTitleTxt |
| Signature | 2020-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R K MAH | PreparerPersonNm |
| PTIN | P01210200 | PTIN |
| Phone | 4159811111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $62,927 | 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 | $479 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $479 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $479 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $259,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $259,102 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $259,102 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $993,910 | GrossSalesPriceAmt |
| Total Rev And Expnss | $222,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $259,581 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,119 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,119 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,350 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,407 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,300 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,107 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,800 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,369 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $510,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $510,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $564,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$424,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $259,581 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,808 | CashBOYAmt |
| Cash EOY | $27,698 | CashEOYAmt |
| Cash EOYFMV | $27,698 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,229 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,592,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,666,784 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $9,817,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,729,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,817,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,729,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,817,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,729,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,817,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,729,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,817,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$424,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,288 | OtherIncreasesAmt |
| Subtotal | $9,393,690 | SubtotalAmt |
| Other Decreases | $663,979 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,729,711 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,539 | SubtotalAmt |
| Tax Based On Investment Income | $3,539 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $145 | EsPenaltyAmt |
| Tax Due | $3,684 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.calderafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER BOYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156814785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1230 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| MARGARET G BOYER | ||||||
| 235 MONTGOMERY ST SUITE 1230 | SAN FRANCISCO | CA | 94104 | PRESIDENT | 10.00 | $0 |
| PETER S BOYER | ||||||
| 235 MONTGOMERY ST SUITE 1230 | SAN FRANCISCO | CA | 94104 | Sec. &Treasurer | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,866,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,095,186 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,095,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,958,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $447,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $447,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,539 | TotalTaxAmt |
| Distributable Before Adj | $444,399 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $444,399 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $444,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $564,802 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $564,802 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $564,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $444,399 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $153,238 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $221,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $572,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $254,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,399,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $564,802 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $444,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,403 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,520,329 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $153,238 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,367,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $221,880 | ExcessFromYear4Amt |
| Excess From Year3 | $572,962 | ExcessFromYear3Amt |
| Excess From Year2 | $254,500 | ExcessFromYear2Amt |
| Excess From Year1 | $197,346 | ExcessFromYear1Amt |
| Excess From Current Year | $120,403 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET G BOYER | ContributingManagerNm |
| Contributing Manager | PETER S BOYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | NONE | PC | FINANCIAL SUPPORT FOR ROCKY MOUNTAIN INSTITUTE | $50,000 |
| PACIFIC FOREST TRUST | |||||||
| 1001 OREILLY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | FINANCIAL SUPPORT FOR PACIFIC FOREST TRUST | $25,000 |
| PROJECT DRAWDOWN | |||||||
| 27 GATE 5 ROAD | SAUSALITO | CA | 94965 | NONE | PC | FINANCIAL SUPPORT FOR PROJECT DRAWDOWN | $50,000 |
| ISLAND PRESS | |||||||
| 2000 M STREET NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | FINANCIAL SUPPORT FOR ISLAND PRESS | $10,000 |
| ISSUE ONE | |||||||
| 1401 K STRETT NE SUTE 350 | WASHINGTON | DC | 20005 | NONE | PC | FINANCIAL SUPPORT | $30,000 |
| OCCIDENTAL ARTS ECOLOGY | |||||||
| 15290 Coleman Valley Rd | OCCIDENTAL | CA | 95465 | FINANCIAL SUPPORT | $30,000 | ||
| INDIVISIBLE CIVICS ENGAGEMENT | |||||||
| 3543 18TH STREET | SAN FRANCISCO | CA | 94110 | FINANCIAL SUPPORT | $15,000 | ||
| ASIA SOCIETY | |||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | FINANCIAL SUPPORT | $5,000 | ||
| HOPEWEILL FUND | |||||||
| 1201 CONNECTICUT AVE NW 300 | WASHINGTON | DC | 20036 | FINANCIAL SUPPORT | $25,000 | ||
| CLIMATE ONE | |||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | FINANCIAL SUPPORT | $35,000 | ||
| PARKS CONSERVANCY | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | FINANCIAL SUPPORT | $25,000 | ||
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW 300 | WASHINGTON | DC | 20036 | FINANCIAL SUPPORT | $40,000 | ||
| CAL MATTERS | |||||||
| 1007 7TH ST | SACRAMENTO | CA | 95814 | FINANCIAL SUPPORT | $45,000 | ||
| WENDELL BERRY CENTER | |||||||
| 111 S MAIN ST | NEW CASTLE | KY | 40050 | FINANCIAL SUPPORT | $10,000 | ||
| PLOUGHSHARES FUND | |||||||
| 315 BAY ST 400 | SAN FRANCISCO | CA | 94133 | FINANCIAL SUPPORT | $50,000 | ||
| TIDES FOUNDATION | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | FINANCIAL SUPPORT | $25,000 | ||
| YOUNG EVANGELICA FOR CLIMATE ACTION | |||||||
| PO BOX 340 | WESTFIELD | IN | 46074 | FINANCIAL SUPPORT | $15,000 | ||
| VOTE SOLAR C-3 | |||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | FINANCIAL SUPPORT | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $510,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $479 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,508 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $2,019 | $0 | $0 | $2,019 |
| TAX PREPARATION | $2,100 | $0 | $0 | $2,100 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| ST CAPITAL GAINS | 2018-07 | Purchase | 2019-06 | $405,289 | $462,175 | Cost | -$56,886 |
| LT CAPITAL GAINS | 2015-07 | Purchase | 2019-06 | $588,621 | $568,808 | Cost | $19,813 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOOKS | $1,041 | $1,041 |
| CONFERENCE | $2,525 | $2,525 |
| DUES & SUBSCRIPTIONS | $12,000 | $12,000 |
| EVENTS | $1,306 | $1,306 |
| FEES | $2,793 | $2,793 |
| MEALS | $691 | $691 |
| PARKING | $682 | $682 |
| WEBSITE HOSTING | $369 | $369 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $1,288 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 69,350.19 | CategoryTxt |
| Amt | $69,350 | Amt |
| Net Investment Income | $69,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,107 | $4,107 | |
| FOREIGN TAX | $13,300 | $13,300 |