STRATEGY STUDIO / PUBLIC DATA EXPLORER

LUNA FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LUNA FOUNDATION INC (EIN 45-3664074)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-13
IRS object ID
202003189349103950
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

FieldValueIRS element (for citing)
Return2020-11-13T16:46:36-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943194056PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE HENRY LEVY GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVE STE FAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181385ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453664074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JESSICA BROITMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJESSBusinessNameControlTxt
Phone5106126392PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12940 FOREST AVENUEAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP947051311ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA BROITMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5106126392PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBETH ATTEBERYPreparerPersonNm
PTINP01466121PTIN
Phone5106521000PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm16:46:36IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDB666444C5ADFCBA4C71C99A00781BC1E2030F56AtSubmissionCreationDeviceId
At Submission Filing Device Id7F479995B24D8389C73C0EB7124BE475C1F1FB4AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,219FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$10,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,674AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,844TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,160TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,844ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,063CashBOYAmt
Cash EOY$3,219CashEOYAmt
Cash EOYFMV$3,219CashEOYFMVAmt
Total Assets BOY$8,063TotalAssetsBOYAmt
Total Assets EOY$3,219TotalAssetsEOYAmt
Total Assets EOYFMV$3,219TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,063NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,219NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,063TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,219TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,063TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,219TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,063TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,844ExcessRevenueOverExpensesAmt
Subtotal$3,219SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,219TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,594NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.642439DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,084AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,493NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.915372DistributionYr2Rt
Total Distribution5.557811TotalDistributionRt
Average Distribution2.778906AverageDistributionRt
Net Vl Noncharitable Assets$5,782NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,068AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$16,068AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,160QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJESSICA BROITMANIndividualWithBooksNm
Phone5106126392PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12940 FOREST AVENUEAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94705ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSICA BROITMAN
2940 FOREST AVENUEBERKELEYCA94705PRESIDENT1.00$0$0$0
GIBOR BASRI
2940 FOREST AVENUEBERKELEYCA94705SECRETARY &1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ACTIVITIES OF FOUNDATION LIMITED SOLELY TO GRANT MAKING.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,870AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,870TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,870AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,782NetVlNoncharitableAssetsAmt
Minimum Investment Return$289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$289MinimumInvestmentReturnAmt
Distributable Before Adj$289DistributableBeforeAdjAmt
Distributable Before Ded$289DistributableBeforeDedAmt
Distributable As Adjusted$289DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,160ExpensesAndContributionsAmt
Qualifying Distributions$13,160QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,160AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$289DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$40,559ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,870ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,429TotalExcessDistributionCyovAmt
Qualifying Distributions$13,160QualifyingDistributionsAmt
Applied To Current Year$289AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,871RemainingDistriFromCorpusAmt
Total Corpus$70,300TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$70,300ExcessDistriCyovToNextYrAmt
Excess From Year2$40,559ExcessFromYear2Amt
Excess From Year1$16,870ExcessFromYear1Amt
Excess From Current Year$12,871ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BERKELEY REPERTORY THEATRE
999 HARRISON STREETBERKELEYCA94710501(C)(3)/PCGENERAL OPERATING SUPPORT$2,500
AURORA THEATER COMPANY
2081 ADDISON STREETBERKELEYCA94704501(C)(3)/PCGENERAL OPERATING SUPPORT$1,500
CAL PERFORMANCES UC REGENTS
101 ZELLERBACH HALLBERKELEYCA947204800501(C)(3)/PCGENERAL OPERATING SUPPORT$2,2504800
ASTRONOMICAL SOCIETY OF THE PACIFIC
390 ASHTON AVENUESAN FRANCISCOCA94112501(C)(3)/PCGENERAL OPERATING SUPPORT$500
SHOTGUN PLAYERS
1901 ASHBY AVENUEBERKELEYCA94703501(C)(3)/PCGENERAL OPERATING SUPPORT$1,000
CALIFORNIA HERITAGE FUND
2400C BANCROFT WAYBERKELEYCA94704501(C)(3)/PCGENERAL OPERATING SUPPORT$500
TEMPLE BETH HILLEL RICHMOND
801 PARK CENTRAL STREETRICHMONDCA94803501(C)(3)/PCGENERAL OPERATING SUPPORT$860
CHABOT SPACE AND SCIENCE CENTER
10000 SKYLINE BLVDOAKLANDCA94619501(C)(3)/PCGENERAL OPERATING SUPPORT$1,000
ACCUPUNCTURISTS WITHOUT BORDERS
4605 NE FREMONTPORTLANDOR97213501(C)(3)/PCGENERAL OPERATING SUPPORT$1,500
YMTC
2945 BOLIVAR DRIVEBERKELEYCA94710501(C)(3)/PCGENERAL OPERATING SUPPORT$500
UCB RETIREMENT CENTER
101 UNIVERSITY HALLBERKELEYCA94720501(C)(3)/PCGENERAL OPERATING SUPPORT$200
JCC EAST BAY
1414 WALNUT STREETBERKELEYCA94709501(C)(3)/PCGENERAL OPERATING SUPPORT$300
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018501(C)(3)/PCGENERAL OPERATING SUPPORT$150
100 FRIENDS PROJECT
2140 SHATTUCK AVENUEBERKELEYCA94704501(C)(3)/PCGENERAL OPERATING SUPPORT$100SUITE 2050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,860TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGIBOR BASRI JESSICA BROITMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12940 FOREST AVENUEAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94705ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,674Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCA TAXESCategoryTxt
Amt$10Amt