NEWTON AND ROCHELLE BECKERCHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEWTON AND ROCHELLE BECKERCHARITABLE TRUST (EIN 20-3822168)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349106070
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T18:48:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 28TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203822168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTON & ROCHELLE BECKER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 4154614260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 LARKSPUR LANDING CIRCLE NO 199 | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BECKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4154614260 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 16:37:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 349B3215AFAD73C0F4D1C5360397D35DCA98960C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,393,703 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $370,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,621,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,621,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,344,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,438,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,344,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $243,927 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,580,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,966,588 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $415,228 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,660 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $374,568 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $478,568 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,787 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $445,781 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $216,177 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,945 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $197,232 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $68,296 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $68,296 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,517 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,517 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,004,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $688,264 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $316,661 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83,019 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,152 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $161,261 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,127 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $145,134 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $107,238 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $107,238 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $451 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $451 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $468,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $402,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,061,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,281,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,773,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,520,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,520,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,582,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,281,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,294,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,684,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,274,667 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,425,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,425,607 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $125,173,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,743,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,942,351 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,586 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,627 | LandBOYAmt |
| Land EOY | $11,475 | LandEOYAmt |
| Land EOYFMV | $11,475 | LandEOYFMVAmt |
| Other Assets BOY | $14,270 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,270 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,270 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $142,476,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,195,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,393,703 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $113,677 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $92,300 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $113,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,300 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $142,362,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $126,102,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,362,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,102,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,476,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,195,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,362,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $471,185 | OtherIncreasesAmt |
| Subtotal | $142,832,070 | SubtotalAmt |
| Other Decreases | $16,729,296 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,102,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| DAVIDSON KEMPNER INT'L (BVI) LTD - LONG TERM CAPITAL GAIN | P | $134,193 | $134,193 | $134,193 | |
| US BANK #8360, 8361, 8362, 8363 & 9020 - CAPITAL GAIN DISTRIBUTION | P | $288,313 | $288,313 | $288,313 | |
| VANGUARD 23 0J AEGQ 0 01 - SHORT TERM CAPITAL GAIN | P | $581,470 | $69,984 | $69,984 | $511,486 |
| VANGUARD 23 0J AEGQ 0 01 - LONG TERM CAPITAL GAIN | P | $155,705 | $27,205 | $27,205 | $128,500 |
| K-1: GQG PARTNERS INT'L EQUITY FUND - SHORT TERM CAPITAL LOSS | P | -$96,061 | -$96,061 | $96,061 | |
| K-1: GQG PARTNERS INT'L EQUITY FUND - LONG TERM CAPITAL GAIN | P | $122,596 | $122,596 | $122,596 | |
| K-1: MAKENA CAPITAL SPLITTER X, LP - SHORT TERM CAPITAL GAIN | P | $4,137 | $4,137 | $4,137 | |
| K-1: MAKENA CAPITAL SPLITTER X, LP - LONG TERM CAPITAL GAIN | P | $290,137 | $290,137 | $290,137 | |
| US BANK #8360, 8361, 8362, 8363 & 9020 - LONG TERM CAPITAL GAIN | P | $4,535,953 | $2,332,355 | $2,332,355 | $2,203,598 |
| K-1: PEAKROCK CAPITAL CREDIT FUND - SHORT TERM CAPITAL GAIN | P | $1,437 | $1,437 | $1,437 | |
| K-1: POLUNIN DEVELOPING COUNTRIES FUND, LLC - LONG TERM CAPITAL GAIN | P | $45,194 | $45,194 | $45,194 | |
| K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND, LLC - SHORT TERM CAPITAL LOSS | P | -$56,989 | -$56,989 | $56,989 | |
| K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND, LLC - LONG TERM CAPITAL GAIN | P | $50,346 | $50,346 | $50,346 | |
| K-1: SOMERSET GLOBAL EMERGING MARKETS FUND, LLC - SHORT TERM CAPITAL LOSS | P | -$55,366 | -$55,366 | $55,366 | |
| K-1: SOMERSET GLOBAL EMERGING MARKETS FUND, LLC - LONG TERM CAPITAL LOSS | P | -$366,618 | -$366,618 | $366,618 | |
| K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND, LLC - SHORT TERM CAPITAL LOSS | P | -$22,337 | -$22,337 | $22,337 | |
| K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND, LLC - LONG TERM CAPITAL LOSS | P | -$85,473 | -$85,473 | $85,473 | |
| K-1: POLUNIN DEVELOPING COUNTRIES FUND, LLC - SHORT TERM CAPITAL LOSS | P | -$65,110 | -$65,110 | $65,110 | |
| US BANK #8360, 8361, 8362, 8363 & 9020 - SHORT TERM CAPITAL GAIN | P | $6,229,115 | $726,768 | $726,768 | $5,502,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,344,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,921,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $128,637,329 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,395,301 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $122,424,039 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,129,310 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $127,234,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,031,973 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,573,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076692 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $567,986 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,482,794 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014386 | DistributionYr5Rt |
| Total Distribution | 0.205860 | TotalDistributionRt |
| Average Distribution | 0.041172 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $134,124,265 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,522,164 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,846 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,569,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,294,562 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,072 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,072 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $689 | EsPenaltyAmt |
| Tax Due | $27,309 | TaxDueAmt |
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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | NEWTON ROCHELLE BECKER CHTBLE TRU | IndividualWithBooksNm |
| Phone | 4154614260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 LARKSPUR LANDING CIRCLE 199 | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BECKER | ||||||||
| 700 LARKSPUR LANDING CIRCLE STE 199 | LARKSPUR | CA | 94939 | TRUSTEE/EXEC. DIRECTOR | 40.00 | $406,600 | $96,385 | $0 |
| ANN BECKER | ||||||||
| 700 LARKSPUR LANDING CIRCLE STE 199 | LARKSPUR | CA | 94939 | TRUSTEE | 1.00 | $3,750 | $0 | $0 |
| KEN HAAS | ||||||||
| 700 LARKSPUR LANDING CIRCLE STE 199 | LARKSPUR | CA | 94939 | TRUSTEE | 1.00 | $4,878 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JASON BRZOSKA | ||||||||
| 700 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | DIR. OF OPERATIONS | 40.00 | $177,583 | $32,906 | $0 |
| DYLAN TATZ | ||||||||
| 700 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | PROGRAM OFFICER | 40.00 | $173,304 | $23,826 | $0 |
| JENNIFER CANNEY | ||||||||
| 700 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | EXECUTIVE ASSISTANT | 40.00 | $123,010 | $15,568 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| NIR BOMS - WORLD FIRST UK LTD | ||||||||
| 23 ANTIGNOS ST | JERUSALEM | IS | RESEARCH & PROJECTS | $204,411 | ||||
| ARNOLD & PORTER KAYE SCHOLER LLP | ||||||||
| LEGAL SERVICES | $64,738 | 601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | |||
| COHNREZNICK LLP | ||||||||
| ACCOUNTING SERVICES | $51,104 | 1900 AVENUE OF THE STARS 28TH FLOOR | LOS ANGELES | CA | 90067 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $104,911,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,205,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,050,263 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,166,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $136,166,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,042,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,124,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,706,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,706,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,692 | TotalTaxAmt |
| Distributable Before Adj | $6,612,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,612,521 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,612,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,294,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,294,562 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,294,562 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,612,521 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,314,048 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,314,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,294,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,294,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,314,048 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,314,048 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,911 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WIDER BRIDGE | |||||||
| 2912 DIAMOND ST 348 | SAN FRANCISCO | CA | 94131 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ALPHA EPSILON PI FOUNDATION | |||||||
| 8115 WESLEYAN ROAD | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICA-ISRAEL FRIENDSHIP LEAGUE INC | |||||||
| 1430 BROADWAY SUITE 1804 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN FOREIGN POLICY COUNCIL | |||||||
| 509 C STREET NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $57,000 |
| AMERICAN FRIENDS OF IDC | |||||||
| 142 WEST 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $145,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||
| 122 EAST 22ND ST SUITE 4507 | NEW YORK | NY | 10168 | N/A | PC | GENERAL SUPPORT | $4,800 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN-ISRAELI COOPERATIVE ENTERPRISE | |||||||
| 2810 BLAINE DR | CHEVY CHASE | MD | 20815 | N/A | PC | GENERAL SUPPORT | $25,000 |
| BEYOND DIFFERENCES | |||||||
| 711 GRAND AVE SUITE 200 | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 060 | WALTHAM | MA | 02454 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CALIFORNIA FILM INSTITUTE | |||||||
| 1001 LOOTENS PLACE SUITE 220 | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL SUPPORT | $5,500 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR JEWISH COMMUNITY STUDIES | |||||||
| 7 CHURCH LANE SUITE 9 | BALTIMORE | MD | 21201 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CENTER FOR VENTURE EDUCATION | |||||||
| 855 EL CAMINO REAL STE 12 | PALO ALTO | CA | 94301 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHABAD AT CHAPMAN UNIVERSITY | |||||||
| 638 E COLLINS AVENUE | ORANGE | CA | 92867 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHABAD OF CARNEGIE MELLON UNIVERSITY | |||||||
| 5120 BEELER STREET | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $1,800 |
| CONGREGATION BETH SHOLOM | |||||||
| 301 14TH AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL SUPPORT | $5,400 |
| CONGREGATION RODEF SHOLOM | |||||||
| 170 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| GOLDEN GATE PARK | SAN FRANCISCO | CA | 94119 | N/A | PC | GENERAL SUPPORT | $10,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 E 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $10,000 |
| EDUCATION FIRST CAMBODIA | |||||||
| 25 SOUTH 40 DOCK | SAUSALITO | CA | 94965 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $33,000 |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| 1800 M STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $150,000 |
| FREEDOM FORUM INSTITUTE | |||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $50,000 |
| FRIENDS OF EUROPEAN LEADERSHIP NETWORK | |||||||
| 641 LEXINGTON AVENUE | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $100,000 |
| FRIENDS OF THE TEAM PROGRAM | |||||||
| 305 DOHERTY DRIVE | LARKSPUR | CA | 94939 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FUENTE LATINA | |||||||
| 1125 NE ST SUITE 300-3 | NORTH MIAMI | FL | 33161 | N/A | PC | GENERAL SUPPORT | $50,000 |
| IMAGINATION PRODUCTIONS | |||||||
| 11110 W OAKLAND PARK BLVD SUITE 288 | SUNRISE | FL | 33351 | N/A | PC | GENERAL SUPPORT | $25,000 |
| INSTITUTE FOR THE STUDY OF GLOBAL ANTISEMITISM AND POLICY | |||||||
| 163 EAST 56TH STREET SECOND FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ISRAEL EMERGENCY ALLIANCE | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ISRAELI AMERICAN COUNCIL | |||||||
| 5900 CANOGA AVE SUITE 400 | WOODLAND HILLS | CA | 91367 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL SUPPORT | $6,650 |
| JEWISH COMMUNITY FEDERATION OF SF | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $96,500 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO | |||||||
| 131 STEUART STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $25,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | GENERAL SUPPORT | $30,000 |
| JEWISH FEDERATION OF THE SACRAMENTO REGION | |||||||
| 2130 21ST ST | SACRAMENTO | CA | 95818 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY - SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $50,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 500 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $8,000 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $45,000 |
| JEWISH JUMPSTART | |||||||
| 2801 OCEAN PARK BOULEVARD 348 | SANTA MONICA | CA | 90405 | N/A | PC | GENERAL SUPPORT | $6,250 |
| JEWISH LEARNINGWORKS | |||||||
| 44 PAGE ST SUITE 604 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $45,000 |
| JIMENA | |||||||
| 459 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $46,000 |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $4,200 |
| LEHRHAUS JUDAICA | |||||||
| 2736 BANCROFT WAY | BERKELEY | CA | 94704 | N/A | PC | GENERAL SUPPORT | $25,000 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL SUPPORT | $7,500 |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | |||||||
| 1819 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $375,000 |
| ONETABLE | |||||||
| 79 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $25,000 |
| OSHER MARIN JEWISH COMMUNITY CENTER | |||||||
| 200 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94904 | N/A | PC | GENERAL SUPPORT | $20,400 |
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | |||||||
| TAUBE KORET CAMPUS 3921 FABIAN WAY | PALO ALTO | CA | 94903 | N/A | PC | GENERAL SUPPORT | $5,400 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $165,000 |
| PENINSULA TEMPLE BETH EL | |||||||
| 1700 ALAMEDA DE LAS PULGAS | SAN MATEO | CA | 94403 | N/A | PC | GENERAL SUPPORT | $2,000 |
| PENINSULA TEMPLE SHOLOM | |||||||
| 1655 SEBASTIAN DRIVE | BURLINGAME | CA | 94010 | N/A | PC | GENERAL SUPPORT | $3,000 |
| PJ LIBRARY | |||||||
| C/O SFJCF 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $5,000 |
| REUT USA | |||||||
| 8383 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 401 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $15,000 |
| SAVE THE CHILDREN FEDERATION | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SCHWAB CHARITABLE FUND | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | N/A | NC | GENERAL SUPPORT | $1,300,000 |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||
| 475 RIVERSIDE DR SUITE 1450 | NEW YORK | NY | 10115 | N/A | PC | GENERAL SUPPORT | $25,000 |
| SIXTEEN RIVERS PRESS | |||||||
| PO BOX 640663 | SAN FRANCISCO | CA | 94164 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SLINGSHOT FUND | |||||||
| 25 BROADWAY WEWORK - 9TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE BRANDEIS SCHOOL OF SAN FRANCISCO | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | N/A | PC | GENERAL SUPPORT | $1,800 |
| THE CENTER FOR EMERGING FUTURES | |||||||
| 380 E PARKCENTER BLVD SUITE 300 | BOISE | ID | 83706 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE HENRY JACKSON SOCIETY | |||||||
| C/O CIRCA CENTER 2929 ARCH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL SUPPORT | $6,000 |
| THE ISRAEL PROJECT | |||||||
| 1901 PENNSYLVANIA AVE NW SUITE 600 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $40,000 |
| THE JERUSALEM FOUNDATION | |||||||
| 420 LEXINGTON AVE 1645 | NEW YORK | NY | 10170 | N/A | PC | GENERAL SUPPORT | $40,000 |
| THE POYNTER INSTITUTE OF MEDIA STUDIES | |||||||
| 801 THIRD STREET SOUTH | ST PETERSBURG | FL | 33701 | N/A | PC | GENERAL SUPPORT | $69,000 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UC BERKELEY SCHOOL OF LAW | |||||||
| BOALT HALL 215 BANCROFT WAY | BERKELEY | CA | 94720 | N/A | PC | GENERAL SUPPORT | $10,000 |
| UNITED NATIONS WATCH - USA | |||||||
| FRIENDSHIP POST OFFICE | WASHINGTON | DC | 20016 | N/A | PC | GENERAL SUPPORT | $37,500 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,520,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,621,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,344,711 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (15 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $60,235 |
| K-1: GQG PARTNERS INTERNATIONAL EQUITY FUND | 01 | -$2,226 |
| K-1: ISRAEL BIO-ENGINEERING - SUSPENDED PASSIVE LOSSES | 01 | -$202,122 |
| K-1: ISRAEL BIO-ENGINEERING - OTHER INCOME | 01 | $11,862 |
| K-1: LEVEL STRUCTURED CAPITAL I, LP - BUSINESS INCOME | 01 | -$931 |
| K-1: MAKENA CAPITAL SPLITTER X - BUSINESS INCOME | 01 | -$8,023 |
| K-1: MAKENA CAPITAL SPLITTER X - OTHER INCOME | 01 | $60,926 |
| K-1: MAKENA CAPITAL SPLITTER X - ROYALTIES | 15 | $5,065 |
| K-1: POLUNIN DEVELOPING COUNTRIES FUND - OTHER INCOME | 01 | -$37,354 |
| K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND, LLC - OTHER INCOME | 01 | $1,152 |
| K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND - OTHER INCOME | 01 | -$5,505 |
| K-1: SOMERSET GLOBAL EMERGING MARKETS FUND - OTHER INCOME | 01 | -$8,928 |
| K-1: MAKENA CAPITAL SPLITTER X - OTHER RENTAL INCOME | 16 | $789 |
| K-1: MAKENA CAPITAL SPLITTER X - RENTAL INCOME | 16 | -$2,890 |
| DAVIDSON KEMPNER INT'L (BVI) LTD - ORDINARY INCOME | 01 | $188,185 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,026,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,026,823 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKER FAMILY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4046 SAN REMO WAY | AddressLine1Txt |
| City | TARZANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $370,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,517 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,517 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2008-09-05 | $2,629 | $2,629 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2017-05-01 | $15,061 | $1,434 | SL | 7.000000000000 | $2,152 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAKENA - SPLITTER X | AT COST | $11,206,767 | $10,583,679 |
| MAKENA - BLOCKER Y | AT COST | $4,751,339 | $4,573,056 |
| VANGUARD AEGQ 001 | AT COST | $20,117,914 | $20,117,914 |
| US BANK-8360 | AT COST | $60,836,665 | $60,836,665 |
| US BANK-8362 | AT COST | $4,180,889 | $4,180,889 |
| US BANK-8363 | AT COST | $8,339,456 | $8,339,456 |
| US BANK-9020 | AT COST | $6,310,692 | $6,310,692 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $15,061 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,586 | AccumulatedDepreciationAmt |
| Book Value | $11,475 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $68,296 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,296 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $14,270 | BOYBookValueAmt |
| EOY Book Value | $14,270 | EOYBookValueAmt |
| EOYFMV | $14,270 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - K-1 CAPITAL GAINS & LOSSES | $3,409,887 |
| BOOK/TAX DIFFERENCE - K-1 OTHER INCOME | $178,627 |
| UNREALIZED GAINS ON INVESTMENTS | $12,589,702 |
| BOOK/TAX DIFFERNCE - K-1 ROYALTIES | $5,065 |
| BOOK/TAX DIFFERENCE - K-1 INTEREST & DIVIDENDS | $507,640 |
| PRIOR PERIOD ADJUSTMENT | $38,375 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPLICATION HOSTING | $34,119 | $3,412 | $30,707 |
| BANK FEES | $4,221 | $4,221 | $0 |
| INSURANCE | $9,211 | $921 | $8,290 |
| MAILBOX SERVICE | $1,155 | $116 | $1,039 |
| OFFICE EXPENSES | $20,008 | $2,001 | $18,007 |
| PAYROLL PROCESSING FEES | $4,275 | $428 | $3,847 |
| PLANT LEASE & MAINTENANCE | $4,527 | $453 | $4,074 |
| POSTAGE & SUPPLIES | $224 | $22 | $202 |
| TECHNOLOGY | $648 | $65 | $583 |
| K-1: GQG PARTNERS INT'L EQUITY FUND - OTHER DEDUCTIONS | $30,138 | $30,138 | $0 |
| K-1: MAKENA CAPITAL SPLITTER X - OTHER DEDUCTIONS | $261,945 | $261,945 | $0 |
| K-1: PEAK ROCK CAPITAL CREDIT FUND - OTHER DEDUCTIONS | $894 | $894 | $0 |
| K-1: PEAK ROCK CAPITAL FUND - OTHER DEDUCTIONS | $12,336 | $12,336 | $0 |
| K-1: POLUNIN DEVELOPING COUNRIES - OTHER DEDUCTIONS | $32,801 | $32,801 | $0 |
| K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND - OTHER DEDUCTIONS | $22,234 | $22,234 | $0 |
| K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND - OTHER DEDUCTIONS | $12,236 | $12,236 | $0 |
| K-1: SOMERSET GLOBAL EMERGING MARKETS FUND - OTHER DEDUCTIONS | $17,973 | $17,973 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $60,235 | $60,235 | |
| K-1: GQG PARTNERS INTERNATIONAL EQUITY FUND | -$2,226 | -$2,226 | -$2,226 |
| K-1: ISRAEL BIO-ENGINEERING - SUSPENDED PASSIVE LOSSES | -$18,430 | -$202,122 | -$202,122 |
| K-1: ISRAEL BIO-ENGINEERING - OTHER INCOME | $11,862 | $11,862 | $11,862 |
| K-1: LEVEL STRUCTURED CAPITAL I, LP - BUSINESS INCOME | -$931 | -$931 | -$931 |
| K-1: MAKENA CAPITAL SPLITTER X - BUSINESS INCOME | -$8,023 | -$8,023 | -$8,023 |
| K-1: MAKENA CAPITAL SPLITTER X - OTHER INCOME | $60,926 | $60,926 | $60,926 |
| K-1: MAKENA CAPITAL SPLITTER X - ROYALTIES | $5,065 | $5,065 | $5,065 |
| K-1: POLUNIN DEVELOPING COUNTRIES FUND - OTHER INCOME | -$37,354 | -$37,354 | -$37,354 |
| K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND, LLC - OTHER INCOME | $1,152 | $1,152 | $1,152 |
| K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND - OTHER INCOME | -$5,505 | -$5,505 | -$5,505 |
| K-1: SOMERSET GLOBAL EMERGING MARKETS FUND - OTHER INCOME | -$8,928 | -$8,928 | -$8,928 |
| K-1: MAKENA CAPITAL SPLITTER X - OTHER RENTAL INCOME | $789 | $789 | $789 |
| K-1: MAKENA CAPITAL SPLITTER X - RENTAL INCOME | -$2,890 | -$2,890 | -$2,890 |
| DAVIDSON KEMPNER INT'L (BVI) LTD - ORDINARY INCOME | $188,185 | $188,185 | $188,185 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - K-1 EXPENSES | $390,557 |
| BOOK/TAX DIFFERENCE - K-1 FOREIGN TAXES | $80,627 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT EXPENSE | $72,019 | $0 | $72,019 |
| FOUNDATION MANAGEMENT EXP | $223,473 | $0 | $223,473 |
| INVESTMENT MGMT FEES | $688,264 | $688,264 | $0 |
| TRUST COMMITTEE MEETING | $8,762 | $0 | $8,762 |
| ADVERTISING/PROMOTION | $12,407 | $0 | $12,407 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $80,627 | $80,627 | $0 |
| EXCISE TAXES | $3,695 | $0 | $0 |
| CA ATTY GEN FILING FEE | $225 | $0 | $225 |
| CA FTB FILING FEE | $10 | $0 | $10 |
| OTHER TAXES | $2,392 | $2,392 | $0 |