WALTHER CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CHARITABLE FOUNDATION (EIN 72-1580927)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349102188
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T18:37:17-08:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721580927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walther Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4155632500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 Buchanan Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger O Walther | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Fontanello | PreparerPersonNm |
| PTIN | P01471027 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,380 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $700,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,933 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,933 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $452 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $452 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $19,565 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $662 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,378 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $517,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $517,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $628,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,275 | CashBOYAmt |
| Cash EOY | $119,346 | CashEOYAmt |
| Cash EOYFMV | $119,346 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $6,455 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,455 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,455 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,745 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,166 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,340 | LandBOYAmt |
| Land EOY | $3,579 | LandEOYAmt |
| Land EOYFMV | $3,579 | LandEOYFMVAmt |
| Total Assets BOY | $58,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $58,070 | UnrestrictedBOYAmt |
| Unrestricted EOY | $129,380 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,310 | ExcessRevenueOverExpensesAmt |
| Subtotal | $129,380 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $129,380 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $493,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $181,724 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.71303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $533,239 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $158,198 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.37071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $550,042 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.44936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $507,377 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $126,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.00143 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $467,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $142,638 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.27840 | DistributionYr5Rt |
| Total Distribution | 18.812923 | TotalDistributionRt |
| Average Distribution | 3.762585 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $238,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $896,398 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $896,398 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $623,928 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christian B Putnam co Tusker | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152923611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 Buchanan Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Roger O Walther | |||||||
| 3636 Buchanan Street | San Francisco | CA | 94123 | President | 1.00 | $0 | |
| Anne N Walther | |||||||
| 3636 Buchanan Street | San Francisco | CA | 94123 | VP/Treasurer | 0.25 | $0 | |
| Christine W Tripp | |||||||
| 3636 Buchanan Street | San Francisco | CA | 94123 | Sec/Exec Dir | 25.00 | $70,000 | $2,100 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $241,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $241,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $238,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,912 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $11,912 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,912 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,912 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,928 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $623,928 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $623,928 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,912 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $460,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $501,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $544,995 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $525,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $483,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,515,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $623,928 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $612,016 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,127,806 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $460,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,667,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $501,037 | ExcessFromYear4Amt |
| Excess From Year3 | $544,995 | ExcessFromYear3Amt |
| Excess From Year2 | $525,329 | ExcessFromYear2Amt |
| Excess From Year1 | $483,936 | ExcessFromYear1Amt |
| Excess From Current Year | $612,016 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roger O Walther | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Swords to Plowshares | ||||||||||||
| 1060 Howard Street | San Francisco | CA | 94103 | N/A | PC | General Support | $25,000 | |||||
| First Graduate | ||||||||||||
| 3130 20th Street Ste 275 | San Francisco | CA | 94110 | N/A | PC | General Support | $25,000 | |||||
| JumpStart for Young Children | ||||||||||||
| 235 Montgomery Street Ste 1025 | San Francisco | CA | 94104 | N/A | PC | General Support | $25,000 | |||||
| Outward Bound California | ||||||||||||
| PO Box 29632 | San Francisco | CA | 94129 | N/A | PC | General Support | $25,000 | |||||
| Kilili Self Help Project | ||||||||||||
| 260 Marion Avenue | Mill Valley | CA | 94941 | N/A | PC | General Support | $1,000 | |||||
| San Francisco Symphony | ||||||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | N/A | PC | General Support | $10,000 | |||||
| Breakthrough San Francisco | ||||||||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | N/A | PC | General Support | $15,000 | |||||
| KIPP Bay Area Schools | ||||||||||||
| 1404 Franklin Street Suite 500 | San Francisco | CA | 94612 | N/A | PC | General Support | $50,000 | |||||
| Richmond the Am Int'l University | ||||||||||||
| N/A | PC | General Support | $10,000 | Queenns Road | Richmond | England | UK | TW106JP | ||||
| Blue Bear School of Music | ||||||||||||
| Ft Mason Center Building D | San Francisco | CA | 94123 | N/A | PC | General Support | $6,500 | |||||
| 826 Valencia | ||||||||||||
| 180 Golden Gate Ave | San Francisco | CA | 94102 | N/A | PC | General Support | $30,000 | |||||
| Reading Partners | ||||||||||||
| 180 Grand Ave | Oakland | CA | 94612 | N/A | PC | General Support | $25,000 | |||||
| The Westminster School Foundation U | ||||||||||||
| 630 Fifth Avenue | New York | NY | 10111 | N/A | PC | General Support | $10,000 | |||||
| One Purpose School | ||||||||||||
| 2301 Mission Street Suite 104 | San Francisco | CA | 94110 | N/A | PC | General Support | $50,000 | |||||
| Juma Ventures | ||||||||||||
| 131 Steuart St 201 | San Francisco | CA | 94105 | N/A | PC | General Support | $25,000 | |||||
| On The Move | ||||||||||||
| 780 Lincoln Ave | Napa | CA | 94558 | N/A | PC | General Support | $20,000 | |||||
| SMART | ||||||||||||
| 1061 Market Street | San Francisco | CA | 94110 | N/A | PC | General Support | $30,000 | |||||
| Year Up Bay Area | ||||||||||||
| 210 Spear Street | San Francisco | CA | 94105 | N/A | PC | General Support | $25,000 | |||||
| Peer Health Exchange | ||||||||||||
| 70 Gold Street | San Francisco | CA | 94133 | N/A | PC | General Support | $25,000 | |||||
| Epiphany School | ||||||||||||
| 154 Centre Street | Dorchester | MA | 02124 | N/A | PC | General Support | $5,000 | |||||
| More Than Words | ||||||||||||
| 56 Felton Street | Waltham | MA | 02453 | N/A | PC | General Support | $5,000 | |||||
| Life Learning Academy | ||||||||||||
| 651 8th Street Bldg 229 | San Francisco | CA | 94130 | N/A | PC | General Support | $25,000 | |||||
| AIM High | ||||||||||||
| 2030 Harrison Street 3rd Floor | San Francisco | CA | 94110 | N/A | PC | General Support | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $517,500 | TotalGrantOrContriPdDurYrAmt |
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 |
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 Person | Roger O Walther | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 Buchanan Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $19,565 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,565 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Mac Book Air | 2013-04-03 | $1,710 | $1,611 | 200DB | 0.0576 | $99 |
| Mac Book Air | 2017-09-12 | $1,761 | $352 | 200DB | 0.3200 | $564 |
| Software | 2017-12-05 | $8,200 | $1,367 | 200DB | 0.3200 | $2,624 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $7,545 | $6,699 | $846 | $846 |
| Miscellaneous | $8,200 | $5,467 | $2,733 | $2,733 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $452 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $452 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Amortization | $4,100 | |
| Computer Expenses | $360 | $360 |
| Dues and Subscriptions | $2,300 | $2,300 |
| Filing Fees | $110 | $110 |
| Insurance | $1,225 | $1,225 |
| Miscellaneous Exp | $10 | $10 |
| Office Supplies | $345 | $345 |
| Parking | $54 | $54 |
| Payroll Processing Fees | $911 | $911 |
| Postage & Delivery | $25 | $25 |
| Professional Eduation | $995 | $995 |
| Telephone Expense | $43 | $43 |