RON BELLER AND JENNIFER MOSES: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RON BELLER AND JENNIFER MOSES (EIN 22-3077176)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-15
- IRS object ID
- 201942889349100044
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T16:30:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942682998 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUM & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 CALIFORNIA STREET SUITE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 | 223077176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON BELLER AND JENNIFER MOSES | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONB | BusinessNameControlTxt |
| Phone | 4154343744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OUM 601 CALIFORNIA ST NO 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MOSES | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4159874531 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL SILLIN | PreparerPersonNm |
| PTIN | P00004546 | PTIN |
| Phone | 4154343744 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.223.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 16:30:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F4AC2EB0CA8D317E87AB5FFC03AA2251DAF4CA43 | AtSubmissionFilingDeviceId |
| 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 | $1,665,516 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,128 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $185,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,435 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,314 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $637,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $637,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $660,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $637,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$475,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,181,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $694,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $694,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,019,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $734,023 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $226,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $236,980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $236,980 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,427,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,665,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,665,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,829,887 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,829,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$402,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,164,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,427,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,665,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,427,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,665,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,427,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$475,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,951,938 | SubtotalAmt |
| Other Decreases | $286,422 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,665,516 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $503,611 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,642,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.306572 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $605,348 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,212,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.273649 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $418,970 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,511,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.166815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $595,363 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,144,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.277566 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $331,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,442,043 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135645 | DistributionYr5Rt |
| Total Distribution | 1.160247 | TotalDistributionRt |
| Average Distribution | 0.232049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,715,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $398,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $398,214 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $637,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,453 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,453 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,336 | OverpaymentAmt |
| Applied To ES Tax | $2,336 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | 0 | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER B MOSES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154344744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OUM 601 CALIFORNIA ST STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RON BELLER | ||||||||
| C/O OUM 601 CALIFORNIA ST STE 1800 | SAN FRANCISCO | CA | 94108 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JENNIFER MOSES | ||||||||
| C/O OUM 601 CALIFORNIA ST STE 1800 | SAN FRANCISCO | CA | 94108 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $869,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $871,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,741,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,741,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,715,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $117 | TotalTaxAmt |
| Distributable Before Adj | $85,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $637,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $637,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $637,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $224,547 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $293,391 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $494,745 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $421,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,956,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $637,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $551,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,507,898 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $224,547 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,283,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522,112 | ExcessFromYear4Amt |
| Excess From Year3 | $293,391 | ExcessFromYear3Amt |
| Excess From Year2 | $494,745 | ExcessFromYear2Amt |
| Excess From Year1 | $421,565 | ExcessFromYear1Amt |
| Excess From Current Year | $551,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES NATIONAL THEATRE | ||||||||||||
| SOUTH BANK | LONDON | UK | SE1 9PX | NONE | FOREIGN | GENERAL PURPOSE | $10,000 | |||||
| BOSTON REVIEW | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | POST OFFICE BOX 425786 | CAMBRIDGE | MA | 02142 | |||||
| BOYS & GIRLS CLUB OF SAN FRANCISCO | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | |||||
| BROWN UNIVERSITY | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $298,000 | GIFT ACCOUNTING BOX 1908 | PROVIDENCE | RI | 02912 | |||||
| NEW ISRAEL FUND | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $55,000 | 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | |||||
| SF MOMA | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | 151 THIRD ST | SAN FRANCISCO | CA | 94103 | |||||
| SUSTAINABLE CONSERVATION | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | 99 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | |||||
| TEACH FOR AMERICA | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $18,000 | 800 EIGHTH ST NW | WASHINGTON | DC | 20001 | |||||
| RUTGERS UNIVERSITY FOUNDATION | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $30,000 | LIBERTY PLAZA 335 GEORGE ST SUITE | NEW BRUNSWICK | NJ | 08901 | 4000 | ||||
| CONTEMPORARY JEWISH MUSEUM | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $3,600 | 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | |||||
| BUILDING EXCELLENT SCHOOLS | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $1,500 | 31 MILK STREET FLOOR 6 | BOSTON | MA | 02109 | |||||
| JCHS OF THE BAY DEVELOPMENT DEPT | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | 1835 ELLIS ST | SAN FRANCISCO | CA | 94115 | |||||
| FOOTSTEPS | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | 114 JOHN STREET 930 | NEW YORK | NY | 10272 | |||||
| CHARITY GLOBAL INC | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $40,000 | 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | |||||
| ENCOUNTER PROGRAMS | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 | 25 BROADWAY FLOOR 9 | NEW YORK | NY | 10004 | |||||
| HEADLANDS CENTER FOR THE ARTS | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | 944 FORT BARRY | SAUSALITO | CA | 94965 | |||||
| BURNING MAN | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $2,100 | 660 ALABAMA ST | SAN FRANCISCO | CA | 94110 | |||||
| NONVIOLENCE INTL | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | 4000 ALBEMARLE STREET NW SUITE 401 | WASHINGTON | DC | 20016 | |||||
| BRANDEIS MARIN SCHOOL | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $18,000 | 180 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | |||||
| MISSION DOLORES ACADEMY | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | 3371 16TH STREET | SAN FRANCISCO | CA | 94114 | |||||
| NOT IN OUR TOWN | ||||||||||||
| NONE | 501(C)(3) | GE | $1,000 | PO BOX 70232 | OAKLAND | CA | 94612 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $637,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,128 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,128 | 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 | RON BELLER AND JENNIFER MOSES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OUM 601 CALIFORNIA ST STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | 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 | $4,435 | Amt |
| Net Investment Income | $4,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #1222 - ATLANTICUS HLDGS | $67,799 | $67,799 |
| GOLDMAN SACHS #1222 - PADDY POWER BETFAIR PUBLIC LIM | $666,224 | $666,224 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN TO VALLE VISTA EDUCATION LLC | $200,000 | $200,000 | $200,000 |
| RECEIVABLE FROM OFFICERS | $26,500 | $36,980 | $36,980 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $286,422 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $14,585 | Amt |
| Net Investment Income | $14,585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $4,314 | Amt |
| Net Investment Income | $4,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |