STRATEGY STUDIO / PUBLIC DATA EXPLORER

LUNA FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LUNA FOUNDATION INC (EIN 45-3664074)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-14
IRS object ID
201943189349102839
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T15:10:17-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943194056PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVE STE FAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181385ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453664074EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA BROITMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5106126392PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBETH ATTEBERYPreparerPersonNm
PTINP01466121PTIN
Phone5106521000PhoneNum
Preparation2019-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm15:10:17IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7F479995B24D8389C73C0EB7124BE475C1F1FB4AAtSubmissionCreationDeviceId
At Submission Filing Device Id7F479995B24D8389C73C0EB7124BE475C1F1FB4AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,063FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,300ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$20,300TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$75TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,475TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,825ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,238CashBOYAmt
Cash EOY$8,063CashEOYAmt
Cash EOYFMV$8,063CashEOYFMVAmt
Total Assets BOY$5,238TotalAssetsBOYAmt
Total Assets EOY$8,063TotalAssetsEOYAmt
Total Assets EOYFMV$8,063TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,238UnrestrictedBOYAmt
Unrestricted EOY$8,063UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,238TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,063TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,063TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,238TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,825ExcessRevenueOverExpensesAmt
Subtotal$8,063SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,063TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,084AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,493NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.915372DistributionYr1Rt
Total Distribution3.915372TotalDistributionRt
Average Distribution3.915372AverageDistributionRt
Net Vl Noncharitable Assets$10,594NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,479AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$41,479AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSICA BROITMAN
2940 FOREST AVENUEBERKELEYCA94705PRESIDENT000.00$0$0$0
GIBOR BASRI
2940 FOREST AVENUEBERKELEYCA94705SECRETARY &000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,755TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,594NetVlNoncharitableAssetsAmt
Minimum Investment Return$530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$530MinimumInvestmentReturnAmt
Distributable Before Adj$530DistributableBeforeAdjAmt
Distributable Before Ded$530DistributableBeforeDedAmt
Distributable As Adjusted$530DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,400ExpensesAndContributionsAmt
Qualifying Distributions$17,400QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$530DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$40,559ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,559TotalExcessDistributionCyovAmt
Qualifying Distributions$17,400QualifyingDistributionsAmt
Applied To Current Year$530AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,870RemainingDistriFromCorpusAmt
Total Corpus$57,429TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$57,429ExcessDistriCyovToNextYrAmt
Excess From Year1$40,559ExcessFromYear1Amt
Excess From Current Year$16,870ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BERKELEY REPERTORY THEATRE
999 HARRISON STREETBERKELEYCA94710501(C)(3)/PCGENERAL OPERATING SUPPORT$2,500
AURORA THEATER COMPANY
2081 ADDISON STREETBERKELEYCA94704501(C)(3)/PCGENERAL OPERATING SUPPORT$3,500
CAL PERFORMANCES UC REGENTS
101 ZELLERBACH HALLBERKELEYCA947204800501(C)(3)/PCGENERAL OPERATING SUPPORT$2,2504800
ASTRONOMICAL SOCIETY OF THE PACIFIC
390 ASHTON AVENUESAN FRANCISCOCA94112501(C)(3)/PCGENERAL OPERATING SUPPORT$2,000
SHOTGUN PLAYERS
1901 ASHBY AVENUEBERKELEYCA94703501(C)(3)/PCGENERAL OPERATING SUPPORT$500
SFMOMA
151 THIRD STREETSAN FRANCISCOCA94103501(C)(3)/PCGENERAL OPERATING SUPPORT$150
CALIFORNIA HERITAGE FUND
2400C BANCROFT WAYBERKELEYCA94704501(C)(3)/PCGENERAL OPERATING SUPPORT$250
FRIENDS OF ASTRONOMYUC BERKELEY
114 DURANT HALLBERKELEYCA94720501(C)(3)/PCGENERAL OPERATING SUPPORT$1,000MC 2930
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUEBERKELEYCA94704501(C)(3)/PCGENERAL OPERATING SPPORT$3,500SUITE 401
REACH SHIRATI
PO BOX 7776BERKELEYCA94707501(C)(3)/PCGENERAL OPERATING SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,900TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12940 FOREST AVENUEAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94705ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
CA TAXES$25
CA AG REGISTRATION$50