THE CRAFT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CRAFT FOUNDATION (EIN 46-1575153)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349103775
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T17:37:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W COLORADO BLVD 5TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | 461575153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRAFT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA POLTORAK | InCareOfNm |
| Business Name Control | CRAF | BusinessNameControlTxt |
| Phone | 2136838790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVENUE SUITE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE CRAFT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2135838789 | PhoneNum |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sarah Cullen | PreparerPersonNm |
| PTIN | P00131656 | PTIN |
| Phone | 6262435100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.59.221.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95214220191335000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 596DC0BB793532E20B17DBE54C853DF6553BCDD7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 596DC0BB793532E20B17DBE54C853DF6553BCDD7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,827,680 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $140,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,936,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,431 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $161,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,523 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,370 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $52,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,725 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,345 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,345 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$152,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,069 | CashBOYAmt |
| Cash EOY | $29,186 | CashEOYAmt |
| Cash EOYFMV | $29,186 | CashEOYFMVAmt |
| Other Investments BOY | $4,885,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,743,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,798,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,919,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,773,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,827,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,919,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,773,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,919,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,773,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,919,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,773,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,919,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$152,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,330 | OtherIncreasesAmt |
| Subtotal | $4,773,022 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,773,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ML 04515 - ST COVERED | $910,192 | $957,273 | -$47,038 | -$47,081 | |
| ML 04515 - LT COVERED | $1,852,017 | $1,816,705 | $35,750 | $35,312 | |
| ML 04515 - ST NONCOVERED | $32,066 | $30,809 | $1,257 | $1,257 | |
| ML 04515 - LT NONCOVERED | $141,994 | $148,167 | -$6,173 | -$6,173 | |
| CAPITAL GAIN DIVIDENDS | $37,635 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,130,843 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033722 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,686,649 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04286 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,485 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,867,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053277 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,843 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,968,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,975,388 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040276 | DistributionYr5Rt |
| Total Distribution | 0.235586 | TotalDistributionRt |
| Average Distribution | 0.047117 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,137,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $242,055 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,042 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $243,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $254,835 | 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 | $1,042 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,042 | SubtotalAmt |
| Tax Based On Investment Income | $1,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,389 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,389 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,347 | OverpaymentAmt |
| Applied To ES Tax | $3,347 | AppliedToESTaxAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA POLTORAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136838788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVENUE SUITE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE CRAFT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVENUE SUITE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,191,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,215,559 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,215,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,137,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,042 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,042 | TotalTaxAmt |
| Distributable Before Adj | $255,824 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $255,824 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $255,824 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $254,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,042 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $253,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $24,088 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $254,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $989 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $989 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,099 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,099 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $23,099 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELANIE CRAFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MECHANICS' INSTITUTE LIBRARY & CHESS ROOM | ||||||||
| 57 POST STREET | SAN FRANCISCO | CA | 941015002 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FOODCORPS INC | ||||||||
| 1140 SE 7TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL SUPPORT | $10,000 | SUITE 110 |
| SAN FRANCISCO BAY HUMANE FRIENDS | ||||||||
| c/o PENINSULA HUMANE SOCIETY SPCA | BURLINGAME | CA | 94010 | NONE | PC | GENERAL SUPPORT | $5,000 | 1450 ROLLINS ROAD |
| SEEDMONEY | ||||||||
| 3 POWERHORN DRIVE | SCARBOROUGH | ME | 04074 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BATTERY FOUNDATION | ||||||||
| 400 PACIFIC AVENUE | SAN FRANCISCO | CA | 94133 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| NATIONAL NOVEL WRITING MONTH | ||||||||
| 3354 ADELINE STREET | BERKELEY | CA | 94703 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YERBA BUENA ARTS & EVENTS | ||||||||
| 760 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LEAGUE OF NEW HAMPSHIRE CRAFTSMEN | ||||||||
| 13 LEBANON STREET | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BURNING MAN PROJECT | ||||||||
| 660 ALABAMA STREET 4TH FLOOR | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ATLAS NETWORK | ||||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE ROAD NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| STUDENTS FOR LIBERTY | ||||||||
| 2221 S CLARK ST 12TH FLOOR | ARLINGTON | VA | 22202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $10,000 | MS 1C5 |
| MERCATUS CENTER | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $161,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,523 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX RETURN PREP | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ML #4515 (SEE EXTRACT OF | AT COST | $4,743,836 | $4,798,494 |
| BROKERAGE STATEMENT ATTACHED) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ML MANAGEMENT FEES | $52,320 | $52,320 | |
| CA FTB FILING FEE | $10 | $0 | $10 |
| CA ATTORNEY GENERAL FILING FEE | $75 | $0 | $75 |
| BANK FEES | $405 | $405 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $2,834 |
| PRIOR PERIOD/MISC ADJUSTMENT | $3,496 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ML 88Q-04515 FOREIGN TAXES | $2,370 | $2,370 |
| FEDERAL TAX PAYMENTS | $2,000 |