LAFETRA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAFETRA FOUNDATION (EIN 95-4380652)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349102385
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T18:25:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SPECTRUM CENTER DR SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954380652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFETRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFE | BusinessNameControlTxt |
| Phone | 6266336541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE LA FETRA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6266336541 | PhoneNum |
| Signature | 2025-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL JUNIPER | PreparerPersonNm |
| PTIN | P00544657 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,471,446 | 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 | $20,356 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,812,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,812,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,121,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,381,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,121,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,953,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,933,169 | 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 |
| Legal Fees Rev And Expnss | $1,300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,401 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,701 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,295 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $123,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,951 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $117,951 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $205,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,778,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,778,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,125,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $205,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,919,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $828,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,727,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $606,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $919,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $919,642 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,870,406 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,349,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,035,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,551,804 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,300,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,000,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $63,127,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,955,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,471,446 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $63,127,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,955,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,127,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,955,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,127,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,955,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,127,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $828,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,955,435 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,955,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,034,254 | $1,260,439 | $773,815 | $773,815 |
| CAPITAL GAINS DIVIDENDS | P | $1,347,213 | $1,347,213 | $1,347,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,121,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $187,970 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $187,970 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $136,162 | OverpaymentAmt |
| Applied To ES Tax | $136,162 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUZANNE LA FETRA | IndividualWithBooksNm |
| Phone | 6269637311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE LAFETRA | ||||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | PRESIDENT/CHAIRMAN OF THE BOARD | 1.00 | $0 | $0 | $0 |
| MICHAEL W LAFETRA | ||||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | TREASURER/SECRETARY | 0.00 | $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 | $72,438,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $441,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,879,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,879,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,093,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,786,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,589,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,589,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,808 | TotalTaxAmt |
| Distributable Before Adj | $3,537,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,537,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,537,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,919,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,919,292 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,537,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,776,284 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,919,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,776,284 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,008 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,394,510 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE LAFETRA | ContributingManagerNm |
| Contributing Manager | MICHAEL W LAFETRA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | N/A | PC | GENERAL SUPPORT | $75,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | GENERAL SUPPORT | $20,000 |
| CALIFORNIA NATIVE PLANT SOCIETY | |||||||
| 2707 K STREET SUITE 1 | SACRAMENTO | CA | 95816 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CAUSE JUSTA JUST CAUSE | |||||||
| 4804 MISSION ST STE 231 | SAN FRANCISCO | CA | 94112 | N/A | PC | GENERAL SUPPORT | $4,500 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUSCON | AZ | 85702 | N/A | PC | GENERAL SUPPORT | $300,000 |
| CHICKEN AND EGG PICTURES INC | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL SUPPORT | $100,000 |
| CLIMATE AND CLEAN ENERGY EQUITY FUND | |||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 200061631 | N/A | PC | GENERAL SUPPORT | $100,000 |
| COMMUNITY OF WRITERS | |||||||
| PO BOX 1416 | NEVADA CITY | CA | 95959 | N/A | PC | GENERAL SUPPORT | $100,000 |
| DOC SOCIETY | |||||||
| 928 FULTON ST PMB 1007 | BROOKLYN | NY | 11238 | N/A | PC | GENERAL SUPPORT | $125,000 |
| FOR THE FISHES | |||||||
| PO BOX 1894 | KIHEL | HI | 96753 | N/A | PC | GENERAL SUPPORT | $100,000 |
| GRIST | |||||||
| 1501 E MADISON ST SUITE 650 | SEATTLE | WA | 98122 | N/A | PC | GENERAL SUPPORT | $100,000 |
| LAFD FOUNDATION | |||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL SUPPORT | $713,142 |
| LOS ANGELES CONSERVANCY | |||||||
| 523 W 6TH STREET SUITE 1216 | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL SUPPORT | $25,000 |
| MISSION FILMS | |||||||
| 3447 25TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $25,000 |
| MOMS4HOUSING | |||||||
| 1421 CENTER ST 205 | OAKLAND | CA | 94501 | N/A | PC | GENERAL SUPPORT | $4,500 |
| NEST FOUNDATION | |||||||
| 5482 WILSHIRE BLVD 147 | LOS ANGELES | CA | 90036 | N/A | PC | GENERAL SUPPORT | $25,000 |
| OAKLAND COMMUNITY LAND TRUST | |||||||
| 101 BROADWAY 310 | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $4,500 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PEOPLES COMMUNITY FOUNDATION | |||||||
| PO BOX 3068 | BERKELEY | CA | 94703 | N/A | PC | GENERAL SUPPORT | $4,500 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | N/A | PC | GENERAL SUPPORT | $200,000 |
| PROTEUS FUND | |||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10170 | N/A | PC | GENERAL SUPPORT | $50,000 |
| RARE | |||||||
| 1310 N COURTHOUSE ROAD SUITE 110 | ARLINGTON | VA | 22201 | N/A | PC | GENERAL SUPPORT | $50,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 44 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | PLASTIC SOLUTIONS FUND PROJECT | $50,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 22830 TWO RIVERS RD | BASALT | CO | 81621 | N/A | PC | GENERAL SUPPORT | $50,000 |
| ROOSEVELT INSTITUTE | |||||||
| 570 LEXINGTON AVE 5TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $100,000 |
| SOGEREA TE' LAND TRUST | |||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $4,500 |
| TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL SUPPORT | $22,500 |
| VOTE SOLAR | |||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $100,000 |
| WILDLANDS CONSERVANCY | |||||||
| 39611 OAK GLEN ROAD UNIT 12 | YUCAIPA | CA | 92399 | N/A | PC | GENERAL SUPPORT | $75,000 |
| WINDWARD FUND | |||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | N/A | PC | HIVE FUND PROJECT | $100,000 |
| THE CLIMATE CENTER | |||||||
| 1275 4TH ST 191 | SANTA ROSA | CA | 95404 | N/A | PC | GENERAL SUPPORT | $25,000 |
| YALE CLIMATE CONNECTIONS | |||||||
| 205 PROSPECT STREET | NEW HAVEN | CT | 06511 | N/A | PC | FOR YALE CLIMATE CONNECTIONS | $50,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,778,142 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,812,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,121,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,933,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,933,169 | 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 | ESTATE OF ANTHONY LA FETRA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,356 | 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 | $31,401 | Amt |
| Net Investment Income | $15,701 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI KLD 400 | $5,056,905 | $9,503,550 |
| CALVERT EMERGING MARKETS | $4,932,015 | $4,140,296 |
| CALVERT SMALL-CAP I | $881,457 | $1,137,992 |
| DFA EMERGING MARKETS SOC | $4,507,625 | $4,017,969 |
| DFA INTERNATIONAL SOCIAL | $9,530,087 | $9,104,334 |
| DFA US SOCIAL CORE EQUIT | $4,859,843 | $6,322,332 |
| DOMINI IMPACT INTERNATIONAL | $9,470,000 | $9,288,884 |
| PARNASSUS CORE EQUITY IN | $9,916,804 | $10,041,059 |
| PARNASSUS MID CAP INSTIT | $4,355,857 | $4,797,013 |
| PARNASSUS VALUE EQUITY INSTITUTION | $4,017,774 | $3,695,443 |
| VANGUARD FTSE SOCIAL IND | $2,507,426 | $7,502,932 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,000,000 | BookValueAmt |
| EOYFMV | $3,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,300 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $72,295 | $72,295 | $0 |
| ADVISORY FEES | $123,750 | $0 | $123,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $117,951 | Amt |
| Net Investment Income | $117,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |