CALDERA FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALDERA FOUNDATION (EIN 47-2387065)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201911369349100201
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T22:48:24-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943342694 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAH & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 California Street Suite 411 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472387065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDERA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 4155195799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER S BOYER | PersonNm |
| Person Title | Sec. &Treasurer | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R MAH | PreparerPersonNm |
| PTIN | P00522319 | PTIN |
| Phone | 4159811111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $225,097 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $254 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $254 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $287,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,213 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $287,213 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,298 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $395 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $293,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,765 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $287,862 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $420 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,513 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,513 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,543 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,543 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $37,564 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,969 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,595 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,100 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $8,100 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $133,415 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,043 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $793,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $698,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$499,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $287,862 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,858 | CashBOYAmt |
| Cash EOY | $107,808 | CashEOYAmt |
| Cash EOYFMV | $107,808 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,289 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,971,657 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,592,249 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $10,086,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,817,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $225,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,086,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,817,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,086,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,817,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,086,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,817,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,086,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$499,790 | ExcessRevenueOverExpensesAmt |
| Other Increases | $230,743 | OtherIncreasesAmt |
| Subtotal | $9,817,346 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,817,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST GAINS | P | 2018-01-01 | 2018-06-30 | $395 | $395 | $395 |
| LT GAINS | P | 2005-01-01 | 2018-06-30 | $5,903 | $5,903 | $5,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,298 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $395 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,965 | SubtotalAmt |
| Tax Based On Investment Income | $3,965 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $142 | EsPenaltyAmt |
| Tax Due | $4,107 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.calderafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER BOYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156814785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1230 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| MARGARET G BOYER | ||||||
| 235 MONTGOMERY ST SUITE 1230 | SAN FRANCISCO | CA | 94104 | PRESIDENT | 10.00 | $0 |
| PETER S BOYER | ||||||
| 235 MONTGOMERY ST SUITE 1230 | SAN FRANCISCO | CA | 94104 | Sec. &Treasurer | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,913,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,246,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,246,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,093,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,965 | TotalTaxAmt |
| Distributable Before Adj | $500,697 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $500,697 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $500,697 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $698,043 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $698,043 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $698,043 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,697 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $135,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $153,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $221,880 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $572,962 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $254,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,337,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $698,043 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $197,346 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,535,065 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $135,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,399,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,238 | ExcessFromYear4Amt |
| Excess From Year3 | $221,880 | ExcessFromYear3Amt |
| Excess From Year2 | $572,962 | ExcessFromYear2Amt |
| Excess From Year1 | $254,500 | ExcessFromYear1Amt |
| Excess From Current Year | $197,346 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET G BOYER | ContributingManagerNm |
| Contributing Manager | PETER S BOYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | NONE | PC | FINANCIAL SUPPORT FOR ROCKY MOUNTAIN INSTITUTE | $50,000 |
| ISLAND PRESS | |||||||
| 2000 M STREET NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | FINANCIAL SUPPORT FOR ISLAND PRESS | $35,000 |
| THE COMMONWEALTH CLUB | |||||||
| 555 POST ST | SAN FRANCISCO | CA | 94102 | NONE | PC | FINANCIAL SUPPORT FOR THE COMMONWEALTH CLUB | $30,000 |
| TRUMAN CENTER FOR NATIONAL POLICY | |||||||
| 1250 I STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | FINANCIAL SUPPORT FOR TRUMAN CENTER | $30,000 |
| CLIMATE CENTRAL | |||||||
| ONE PALMER SQUARE STE 330 | PRINCETON | NJ | 08542 | NONE | PC | FINANCIAL SUPPORT | $35,000 |
| ISSUE ONE | |||||||
| 1401 K STRETT NE SUTE 350 | WASHINGTON | DC | 20005 | NONE | PC | FINANCIAL SUPPORT | $25,000 |
| UNION OF CONCERNED SCIENTIST | |||||||
| TWO BRATTLE SQ | CAMBRIDGE | MA | 02138 | NONE | PC | FINANCIAL SUPPORT | $50,000 |
| STANDFORD UNIVERSITY | |||||||
| 400 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | FINANCIAL SUPPORT | $70,000 |
| OCCIDENTAL ARTS ECOLOGY | |||||||
| 15290 Coleman Valley Rd | OCCIDENTAL | CA | 95465 | FINANCIAL SUPPORT | $30,000 | ||
| PROJECT DRAWDOWN | |||||||
| 3450 SACRAMENTO ST 506 | SAN FRANCISCO | CA | 94118 | FINANCIAL SUPPORT | $30,000 | ||
| PACIFIC FOREST TRUST | |||||||
| 1001 OREILLY AVE | SAN FRANCISCO | CA | 94129 | FINANCIAL SUPPORT | $25,000 | ||
| LEAGUE OF CONS VOTERS ED FUND | |||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | FINANCIAL SUPPORT | $15,000 | ||
| INDIVISIBLE CIVICS ENGAGEMENT | |||||||
| 3543 18TH STREET | SAN FRANCISCO | CA | 94110 | FINANCIAL SUPPORT | $15,000 | ||
| CALIFORNIA ACADEMY OF SCIENCE | |||||||
| 55 MUISC CONVOURSE DR | SAN FRANCISCO | CA | 94118 | FINANCIAL SUPPORT | $35,000 | ||
| FOUNDATION OF NATIONAL PROGRESS | |||||||
| 222 SUTTER ST 600 | SAN FRANCISCO | CA | 94108 | FINANCIAL SUPPORT | $35,000 | ||
| NATIONAL PARK CONSERCANCY | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | FINANCIAL SUPPORT | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $293,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,765 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $1,934 | $0 | $0 | $1,934 |
| TAX PREPARATION | $1,579 | $0 | $0 | $1,579 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $420 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSES | $4,800 | $4,800 |
| CLEARING ACCOUNT | $120,000 | $120,000 |
| DUES & SUBSCRIPTIONS | $2,000 | $2,000 |
| FEES | $3,873 | $3,873 |
| MEALS | $833 | $833 |
| OFFICE SUPPLIES | $53 | $53 |
| PARKING | $373 | $373 |
| VIDEO CONFRENCING | $652 | $652 |
| WEBSITE HOSTING | $831 | $831 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $1,738 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGMENT FEE | CategoryTxt |
| Amt | $75,543 | Amt |
| Net Investment Income | $75,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $19,969 | $19,969 | |
| FOREIGN TAX | $17,595 | $17,595 |