LUNA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LUNA FOUNDATION INC (EIN 45-3664074)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201823199349103877
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:03:17-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943194056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY LEVY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 COLLEGE AVE STE F | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 946181385 | 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 | 453664074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA BROITMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 5106126392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947051311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA BROITMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106126392 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH ATTEBERY | PreparerPersonNm |
| PTIN | P01466121 | PTIN |
| Phone | 5106521000 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 14:03:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3B273BF8D8A6F133A3FC7112AA76E5764BFF409D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B273BF8D8A6F133A3FC7112AA76E5764BFF409D | AtSubmissionFilingDeviceId |
| 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 | $5,238 | 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 | $46,800 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $46,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $350 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,084 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,084 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,238 | CashEOYAmt |
| Cash EOYFMV | $5,238 | CashEOYFMVAmt |
| Total Assets EOY | $5,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $5,238 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $5,238 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,238 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,238 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSICA BROITMAN | IndividualWithBooksNm |
| Phone | 5106126392 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA BROITMAN | ||||||||
| 2940 FOREST AVENUE | BERKELEY | CA | 94705 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GIBOR BASRI | ||||||||
| 2940 FOREST AVENUE | BERKELEY | CA | 94705 | SECRETARY & | 1.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACTIVITIES OF FOUNDATION LIMITED SOLELY TO GRANT MAKING. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,653 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $525 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $525 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,084 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,084 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $525 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $41,084 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $40,559 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $525 | AppliedToCurrentYearAmt |
| Total Corpus | $40,559 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $40,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $40,559 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,300 | |
| HIAS | |||||||
| 1300 SPRING STEET SUITE | SILVER SPRING | MD | 20910 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| AURORA THEATER COMPANY | |||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $4,000 | |
| CAL PERFORMANCES UC REGENTS | |||||||
| 101 ZELLERBACH HALL | BERKELEY | CA | 947204800 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $3,200 | 4800 |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | |||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $2,000 | |
| RAGGED WING ENSEMBLE | |||||||
| 1540 BROADWAY | OAKLAND | CA | 94612 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| STILES HALL | |||||||
| 2400C BANCROFT WAY | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| SWIM ACROSS AMERICA | |||||||
| 11600 N COMMUNITY HOUSE | CHARLOTTE | NC | 28277 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $400 | ROAD SUITE 100 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| ACUPUNCTURISTS WITHOUT BORDERS | |||||||
| 4605 NE FREMONT | PORTLAND | OR | 97213 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $1,000 | SUITE 204B |
| LA CASA DE ABU | |||||||
| 563 555 CALLE HILLSIDE | SAN JUAN | PR | 00920 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| THE NVLD PROJECT | |||||||
| 177 EAST 87TH STREET | NEW YORK | NY | 10128 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $13,179 | SUITE 501 |
| BERKELEY COMMUNITY FUND | |||||||
| 2111 MARTIN LUTHER KING | BERKELEY | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | JR WAY |
| AMY ADINA SCHULMAN FUND | |||||||
| 124 SNOWDEN LN | PRINCETON | NJ | 08540 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| THE HISTORYMAKERS | |||||||
| 1900 S MICHIGAN AVENUE | CHICAGO | IL | 60616 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $250 | |
| CHABOT SPACE AND SCIENCE CENTER | |||||||
| 10000 SKYLINE BLVD | OAKLAND | CA | 94619 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | |
| BOYS & GIRLS CLUB OF OAKLAND | |||||||
| 3300 HIGH STREET | OAKLAND | CA | 94619 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $500 | |
| LITQUAKE FOUNDATION | |||||||
| 57 POST STREET SUITE 604 | SAN FRANCISCO | CA | 94704 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $200 | |
| THE MAGNES COLLECTION | |||||||
| 2121 ALLSTON WAY | BERKELEY | CA | 94720 | 501(C)(3)/PC | GENERAL OPERATING SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,579 | TotalGrantOrContriPdDurYrAmt |
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 |
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 Person | GIBOR BASRI JESSICA BROITMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 FOREST AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $46,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $350 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA TAXES | CategoryTxt |
| Amt | $125 | Amt |