ARTHUR AND CHARLOTTE ZITRIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR AND CHARLOTTE ZITRIN FOUNDATION (EIN 26-4299156)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102133
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:44:41-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680095377 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perotti & Carrade CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 McInnis Pkwy Ste 200 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | 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 | 264299156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR AND CHARLOTTE ZITRIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 4153542701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 GREEN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ZITRIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC SAMBORSKI | PreparerPersonNm |
| PTIN | P00100601 | PTIN |
| Phone | 4154618500 | PhoneNum |
| 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 | $7,393,362 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $1,332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,759,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,910,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,760,044 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $155 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $155 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,829,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,830,041 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $151,053 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,211 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,842 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $67,874 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,575 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,299 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,286 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,286 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,186 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,156 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,103 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $466 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $39,767 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,930 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,837 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,630 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,689 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,941 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,443 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,364 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $495,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $383,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $801,784 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $801,784 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,297,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,185,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $532,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,724,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,066 | CashBOYAmt |
| Cash EOY | $101,176 | CashEOYAmt |
| Cash EOYFMV | $101,176 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,871,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,871,706 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,227,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,084,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,261,655 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,600,288 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $173,159 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $157,722 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $502,734 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,103 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,103 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,469,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,231,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,393,362 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,989 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,430 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $48,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,430 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,420,888 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,187,129 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,420,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,187,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,469,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,231,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,420,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $532,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,233,300 | OtherIncreasesAmt |
| Subtotal | $5,187,129 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,187,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML ACCT #6CA-04134 ST COVERED | P | 2024-01-02 | 2024-12-31 | $21,859 | $20,560 | $1,299 | $1,299 |
| ML ACCT #6CA-04134 LT COVERED | P | 2023-01-01 | 2024-12-31 | $874,850 | $728,275 | $146,575 | $146,575 |
| ML ACCT #6CA-04134 CAPITAL GAIN DIST | P | 2020-01-01 | 2024-12-31 | $1,573 | $1,573 | $1,573 | |
| GGHC ACCT #3738 - ST COVERED | P | 2024-01-02 | 2024-12-31 | $1,112,827 | $1,035,113 | $77,714 | $77,714 |
| GGHC ACCT #3738 - LT COVERED | P | 2020-01-01 | 2024-12-31 | $2,824,570 | $1,358,944 | $1,465,626 | $1,465,626 |
| GGHC ACCT #3738 - LT NONCOVERED | P | 2020-01-01 | 2024-12-31 | $75,211 | $7,954 | $67,257 | $67,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,760,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,975 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,975 | SubtotalAmt |
| Tax Based On Investment Income | $23,975 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $106 | EsPenaltyAmt |
| Overpayment | $919 | OverpaymentAmt |
| Applied To ES Tax | $919 | 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 |
| Org Report Or Register State | NV | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD ZITRIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157135050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 GREEN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 |
| 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 | RICHARD ZITRIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 GREEN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $170,000 | CompensationAmt |
| Employee Benefit Program | $27,213 | EmployeeBenefitProgramAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| VICTORIA A ZITRIN | |||||||
| 333 GREEN STREET | SAN FRANCISCO | CA | 94133 | GRANT MANAGER | 10.00 | $100,000 | $5,123 |
| RENEE E ELLIS | |||||||
| 1706 REMINGTON ROAD | ATLANTA | GA | 30341 | ADMINISTRATOR | 20.00 | $51,053 | $9,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,506,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,749,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,749,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,647,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $332,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $332,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,975 | TotalTaxAmt |
| Distributable Before Adj | $308,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $308,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $308,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,185,526 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,185,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,417 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,286 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,270,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $471,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,047,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,801,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,185,526 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $877,109 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,678,568 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,286 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,667,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,270,545 | ExcessFromYear4Amt |
| Excess From Year2 | $471,932 | ExcessFromYear2Amt |
| Excess From Year1 | $1,047,696 | ExcessFromYear1Amt |
| Excess From Current Year | $877,109 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIDS LEGAL REFERRAL PANEL | ||||||
| 1663 MISSION STREET SUITE 720 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,500 |
| ALLIANCE FOR JUSTICE | ||||||
| 436 14TH STREET SUITE 425 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $2,000 |
| ALLIANCE FOR SMILES | ||||||
| 2565 3RD STREET SUITE 237 | SAN FRANCISCO | CA | 94107 | PC | GENERAL SUPPORT | $1,705 |
| ALONZO KING LINES BALLET | ||||||
| 26 7TH STREET 5TH FL | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $9,180 |
| ALZHIEMER ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN CONSERVATORY THEATER | ||||||
| 415 GEARY STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $1,200 |
| AMERICAN CONSTITUTION SOCIETY | ||||||
| 1331 PENNSYLVANIA AVE NW 524 NORT | WASHINGTON | DC | 20004 | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| P O BOX 7247 | PHILADELPHIA | PA | 19170 | PC | GENERAL SUPPORT | $1,000 |
| ANNIE CANNONS INC | ||||||
| 1423 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $1,080 |
| BASF JUSTICE & DIVERSITY CENTER | ||||||
| 201 MISSION STREET SUITE 400 | SAN FRANCISCO | CA | 94105 | PC | RESTRICTED SUPPORT | $273,500 |
| BAY AREA LEGAL AID | ||||||
| 1735 TELEGRAPH AVENUE | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $2,500 |
| BAY AREA URBAN DEBATE LEAGUE | ||||||
| 287 17TH ST 201 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $500 |
| BLUE BEAR SCHOOL OF MUSIC | ||||||
| 2 MARINA BLVD BLDG D | SAN FRANCISCO | CA | 94123 | PC | GENERAL SUPPORT | $500 |
| BREAST CANCER ACTION | ||||||
| 548 MARKET ST PMB 17179 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $2,000 |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $698 |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||
| 1663 MISSION STREET STE 700 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR AUTO SAFETY | ||||||
| 4400 JENIFER STREET NW STE 331 | WASHINGTON | DC | 20015 | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR INVESTIGATIVE REPORTING | ||||||
| PO BOX 584 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $1,000 |
| CITY ARTS & LECTURES | ||||||
| 275 HAYES STREET | SAN FRANCISCO | CA | 94117 | PC | GENERAL SUPPORT | $500 |
| COLEMAN ADVOCATES | ||||||
| 459 VIENNA STREET | SAN FRANCISCO | CA | 94112 | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY MUSIC CENTER | ||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $1,000 |
| CONGREGATION BETH SHOLOM | ||||||
| 301 14TH AVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $1,620 |
| CONSUMER REPORTS | ||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | PC | GENERAL SUPPORT | $10,000 |
| CONSUMER WATCHDOG | ||||||
| 6330 SAN VICENTE BLVD STE 250 | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $10,000 |
| CONTEMPORARY JEWISH MUSEUM | ||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| CREATIVITY EXPLORED | ||||||
| 3245 16TH STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $500 |
| EAST BAY COMMUNITY LAW CENTER | ||||||
| 2921 ADELINE STREET | BERKELEY | CA | 94703 | PC | GENERAL SUPPORT | $1,000 |
| EDGEWOOD CENTER FOR CHILDREN & FAMILIES | ||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | PC | GENERAL SUPPORT | $1,000 |
| EDIBLE SCHOOLYARD | ||||||
| 1781 ROSE STREET | BERKELEY | CA | 94703 | PC | GENERAL SUPPORT | $500 |
| EMPOWER ME ACADEMY | ||||||
| 3601 LYON STREET | SAN FRANCISCO | CA | 94123 | PC | GENERAL SUPPORT | $500 |
| EQUAL JUSTICE SOCIETY | ||||||
| 1901 HARRISON ST STE 1100 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $1,500 |
| EVICTION DEFENSE COLLABORATIVE | ||||||
| 976 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| EXPLORATORIUM | ||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $1,000 |
| FINE ARTS MUSEUM OF SAN FRANCISCO | ||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $600 |
| FELTON INSTITUTE | ||||||
| PO BOX 191350 | SAN FRANCISCO | CA | 94119 | PC | GENERAL SUPPORT | $500 |
| FOUNDATION TO COMBAT ANTISEMITISM | ||||||
| PO BOX 18 | FOXBOROUGH | MA | 02035 | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF THE URBAN FOREST | ||||||
| 1007 GENERAL KENNEDY AVE 1 | SAN FRANCISCO | CA | 94129 | PC | GENERAL SUPPORT | $500 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PC | GENERAL SUPPORT | $500 |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | ||||||
| 10 CAMPBELL STREET | LEBANON | NH | 03748 | PC | GENERAL SUPPORT | $250 |
| UC HASTINGS LAW | ||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $1,000 |
| HEALTHRIGHT 360 | ||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| HIAS | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRINGS | MD | 20910 | PC | GENERAL SUPPORT | $1,000 |
| INTEGRAL YOGA INSTITUTE SAN FRANCISCO | ||||||
| 770 DOLORES STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $500 |
| J STREET ED FUND | ||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | GENERAL SUPPORT | $2,500 |
| JEWISH FAMILY & CHILDREN SERVICES | ||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $1,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 1 POST STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $1,000 |
| KCSM | ||||||
| 1700 WEST HILLSDALE BLVD BLDG 9 | SAN MATEO | CA | 94402 | PC | GENERAL SUPPORT | $1,000 |
| KEE CHA-E-NAR CORPORATION | ||||||
| 230 KLAMATH BLVD | KLAMATH | CA | 95548 | PC | GENERAL SUPPORT | $500 |
| LARKIN STREET YOUTH SERVICES | ||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $1,000 |
| LEGAL ASSISTANCE FOR SENIORS | ||||||
| 333 HEGENBERGER RD STE 850 | OAKLAND | CA | 94621 | PC | GENERAL SUPPORT | $1,000 |
| LEGAL ASSISTANCE FOR THE ELDERLY | ||||||
| 1663 MISSION STREET STE 225 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $5,000 |
| WOMENS COMMUNITY CLINIC | ||||||
| 1735 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| MECHANICS INSTITUTE | ||||||
| 57 POST STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $1,125 |
| METROPOLITAN MUSEUM NY | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $1,500 |
| NATIONAL CONSUMERS LEAGUE | ||||||
| 1701 K STREET NW STE 1200 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 950 EAST PACES FERRY RD NE STE 820 | ATLANTA | GA | 30326 | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HIST | ||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | PC | GENERAL SUPPORT | $500 |
| PROJECT AVARY | ||||||
| 29 MARY STREET | SAN RAFAEL | CA | 94901 | PC | GENERAL SUPPORT | $1,000 |
| NOT FOR SALE CAMPAIGN | ||||||
| 1930 VILLAGE CENTER CIRCLE 3-19535 | LAS VEGAS | NV | 89134 | PC | GENERAL SUPPORT | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $1,000 |
| PATHWAYS FOR KIDS | ||||||
| 331 FILBERT STREET | SAN FRANCISCO | CA | 94133 | PC | GENERAL SUPPORT | $1,000 |
| PLANNED PARENTHOOD | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $500 |
| PLUG IN AMERICA | ||||||
| 1270 S ALFRED ST 351268 | LOS ANGELES | CA | 90035 | PC | GENERAL SUPPORT | $1,000 |
| PUBLIC JUSTICE FOUNDATION | ||||||
| 1620 L STREET NW STE 630 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $303,726 |
| ROTARY INTERNATIONAL | ||||||
| ONE ROTARY CENTER 1560 SHERMAN AVE | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $500 |
| SF FILM SOCIETY | ||||||
| 455 9TH STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $2,000 |
| SF MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | PC | GENERAL SUPPORT | $1,000 |
| SF JAZZ | ||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $5,000 |
| SF JEWISH FILM FESTIVAL | ||||||
| 145 NINTH STREET STE 200 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,200 |
| SF MUSEUM OF MODERN ART | ||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $5,550 |
| SF ZEN CENTER | ||||||
| 308 PAGE STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $500 |
| SHANTI | ||||||
| 730 POLK STREET FL 3 | SAN FRANCISCO | CA | 94109 | PC | GENERAL SUPPORT | $500 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PC | GENERAL SUPPORT | $500 |
| SOUTHEAST ASIAN DEVELOPMENT CENTER | ||||||
| 281 ELLIS STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $1,000 |
| SWORDS TO PLOWSHARES | ||||||
| 1060 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| TARA BRACH LLC | ||||||
| 405 DEER LAKE DRIVE | NASHVILLE | TN | 37221 | NC | GENERAL SUPPORT | $500 |
| TENDERLOIN HOUSING CLINIC | ||||||
| 126 HYDE STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $1,000 |
| THE INTERCEPT MEDIA INC | ||||||
| 15 WEST 38TH STREET 636 | NEW YORK CITY | NY | 10008 | PC | GENERAL SUPPORT | $1,000 |
| THE MORGAN LIBRARY | ||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $1,000 |
| THE MUSEUM OF MODERN ART | ||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $600 |
| THE SECOND OPINION | ||||||
| 1200 GOUGH STREET | SAN FRANCISCO | CA | 94109 | PC | GENERAL SUPPORT | $500 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $1,000 |
| UC BERKELEYPOLICY ADVOCACY CLINIC | ||||||
| 2763-2719 BANCROFT WAY | BERKELEY | CA | 94704 | PC | RESTRICTED SUPPORT | $2,500 |
| VITAL VOICES GLOBAL PARTNERSHIP | ||||||
| 1509 16TH STREET | WASHINGTON | DC | 20036 | PC | RESTRICTED SUPPORT | $91,500 |
| VOLTI | ||||||
| PO BOX 15576 | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $500 |
| WESTERN CENTER ON LAW & POVERTY | ||||||
| 3701 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $2,500 |
| WORKSHOP THEATER COMPANY | ||||||
| PO BOX 53 | NEW YORK | NY | 10116 | PC | GENERAL SUPPORT | $250 |
| Z SPACE STUDIO | ||||||
| 499 ALABAMA STREET 450 | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $500 |
| LA RAZA CENTRO LEGAL | ||||||
| 474 VALENCIA STREET SUITE 295 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $1,000 |
| LEGAL AID AT WORK | ||||||
| 180 MONTGOMERY STREET 600 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $1,000 |
| SAN FRANCISCO BALLET ASSOCIATION | ||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $801,784 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,332 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,759,993 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,829,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,829,990 | 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 FEES | CategoryTxt |
| Amt | $17,186 | Amt |
| Net Investment Income | $5,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,030 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH ACCT #04134 | $3,735 | $3,696 |
| JP MORGAN ACCT #8007 | $169,424 | $154,026 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GGHC ACCT #193738 | $1,897,004 | $3,668,237 |
| JP MORGAN ACCT #8007 | $1,187,410 | $1,593,418 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,286 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,286 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| EOY Book Value | $1,103 | EOYBookValueAmt |
| EOYFMV | $1,103 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE ASST | $5,983 | $1,197 | $4,786 |
| BANK CHARGES | $854 | $256 | $598 |
| INSURANCE | $700 | $210 | $490 |
| MEALS & ENTERTAINMENT | $9,071 | $2,721 | $6,350 |
| MISCELLANEOUS EXPENSES | $2,768 | $830 | $1,938 |
| SUPPLIES | $1,811 | $543 | $1,268 |
| TELEPHONE | $5,620 | $1,686 | $3,934 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $155 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $443 | $443 | $0 | $0 |
| PAYROLL FEES | $1,379 | $276 | $0 | $1,103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CA FILING FEE | $40 | $40 | |
| FEDERAL EXCISE TAX | $6,334 | ||
| FOREIGN TAX | $466 | $466 |