FURTH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FURTH FAMILY FOUNDATION (EIN 23-7062014)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349101200
- Schema version
- 2016v3.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T09:34:38-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680289709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237062014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FURTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FURT | BusinessNameControlTxt |
| Phone | 5615132306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SPANISH RIVER DRIVE | AddressLine1Txt |
| City | OCEAN RIDGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK P FURTH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5615132306 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE M SCHOEPP | PreparerPersonNm |
| PTIN | P00845483 | PTIN |
| Phone | 7075453311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.90.200.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 09:57:02 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B5093543E978BD1AAA0AF7F7A543E3FC2A7092C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5093543E978BD1AAA0AF7F7A543E3FC2A7092C7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $313,715 | 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 |
| Dividends Rev And Expnss | $138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,478 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $44,478 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,616 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $27,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,408 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $314,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $312,131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $344,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$332,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,743 | CashBOYAmt |
| Cash EOY | $15,341 | CashEOYAmt |
| Cash EOYFMV | $260,483 | CashEOYFMVAmt |
| Corporate Stock BOY | $81,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,458 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $130,887 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $326,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $313,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $313,715 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $455,506 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $834,267 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $455,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $834,267 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | -$129,456 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$520,552 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$129,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$520,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $326,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $313,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$129,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$332,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,701 | OtherIncreasesAmt |
| Subtotal | -$450,261 | SubtotalAmt |
| Other Decreases | $70,291 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$520,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS CARLYLE FUND, LLC-SERIES | P | 2016-01-01 | 2016-12-31 | -$1,104 | -$1,104 |
| UBS CARLYLE FUND, LLC-SERIES | P | 2014-06-01 | 2016-12-31 | -$1,618 | -$1,618 |
| UBS ACCOUNT #3C 07823 | P | 2012-01-01 | 2016-04-26 | $47,200 | $47,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,478 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $355,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $406,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.873931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $534,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $727,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.734800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $415,097 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $895,398 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.463589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $399,877 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,340,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.298262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,350,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109882 | DistributionYr5Rt |
| Total Distribution | 2.480464 | TotalDistributionRt |
| Average Distribution | 0.496093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $348,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,827 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $424 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $173,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $344,531 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $424 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $424 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,976 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,976 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,552 | OverpaymentAmt |
| Applied To ES Tax | $9,552 | 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 | FREDERICK P FURTH | IndividualWithBooksNm |
| Phone | 5615132306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SPANISH RIVER DRIVE | AddressLine1Txt |
| City | OCEAN RIDGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK P FURTH | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | CEO | 5.00 | $0 | $0 | $0 |
| CAROL AMERIO | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | SECRETARY | 5.00 | $0 | $0 | $0 |
| DARBY FURTH BONOMI | ||||||||
| 21 HAWTHORNE AVENUE | LARKSPUR | CA | 94939 | CFO | 5.00 | $0 | $0 | $0 |
| PEGGY J FURTH | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DONNA W FURTH | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | TREASURER | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INTERNATIONAL JUDICIAL CONFERENCE: SPONSORSHIP OF INTERNATIONAL CONFERENCE OF JUSTICES FROM OVER 50 COUNTRIES, PROVIDING A FORUM TO DISCUSS EFFORTS TO STRENGTHEN THE INDEPENDENCE OF THEIR RESPECTIVE COURT SYSTEMS. | Description1Txt |
| Expenses1 | $312,129 | Expenses1Amt |
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 | $159,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $353,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $353,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $348,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $424 | TotalTaxAmt |
| Distributable Before Adj | $16,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $344,531 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $424 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $344,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $149,379 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $336,634 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $375,533 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $501,311 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $337,702 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,700,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $327,536 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,028,095 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $149,379 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,878,716 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $336,634 | ExcessFromYear4Amt |
| Excess From Year3 | $375,533 | ExcessFromYear3Amt |
| Excess From Year2 | $501,311 | ExcessFromYear2Amt |
| Excess From Year1 | $337,702 | ExcessFromYear1Amt |
| Excess From Current Year | $327,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK P FURTH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK P FURTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SPANISH RIVER DRIVE | AddressLine1Txt |
| City | OCEAN RIDGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5615132306 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOKIDS | ||||||
| 5643 PARADISE DRIVE | CORTE MADERA | CA | 94925 | UNRELATED | TO PROVIDE FUNDING FOR THE WELFARE AND LEGAL ADVOCACY OF CHILDREN IN THE FOSTER CARE SYSTEM. | $1,000 |
| CHILDREN'S COUNCIL SAN FRANCISCO | ||||||
| 445 CHURCH STREET SUITE B | SAN FRANCISCO | CA | 94114 | UNRELATED | TO PROVIDE FUNDING FOR CHILD CARE FOR LOW INCOME FAMILIES. | $1,000 |
| DHARMA HORSE RESCUE | ||||||
| 6874 COYOTE ROAD | LAS CRUCES | NM | 88012 | UNRELATED | PRIMARILY TO PROVIDE FUNDING FOR THE CARE AND SUPPORT OF RESCUE HORSES. | $3,000 |
| DISABILITY RIGHTS ADVOCATES | ||||||
| 2001 CENTER STREET FOURTH FLOOR | BERKELEY | CA | 947041204 | UNRELATED | TO PROVIDE FUNDING TO ADVANCE EQUAL RIGHTS AND OPPORTUNITY FOR PEOPLE WITH ALL TYPES OF DISABILITIES NATIONWIDE. | $11,000 |
| FOSTER YOUTH IN ACTION | ||||||
| 2140 SHATTUCK AVENUE SUITE 504 | BERKELEY | CA | 94704 | UNRELATED | TO PROVIDE FUNDING TO ASSIST IN ESTABLISHING A GRASSROOTS NETWORK OF FOSTER YOUTH-LED GROUPS THROUGH TRAINING, LEADERSHIP OPPORTUNITIES, SHARED LEARNING AND ADVOCACY. | $1,000 |
| FUTURE FARMERS OF AMERICA | ||||||
| 6060 FFA DRIVE | INDIANAPOLIS | IN | 46278 | UNRELATED | TO PROVIDE FUNDING TO SUPPORT THE PREPARATION OF FUTURE GENERATIONS FOR THE CHALLENGES OF FEEDING A GROWING POPULATION. | $500 |
| KQED | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | UNRELATED | TO PROVIDE FUNDING TO SUPPORT THE ACCESS OF NORTHERN CALIFORNIA TO A COMMUNITY SUPPORTED ALTERNATIVE TO COMMERCIAL MEDIA. | $1,500 |
| LEGAL SERVICES FOR CHILDREN | ||||||
| 1254 MARKET STREET THIRD FLOOR | SAN FRANCISCO | CA | 94102 | UNRELATED | TO PROVIDE FUNDING FOR THE LEGAL REPRESENTATION OF CHILDREN. | $7,650 |
| MARIN COUNTRY DAY SCHOOL | ||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 94925 | UNRELATED | PRIMARILY TO PROVIDE FUNDING FOR THE EDUCATION OF K-8 CHILDREN. | $2,500 |
| MISSION DOLORES ACADEMY | ||||||
| 3371 16TH STREET | SAN FRANCISCO | CA | 94114 | UNRELATED | PRIMARILY TO PROVIDE FUNDING FOR THE EDUCATION FOR STUDENTS. | $2,500 |
| NEW CONSERVATORY THEATER CENTER | ||||||
| 25 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | UNRELATED | TO PROVIDE FUNDING FOR HIGH-QUALITY PRODUCTIONS & EDUCATIONAL THEATRE EXPERIENCES FOR YOUTH, ARTISTS, AND THE QUEER & ALLIED COMMUNITIES TO EFFECT PERSONAL & SOCIETAL GROWTH, ENLIGHTENMENT AND CHANGE. | $250 |
| SAN FRANCISCO POLICE ACTIVITIES LEAGUE | ||||||
| 350 AMBER DRIVE 203 | SAN FRANCISCO | CA | 94131 | UNRELATED | TO PROVIDE FUNDING FOR THE SUPPORT FOR THE COACHING AND MENTORING OF YOUTH THROUGH SPORTS AND HEALTHY ACTIVITIES. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,478 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,616 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,408 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTERNATIONAL JUDICIAL CONFERENCE EXPENSES: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I LINE 23 | FormAndLineReferenceDesc |
| Medium Explanation | AIRFARE 610.BUSINESS MEALS 402.LODGING 159,802.OTHER TRAVEL EXPENSES 1,942.PERSONNEL COSTS 58,583.SYMPOSIUM DIRECT COSTS 71,904.SYMPOSIUM MISCELLANEOUS EXPENSES 9,000.SPONSORED PARTICIPANT TRAVEL 6,744.TAXI/CAR RENT/LOCAL TRAVEL 3,142.TOTAL INTERNATIONAL JUDICIAL CONFERENCE EXPENSES: 312,129. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BF ENTERPRISES | StockNm |
| EOY Book Value | $164,894 | EOYBookValueAmt |
| EOYFMV | $15,458 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS CARLYLE FUND LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $133,480 | BookValueAmt |
| EOYFMV | $37,774 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $70,291 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $2,183 | $2,183 | $0 |
| INTERNATIONAL JUDICIAL CONFERENCE - SEE STATEMENTS | $312,131 | $0 | $312,131 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE - UBS CARLYLE FUND, LLC | Desc |
| Amt | $11,701 | Amt |