WALTHER CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CHARITABLE FOUNDATION (EIN 72-1580927)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-11-10
- IRS object ID
- 201723149349100442
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T09:47:14-08:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721580927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walther Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4155632500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 Buchanan Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger O Walther | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Fontanello | PreparerPersonNm |
| PTIN | P01471027 | PTIN |
| Phone | 4159830200 | PhoneNum |
| 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 | $283,047 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $650,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $650,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,511 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,511 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $439 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $439 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $21,855 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,914 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $275 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $533,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,655 | CashBOYAmt |
| Cash EOY | $276,297 | CashEOYAmt |
| Cash EOYFMV | $276,297 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $10,336 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,455 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,455 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,489 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $570 | LandBOYAmt |
| Land EOY | $295 | LandEOYAmt |
| Land EOYFMV | $295 | LandEOYFMVAmt |
| Total Assets BOY | $166,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $283,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $166,561 | UnrestrictedBOYAmt |
| Unrestricted EOY | $283,047 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $166,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $166,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $166,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,486 | ExcessRevenueOverExpensesAmt |
| Subtotal | $283,047 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $283,047 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $550,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $100,937 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.44936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $507,377 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $126,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.00143 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $467,625 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.27840 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $462,339 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,464 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.09331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $506,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $166,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.04311 | DistributionYr5Rt |
| Total Distribution | 18.865615 | TotalDistributionRt |
| Average Distribution | 3.773123 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $158,198 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $596,901 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $596,901 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $533,239 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christian B Putnam co Tusker | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152923611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 Buchanan Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Roger O Walther | |||||||
| 3636 Buchanan Street | San Francisco | CA | 94123 | President | 1.00 | $0 | |
| Anne N Walther | |||||||
| 3636 Buchanan Street | San Francisco | CA | 94123 | VP/Treasurer | 0.25 | $0 | |
| Christine W Tripp | |||||||
| 3636 Buchanan Street | San Francisco | CA | 94123 | Sec/Exec Dir | 25.00 | $70,000 | $2,100 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $160,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,910 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $7,910 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,910 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $533,239 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $533,239 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $533,239 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,910 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $498,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $454,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $460,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $501,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $544,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,459,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $533,239 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,910 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $525,329 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,985,070 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $498,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,486,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $454,866 | ExcessFromYear4Amt |
| Excess From Year3 | $460,493 | ExcessFromYear3Amt |
| Excess From Year2 | $501,037 | ExcessFromYear2Amt |
| Excess From Year1 | $544,995 | ExcessFromYear1Amt |
| Excess From Current Year | $525,329 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roger O Walther | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Swords to Plowshares | ||||||||||||
| 1060 Howard Street | San Francisco | CA | 94103 | N/A | PC | General Support | $25,000 | |||||
| San Francisco Symphony AIM Program | ||||||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | N/A | PC | General Support of AIM Program | $10,000 | |||||
| First Graduate | ||||||||||||
| 3130 20th Street Ste 275 | San Francisco | CA | 94110 | N/A | PC | General Support | $25,000 | |||||
| JumpStart for Young Children | ||||||||||||
| 65 Battery Street 2nd Floor | San Francisco | CA | 94111 | N/A | PC | General Support | $25,000 | |||||
| Outward Bound California | ||||||||||||
| PO Box 29632 | San Francisco | CA | 94129 | N/A | PC | General Support | $25,000 | |||||
| Kilili Self Help Project | ||||||||||||
| 260 Marion Avenue | Mill Valley | CA | 94941 | N/A | PC | General Support | $1,000 | |||||
| Breakthrough San Francisco | ||||||||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | N/A | PC | General Support | $15,000 | |||||
| Year Up Bay Area | ||||||||||||
| 210 Spear Street | San Francisco | CA | 94105 | N/A | PC | General Support | $25,000 | |||||
| Richmond the Am Int'l University | ||||||||||||
| N/A | PC | General Support | $10,000 | Queenns Road | Richmond | England | UK | TW106JP | ||||
| Blue Bear School of Music | ||||||||||||
| Ft Mason Center Building D | San Francisco | CA | 94123 | N/A | PC | General Support | $4,500 | |||||
| 826 Valencia | ||||||||||||
| 180 Golden Gate Ave | San Francisco | CA | 94102 | N/A | PC | General Support | $20,000 | |||||
| Reading Partners | ||||||||||||
| 106 Linden Street Ste 202 | Oakland | CA | 94607 | N/A | PC | General Support | $25,000 | |||||
| The Westminster School Foundation U | ||||||||||||
| 630 Fifth Avenue | New York | NY | 10111 | N/A | PC | General Support | $10,000 | |||||
| KIPP Bay Area Schools | ||||||||||||
| 1404 Franklin Street Suite 500 | Oakland | CA | 94612 | N/A | PC | General Support | $50,000 | |||||
| One Purpose School | ||||||||||||
| 2301 Mission Street Suite 104 | San Francisco | CA | 94110 | N/A | PC | General Support | $50,000 | |||||
| Juma Ventures | ||||||||||||
| 131 Steuart St 201 | San Francisco | CA | 94105 | N/A | PC | General Support | $20,000 | |||||
| San Francisco Education Fund | ||||||||||||
| 2730 Bryant St | San Francisco | CA | 94110 | N/A | PC | General Support | $20,000 | |||||
| SMART | ||||||||||||
| 1061 Market Street | San Francisco | CA | 94110 | N/A | PC | General Support | $25,000 | |||||
| Lighthouse Charter School | ||||||||||||
| 444 Hegenberger Road | Oakland | CA | 94621 | N/A | PC | General Support | $10,000 | |||||
| Peer Health Exchange | ||||||||||||
| 70 Gold Street | San Francisco | CA | 94133 | N/A | PC | General Support | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,500 | 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 | Roger O Walther | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 Buchanan Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $650,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $21,855 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,855 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Laptop | 2011-06-22 | $1,332 | $1,254 | 200DB | 0.0576 | $78 |
| Mac Book Air | 2013-04-03 | $1,710 | $1,217 | 200DB | 0.1152 | $197 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $5,784 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,489 | AccumulatedDepreciationAmt |
| Book Value | $295 | BookValueAmt |
| EOYFMV | $295 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $439 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $439 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Expenses | $100 | $100 |
| Dues and Subscriptions | $1,500 | $1,500 |
| Filing Fees | $135 | $135 |
| Grant Mgmt. Software Subscription | $3,850 | $3,850 |
| Insurance | $1,225 | $1,225 |
| Office Supplies | $145 | $145 |
| Parking | $22 | $22 |
| Payroll Processing Fees | $944 | $944 |
| Professional Eduation | $1,688 | $1,688 |
| Telephone Expense | $62 | $62 |
| Workers Comp. Insurance | $249 | $249 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 401(k) Mgmt Fees | CategoryTxt |
| Amt | $2,914 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,914 | DisbursementsCharitablePrpsAmt |