ZAFIROPOULO FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZAFIROPOULO FAMILY FOUNDATION (EIN 68-0344787)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723209349100622
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810742089 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RGP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3478 BUSKIRK AVE STE 308 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | 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 | 680344787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAFIROPOULO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARTHUR ZAFIROPOULO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZAFI | BusinessNameControlTxt |
| Phone | 9259540100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3478 BUSKIRK AVE NO 308 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR ARTHUR ZAFIROPOULO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9259540100 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARD S PYNN | PreparerPersonNm |
| PTIN | P00184378 | PTIN |
| Phone | 9259540100 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2017-11-07 | IPDt |
| IP Tm | 15:39:07 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 36848E178EF0624F122F3F4643E933830F0B78B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB23ED165481EF64CCF8EE051DBB3404FD71D093 | 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 | $2,753,927 | 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 | $32,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$135,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$102,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,881 | 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 |
| Other Expenses Rev And Expnss | $2,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$262,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$838 | CashBOYAmt |
| Cash EOY | $19,575 | CashEOYAmt |
| Cash EOYFMV | $19,575 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $97,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,012 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,604,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,637,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,620,340 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,701,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,771,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,753,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,701,548 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,771,300 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,701,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,771,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,701,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,771,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,701,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$262,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $332,148 | OtherIncreasesAmt |
| Subtotal | $2,771,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,771,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEUTSCHE BANK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $383,652 | GrossSalesPriceAmt |
| Cost Or Other Basis | $519,352 | CostOrOtherBasisAmt |
| Gain Or Loss | -$135,700 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$135,700 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$135,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,357,346 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,016,650 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,955,137 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,830,246 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,284,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055911 | DistributionYr5Rt |
| Total Distribution | 0.278531 | TotalDistributionRt |
| Average Distribution | 0.055706 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,491,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,795 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,124 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,500 | 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 | $329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $329 | TaxDueAmt |
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 | RGP LLP | IndividualWithBooksNm |
| Phone | 9259540100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3478 BUSKIRK AVE STE 308 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR ZAFIROPOULO | ||||||||
| 3478 BUSKIRK AVE STE 308 | PLEASANT HILL | CA | 94523 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LISA COOPER | ||||||||
| 3478 BUSKIRK AVE STE 308 | PLEASANT HILL | CA | 94523 | SECRETARY/TREAS | 1.00 | $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 |
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 | $2,340,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,529,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,529,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,491,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329 | TotalTaxAmt |
| Distributable Before Adj | $124,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,249 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $329 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,171 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,129 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,745 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $140,883 | 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 | $21,129 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $119,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,473 | ExcessFromYear4Amt |
| Excess From Year3 | $40,847 | ExcessFromYear3Amt |
| Excess From Year2 | $33,745 | ExcessFromYear2Amt |
| Excess From Year1 | $10,438 | ExcessFromYear1Amt |
| Excess From Current Year | $33,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MAKE A WISH FOUNDATION | |||||||
| 1333 BROADWAY 200 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| OTHER CONTRIBUTIONS | |||||||
| 3478 BUSKIRK AVE | PLEASANT HILL | CA | 94523 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| PDK FOUNDATION | |||||||
| 8330 WARD PARKWAY 510 | KANSAS CITY | MO | 64114 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE | |||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 |
| WARRIORS COMMUNITY FOUNDATION | |||||||
| 1011 BROADWAY | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,500 | 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 | $32,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$135,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$102,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$102,819 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMER CORP NON CUM PFD SER W | $250,000 | $257,100 |
| JP MORGAN CHASE & CO DEPOSITORY | $0 | $0 |
| LEHMAN BROS HLDGS CAP SER M 6% | $0 | $0 |
| TEEKAY OFFSHORE PARTNERS | $0 | $0 |
| ULTRATECH STEPPER, 15,000 SH RESTRICTED | $801,000 | $359,700 |
| ULTRATECH STEPPER, 73,000 SH | $1,336,713 | $1,750,540 |
| CITIGROUP DEPOSITORY | $250,000 | $253,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $125 | $0 | $0 |
| OTHER EXPENSES | $1,952 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $332,148 | Amt |