RON BELLER AND JENNIFER MOSES: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RON BELLER AND JENNIFER MOSES (EIN 22-3077176)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201722279349100302
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T19:33:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942682998 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUM & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 California Street Suite 1800 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 | 223077176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON BELLER AND JENNIFER MOSES | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONB | BusinessNameControlTxt |
| Phone | 4159874351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 24TH AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MOSES | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4159874531 | PhoneNum |
| Signature | 2017-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Sillin | PreparerPersonNm |
| PTIN | P00004546 | PTIN |
| Phone | 4154343744 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.223.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-08 | IPDt |
| IP Tm | 18:52:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9FE4295E59878E8497D0F60F1F0541BD6614640 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,849,196 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,690 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,690 | 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 |
| Taxes Rev And Expnss | $3,436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,436 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $605,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $605,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $608,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$605,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,404,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,569,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,569,708 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $59,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,883 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $226,605 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $226,605 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,464,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,849,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,849,196 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,384 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,384 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,829,887 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,829,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$368,867 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$980,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,461,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,849,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,464,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,849,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,461,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$605,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,855,914 | SubtotalAmt |
| Other Decreases | $6,718 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,849,196 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $418,970 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,511,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.166815 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $595,363 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,144,940 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.277566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $331,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,442,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135645 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,032,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135911 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,147 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,466,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120877 | DistributionYr5Rt |
| Total Distribution | 0.836814 | TotalDistributionRt |
| Average Distribution | 0.167363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,212,132 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $370,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $605,350 | 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 | $2 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,498 | OverpaymentAmt |
| Applied To ES Tax | $2,498 | 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 | 0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER B MOSES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159874531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 24TH AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| RON BELLER | ||||||||
| 139 24TH AVENUE | SAN FRANCISCO | CA | 94121 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JENNIFER MOSES | ||||||||
| 139 24TH AVENUE | SAN FRANCISCO | CA | 94121 | VICE PRESIDENT | 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 |
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 | $56,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,189,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,245,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,245,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,212,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $110,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $605,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $605,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,302 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,712 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $522,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $293,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,392,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $605,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $494,745 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,886,809 | 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 | $175,302 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,711,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,712 | ExcessFromYear4Amt |
| Excess From Year3 | $224,547 | ExcessFromYear3Amt |
| Excess From Year2 | $522,112 | ExcessFromYear2Amt |
| Excess From Year1 | $293,391 | ExcessFromYear1Amt |
| Excess From Current Year | $494,745 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES NATIONAL THEATRE | |||||||||||
| SOUTH BANK | LONDON | UK | SE1 9PX | NONE | FOREIGN | GENERAL PURPOSE | $5,000 | ||||
| Brown University | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $248,000 | GIFT ACCOUNTING BOX 1908 | Providence | RI | 02912 | ||||
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $23,400 | BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | ||||
| RUTGERS UNIVERSITY FOUNDATION | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 | 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | ||||
| SF MOMA | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | 151 THIRD ST | San Francisco | CA | 94103 | ||||
| SUSTAINABLE CONSERVATION | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | 99 BATTERY STREET SUITE 302 | San Francisco | CA | 94111 | ||||
| THE KITCHEN | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $40,350 | 101 CALIFORNIA ST SUITE 4100 | San Francisco | CA | 94101 | ||||
| TIPPING POINT | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | 220 MONTGOMERY 850 | San Francisco | CA | 94104 | ||||
| BOSTON REVIEW | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $40,000 | POST OFFICE BOX 425786 | CAMBRIDGE | MA | 02142 | ||||
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | ||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $36,000 | 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | ||||
| BRANDEIS MARIN | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $18,000 | 180 NORTH SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | ||||
| AMERICAN HEART ASSOCIATION INC | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | ||||
| CONTEMPORARY JEWISH MUSEUM | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $3,600 | 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | ||||
| CHARITY GLOBAL INC | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $36,000 | 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | ||||
| NEW ISRAEL FUND | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 | 6 East 39th Street Suite 301 | NEW YORK | NY | 10016 | ||||
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 | 3921 FABIAN WAY G-106 | PALO ALTO | CA | 94303 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $605,350 | 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 | $3,690 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,690 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,690 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS #1222 - ATLANTICUS HLDGS | StockNm |
| EOY Book Value | $52,883 | EOYBookValueAmt |
| EOYFMV | $52,883 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN TO VALLE VISTA EDUCATION LLC | $0 | $200,000 | $200,000 |
| RECEIVABLE FROM OFFICERS | $0 | $26,605 | $26,605 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $6,718 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO OFFICERS | Desc |
| BOY Book Value | $3,384 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $3,436 | Amt |
| Net Investment Income | $3,436 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |