CHARLES PANKOW FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES PANKOW FOUNDATION (EIN 71-0919052)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349102602
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:02:08-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 710919052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES PANKOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6263041190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 S LOS ROBLES AVE NO 300 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY P MURPHY | PersonNm |
| Person Title | SECRETARY, CFO AND DIRECTOR | PersonTitleTxt |
| Phone | 6263041190 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00632729 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2017-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.140.4.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-03 | IPDt |
| IP Tm | 11:02:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5159E94259907536C9684CCFADF2D5E722EB879D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 403DF5BACC2CEE5947018932501E1C7AD8238B0F | 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 | $26,124,653 | 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 | $304,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,816 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,816 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $420,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$214,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,054,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $519,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $428,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $239,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $235,604 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,046 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,006 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $505,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $346,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $964,691 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $964,691 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,470,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,311,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$951,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,837 | CashBOYAmt |
| Cash EOY | -$20,683 | CashEOYAmt |
| Cash EOYFMV | $152,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,794,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,457,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,457,322 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,154,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,239,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,092,566 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,541,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,899,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,386,348 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $53,825 | OtherAssetsBOYAmt |
| Other Assets EOY | $51,270 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,578,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,627,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,124,653 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,578,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,627,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,578,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,627,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,578,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,627,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,578,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$951,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,627,163 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,627,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS-PUBLICLY TRADED SECURITIES | P | $744,402 | $891,243 | -$146,841 | -$146,841 |
| GOLDMAN SACHS-PUBLICLY TRADED SECURITIES | P | $2,241,161 | $2,377,649 | -$136,488 | -$136,488 |
| CAPITAL GAINS DIVIDENDS | P | $69,146 | $69,146 | $69,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$214,183 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,346,869 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,220,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051368 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,520,224 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,053,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,437,444 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,501,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,304,521 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,983,066 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050207 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,330,221 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,221,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050730 | DistributionYr5Rt |
| Total Distribution | 0.262740 | TotalDistributionRt |
| Average Distribution | 0.052548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,602,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,345,383 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,072 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,348,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,311,278 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,855 | OverpaymentAmt |
| Applied To ES Tax | $13,855 | 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 | WWW.PANKOWFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263041190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 S LOS ROBLES AVE NO 300 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD M KUNNATH PE | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | PRESIDENT AND DIRECTOR | 10.00 | $35,000 | $0 | $0 |
| TIMOTHY P MURPHY ESQ | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | SECRETARY, CFO & DIRECTOR | 10.00 | $35,000 | $0 | $0 |
| RON KLEMENCIC | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | DIRECTOR | 0.50 | $2,000 | $0 | $0 |
| MARK PERNICONI | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | EXECUTIVE DIRECTOR | 40.00 | $167,104 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CALIFORNIA STREET 45TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $107,533 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,653,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,917,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,422,148 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,992,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,992,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $389,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,602,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,280,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,280,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,145 | TotalTaxAmt |
| Distributable Before Adj | $1,274,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,274,001 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,274,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,311,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,311,278 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,311,278 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,274,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $909,515 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,311,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $909,515 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $401,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $872,238 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE MENTOR LOS ANGELES METROPOLITAN AREA INC | ||||||||
| 2901 28TH ST STE 100 | SANTA MONICA | CA | 90405 | NONE | PC | UNRESTRICTED/GENERAL | $3,000 | |
| ACE MENTOR PROGRAM OF AMERICA INC | ||||||||
| 400 MAIN ST SUITE 711 | STANFORD | CT | 06901 | NONE | PC | UNRESTRICTED/GENERAL | $2,000 | |
| AMERICAN SOCIETY OF CIVIL ENGINEERS FOUNDATION INC | ||||||||
| 1801 ALEXANDER BELL DRIVE 3RD FLOOR | RESTON | VA | 20191 | NONE | SO II | ANNUAL ARCHITECTURAL ENGINEERING STUDENT COMPETITION | $5,000 | |
| CONCRETE PRESERVATION INSTITUTE | ||||||||
| 40 CAJUN COURT | CHICO | CA | 95928 | NONE | PC | UNRESTRICTED/GENERAL | $5,000 | |
| DBIA | ||||||||
| 1331 PENNSYLVANIA AVENUE NW 4TH | WASHINGTON | DC | 20004 | NONE | PC | EDUCATOR WORKSHOP | $33,900 | FLOOR |
| FIDELITY CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | UNRESTRICTED/GENERAL | $10,000 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | NONE | SO III FI | CPF RESEARCH GRANT: CAST-IN-PLACE CONCRETE NATIONAL BIM STANDARD PHASE TWO: MODEL VIEW DEFINITION | $18,867 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | NONE | SO III FI | CPF RESEARCH GRANT: BUILDING INFORMATION MODELING FOR MASONRY PHASE III PROJECT TECHNICAL OVERSIGHT FOR THE COMMERCIALIZATION OF THE MASONRY UNIT DATABASE | $12,600 | |
| NATIONAL INSTITUTE OF BUILDING SCIENCES | ||||||||
| 1090 VERMONT AVE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED/GENERAL | $1,000 | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 3600 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | CPF RESEARCH GRANT: THERMAL BREAK STRATEGIES FOR CLADDING SYSTEMS IN BUILDING STRUCTURES | $25,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 2150 SHATTUCK AVENUE SUITE 313 | BERKELEY | CA | 94704 | NONE | PC | CPF RESEARCH GRANT: PERFORMANCE CHARACTERIZATIONS OF BEAMS WITH HIGH-STRENGTH REINFORCEMENT | $160,600 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 2150 SHATTUCK AVENUE SUITE 313 | BERKELEY | CA | 94704 | NONE | PC | CPF RESEARCH GRANT: UPDATE TO PERFORMANCE-BASED SEISMIC DESIGN GUIDELINES FOR TALL BUILDINGS | $150,000 | |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC | ||||||||
| 2385 IRVING HILL ROAD | LAWRENCE | KS | 66045 | NONE | PC | CPF RESEARCH GRANT: HIGH-STRENGTH STEEL BARS IN REINFORCED CONCRETE WALLS: INFLUENCE OF MECHANICAL PROPERTIES OF STEEL ON DEFORMATION CAPACITY | $25,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7726 | AUSTIN | TX | 78713 | NONE | PC | CPF RESEARCH PROJECT: DEFINING STRUCTURALLY ACCEPTABLE PROPERTIES OF HIGH-STRENGTH STEEL BARS THROUGH MATERIAL AND COLUMN TESTING | $37,240 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7726 | AUSTIN | TX | 78713 | NONE | PC | CPF RESEARCH GRANT: SETTING BAR-BENDING REQUIREMENTS FOR HIGH-STRENGTH STEEL BARS | $5,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | NONE | PC | CPF RESEARCH GRANT: PRACTICE GUIDE: LIFE CYCLE ASSESSMENT (LCA) FOR LOW CARBON CONSTRUCTION | $68,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | NONE | PC | CPF RESEARCH GRANT: LINKING CONCRETE TENSILE PERFORMANCE AND SEISMIC RESPONSE OF FIBER REINFORCED CONCERETE COUPLING BEAMS | $74,984 | |
| ACE MENTOR INLAND EMPIRE | ||||||||
| 400 MAIN ST SUITE 711 | STANFORD | CT | 06901 | NONE | PC | UNRESTRICTED/GENERAL | $3,000 | |
| AGC EDUCATION AND RESEARCH FOUNDATION | ||||||||
| 2300 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22201 | NONE | PC | UNRESTRICTED/GENERAL | $10,000 | |
| CYPRESS MANDELA TRAINING CENTER | ||||||||
| 977 - 66TH AVENUE | OAKLAND | CA | 94621 | NONE | PC | UNRESTRICTED/GENERAL | $5,000 | |
| MAGNUSSON KLEMENCIC ASSOCIATES FOUNDATION | ||||||||
| 1301 FIFTH AVENUE SUITE 3200 | SEATTLE | WA | 98101 | NONE | PF | UNRESTRICTED/GENERALUNRESTRICTED/GENERAL | $5,000 | |
| PURDUE UNIVERSITY - SPONSORED PROGRAM SERVICES | ||||||||
| 23510 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | CPF RESEARCH GRANT: SEISMIC AND WIND BEHAVIOR AND DESIGN OF COUPLED CF-CPSW CORE WALLS FOR STEEL BUILDINGS | $65,000 | |
| THE PHILADELPHIA FOUNDATION | ||||||||
| 1835 MARKET STREET SUITE 2410 | PHILADELPHIA | PA | 19103 | NONE | PC | UNRESTRICTED/GENERAL | $500 | |
| SACRED HEART SCHOOL | ||||||||
| 433 BARAGA AVENUE | LANSE | MI | 49946 | NONE | PC | UNRESTRICTED/GENERAL | $1,500 | |
| STANFORD UNIVERSITY | ||||||||
| 3160 PORTER DRIVE SUITE 100 | PALO ALTO | CA | 94304 | NONE | PC | CPF RESEARCH GRANT: LOW-CYCLE FATIGUE CRITERIA FOR THE SEISMIC DESIGN OF CONCRETE STRUCTURES WITH HIGH STRENGTH REINFORCING STEEL | $50,000 | |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | PC | CPF RESEARCH GRANT: CPF RESEARCH GRANT: ACCEPTABLE ELONGATIONS AND LOW-CYCLE FATIGUE PERFORMANCE FOR HIGH-STRENGTH REINFORCING BARS | $135,000 | |
| URBAN FABRICK COLLABORATIVE | ||||||||
| 2 MINT PLAZA SUITE 206 | SAN FRANCISCO | CA | 94103 | NONE | PC | CPF RESEARCH GRANT: DESIGN PROFESSIONAL'S PRACTICE GUIDE TO INTEGRATING ONESITE WATER USE AND REUSE | $52,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $964,691 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,816 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$214,183 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,541 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CRSI EDUCATION AND RESEARCH FOUNDATION | ||||||
| 1 | 933 NORTH PLUM GROVE ROAD | SCHAUMBURG | IL | 60173 | $33,000 | Yes (X) |
| ACI FOUNDATION | ||||||
| 2 | 38800 COUNTRY CLUB DRIVE | FARMINGTON HILLS | MI | 48331 | $130,000 | Yes (X) |
| AISC | ||||||
| 3 | 130 E RANDOLPH ST SUITE 2000 | CHICAGO | IL | 60601 | $62,500 | Yes (X) |
| AMERICAN SOCIETY OF CIVIL ENGINEERS FOUNDATION INC | ||||||
| 4 | 1801 ALEXANDER BELL DRIVE 3RD FLOOR | RESTON | VA | 20191 | $10,000 | Yes (X) |
| MKA INC | ||||||
| 5 | 1301 FIFTH AVENUE SUITE 3200 | SEATTLE | WA | 98101 | $10,000 | Yes (X) |
| SKANSKA | ||||||
| 6 | 389 INTERPACE PARKWAY 5TH FLOOR | PARSIPPANY | NJ | 07054 | $45,800 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $20,305 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,046 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $18,239,604 | EOYBookValueAmt |
| EOYFMV | $20,092,566 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,899,650 | BookValueAmt |
| EOYFMV | $4,386,348 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DONATED ARTWORK | $46,800 | $46,800 | $31,330 |
| WEBSITE-NET OF AMORTIZATION | $7,025 | $4,470 | $4,470 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $30,470 | $0 | $30,470 |
| REIMBURSED EXPENSES | $64,800 | $1,061 | $63,739 |
| INSURANCE | $5,167 | $0 | $5,167 |
| AMORTIZATION | $2,555 | $0 | $2,555 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $116,933 | $116,933 | $0 |
| IT SERVICES | $6,006 | $0 | $6,006 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $20,476 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |