TARA HEALTH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TARA HEALTH FOUNDATION (EIN 46-5645300)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-10
- IRS object ID
- 201612549349100201
- Schema version
- 2015v2.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-10T18:45:12-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465645300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARA | BusinessNameControlTxt |
| Phone | 4155479025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1818 OLIVER AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH SHABER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155479025 | PhoneNum |
| Signature | 2016-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN VALLADAO | PreparerPersonNm |
| PTIN | P00534214 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2016-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $8,688,264 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,003,082 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $241,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$255,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,561,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $747,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $988,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $988,786 | 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 |
| Legal Fees Rev And Expnss | $1,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,249 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,924,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,334,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,177,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,334,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,188,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $920,451 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,020,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,067,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,067,968 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $24,028 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,028 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $8,405,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,596,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,596,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,426,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,688,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,688,264 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,909 | AccountsPayableBOYAmt |
| Grants Payable BOY | $440,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,029,852 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,204 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $444,909 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,039,056 | 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 | $8,981,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,649,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,981,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,649,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,426,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,688,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,981,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,188,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,792,363 | SubtotalAmt |
| Other Decreases | $143,155 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,649,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML #02214 - SEE STMT ATTACHED | P | 2014-09-25 | 2015-09-21 | $1,156,035 | $1,154,822 | $1,213 | $1,213 |
| ML #02214 - SEE STMT ATTACHED | P | 2014-09-12 | 2015-10-21 | $2,219,151 | $2,473,514 | -$254,363 | -$254,363 |
| ML #02256 - SEE STMT ATTACHED | P | 2015-11-03 | 2015-11-11 | $89,501 | $90,136 | -$635 | -$635 |
| ML #02256 - SEE STMT ATTACHED | P | 2014-09-25 | 2015-11-11 | $104,508 | $95,236 | $9,272 | $9,272 |
| ML #02214 - SEE STMT ATTACHED | P | 2005-04-05 | 2015-12-18 | $992,044 | $227 | $991,817 | $991,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $747,304 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $245,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,627,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025449 | DistributionYr1Rt |
| Total Distribution | 0.025449 | TotalDistributionRt |
| Average Distribution | 0.054964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,923,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $490,457 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $499,662 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,334,420 | 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 | $9,205 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,205 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $171 | EsPenaltyAmt |
| Tax Due | $7,880 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.TARAHEALTHFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | FAMILY PHILANTHROPY ADVISORS | IndividualWithBooksNm |
| Phone | 6123778400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 OLIVER AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH SHABER | ||||||||
| C/O 1818 OLIVER AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| RIVKA GORDON | ||||||||
| C/O 1818 OLIVER AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | SECRETARY | 2.00 | $0 | $0 | $0 |
| EMIKO HIGASHI | ||||||||
| C/O 1818 OLIVER AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | TREASURER | 2.00 | $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 | $8,648,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,059,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,059,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,923,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,205 | TotalTaxAmt |
| Distributable Before Adj | $436,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $436,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $436,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,334,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,334,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,205 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,325,215 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $436,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $229,053 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $229,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,334,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $436,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $897,463 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,126,516 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,126,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $229,053 | ExcessFromYear1Amt |
| Excess From Current Year | $897,463 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH SHABER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INNOVATIONS FOR POVERTY ACTION | |||||||
| 101 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | NONE | 501(C)(3) | INNOVATIVE SOLUTIONS TO WORLDWIDE POVERTY | $5,000 |
| JACARANDA HEALTH | |||||||
| 3041 MISSION ST 602 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | MATERNITY CARE IN EAST AFRICA | $30,000 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| 55 WEST 39TH STREET SUITE 1001 | NEW YORK | NY | 100183889 | NONE | 501(C)(3) | ADVOCATE FOR REPRODUCTIVE HEALTH CARE POLICIES | $6,000 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | REPRODUCTIVE HEALTH CARE | $142,500 |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | ENVIRONMENTAL CONSERVATION/FINAL PAYMENT ON GRANT MADE IN 2014 | $12,500 |
| CENTER FOR YOUTH WELLNESS | |||||||
| 3450 3RD ST 201 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | DEVELOPMENT OF THE BAY AREA RESEARCH CONSORTIUM ON TOXIC STRESS AND HEALTH | $100,000 |
| MOTHERS2MOTHERS | |||||||
| 7441 SUNSET BLVD STE 205 | LOS ANGELES | CA | 90046 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| PROJECT HEAL | |||||||
| 38-18 WEST DRIVE | DOUGLASTON | NY | 11363 | NONE | 501(C)(3) | QUALITY IMPROVEMENT WORK | $5,000 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| 55 WEST 39TH STREET SUITE 1001 | NEW YORK | NY | 100183889 | NONE | 501(C)(3) | GLOBAL DOCTORS FOR CHOICE | $5,000 |
| CENTER FOR YOUTH WELLNESS | |||||||
| 3450 3RD ST 201 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | BAY AREA RESEARCH CONSORTIUM ON TOXIC STRESS AND HEALTH | $880,920 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | REPRODUCTIVE HEALTH CARE | $142,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,334,420 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | REPRODUCTIVE HEALTH CARE | $142,500 |
| CENTER FOR YOUTH WELLNESS | |||||||
| 3450 3RD ST 201 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | BAY AREA RESEARCH CONSORTIUM ON TOXIC STRESS AND HEALTH | $1,574,162 |
| CENTER FOR YOUTH WELLNESS | |||||||
| 3450 3RD ST 201 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | BAY AREA RESEARCH CONSORTIUM ON TOXIC STRESS AND HEALTH | $1,658,493 |
| CENTER FOR YOUTH WELLNESS | |||||||
| 3450 3RD ST 201 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | BAY AREA RESEARCH CONSORTIUM ON TOXIC SRESS AND HEALTH | $753,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,128,752 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$255,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$14,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,149 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUTH SHABER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1818 OLIVER AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,003,082 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 22,725 SHS MEDIVATION INC | NoncashPropertyDesc |
| Fair Market Value | $1,003,082 | FairMarketValueAmt |
| Received | 2015-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH - SECURITIES AT FMV | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,596,268 | BookValueAmt |
| EOYFMV | $6,596,268 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP FMV ADJUST - UNREALIZED GAIN/LOSS | Desc |
| Amt | $143,155 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $68,335 | $68,335 | $0 |
| INSURANCE | $2,005 | $0 | $0 |
| MISCELLANEOUS | $2,613 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,204 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $10,887 | $0 | $0 |
| FOUNDATION MANAGEMENT | $99,000 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH E SHABER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1818 OLIVER AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $9,204 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |