FURTH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FURTH FAMILY FOUNDATION (EIN 23-7062014)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-22
- IRS object ID
- 201623279349100607
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-22T15:45:37-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680289709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | 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 | 237062014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FURTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FURT | BusinessNameControlTxt |
| Phone | 7075261539 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SPANISH RIVER DRIVE | AddressLine1Txt |
| City | OCEAN RIDGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK P FURTH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7075261539 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE M SCHOEPP | PreparerPersonNm |
| PTIN | P00845483 | PTIN |
| Phone | 7075453311 | PhoneNum |
| 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 | $328,937 | 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 | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,756 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,455 | 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 |
| Accounting Fees Rev And Expnss | $11,497 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $313,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,480 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $308,603 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $308,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$227,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,236 | CashBOYAmt |
| Cash EOY | $113,743 | CashEOYAmt |
| Cash EOYFMV | $113,743 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,420 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $284,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $133,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $382,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $328,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $339,559 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $455,506 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $339,559 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $455,506 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,454 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$129,456 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$129,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $382,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$227,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75,542 | OtherIncreasesAmt |
| Subtotal | -$109,683 | SubtotalAmt |
| Other Decreases | $19,773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$129,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| UBS CARLYLE FUND, LLC-SERIES | P | 2014-06-01 | 2015-12-31 | $44,980 | $44,980 | ||
| UBS FINANCIAL SERVICES INC #3C 07823 07 - RHI STOCK | P | 1993-03-15 | 2015-03-26 | $93,776 | $93,776 | $95,993 | $2,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,756 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $534,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $727,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.734800 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $415,097 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $895,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.463589 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $399,877 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,340,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.298262 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $148,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,350,357 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109882 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,588 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,114,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007456 | DistributionYr5Rt |
| Total Distribution | 1.613989 | TotalDistributionRt |
| Average Distribution | 0.322798 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $406,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $131,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $356,603 | 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 | $1,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,396 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,396 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,976 | OverpaymentAmt |
| Applied To ES Tax | $9,976 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | FREDERICK P FURTH | IndividualWithBooksNm |
| Phone | 7075261539 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SPANISH RIVER DRIVE | AddressLine1Txt |
| City | OCEAN RIDGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK P FURTH | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | CEO | 5.00 | $0 | $0 | $0 |
| CAROL AMERIO | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | SECRETARY | 5.00 | $0 | $0 | $0 |
| DARBY FURTH BONOMI | ||||||||
| 21 HAWTHORNE AVENUE | LARKSPUR | CA | 94939 | CFO | 5.00 | $0 | $0 | $0 |
| PEGGY J FURTH | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DONNA W FURTH | ||||||||
| 51 SPANISH RIVER DRIVE | OCEAN RIDGE | FL | 33435 | TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INTERNATIONAL JUDICIAL CONFERENCE: SPONSORSHIP OF INTERNATIONAL CONFERENCE OF JUSTICES FROM OVER 50 COUNTRIES, PROVIDING A FORUM TO DISCUSS EFFORTS TO STRENGTHEN THE INDEPENDENCE OF THEIR RESPECTIVE COURT SYSTEMS. | Description1Txt |
| Expenses1 | $308,603 | Expenses1Amt |
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 | $280,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $412,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $412,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $406,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,420 | TotalTaxAmt |
| Distributable Before Adj | $18,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,603 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $356,603 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,420 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $149,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $336,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $375,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $501,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,408,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,603 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $337,702 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,746,147 | 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 | $45,588 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,700,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,379 | ExcessFromYear4Amt |
| Excess From Year3 | $336,634 | ExcessFromYear3Amt |
| Excess From Year2 | $375,533 | ExcessFromYear2Amt |
| Excess From Year1 | $501,311 | ExcessFromYear1Amt |
| Excess From Current Year | $337,702 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK P FURTH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK P FURTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SPANISH RIVER DRIVE | AddressLine1Txt |
| City | OCEAN RIDGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7075261539 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOKIDS | ||||||
| 5643 PARADISE DR | CORTE MADERA | CA | 94925 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $5,000 |
| COUNCIL ON AGING | ||||||
| 30 KAWANA SPRINGS ROAD | SANTA ROSA | CA | 95404 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $12,000 |
| DHARMA HORSE INC | ||||||
| 6874 COYOTE ROAD | LAS CRUCES | NM | 88012 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $3,000 |
| DHARMA HOUSE SAN FRANCISCO | ||||||
| 75 HARTFORD STREET | SAN FRANCISCO | CA | 941142013 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 |
| FARM TO PANTRY | ||||||
| 331 1ST STREET | HEALDSBURG | CA | 95448 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 |
| FIELDING GRADUATE UNIVERSITY | ||||||
| 2020 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 |
| GERMAN SHEPHERD RESCUE OF NORTHERN CA INC | ||||||
| PO BOX 1930 | CUPERTINO | CA | 950151930 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $750 |
| GIANT STEPS THERAPUTIC EQUESTRIAN CENTER | ||||||
| 7600 LAKEVILLE HWY | PETALUMA | CA | 94954 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 |
| HOLY FAMILY DAY HOME | ||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 |
| HORSES IN THE HOOD | ||||||
| PO BOX 573249 | TARZANA | CA | 913573249 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 |
| LEGAL SERVICES FOR CHILDREN | ||||||
| 1254 MARKET STREET THIRD FLOOR | SAN FRANCISCO | CA | 94102 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $10,000 |
| MARINA DOCK DBA NU OUTLOOK | ||||||
| 842 GEARY ST | SAN FRANCISCO | CA | 94109 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 |
| NATIONAL CENTER FOR LESBIAN RIGHTS | ||||||
| 870 MARKET STREET SUITE 370 | SAN FRANCISCO | CA | 94102 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 |
| PROJECT OPEN HAND SAN FRANCISCO | ||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 |
| SAN FRANCISCO CHILD ABUSE PREVENTION CENTER | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 |
| SAN FRANCISCO FOSTER YOUTH FUND | ||||||
| PO BOX 460086 | SAN FRANCISCO | CA | 94146 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 |
| SAN FRANCISCO POLICE ACTIVITIES LEAGUE | ||||||
| 350 AMBER DRIVE | SAN FRANCISCO | CA | 94131 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 |
| THE SAN FRANCISCO SPCA | ||||||
| 250 FLORIDA STREET | SAN FRANCISCO | CA | 94103 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 |
| UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW | ||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | 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 | $7,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,455 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,497 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTERNATIONAL JUDICIAL CONFERENCE EXPENSES: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I LINE 23 | FormAndLineReferenceDesc |
| Medium Explanation | AIRFARE 2,373.BUSINESS MEALS 705.LODGING 46,405.MEALS & ENTERTAINMENT 568.OTHER TRAVEL EXPENSES 74,926.PERSONNEL COSTS 60,020.SYMPOSIUM DIRECT COSTS 93,944.SYMPOSIUM MEALS 5,310.SYMPOSIUM MATERIALS 955.SYMPOSIUM MISCELLANEOUS EXPENSES 989.SYMPOSIUM TRAVEL EXPENSES 2,315.SPONSORED PARTICIPANT TRAVEL 19,034.TAXI/CAR RENT/LOCAL TRAVEL 1,059.TOTAL INTERNATIONAL JUDICIAL CONFERENCE EXPENSES: 308,603. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROBERT HALF | $0 | $0 |
| BF ENTERPRISES | $81,420 | $81,420 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS CARLYLE FUND LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $130,887 | BookValueAmt |
| EOYFMV | $133,774 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE - UBS CARLYLE FUND, LLC | Desc |
| Amt | $19,773 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $4,480 | $4,480 | $0 |
| INTERNATIONAL JUDICIAL CONFERENCE - SEE STATEMENTS | $308,603 | $0 | $308,603 |
| OFFICE EXPENSE | $48 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $75,542 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |