MARSHA & DAVID VEIT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARSHA & DAVID VEIT CHARITABLE FOUNDATION INC (EIN 13-4007110)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-12
- IRS object ID
- 202540439349100819
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-12T13:46:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA ST 3RD FLOOR | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134007110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARSHA AND DAVID VEIT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 9145482391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 FREMONT STREET APT 55B | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VEIT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9145482391 | PhoneNum |
| Signature | 2025-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIQUE M TIGER | PreparerPersonNm |
| PTIN | P01434288 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2025-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,632,759 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,348 | 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 | $6,851 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,851 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,184 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,998 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $477,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $382,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $936,461 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $601,327 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $681,327 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $649,300 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $534,524 | OtherAssetsBOYAmt |
| Other Assets EOY | $535,523 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,646,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,645,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,632,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,646,090 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,645,890 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,646,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,645,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,646,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,645,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,646,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,645,890 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,645,890 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CHARLES SCHWAB & CO - SALES OF SECURITIES | $57,997 | $21,603 | $36,394 | $36,394 |
| CHARLES SCHWAB & CO - SALES OF SECURITIES | $96,016 | $89,869 | $6,147 | $6,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $371 | OverpaymentAmt |
| Applied To ES Tax | $371 | 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 | NY | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CALEGARI MORRIS ACCOUNTANTS | IndividualWithBooksNm |
| Phone | 4159818766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA STREET 3RD FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M VEIT | ||||||||
| 181 FREMONT STREET APT 55B | SAN FRANCISCO | CA | 94105 | DIRECTOR/PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARSHA VEIT | ||||||||
| 181 FREMONT STREET APT 55B | SAN FRANCISCO | CA | 94105 | DIRECTOR/SECY/TREASURER | 0.25 | $0 | $0 | $0 |
| SARAH VEIT WALLIS | ||||||||
| 111 TERRACE DRIVE | SAN FRANCISCO | CA | 94127 | DIRECTOR | 0.25 | $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 | $1,552,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,592,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,592,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,568,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,439 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,129 | TotalTaxAmt |
| Distributable Before Adj | $77,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,455 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,290 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $45,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,388 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,533 | 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 | $49,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,290 | ExcessFromYear4Amt |
| Excess From Year1 | $45,098 | ExcessFromYear1Amt |
| Excess From Current Year | $2,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M VEIT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT RESEARCH AND PROVIDE SUPPORT PROGRAMS/SERVICES | $10,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT RESEARCH AND PROVIDE SUPPORT PROGRAMS/SERVICES | $5,000 |
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | |||||||
| 600 5TH AVE 2ND FLOOR | NEW YORK | NY | 10020 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT THEATRE | $940 |
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | |||||||
| 600 5TH AVE 2ND FLOOR | NEW YORK | NY | 10020 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT THEATRE | $500 |
| AMERICAN CONSERVATORY THEATER (ACT) | |||||||
| 30 GRANT AVENUE 7TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT CAREERS IN THE ARTS | $100 |
| AMERICAN CONSERVATORY THEATER (ACT) | |||||||
| 30 GRANT AVENUE 7TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT CAREERS IN THE ARTS | $1,500 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE EDUCATION PROGRAMS FOR SUICIDE PREVENTION AND RESOURCES TO SURVIVORS | $250 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | SUPPORTING THE LIFE SAVING EFFORTS OF MAGEN DAVID ADOM IN ISRAEL | $500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | TO ADVOCATE FOR THE SECURITY AND WELL-BEING OF JEWISH PEOPLE | $2,000 |
| AMERICANS FOR OXFORD INC | |||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | OTHER PUBLIC CHARITY | SUPPORTING EDUCATION, SCIENCE AND LITERATURE | $1,500 |
| AMERICANS UNITED FOR SEPARATION OF C&S | |||||||
| 1310 L STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL & CHARITABLE PURPOSES | $350 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | OTHER PUBLIC CHARITY | FIGHTING ANTISEMITISM, ADVANCING CIVIL RIGHTS, PREVENTING HATE CRIMES | $500 |
| B'NAI B'RITH | |||||||
| 1120 20TH STREET NW SUITE 300 NORTH | WASHINGTON | DC | 20036 | NONE | OTHER PUBLIC CHARITY | TO POSITIVELY AND EFFECTIVELY ADDRESS CONCERNS OF THE JEWISH COMMUNITY | $250 |
| BARBARA SINATRA CHILDRENS CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | SUPPORTING ABUSED CHILDREN | $1,000 |
| BARBARA SINATRA CHILDRENS CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | SUPPORTING ABUSED CHILDREN | $1,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT JEWISH COMMUNITY GROWTH, ENGAGEMENT AND CONTINUITY | $1,000 |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | |||||||
| 641 LEXINGTON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | SUPPORTING EDUCATION, SCIENCE AND LITERATURE | $1,500 |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | |||||||
| 641 LEXINGTON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | SUPPORTING EDUCATION, SCIENCE AND LITERATURE | $1,500 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | TO PROMOTE ACCURATE AND BALANCED PORTRAYALS OF THE JEWISH STATE | $500 |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | |||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT CHILDREN AND FAMILIES INFLUENCED BY DEAFNESS | $1,000 |
| COFAMFINE ARTS MUSEUMS OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | OTHER PUBLIC CHARITY | TO ENRICH THE CULTURAL EXPERIENCE OF THE COMMUNITY | $249 |
| CONGREGATION EMANU-EL | |||||||
| TWO LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | OTHER PUBLIC CHARITY | TO EMPOWER BUILDING A SPIRITUAL COMMUNITY THAT REINFORCES POSITIVE ELEMENTS OF JEWISH HISTORY AND LIFE | $1,000 |
| CONGREGATION EMANU-EL IMPACT FUND | |||||||
| TWO LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | OTHER PUBLIC CHARITY | TO EMPOWER BUILDING A SPIRITUAL COMMUNITY THAT REINFORCES POSITIVE ELEMENTS OF JEWISH HISTORY AND LIFE | $540 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SCHOLOARSHIPS IN THE DESERT COMMUNITIES | $2,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SCHOLOARSHIPS IN THE DESERT COMMUNITIES | $100 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SCHOLOARSHIPS IN THE DESERT COMMUNITIES | $500 |
| FIRST TEE OF SAN FRANCISCO | |||||||
| 99 HARDING RD | SAN FRANCISCO | CA | 94132 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE RESOURCES TO UNDERSERVED YOUTH | $500 |
| HEBREW IMMIGRANT AID SOCIETY (HIAS) | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | OTHER PUBLIC CHARITY | TO AID THE REFUGEE CRISIS | $375 |
| HILLELORG | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | OTHER PUBLIC CHARITY | SUPPORTING JEWISH COLLEGE STUDENTS | $500 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | NONE | OTHER PUBLIC CHARITY | TO CONNECT THE VISUALLY IMPAIRED WITH A GUIDE DOG | $100 |
| JEWISH FEDERATION OF THE DESERT | |||||||
| 69710 CA-111 | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL & CHARITABLE PURPOSES | $1,500 |
| THE JEWISH HOME & SENIOR LIVING FOUNDATION - SF CAMPUS FOR JEWISH LIVING | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SENIORS | $6,000 |
| THE JEWISH HOME & SENIOR LIVING FOUNDATION - SF CAMPUS FOR JEWISH LIVING | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SENIORS | $990 |
| LAKE TAHOE SCHOOL | |||||||
| 995 TAHOE BLVD | INCLINE VILLAGE | NV | 89451 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT STUDENT EDUCATION | $500 |
| LINCOLN CITY CULTURAL CENTER | |||||||
| 540 NE HWY 101 | LINCOLN CITY | OR | 97367 | NONE | OTHER PUBLIC CHARITY | TO ENRICH THE CULTURAL EXPERIENCE OF THE COMMUNITY | $500 |
| MCCALLUM THEATRE | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE ARTS TRAINING AND COMMUNITY PROGRAMS | $1,000 |
| MISSION HIGH FOUNDATION | |||||||
| 3750 18TH STREET | SAN FRANCISCO | CA | 94114 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE RESOURCES TO MISSION HIGH SCHOOL AND ITS STUDENTS | $500 |
| NAMI | |||||||
| 4301 WILSON BLVD | ARLINGTON COUNTY | VA | 22203 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT MENTAL ILLNESS | $100 |
| NORTH LINCOLN HOSPITAL FOUNDATION | |||||||
| 3010 NE 28TH ST | LINCOLN CITY | OR | 97367 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE MEDICAL SERVICES | $10,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SOCIAL WORKERS AND VOLUNTEER CAREGIVERS | $500 |
| ONE WEST 54TH STREET FOUNDATION | |||||||
| ONE WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | OTHER PUBLIC CHARITY | TO MAINTAIN EXTERIOR OF BUILDING | $500 |
| PACKARD CENTER FOR ALS RESEARCH AT JOHNS HOPKINS UNIVERSITY | |||||||
| 750 E PRATT STREET SUITE 1722A | BALTIMORE | MD | 21202 | NONE | OTHER PUBLIC CHARITY | ALS RESEARCH | $500 |
| PALM SPRINGS FRIENDS OF PHILHARMONIC | |||||||
| PO BOX 12770 | PALM DESERT | CA | 92255 | NONE | OTHER PUBLIC CHARITY | TO BRING QUALITY SYMPHONIC MUSIC AND ASSIST YOUNG MUSICIANS | $1,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 3RD ST | NEW YORK | NY | 10001 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE PERSONALIZED HEALTH CARE SERVICES TO ALL | $200 |
| PRESBYTERIAN SCHOOL | |||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | NONE | OTHER PUBLIC CHARITY | FAMILY, SCHOOL AND CHURCH UNITED IN THE EDUCATION AND SUPPORT OF EACH CHILD | $500 |
| PRESERVATION MIRAGE | |||||||
| PO BOX 3041 | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | TO PRESERVE THE ARCHITECHTURAL HISTORY OF RANCHO MIRAGE | $500 |
| PRESERVATION MIRAGE | |||||||
| PO BOX 3041 | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | TO PRESERVE THE ARCHITECHTURAL HISTORY OF RANCHO MIRAGE | $300 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT THE OPERA | $500 |
| SF MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO END HUNGER AND PROVIDE FOOD TO THOSE IN NEED | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | OTHER PUBLIC CHARITY | LEGAL AND EDUCATIONAL WORK TO FIGHT HATE AND PROMOTE TOLERANCE | $200 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT ISRAEL THROUGH EDUCATION | $500 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT EDUCATION | $4,000 |
| STERN GROVE FESTIVAL ASSOCIATION | |||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS | $500 |
| STERN GROVE FESTIVAL ASSOCIATION | |||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS | $500 |
| STERN GROVE FESTIVAL ASSOCIATION | |||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS | $1,000 |
| THE BRANDEIS SCHOOL OF SAN FRANCISCO | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE EDUCATION | $540 |
| THE EAST CUT COMMUNITY BENEFIT DISTRICT | |||||||
| 160 SPEAR STREET SUITE 415 | SAN FRANCISCO | CA | 94105 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT DEVELOPMENT OF THE EAST CUT NEIGHBORHOOD | $500 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT DESERT CONSERVATION | $500 |
| WORLD JEWISH CONGRESS - AMERICAN SECTION | |||||||
| PO BOX 2003 | MERRIFIELD | VA | 22116 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT THE WORK AND PROJECTS OF THE WORLD JEWISH CONGRESS | $500 |
| YOUTH ON COURSE | |||||||
| 30 RAGSDALE DR SUITE 201 | MONTEREY | CA | 93940 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT YOUTH THROUGH GOLF | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,184 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,348 | 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 | CategoryTxt |
| Amt | $6,851 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,851 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BD INST | $262,957 | $227,498 |
| DIAMOND HILL SHORT DUR SECURITIZED BD I | $110,020 | $108,792 |
| DODGE & COX INCOME I | $179,520 | $182,260 |
| NEUBERGER BERMAN STRATEGIC INCOME I | $105,820 | $108,082 |
| VANGUARD INFALTION-PROTECTED SECS ADM | $23,010 | $22,668 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB S&P 500 INDEX FD | $136,656 | $557,656 |
| ISHARES CORE S&P 500 ETF | $70,864 | $191,321 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $104,984 | $121,941 |
| VANGUARD FTSE EMERGING MARKETS ETF | $53,702 | $48,444 |
| VANGUARD TOTAL STOCK | $15,836 | $17,099 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) | Desc |
| BOY Book Value | $534,524 | BOYBookValueAmt |
| EOY Book Value | $535,523 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $250 |
| ADVERTISING | $170 | $0 | $170 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $7,096 | Amt |
| Net Investment Income | $7,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $1,997 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |