LAFETRA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAFETRA FOUNDATION (EIN 95-4380652)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-08
- IRS object ID
- 201642219349100514
- Schema version
- 2015v2.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-08T11:14:49-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeMirjyn & Davis Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Financial Way Ste 101 | AddressLine1Txt |
| City | Glendora | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91741 | 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 | 954380652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFETRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFE | BusinessNameControlTxt |
| Phone | 6269637311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE LA FETRA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY A DAVIS | PreparerPersonNm |
| PTIN | P00015806 | PTIN |
| Phone | 6269637311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,456,370 | 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 | $1,693,111 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $463,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $463,741 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $463,741 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $2,156,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $463,741 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $463,741 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,290 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,120 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,384 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $825,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $825,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $897,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $832,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,258,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $390,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $463,741 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $903,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,383,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,383,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,769,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,549,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,073,331 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,673,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,932,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,456,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,673,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,932,560 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,673,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,932,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,673,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,932,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,673,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,258,883 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,932,560 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,932,560 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $759,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,055,256 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04453 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $607,210 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,033,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04039 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $579,805 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,497,226 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $577,924 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,167,151 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04750 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,725 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,238,301 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04420 | DistributionYr5Rt |
| Total Distribution | 0.223014 | TotalDistributionRt |
| Average Distribution | 0.044603 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,111,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $807,825 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,909 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $811,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $832,465 | 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 | $3,909 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,909 | SubtotalAmt |
| Tax Based On Investment Income | $3,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,914 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,914 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,005 | OverpaymentAmt |
| Applied To ES Tax | $8,005 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE LA FETRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6269637311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EUCLID AVENUE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| SUZANNE LA FETRA | ||||||
| 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | President | 0.00 | $0 |
| ANTHONY LA FETRA | ||||||
| PO BOX 37 | GLENDORA | CA | 91740 | CFO | 0.00 | $0 |
| MICHAEL W LA FETRA | ||||||
| 645 TUALLITAN ROAD | LOS ANGELES | CA | 90049 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,594,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $792,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,387,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,387,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,111,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $905,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $905,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,909 | TotalTaxAmt |
| Distributable Before Adj | $901,664 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $901,664 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $901,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $832,465 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $832,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,909 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $828,556 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $901,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $821,067 | UndistributedIncomePYAmt |
| Qualifying Distributions | $832,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $821,067 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,398 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $890,266 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE LOS ANGELES CONSERVANCY | |||||||
| 523 W 6TH STREET SUITE 1216 | LOS ANGELES | CA | 90014 | NONE | EXEMPT | SUPPORT OF PUBLIC CHAIRTY | $115,000 |
| MOUNTAIN FILM | |||||||
| 109 E COLORADO AVE STE 1 | TELLURIDE | CO | 81435 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $5,000 |
| WOMEN MAKE MOVIES | |||||||
| 462 BROADWAY SUITE 500WS | NEW YORK | NY | 10013 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $30,000 |
| THE BERKELEY SCHOOL | |||||||
| 1310 UNIVERSITY AVENUE | BERKELEY | CA | 94702 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $80,000 |
| AMERICAN FILM INSTITUTE | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $40,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUSCON | AZ | 85702 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $40,000 |
| NEST FOUNDATION | |||||||
| 5482 WILSHIRE BLFD 147 | LOS ANGELES | CA | 90036 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $40,000 |
| CENTER FOR INVESTIGATIVE REPORTING | |||||||
| 1400 65TH ST SUITE 200 | EMERYVILLE | CA | 94608 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| THE DOCUMENTARY FOUNDATION | |||||||
| 2518 N STREET 3 | SACRAMENTO | CA | 95816 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $15,000 |
| CHICKEN AND EGG PICTURESTIDES CEMTE | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| BERKELEY FILM FOUNDAITON | |||||||
| 2030 ADDISON STREET 102 | BERKELEY | CA | 94704 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $30,000 |
| FAIRWARNING | |||||||
| 17514 VENTRUA BLVD SUITE 103 | ENCINO | CA | 91316 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $25,000 |
| CALIFORNIA NATIVE PLANT SOCIETY | |||||||
| 2707 K STREET SUITE 1 | SACRAMENTO | CA | 95816 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $15,000 |
| UNIVERSITY OF LAVERNE | |||||||
| 1950 THIRD STREET | VAVERNE | CA | 91750 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $275,000 |
| FOR THE FISHES | |||||||
| PO BOX 1894 | KIHEL | HI | 96753 | NONE | EXEMPT | SUPPORT OF PUBLIC CHARITY | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $825,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $463,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $463,741 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SUZANNE LA FETRA | |||||||
| 1 | 1600 EUCLID AVENUE | BERKELEY | CA | 94709 | $1,000,741 | Yes (X) | |
| ANTHONY LA FETRA | |||||||
| 2 | PO BOX 37 | GLENDORA | CA | 91740 | $1,522,340 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPRECIATED SECURITIES | $1,000,741 | 2015-12-16 |
| 2 | APPRECIATED SECURITIES | $522,340 | 2015-01-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,290 | Amt |
| Net Investment Income | $7,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,290 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS & MUNI BOND FUNDS - SEE SCHEDULE | StockNm |
| EOY Book Value | $13,549,521 | EOYBookValueAmt |
| EOYFMV | $19,073,331 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $45,120 | Amt |
| Net Investment Income | $45,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $10,000 | $10,000 |
| FOREIGN TAX | $10,384 | $10,384 |