CHARLES PANKOW FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES PANKOW FOUNDATION (EIN 71-0919052)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-24
- IRS object ID
- 201512679349100401
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-24T10:48:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710919052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES PANKOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6263041190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 S LOS ROBLES AVE NO 300 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY P MURPHY | PersonNm |
| Person Title | SECRETARY, CFO AND DIRECTOR | PersonTitleTxt |
| Phone | 6263041190 | PhoneNum |
| Signature | 2015-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00632729 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2015-08-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,870,949 | 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 | $227,210 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $300 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $428,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $428,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,055,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,032,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,055,305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,711,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,484,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $212,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $209,904 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,746 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $214,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $86,714 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $143,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $681 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $142,713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $601,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $443,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,090,712 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,090,712 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,692,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,533,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,356,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,048 | CashBOYAmt |
| Cash EOY | $37,750 | CashEOYAmt |
| Cash EOYFMV | $37,750 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $606,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $341,537 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,377,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,666,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,274,822 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,787,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,772,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,175,930 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $56,380 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,380 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,910 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,855,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,874,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,870,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,855,588 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,874,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,855,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,874,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,855,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,874,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,855,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,874,567 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,874,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS-PUBLICLY TRADED SECURITIES | P | $1,141,445 | $1,148,370 | -$6,925 | -$6,925 |
| GOLDMAN SACHS-PUBLICLY TRADED SECURITIES | P | $10,729,652 | $9,828,615 | $901,037 | $901,037 |
| CAPITAL GAINS DIVIDENDS | P | $161,193 | $161,193 | $161,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,055,305 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,437,444 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,501,018 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054241 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,304,521 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,983,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,330,221 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,221,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,202,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,184,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,284,255 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,546,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052320 | DistributionYr5Rt |
| Total Distribution | 0.251734 | TotalDistributionRt |
| Average Distribution | 0.050347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,053,077 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,362,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,565 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,375,606 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,533,789 | 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 | $13,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,435 | OverpaymentAmt |
| Applied To ES Tax | $16,435 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PANKOWFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263041190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 S LOS ROBLES AVE NO 300 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD M KUNNATH PE | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | PRESIDENT AND DIRECTOR | 0.50 | $26,000 | $0 | $0 |
| TIMOTHY P MURPHY ESQ | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | SECRETARY, CFO & DIRECTOR | 10.00 | $26,000 | $0 | $0 |
| RON KLEMENCIC | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | DIRECTOR | 0.50 | $2,000 | $0 | $0 |
| MARK PERNICONI | ||||||||
| 199 S LOS ROBLES AVE SUITE 300 | PASADENA | CA | 91101 | EXECUTIVE DIRECTOR | 40.00 | $158,504 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 555 CALIFORNIA STREET 45TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT SERVICES | $124,474 |
| WISS JANNEY ELSTNER ASSOCIATES INC | |||||
| 225 SOUTH LAKE AVENUE SUITE 1260 | PASADENA | CA | 91101 | RESEARCH SERVICES FOR GRANTS | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,863,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $393,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,207,260 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,465,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,465,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $411,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,053,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,352,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,352,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,565 | TotalTaxAmt |
| Distributable Before Adj | $1,339,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,339,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,339,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,533,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,533,789 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,565 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,520,224 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,339,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,156,988 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,533,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,156,988 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $376,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $962,288 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE MENTOR PROGRAM OF AMERICA INC | ||||||||
| 400 MAIN ST SUITE 711 | STANFORD | CT | 06901 | NONE | PC | UNRESTRICTED/GENERAL | $3,000 | |
| ACE MENTOR LOS ANGELES METROPOLITAN AREA INC | ||||||||
| 2901 28TH ST STE 100 | SANTA MONICA | CA | 90405 | NONE | PC | UNRESTRICTED/GENERAL | $6,000 | |
| AMERICAN SOCIETY OF CIVIL ENGINEERS FOUNDATION INC | ||||||||
| 1801 ALEXANDER BELL DRIVE 3RD FLOOR | RESTON | VA | 20191 | NONE | SO I | ANNUAL ARCHITECTURAL ENGINEERING STUDENT COMPETITION | $15,000 | |
| APPLIED TECHNOLOGY COUNCIL | ||||||||
| 201 REDWOOD SHORES PKWY STE 240 | REDWOOD CITY | CA | 94065 | NONE | PC | CPF RESEARCH GRANT: DEVELOPMENT OF A ROADMAP ON THE USE OF HIGH-STRENGTH REINFORCEMENT IN REINFORCED CONCRETE DESIGN | $171,530 | |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | UNRESTRICTED/GENERAL | $1,000 | |
| CAMP KESEM | ||||||||
| PO BOX 452 | CULVER CITY | CA | 90232 | NONE | PC | UNRESTRICTED/GENERAL | $500 | |
| CITYCRAFT FOUNDATION | ||||||||
| PO BOX 20022 | CHARLESTON | SC | 29413 | NONE | PC | UNRESTRICTED/GENERAL | $10,000 | |
| CONCRETE PRESERVATION INSTITUTE | ||||||||
| 40 CAJUN COURT | CHICO | CA | 95928 | NONE | PC | UNRESTRICTED/GENERAL | $5,000 | |
| DBIA | ||||||||
| 1331 PENNSYLVANIA AVENUE NW 4TH | WASHINGTON | DC | 20004 | NONE | PC | EDUCATOR WORKSHOP | $30,000 | FLOOR |
| EARTHQUAKE ENGINEERING RESEARCH INSTITUTE | ||||||||
| 499 14TH ST SUITE 220 | OAKLAND | CA | 94612 | NONE | PC | STUDENT RAVEL SCHOLARSHIPS | $5,000 | |
| FIDELITY CHARITABLE GIFT FUND KUNNATH FAMILY 2001 TRUST | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | UNRESTRICTED/GENERAL | $10,000 | |
| FORD THEATRE FOUNDATION | ||||||||
| 2580 CAHUENGA BLVD EAST | HOLLYWOOD | CA | 90068 | NONE | PC | UNRESTRICTED/GENERAL | $1,500 | |
| FRIENDS OF NORTH SHORE CHARTER SCHOOL | ||||||||
| PO BOX 1116 | HALEIWA | HI | 96712 | NONE | PC | UNRESTRICTED/GENERAL | $3,000 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | NONE | SO I | CPF RESEARCH GRANT: PRECAST CONCRETE NATIONAL BIM STANDARD | $30,000 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | NONE | SO I | CPF RESEARCH GRANT: PRECAST CONCRETE NATIONAL BIM STANDARD PROJECT PHASE II | $40,000 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | NONE | SO I | CPF RESEARCH GRANT: PHASE II PROJECT MASONRY UNIT MODEL DEFINITION | $75,638 | |
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | NONE | SO I | CPF RESEARCH GRANT: BUILDING INFORMATION MODELING FOR MASONRY PHASE II PROJECT BIM FOR MASONRY BENCHMARK | $49,073 | |
| HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES | ||||||||
| 210 S DE LACEY AVENUE SUITE 110 | PASADENA | CA | 91005 | NONE | PC | UNRESTRICTED/GENERAL | $2,000 | |
| HEART OF LOS ANGELES YOUTH INC | ||||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90057 | NONE | PC | UNRESTRICTED/GENERAL | $2,500 | |
| HUGS | ||||||||
| PO BOX 16026 | SAVANNAH | GA | 31416 | NONE | PC | UNRESTRICTED/GENERAL | $3,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 526 BRODHEAD AVENUE | BETHLEHEM | PA | 18015 | NONE | PC | CPF RESEARCH GRANT: UNBONDED POST-TENSIONED CAST-IN-PLACE WALLS FOR SEISMIC RESISTANCE | $34,500 | |
| NATIONAL INSTITUTE OF BUILDING SCIENCES | ||||||||
| 1090 VERMONT AVE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED/GENERAL | $1,000 | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 3600 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | CPF RESEARCH GRANT: THERMAL BREAK STRATEGIES FOR CLADDING SYSTEMS IN BUILDING STRUCTURES | $25,000 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 SOUTH HUDSON AVENUE ROOM 214 | PASADENA | CA | 91109 | NONE | SO I | SPRING EVENT | $2,500 | |
| PCI FOUNDATION | ||||||||
| 200 W ADAMS ST 2100 | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED/GENERAL | $5,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 2150 SHATTUCK AVENUE SUITE 313 | BERKELEY | CA | 94704 | NONE | PC | CPF RESEARCH GRANT: PERFORMANCE CHARACTERIZATIONS OF BEAMS WITH HIGH-STRENGTH REINFORCEMENT | $83,775 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BLVD STE 620 | LOS ANGELES | CA | 90024 | NONE | PC | CPF RESEARCH GRANT: COMPOSITE CONCRETE COUPLING BEAMS PROJECT | $53,000 | |
| UNIVERSITY OF COLORADO | ||||||||
| 3100 MARINE STREET | BOULDER | CO | 80303 | NONE | PC | CPF RESEARCH GRANT: OWNER'S GUIDE TO MAXIMIZING SUCCESS IN INTEGRATED PROJECTS | $184,500 | |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC | ||||||||
| 2385 IRVING HILL ROAD | LAWRENCE | KS | 66045 | NONE | PC | CPF RESEARCH GRANT: HIGH-STRENGTH STEEL BARS IN REINFORCED CONCRETE WALLS: INFLUENCE OF MECHANICAL PROPERTIES OF STEEL ON DEFORMATION CAPACITY | $10,000 | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| PO BOX 984062 | WEST SACRAMENTO | CA | 95798 | NONE | PC | CPF RESEARCH GRANT: DESIGN OF EMBEDDED COLUMN BASE CONNECTIONS | $35,000 | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| PO BOX 984062 | WEST SACRAMENTO | CA | 95798 | NONE | PC | CPF RESEARCH GRANT: TENSILE CAPACITY OF BRACED FRAME ANCHOR BOLT GROUPS | $15,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7726 | AUSTIN | TX | 78713 | NONE | PC | CPF RESEARCH PROJECT: DEFINING STRUCTURALLY ACCEPTABLE PROPERTIES OF HIGH-STRENGTH STEEL BARS THROUGH MATERIAL AND COLUMN TESTING | $85,000 | |
| UNIVERSITY PREP | ||||||||
| 8000 25TH AVENUE NE | SEATTLE | WA | 98115 | NONE | PC | UNRESTRICTED/GENERAL | $5,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | NONE | PC | CPF RESEARCH GRANT: LINKING CONCRETE TENSILE PERFORMANCE AND SEISMIC RESPONSE OF FIBER REINFORCED CONCERETE COUPLING BEAMS | $85,696 | |
| YMCA OF THE CENTRAL BAY AREA | ||||||||
| 2001 ALLSTON WAY | BERKELEY | CA | 94704 | NONE | PC | UNRESTRICTED/GENERAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,090,712 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,055,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,484,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,484,253 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NATIONAL CONCRETE MASONRY ASSOCIATI | ||||||
| 1 | 13750 SUNRISE VALLEY DRIVE | HERNDON | VA | 20171 | $124,710 | Yes (X) |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||
| 2 | AUSTIN | AUSTIN | TX | 78712 | $19,500 | Yes (X) |
| ACI FOUNDATION | ||||||
| 3 | 38800 COUNTRY CLUB DRIVE | FARMINGTON HILLS | MI | 48331 | $60,000 | Yes (X) |
| BEKAERT CORPORATION | ||||||
| 4 | 3200 WEST-MARKET STREET SUITE 303 | AKRON | OH | 44333 | $20,000 | Yes (X) |
| ASCC EDUCATIONAL FOUNDATION | ||||||
| 5 | 2025 S BRENTWOOD BLVD 105 | ST LOUIS | MO | 63144 | $3,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $24,970 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,746 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $19,666,605 | EOYBookValueAmt |
| EOYFMV | $21,274,822 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,772,295 | BookValueAmt |
| EOYFMV | $5,175,930 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DONATED ARTWORK | $46,800 | $46,800 | $31,330 |
| WEBSITE-NET OF AMORTIZATION | $9,580 | $9,580 | $9,580 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $2,254 | $0 | $2,254 |
| CHARLES PANKOW LEGACY PROJECT | $2,841 | $0 | $2,841 |
| REIMBURSED EXPENSES | $75,696 | $681 | $75,015 |
| INSURANCE | $4,518 | $0 | $4,518 |
| DESIGN MANAGEMENT GUIDE | $58,085 | $0 | $58,085 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $124,474 | $124,474 | $0 |
| IT SERVICES | $6,714 | $0 | $6,714 |
| OTHER PROFESSIONAL FEES | $83,045 | $0 | $80,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $6,671 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |