FURTH FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FURTH FAMILY FOUNDATION (EIN 23-7062014)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349101305
- Schema version
- 2011v1.2
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T17:01:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680289709 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237062014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FURTH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FURT | NameControl |
| Phone | 7075261389 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5610 SKYLANE BLVD SUITE A | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK P FURTH | Name |
| Title | TRUSTEE/MANAGER | Title |
| Phone | 7075261389 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE M SCHOEPP | Name |
| PTIN | P00845483 | PTIN |
| Phone | 7075453311 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1573915 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 18828 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18828 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 81252 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 81252 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 100080 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100080 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4118 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 19350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 35 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 175 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 175 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23678 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 175 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 149379 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 149379 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 173057 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 175 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 149379 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -72977 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 99905 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 272983 | CashBOY |
| Cash EOY | 160324 | CashEOY |
| Cash EOYFMV | 160324 | CashEOYFMV |
| Investments Corp Stock BOY | 8117 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8117 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 144066 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1001288 | InvestmentsOtherBOY |
| Investments Other EOY | 1176881 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1269525 | InvestmentsOtherEOYFMV |
| Land Building And Equipment BOY | 5004028 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 0 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 0 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 6286416 | TotalAssetsBOY |
| Total Assets EOY | 1345322 | TotalAssetsEOY |
| Total Assets EOYFMV | 1573915 | TotalAssetsEOYFMV |
| Mortgages And Notes Payable BOY | 155371 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 150617 | MortgagesAndNotesPayableEOY |
| Total Liabilities BOY | 155371 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 150617 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6131045 | UnrestrictedBOY |
| Unrestricted EOY | 1194705 | UnrestrictedEOY |
| Total Net Assets BOY | 6131045 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1194705 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6286416 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1345322 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6131045 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -72977 | ExcessOfRevenueOverExpenses |
| Other Increases | 140911 | OtherIncreases |
| Subtotal | 6198979 | Subtotal |
| Other Decreases | 5004274 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1194705 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | UBS CARLYLE FUND, LLC - SERIES A | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2004-07-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gain Or Loss | 81252 | GainOrLoss |
| Gains Minus Excess Or Losses | 81252 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 81252 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45588 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6114340 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.007456 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8960 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6036969 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.001484 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 406796 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7553319 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053857 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 779648 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12401328 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062868 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3971695 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9784310 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.405925 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.531590 | TotalDistributionRatio |
| Average Distribution Ratio | 0.106318 | AverageDistributionRatio |
| Net Noncharitable Assets | 1350357 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 143567 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 999 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 144566 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 149379 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 999 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 999 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 999 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3601 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3601 | TotalCreditsAndPayments |
| Overpayment | 2602 | Overpayment |
| Amount Credited To Next Year | 2602 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FREDERICK P FURTH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7075261389 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5610 SKYLANE BLVD SUITE A | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FREDERICK P FURTH | ||||||||
| 5610 SKYLANE BLVD SUITE A | SANTA ROSA | CA | 95403 | TRUSTEE/MANAGER | 5.00 | 0 | 0 | 0 |
| PEGGY J FURTH | ||||||||
| 5610 SKYLANE BLVD SUITE A | SANTA ROSA | CA | 95403 | TRUSTEE/PRESIDENT | 5.00 | 0 | 0 | 0 |
| DARBY FURTH BONOMI | ||||||||
| 5610 SKYLANE BLVD SUITE A | SANTA ROSA | CA | 95403 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| DONNA W FURTH | ||||||||
| 5610 SKYLANE BLVD SUITE A | SANTA ROSA | CA | 95403 | TRUSTEE/SECY/TREASURER | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1159927 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 210994 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1370921 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1370921 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20564 | CashDeemedCharitable |
| Net Noncharitable Assets | 1350357 | NetNoncharitableAssets |
| Minimum Investment Return | 67518 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 67518 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 999 | TaxBasedOnInvestmentIncome |
| Total Tax | 999 | TotalTax |
| Distributable Amount Before Adj | 66519 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 66519 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 66519 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 149379 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 149379 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 999 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 148380 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66519 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3526565 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 779648 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 406796 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8960 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 45588 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4767557 | TotalExcessDistriCarryover |
| Qualifying Distributions | 149379 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 149379 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 66519 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 66519 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4850417 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 3460046 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1390371 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 779648 | ExcessFromYear4 |
| Excess From Year3 | 406796 | ExcessFromYear3 |
| Excess From Year2 | 8960 | ExcessFromYear2 |
| Excess From Year1 | 45588 | ExcessFromYear1 |
| Excess From Current Year | 149379 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK P FURTH | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FREDERICK P FURTH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5610 SKYLANE BLVD SUITE A | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7075261389 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (57 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| 181 MISSIONARY OBLATES | |||||||||
| 9480 N DE NAZEBID DR | BELLVILLE | IL | 92223 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| ADVOKIDS | |||||||||
| 5643 PARADISE DR SUITE 12 | CORTA MADERA | CA | 94925 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| ALOIS SOCIETY | |||||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| AMERICAN CANCER ASSOCIATION | |||||||||
| 250 WILLIAM ST | ATLANTA | GA | 30303 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $100 | |||
| AOPA FOUNDATION | |||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| ARCHDIOCESE FOR MILITARY | |||||||||
| PO BOX 96168 | WASHINGTON | DC | 20090 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| CAL GOLF (UNIVERSITY OF CALIFORNIA GOLF TEAM) | |||||||||
| 12 TOTTERDELL COURT | ORINDA | CA | 94563 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 | |||
| CARMEL MISSION FOUNDATION | |||||||||
| 200 CLOCK TOWER PLACE 206E | CARMEL | CA | 93922 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| CATHOLIC CHARITIES CYO | |||||||||
| 180 HOWARD ST SUITE 100 | SAN FRANCISCO | CA | 94105 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| CATHOLICS FOR THE COMMON GOOD | |||||||||
| PO BOX 320038 | SAN FRANCISCO | CA | 94132 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| COUNCIL ON AGING | |||||||||
| 30 KAWANA SPRINGS RD | SANTA ROSA | CA | 95404 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| DISABILITY RIGHTS ADVOCATES | |||||||||
| 2001 CENTER ST FOURTH FLOOR | BERKLEY | CA | 94704 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 | |||
| DISABILITY SERVICE & LEGAL | |||||||||
| 5210 MENDOCINO AVE | SANTA ROSA | CA | 95401 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $200 | |||
| DISCALCED CARMELITE FRIARS | |||||||||
| PO BOX 2178 | REDLANDS | CA | 92373 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| EAST BAY CHILDREN'S LAW OFFICES | |||||||||
| 1404 FRNAKLIN ST SUITE 400 | OAKLAND | CA | 94612 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| ED2 INTERNATIONAL | |||||||||
| 945 BRYANT ST SUITE 300 | SAN FRANCISCO | CA | 94103 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $68,941 | |||
| EXPLORATORIUM | |||||||||
| 3601 LYON STREET | SAN FRANCISCO | CA | 94123 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $100 | |||
| FRIENDS HOUSE | |||||||||
| 684 BENICIA DR | SANTA ROSA | CA | 95409 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $100 | |||
| GRACE CATHEDRAL | |||||||||
| 1100 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| GREAT DANE RESCUE OF NORTHERN CALIFORNIA | |||||||||
| 15255 CLYDELLE AVE | SAN JOSE | CA | 95124 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| HEALTHCARE FOUNDATION | |||||||||
| PO BOX 1025 | HEALDSBURG | CA | 95448 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| HELP HOSPITALIZED VETERANS | |||||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $100 | |||
| HOLY FAMILY DAY HOME | |||||||||
| 299 DOLORES ST | SAN FRANCISCO | CA | 94103 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| HORSES IN THE HOOD | |||||||||
| PO BOX 583249 | TARZANA | CA | 91357 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| JUVENILE LAW SOCIETY | |||||||||
| 250 HUMBOLDT ST | DENVER | CO | 80109 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| KID STREET LEARNING CENTER | |||||||||
| PO BOX 6784 | SANTA ROSA | CA | 95406 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| KID'S TURN | |||||||||
| 55 MONTGOMERY SUITE 500 | SAN FRANCISCO | CA | 94105 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,988 | |||
| KIDS SCOOP FOUNDATION | |||||||||
| 181 ANDRIEUXX ST SUITE 200 | SONOMA | CA | 95476 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| KQED PUBLIC RADIO | |||||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,000 | |||
| LEGAL AID OF SONOMA COUNTY | |||||||||
| 1105 N DUTTON AVE SUITE B | SANTA ROSA | CA | 95401 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| LEGAL AID SOCIETY - EMPLOYMENT LAW CENTER | |||||||||
| 180 MONTGOMERY ST SUITE 600 | SAN FRANCISCO | CA | 94104 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| LEGAL SERVICES FOR CHILDREN | |||||||||
| 1254 MARKET ST THIRD FLOOR | SAN FRANCISCO | CA | 94103 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $25,000 | |||
| MARIN COUNTY DAY SCHOOL | |||||||||
| 5221 PARADISE DR | CORTE MADERA | CA | 94925 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $7,750 | |||
| MARY AGATHA FURTH CENTER | |||||||||
| 8400 OLD REDWOOD HWY | WINDSOR | CA | 95492 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $6,000 | |||
| MULTI-CULTURAL CHILD DEVELOPMENT | |||||||||
| 1650 W 3RD ST | SANTA ROSA | CA | 95401 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| NATIONAL FOSTER YOUTH ACTION NETWORK | |||||||||
| PO BOX 26690 | SAN FRANCISCO | CA | 94126 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $2,500 | |||
| NATIONAL SHRINE | |||||||||
| 400 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $300 | |||
| OLD ST MARY'S CATHEDRAL | |||||||||
| 660 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| OUR LADY OF GUADALUPE | |||||||||
| 8460 ALDEN LANE | WINDSOR | CA | 95492 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| OUR LADY OF THE SNOWS | |||||||||
| PO BOX 1650 | SUN VALLEY | ID | 83353 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| PROSTATE CANCER FOUNDATION | |||||||||
| 1250 FOURTH ST | SANTA MONICA | CA | 90401 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $100 | |||
| REDWOOD EMPIRE FOODBANK | |||||||||
| 3320 INDUSTRIAL DR | SANTA ROSA | CA | 95403 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $5,000 | |||
| ROOSEVELT INSTITUTE | |||||||||
| 570 LEXINGTON AVE 18TH FLOOR | NEW YORK | NY | 10022 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| SAN FRANCISCO FALL ANTIQUE SHOW | |||||||||
| 200 PINE ST FLOOR 6 | SAN FRANCISCO | CA | 94104 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,500 | |||
| SANTA ROSA COMMUNITY HEALTH CENTERS | |||||||||
| 3569 ROUND BARN CIRCLE | SANTA ROSA | CA | 95403 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| SISTERS OF NOTRE DAME | |||||||||
| 1520 RALSTON AVE | BELMONT | CA | 94002 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| SONOMA ACADEMY | |||||||||
| 50 MARK WEST SPRINGS RD | SANTA ROSA | CA | 95403 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| ST JOHN'S SEMINARY | |||||||||
| 5012 SEMINARY DR | CAMARILLO | CA | 93012 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,600 | |||
| ST JOSEPH'S CHURCH | |||||||||
| UNRELATED | VARIOUS CHARITABLE PURPOSES | $100 | 632 008 VLRDT | TAMIL NADU | IN | ||||
| ST MARY'S STUDENT PARISH | |||||||||
| 331 THOMPSON | ANN HARBOR | MI | 48104 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| ST PATRICK PARISH | |||||||||
| 114 KING ST | LARKSPUR | CA | 94939 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| ST PIUS SCHOOL | |||||||||
| 1100 WOODSIDE RD | REDWOOD CITY | CA | 94061 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| SUPREME COURT HISTORICAL SOCIETY | |||||||||
| 224 EAST CAPITOL ST NE | WASHINGTON | DC | 20003 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| THE SPIRIT OF COMMUNITY | |||||||||
| 63 NORTH 24TH STREET | BATTLE CREEK | MI | 49015 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $1,000 | |||
| TRACK TWO - INSTITUTE FOR CITIZEN DIPLOMACY | |||||||||
| 2670 LEABONWORTH ST | SAN FRANCISCO | CA | 94133 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $250 | |||
| VINE VILLAGE | |||||||||
| 4059 OLD SONOMA RD | NAPA | CA | 94559 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| VOLUNTEER CENTER OF SONOMA | |||||||||
| 153 STONY CIRCLE SUITE 100 | SANTA ROSA | CA | 95401 | UNRELATED | VARIOUS CHARITABLE PURPOSES | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 149379 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,828 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $81,252 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $100,080 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 100080 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $19,350 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION STATEMENT UNDER REGS. SECTION 53.4942(A)-3(D)(2)THE FOUNDATION HEREBY ELECTS TO DESIGNATE THE QUALIFYING DISTRIBUTIONS OF $146,379 MADE DURING 2011 AS DISTRIBUTIONS OUT OF CORPUS. | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ROBERT HALF | 2217 | 45536 |
| BF ENTERPRISES | 5900 | 98530 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UBS CARLYLE FUND LLC | AT COST | 988019 | 1080663 |
| UBS INVESTMENT | AT COST | 188862 | 188862 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,118 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK TO TAX DIFFERENCES | $246 |
| BOOKS ONLY ADJUSTMENT | $5,004,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSE | Description |
| Revenue And Expenses Per Books | 175 | RevenueAndExpensesPerBooks |
| Net Investment Income | 175 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN IN UBS CARLYLE FUND, LLC | Description |
| Amount | $140,911 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $35 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |