BETA

DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-03
IRS object ID
202621549349100807
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-03T10:52:32-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942370906PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SENSIBA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 RIVER PARK PL W STE 202AddressLine1Txt
CityFRESNOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93720ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522390855EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE O'BRIEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOBRIBusinessNameControlTxt
Phone6503770300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 LA SELVA STREET SUITE 101AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS O'BRIENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503770300PhoneNum
Signature2026-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMI M ARNOLDPreparerPersonNm
PTINP01084308PTIN
Phone5594370700PhoneNum
Preparation2026-05-27PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,105,202FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$961,779ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$778InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$778InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,175DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,175DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$236,142NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,815,254GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$236,142CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,229,895TotalRevAndExpnssAmt
Total Net Invst Incm$268,116TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,759OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,559OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,200OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,562TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,562TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$596OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$596OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,217TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,421TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,796TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$779,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$779,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$825,767TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,421TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$790,346TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$404,128ExcessRevenueOverExpensesAmt
Net Investment Income$232,695NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,960CashBOYAmt
Cash EOY$72,765CashEOYAmt
Cash EOYFMV$72,765CashEOYFMVAmt
Corporate Stock BOY$378,611CorporateStockBOYAmt
Corporate Stock EOY$772,934CorporateStockEOYAmt
Corporate Stock EOYFMV$1,032,437CorporateStockEOYFMVAmt
Total Assets BOY$441,571TotalAssetsBOYAmt
Total Assets EOY$845,699TotalAssetsEOYAmt
Total Assets EOYFMV$1,105,202TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$441,571NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$845,699NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$441,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$845,699TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$441,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$845,699TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$441,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$404,128ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$845,699SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$845,699TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
AC #1316 - ST COVERED2025-01-012025-12-31$533,961$553,651-$19,690-$19,690
AC #1316 - LT COVERED2024-12-312025-12-31$1,171,673$925,360$246,313$246,313
AC #1316 - LT NONCOVERED2024-12-312025-12-31$1,073$118$955$955
AC #1316 - LT OTHER NONCOVERED2024-12-312025-12-31$2$2$2
AC #1324 - ST COVERED2025-01-012025-12-31$2,791$2,696$95$95
AC #1324 - LT COVERED2024-12-312025-12-31$83,149$78,864$4,285$4,285
AC #1407 - ST COVERED2025-01-012025-12-31$5,576$5,943-$367-$367
AC #1407 - LT COVERED2024-12-312025-12-31$16,627$12,474$4,153$4,153
AC #1407 - LT NONCOVERED2024-12-312025-12-31$11$6$5$5
CAPITAL GAINS DIVIDENDS$391$391$391P
FieldValueIRS element (for citing)
Capital Gain Net Income$236,142CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,234InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,234SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,234TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$886OverpaymentAmt
Applied To ES Tax$886AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSENSIBA LLPIndividualWithBooksNm
Phone5594370700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line145 RIVER PARK PL W STE 202AddressLine1Txt
CityFRESNOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93720ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS C O'BRIEN
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403PRESIDENT0.50$0$0$0
GLORIA A O'BRIEN
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403SECRETARY0.00$0$0$0
SUSAN FRIMEL
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403DIRECTOR0.50$0$0$0
CHRIS O'BRIEN
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,346,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$159,773AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,506,139TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,506,139AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,592CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,483,547NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,177MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,177MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,234TaxBasedOnInvestmentIncomeAmt
Total Tax$3,234TotalTaxAmt
Distributable Before Adj$70,943DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,943DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,943DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$790,346ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$790,346QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,943DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$584,962ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$850,924ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$861,478ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$519,106ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$682,160ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,498,630TotalExcessDistributionCyovAmt
Qualifying Distributions$790,346QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,943AppliedToCurrentYearAmt
Remaining Distri From Corpus$719,403RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,218,033TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$584,962ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,633,071ExcessDistriCyovToNextYrAmt
Excess From Year4$850,924ExcessFromYear4Amt
Excess From Year3$861,478ExcessFromYear3Amt
Excess From Year2$519,106ExcessFromYear2Amt
Excess From Year1$682,160ExcessFromYear1Amt
Excess From Current Year$719,403ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENNIS C O'BRIENContributingManagerNm
Contributing ManagerGLORIA A O'BRIENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
FLINTRIDGE SACRED HEART ACADEMY
440 ST KATHERINE DRIVELA CANADA FLINTRIDGECA91011NONEPCFSHA EATON FIRE FUND$25,000
RAVENSWOOD EDUCATION FOUNDATION
PO BOX 396MENLO PARKCA94026NONEPCLITERACY CHALLENGE$10,000
ST IGNATIUS COLLEGE PREPARATORY
2001 37TH AVENUESAN FRANCISCOCA94116NONEPCSCHOLARSHIP$27,600
WOMEN'S COACHING ALLIANCE
PO BOX 239SAN CARLOSCA94070NONEPCGROWTH CAMPAIGN$10,000
KAMUKAMA FOUNDATION
PO BOX 5929AUSTINTX78763NONEPCMAJ FOR A MISSION$10,000
HANNA CENTER
17000 ARNOLD DRIVESONOMACA95476NONEPCGOLF CLASSIC$1,700
CATHOLIC CHARITIES
990 EDDY STREETSAN FRANCISCOCA94109NONEPCVINO AT VINCENZO$5,000
ALAMEDA BOYS & GIRLS CLUB INC
PO BOX 1069ALAMEDACA94501NONEPCGENERAL SUPPORT$10,000
IRELAND FUNDS
4 MAIN STREET SUITE 10LOS ALTOSCA94022NONEPCGENERAL SUPPORT$1,000
ARCHDIOCESAN ANNUAL APPEAL
ARCHDIOCESE OF SF ONE PETER YORKESAN FRANCISCOCA941096602NONEPCANNUAL APPEAL$5,000WAY
ATHERTON POLICE OFFICERS' ASSOCIATION
PO BOX 1427MENLO PARKCA94025NONEPCGENERAL SUPPORT$500
BAY SCHOLARS
465 CALIFORNIA STREET 16TH FLOORSAN FRANCISCOCA94104NONEPCSPONSORSHIP OF THANKSGIVING LUNCHEON AND SCHOLARSHIPS$100,000
BRIDGE HOUSING CORPORATION
350 CALIFORNIA STREET SUITE 1600SAN FRANCISCOCA94104NONEPCASSISTANCE PROGRAM$5,000
BRIDGE HOUSING CORPORATION
350 CALIFORNIA STREET SUITE 1600SAN FRANCISCOCA94104NONEPCSTEIN & COLWELL SCHOLARSHIP$5,000
CALIFORNIA HOMEBUILDING FOUNDATION
1215 K STREET SUITE 1200SACRAMENTOCA95814NONEPCBITA PROGRAM$25,000
CATHOLIC CHARITIES
990 EDDY STREETSAN FRANCISCOCA94109NONEPCGENERAL FUND$25,000
CATHOLIC WORKER HOUSE
545 CASSIA STREETREDWOOD CITYCA940632016NONEPCGENERAL SUPPORT$15,000
CHILD & FAMILY INSTITUTE OF MENLO PARK
330 RAVENSWOOD AVENUEMENLO PARKCA94025NONEPCGENERAL SUPPORT$10,000
COMMUNITY ACTION OF NAPA VALLEY (CANV)
2521 OLD SONOMA ROADNAPACA94559NONEPCGENERAL SUPPORT (FOOD BANK)$5,000
DOMINICAN SISTERS OF MISSION SAN JOSE
43326 MISSION CIRCLEMISSION SAN JOSECA945390391NONEPCGENERAL SUPPORT$7,500
DOMINICAN SISTERS VISION OF HOPE
1555 34TH AVENUEOAKLANDCA94601NONEPCGENERAL SUPPORT$1,000
EASTSIDE PREP
1041 MYRTLE STREETEAST PALO ALTOCA94303NONEPCIN HONOR OF LISLE PAYNE$10,000
FLINTRIDGE SACRED HEART
440 ST KATHERINE DRIVELA CANADA FLINTRIDGECA91011NONEPCCAPITAL CAMPAIGN$50,000
HANNA ACADEMY
17000 ARNOLD DRIVESONOMACA95476NONEPCIN HONOR OF JOHN HEILMAN$20,000
HOLY SPIRIT CATHOLIC CHURCH
1200 REDMOND AVENUESAN JOSECA95120NONEPCGLORIA & DENNIS ONLINE PARISH$5,000
HOMEAID OF NORTHERN CALIFORNIA
1000 BURNETT AVENUE SUITE 340CONCORDCA94520NONEPCGENERAL SUPPORT$10,000
ICA (IMMACULATE CONCEPTION ACADEMY)
3625 24TH STREETSAN FRANCISCOCA941103607NONEPCGENERAL SUPPORT$2,000
JUNIPERO SERRA HIGH SCHOOL
451 W 20TH AVENUESAN MATEOCA94403NONEPCMEMORY OF LARRY ALARY$5,000
JUSTIN SIENA HIGH SCHOOL LEAP
4026 MAHER STREETNAPACA94558NONEPCLASALLIAN EDUCATION ACCESS PROGAM$24,500
KAMUKAMA FOUNDATION
PO BOX 5929AUSTINTX78763NONEPCMAJ FOR A MISSION$10,000
MARYKNOLL FATHERS AND BROTHERS
GIFT PLANNING UNIT PO BOX 302MARYKNOLLNY105450302NONEPCMSAADA FOUNDATION PROJECT$5,000
MERCY HIGH SCHOOL
2750 ADELINE DRIVEBURLINGAMECA94010NONEPCCAPITAL CAMPAIGN FOR ATHLETIC AND STUDENT LIFE CENTER$100,000
NORTH COAST OPPORTUNITIES INC
413 N STATE STREETUKIAHCA95482NONEPCRURAL COMMUNITIES CHILD CARE PROGRAM$5,000
PANETTA INSTITUTE
100 CAMPUS CENTER BUILDING 86ESEASIDECA93955NONEPCGENERAL SUPPORT$5,000
POSITIVE COACHING ALLIANCE
PO BOX 103916PASADENACA911893916NONEPCGENERAL SUPPORT$5,000
REBUILDING TOGETHER PENINSULA
841 KAYNYNE STREETREDWOOD CITYCA940633000NONEPCGENERAL SUPPORT$5,000
SACRED HEART SCHOOLS
150 VALPARAISO AVENUEATHERTONCA94027NONEPCSOPHIE SCHOLARS$10,000
SEQUOIA HOSPITAL FOUNDATION
170 ALAMEDA DE LAS PULGASREDWOOD CITYCA94062NONEPCGENERAL SUPPORT$2,000
SISTERS OF MERCY
2300 ADELINE DRIVEBURLINGAMECA940105599NONEPCGENERAL SUPPORT$5,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231NONEPCGENERAL SUPPORT$500
SPECIAL OLYMPICS
3480 BUSKIRK AVENUE 340PLEASANT HILLCA94523NONEPCGENERAL SUPPORT$2,500
SPINAL CORD SOCIETY
115 SOUTHWOOD DRIVESCOTTS VALLEYCA95066NONEPCGENERAL SUPPORT$2,500
ST ANTHONY'S CHURCH
3500 MIDDLEFIELD ROADMENLO PARKCA94025NONEPCPADUA DINING ROOM$7,500
ST AUGUSTINE EDUCATIONAL FOUNDATION
6301 PAIL HIGHWAYKANEOHEHI96744NONEPCGENERAL SUPPORT$250
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE SUITE 400MONROVIACA91016NONEPCIN HONOR OF CHARLOTTE MURDOFF$5,000
ST FRANCIS CENTER
151 BUCKINGHAM AVENUEREDWOOD CITYCA94063NONEPCGENERAL SUPPORT$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$2,500
ST MARY'S COLLEGE NURSING PROGRAM
1928 ST MARYS ROAD PMB 4300MORAGACA94575NONEPCSCHOLARSHIPS$10,000
ST PETER'S CATHOLIC SCHOOL
1266 FLORIDA STREETSAN FRANCISCOCA94110NONEPCGENERAL SUPPORT$10,000
ST PIUS CHURCH
1100 WOODSIDE ROADREDWOOD CITYCA94061NONEPCGENERAL SUPPORT$5,000
ST PIUS SCHOOL
1100 WOODSIDE ROADREDWOOD CITYCA94061NONEPCLIFEGUARD FUND - SCHOLARSHIPS$10,000
STANFORD HEALTH CARE
PO BOX 20466STANFORDCA94309NONEPCGENERAL SUPPORT$2,500
THE KOHANAIKI FOUNDATION
PO BOX 9015KAILUAKONAHI96745NONEPCGENERAL SUPPORT$500
THE KOHANAIKI TEAM MEMBER FUND
PO BOX 9015KAILUAKONAHI96745NONEPCFUND SUPPORTING CLUB EMPLOYEES IN NEED$2,500
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA941171080NONEPCUNIVERSITY MINISTRY TUTORING PROGRAM$125,000
WOMEN INSPIRIT INC
1800 PECAN LAKE DRIVERICHMONDTX77406NONEPCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$779,550TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$778ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,175ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$236,142ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$268,116ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$268,116TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE O'BRIEN FAMILY TRUST OF 2001BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13130 LA SELVA STREET SUITE 101AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd
FieldValueIRS element (for citing)
Total Contributions$961,779TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED STOCKSNoncashPropertyDesc
Fair Market Value$961,779FairMarketValueAmt
Received2025-02-03ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$5,300Amt
Net Investment Income$5,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEVEN POST 1316$430,239$668,441
SEVEN POST 1324$289,422$296,944
SEVEN POST 1407$53,273$67,052

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARITABLE REGISTRATION COSTS$100$0$100
LIABILITY INSURANCE$464$0$464
CHARGE FOR CHECKS$32$0$32

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAX REFUNDS$1$1$1
OTHER INCOME$20$20$20

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$12,359$12,359$0
ADMINISTRATIVE PROFESSIONAL SERVICES$20,400$10,200$10,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON DIVIDENDS$2,009$2,009$0
IRS EXCISE TAX$5,553$5,553$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.