THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-01
- IRS object ID
- 202442149349100614
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-01T12:55:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770140464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 4082865800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN L HALLGRIMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082865800 | PhoneNum |
| Signature | 2024-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2024-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,583,294 | 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 | $485,031 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,556 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,803 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,803 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,803 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $25,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $677 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $677 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $589,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,969 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,266 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,720 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,463 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,463 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $426,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $551 | CashBOYAmt |
| Cash EOY | $34,070 | CashEOYAmt |
| Cash EOYFMV | $34,070 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,519 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $144 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $3,481,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,417,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,417,705 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,514,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,583,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,583,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,514,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,583,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,514,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,583,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,514,266 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,583,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,514,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $426,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $642,612 | OtherIncreasesAmt |
| Subtotal | $4,583,294 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,583,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | P | 2023-01-01 | 2023-01-31 | $750 | $792 | -$42 | -$42 |
| HYDROFARM HLDGS | P | 2022-04-28 | 2023-01-31 | $4 | $27 | -$23 | -$23 |
| INTEL CORP | P | 2022-12-05 | 2023-01-31 | $313 | $339 | -$26 | -$26 |
| INVSC QQQ TRUST | P | 2023-12-15 | 2023-12-18 | $6 | $6 | $0 | $0 |
| T ROWE PRICE HEALTH SCIENCES | P | 2023-12-15 | 2023-12-18 | $4,478 | $4,492 | -$14 | -$14 |
| VANGUARD DIVIDEND APPRECIATION | P | 2023-01-01 | 2023-04-03 | $1,008 | $570 | $438 | $438 |
| VANGUARD HEALTHCARE INV | P | 2023-01-01 | 2023-02-10 | $260 | $261 | -$1 | -$1 |
| VERIZON COMMUNICATIONS | P | 2023-01-01 | 2023-08-15 | $536 | $624 | -$88 | -$88 |
| VORNADO REALTY TRUST | P | 2023-01-01 | 2023-06-13 | $93 | $146 | -$53 | -$53 |
| ALTRIA GROUP INC | P | 2021-03-12 | 2023-01-01 | $9,493 | $10,310 | -$817 | -$817 |
| HERITAGE COMMERCE CO | P | 2008-02-25 | 2023-12-29 | $7,969 | $13,715 | -$5,746 | -$5,746 |
| HYDROFARM HLDGS | P | 2022-01-01 | 2023-01-31 | $4 | $134 | -$130 | -$130 |
| INTEL CORP | P | 2022-01-01 | 2023-01-31 | $853 | $1,760 | -$907 | -$907 |
| INVSC QQQ TRUST | P | 2022-01-01 | 2023-01-31 | $1,178 | $1,309 | -$131 | -$131 |
| NEWELL BRANDS INC | P | 2022-01-01 | 2023-11-14 | $1,382 | $5,065 | -$3,683 | -$3,683 |
| QUANTUM CP | P | 2022-01-01 | 2023-09-28 | $919 | $9,038 | -$8,119 | -$8,119 |
| REDWOOD TRUST INC | P | 2022-01-01 | 2023-08-15 | $768 | $1,459 | -$691 | -$691 |
| SIX FLAGS ENTERTAINMENT | P | 2022-01-01 | 2023-01-31 | $5,104 | $10,069 | -$4,965 | -$4,965 |
| SPDR PORTFOLIO S&P 600 SMALL | P | 2021-01-04 | 2023-06-14 | $29 | $27 | $2 | $2 |
| T ROWE PRICE HEALTH SCIENCES | P | 2022-01-01 | 2023-12-18 | $94,038 | $109,897 | -$15,859 | -$15,859 |
| TOPGOLF CALLAWAY BRANDS | P | 2022-01-01 | 2023-11-28 | $1,800 | $4,637 | -$2,837 | -$2,837 |
| VANGUARD DIVIDEND APPRECIATION | P | 2022-01-01 | 2023-04-03 | $4,382 | $2,755 | $1,627 | $1,627 |
| VANGUARD DIVIDEND GROWTH | P | 2012-03-05 | 2023-12-01 | $12,000 | $9,337 | $2,663 | $2,663 |
| VANGUARD GLOBAL EX | P | 2022-01-01 | 2023-09-15 | $6,051 | $8,212 | -$2,161 | -$2,161 |
| VANGUARD HEALTHCARE INV | P | 2022-01-01 | 2023-02-10 | $4,699 | $4,519 | $180 | $180 |
| VANGUARD S&P MID CAP 400 ETF | P | 2022-01-01 | 2023-03-14 | $62 | $38 | $24 | $24 |
| VORNADO REALTY TRUST | P | 2022-01-01 | 2023-06-13 | $234 | $608 | -$374 | -$374 |
| AUTO DATA PROCESSING | P | 2022-01-01 | 2023-03-20 | $8,556 | $1,561 | $6,995 | $6,995 |
| FAIR ISAAC INTL CORP | P | 2022-01-01 | 2023-01-26 | $3,164 | $178 | $2,986 | $2,986 |
| FAIR ISAAC & CO INC | D | 2022-01-01 | 2023-06-07 | $5,697 | $254 | $5,443 | $5,443 |
| FAIR ISAAC & CO INC | D | 2022-01-01 | 2023-06-07 | $133,123 | $87,455 | $45,668 | $45,668 |
| CAPITAL GAINS DIVIDENDS | P | $6,368 | $6,368 | $6,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,357 | OverpaymentAmt |
| Applied To ES Tax | $1,357 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN L HALLGRIMSON | IndividualWithBooksNm |
| Phone | 4082865800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NOREEN SULLIVAN | ||||||||
| 2750 CASA GRANDE COURT | MORGAN HILL | CA | 95037 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROD LINER | ||||||||
| 1926 EUCALYPTUS | SAN CARLOS | CA | 94070 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,935,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,048,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,048,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,988,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,393 | TotalTaxAmt |
| Distributable Before Adj | $198,009 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,009 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,009 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,177 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $17,585 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $59,179 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,177 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,832 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,832 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,932 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $39,932 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L HALLGRIMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082865800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ANTON BERLJAFA SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $2,000 | |
| BIG SUR LAND TRUST | |||||||
| 509 HARTNELL ST | MONTEREY | CA | 93940 | PUBLIC | PUBLICPUBLIC | $1,000 | NONE |
| BELLERMINE COLLEGE PREPARATORY | |||||||
| 960 W HEDDING STREET | SAN JOSE | CA | 95126 | PUBLIC | EDUCATION | $2,500 | NONE |
| BOYS & GIRLS BLUB OF GREATER SAN DIEGO | |||||||
| PO BOX 178569 | SAN DIEGO | CA | 92177 | PUBLIC | PUBLIC | $3,900 | |
| LUCAS GONZALES LUNA SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | |
| CANYON HEIGHTS ACADEMY | |||||||
| 775 WALDO ROAD | CAMPBELL | CA | 95008 | PUBLIC | EDUCATION | $1,000 | NONE |
| RUBY MARLOW SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $2,000 | |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 917114015 | PUBLIC | SCHOLARSHIP | $22,500 | NONE |
| CARMEL BEACH FESTIVAL | |||||||
| 10TH AND MISSION ST | CARMELBYTHESEA | CA | 93921 | PUBLIC | PUBLIC | $1,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 139 E SANTA CLARA ST | SAN JOSE | CA | 95116 | PUBLIC | EDUCATIONEDUCATION | $6,000 | NONE |
| CSNK2A1 FOUNDATION | |||||||
| 1929 VAN NESS AVENUE | SAN FRANCISCO | CA | 94109 | PUBLIC | MEDICAL | $2,500 | |
| FIRST TEE MONTEREY | |||||||
| 1551 BEACON HILL DR | SALINAS | CA | 93905 | PUBLIC | PUBLIC | $5,000 | |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | PUBLIC | PUBLIC | $5,000 | NONE |
| KUUMBWA JAZZ CENTER | |||||||
| 320-2 CEDAR ST | SANTA CRUZ | CA | 95060 | PUBLIC | PUBLIC | $1,000 | NONE |
| LINCOLN LAW SCHOOL | |||||||
| 384 S SECOND ST | SAN JOSE | CA | 95113 | PUBLIC | EDUCATION | $1,000 | |
| MIDORI-KAI | |||||||
| 5674 SONOMA DRIVE | PLEASANTON | CA | 94566 | PUBLIC | PUBLIC | $5,000 | NONE |
| MONTAGE HEALTH FOUNDATION | |||||||
| 40 RYA COURT STE 200 | MONTEREY | CA | 93940 | PUBLIC | MEDICAL | $10,000 | |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PUBLIC | PUBLIC | $1,000 | |
| POMONA COLLEGE | |||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $1,000 | |
| REACH FOUNDATION | |||||||
| 3790 EL CAMINO REAL 624 | PALO ALTO | CA | 94306 | PUBLIC | PUBLIC | $5,000 | |
| ROBERT LOUIS STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE RD | PEBBLE BEACH | CA | 93953 | PUBLIC | EDUCATION | $2,500 | |
| SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVE | REDWOOD CITY | CA | 94062 | PUBLIC | EDUCATION | $2,000 | NONE |
| SAN FRANCISCO CAMPUS FOR JEWISH LIVING | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | PUBLIC | MEDICAL | $2,500 | |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $12,500 | NONE |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON AQ | SAN JOSE | CA | 95192 | PUBLIC | EDUCATION | $7,500 | NONE |
| SANTA CLARA COUNTY LAW LIBRARY | |||||||
| 360 N FIRST ST | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $11,313 | |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | PUBLIC | EDUCATION | $11,000 | NONE |
| SANTA CLARA BAR ASSOCIATION | |||||||
| PO BOX 26457 | SAN JOSE | CA | 95159 | PUBLIC | PUBLIC | $750 | |
| SCRIPPS COLLEGE | |||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $2,000 | |
| SOUTHER UTAH ATHLETICS | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | PUBLIC | EDUCATION | $2,500 | |
| STROKE AWARENESS FOUNDATION | |||||||
| 51 E CAMPBELL AVE STE 106-M | CAMPBELL | CA | 95008 | PUBLIC | MEDICALMEDICAL | $2,500 | NONE |
| UC DAVIS ATHLETICS | |||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | PUBLIC | EDUCATION | $5,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | PUBLIC | PUBLIV | $500 | |
| WESTERN FLYER FOUNDATION | |||||||
| 10928 CLAM WAY | MOSS LANDING | CA | 95039 | PUBLIC | PUBLIC | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,463 | 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 | $206 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,869 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,803 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,803 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,282 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $485,031 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITY - 625 SHRS FAIR ISAAC & CO INC | NoncashPropertyDesc |
| Fair Market Value | $485,031 | FairMarketValueAmt |
| Received | 2023-06-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,275 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY ACCOUNTS | FMV | $1,348,711 | $1,348,711 |
| CHARLES SCHWAB | FMV | $3,054,132 | $3,054,132 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $14,862 | $14,862 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRAR OF CHARITABLE TRUST FEES | $100 | $0 | $100 |
| BANK FEES | $438 | $0 | $438 |
| FUNDRAISING EXPENSE | $2,635 | $0 | $2,635 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CEDAR FAIR PARTNERS | Desc |
| Revenue And Expenses Per Books | $677 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $677 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE IN VALUE OF SECURITIES | Desc |
| Amt | $642,612 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $36 | $0 | $36 |
| PROFESSIONAL FEES | $6,230 | $0 | $6,230 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $775 | $775 | $0 |
| FEDERAL TAXES | $945 | $945 | $0 |
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