OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OLANDER FAMILY FOUNDATION (EIN 94-3400451)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-05
- IRS object ID
- 202442499349100724
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-05T14:01:21-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263742864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 S SAN ANTONIO RD STE 213 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | 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 | 943400451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLAN | BusinessNameControlTxt |
| Phone | 6509488737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON OLANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509488737 | PhoneNum |
| Signature | 2024-07-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK KNIGHT CPA | PreparerPersonNm |
| PTIN | P00957628 | PTIN |
| Phone | 6509488737 | PhoneNum |
| Preparation | 2024-07-13 | 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 | $10,751,721 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$89,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $322,632 | GrossSalesPriceAmt |
| Total Rev And Expnss | $93,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,999 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $313 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $13,737 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $19,465 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $388 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $33,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $143,209 | CashBOYAmt |
| Cash EOY | $143,211 | CashEOYAmt |
| Cash EOYFMV | $143,211 | CashEOYFMVAmt |
| Other Investments BOY | $3,015,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,880,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,608,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,159,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,023,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,751,721 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,159,135 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,023,357 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,159,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,023,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,159,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,023,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,159,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,169 | ExcessRevenueOverExpensesAmt |
| Other Increases | $260,391 | OtherIncreasesAmt |
| Subtotal | $3,023,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,023,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC | P | 2022-08-01 | 2023-07-17 | $13,325 | $19,036 | -$5,711 | -$5,711 |
| BAXTER INTL INC | P | 2022-01-12 | 2023-12-29 | $45,845 | $105,483 | -$59,638 | -$59,638 |
| CITITZENS FINANCIAL GROUP INC | P | 2019-02-20 | 2023-12-13 | $28,744 | $39,638 | -$10,894 | -$10,894 |
| DISCOVER FINANCIAL SVCS | P | 2018-02-13 | 2023-08-16 | $44,254 | $38,951 | $5,303 | $5,303 |
| POLARIS INC | P | 2021-01-20 | 2023-03-09 | $39,453 | $41,977 | -$2,524 | -$2,524 |
| REVVITY INC | P | 2021-12-31 | 2023-08-10 | $23,668 | $32,012 | -$8,344 | -$8,344 |
| STATE STREET CORP | P | 2022-08-24 | 2023-12-20 | $38,150 | $39,474 | -$1,324 | -$1,324 |
| WHIRLPOOL CORP | P | 2021-07-14 | 2023-12-29 | $12,017 | $22,621 | -$10,604 | -$10,604 |
| PFIZER INC | P | 2002-08-13 | 2023-12-13 | $51,568 | $60,252 | -$8,684 | -$8,684 |
| RTX CORP | P | 2007-12-11 | 2023-12-29 | $24,768 | $13,023 | $11,745 | $11,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$90,675 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,711 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,544 | SubtotalAmt |
| Tax Based On Investment Income | $2,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,656 | OverpaymentAmt |
| Applied To ES Tax | $3,656 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509488737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 S SAN ANTONIO ROAD STE 213 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RON OLANDER | ||||||||
| 24191 SUMMERHILL | LOS ALTOS | CA | 94024 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD | SAN JOSE | CA | 95113 | CFO/SECRETAR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,133,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,266,615 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,266,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,112,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $505,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $505,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,544 | TotalTaxAmt |
| Distributable Before Adj | $503,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $503,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $503,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,430 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $455,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $503,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $435,948 | UndistributedIncomePYAmt |
| Qualifying Distributions | $455,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $435,948 | AppliedToYear1Amt |
| Applied To Current Year | $19,482 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $483,605 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACKCSC | |||||||
| 10100 CLINTON AVE S | BLOOMINGTON | MN | 55420 | NONE | SUPPORT | $2,000 | |
| BASIC FUND | |||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | NONE | SUPPORT | $1,500 | |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | SUPPORT | $15,000 | |
| BEAR LEAGUE | |||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | SUPPORT | $1,000 | |
| BELLARMINE COLLEGE PREPARATORY | |||||||
| 960 W HEDDING ST | SAN JOSE | CA | 95126 | NONE | SUPPORT | $2,500 | |
| BLACH SCHOOL | |||||||
| 1120 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF SAN DIEGO | |||||||
| 4635 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | NONE | SUPPORT | $2,500 | |
| CA STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | NONE | SUPPORT | $2,000 | |
| CAMINAR FAMILY & CHILDREN'S SERVICE | |||||||
| 2600 S EL CAMINO REAL | SAN MATEO | CA | 94403 | NONE | SUPPORT | $5,000 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | SUPPORT | $5,000 | |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 777 N FIRST ST 490 | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,500 | |
| CHILDREN'S THERAPY CENTER | |||||||
| 1321 COLLEGE STREET | WOODLAND | CA | 95695 | NONE | SUPPORT | $4,000 | E |
| CLAREMONT MCKENNA COLLEGE BILL ARCE | |||||||
| 500 EAST NINTH ST | CLAREMONT | CA | 91711 | NONE | SUPPORT | $7,500 | |
| COLLEGE OF ADAPTIVE ARTS | |||||||
| 14000 FRUITVALE AVE | SARATOGA | CA | 95070 | NONE | SUPPORT | $5,000 | |
| COLORADO STATE UNIVERSITY | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINGS | CO | 80523 | NONE | SUPPORT | $3,000 | |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | SUPPORT | $1,500 | |
| CRISTO REY HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | SUPPORT | $6,000 | |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NONE | SUPPORT | $1,500 | |
| EDUCATION TANZANIA FOUNDATION | |||||||
| PO BOX 852 | CAPITOLA | CA | 95010 | NONE | SUPPORT | $1,350 | |
| EL CAMINO HEALTH FOUNDATION | |||||||
| 2400 GRANT RD 1ST FL | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $4,000 | |
| FAMILY HOUSE | |||||||
| 540 MISSION BLVD N | SAN FRANCISCO | CA | 94158 | NONE | SUPPORT | $3,000 | |
| FIRST TEE MONTEREY COUNTY | |||||||
| 1551 BEACON HILL DR | SALINAS | CA | 93905 | NONE | SUPPORT | $5,000 | |
| FOCUS ON TANZANIAN COMMUNITIES | |||||||
| 14 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | NONE | SUPPORT | $750 | |
| FRIENDS OF FITZGERALD MARINE RESERV | |||||||
| PO BOX 669 | MOSS BEACH | CA | 94038 | NONE | SUPPORT | $2,000 | |
| FRIENDS OF THE PALO ALTO JR MUSEUM | |||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 94301 | NONE | SUPPORT | $4,000 | |
| FRIENDS OF THE TRUCKEE LIBRARY | |||||||
| 10031 LEVON AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $3,500 | |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | NONE | SUPPORT | $3,000 | |
| GIANTS COMMUNITY FUND | |||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | NONE | SUPPORT | $2,575 | |
| GLIDE | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | SUPPORT | $4,000 | |
| GOLDEN GATE NATL PARKS CONSERVANCY | |||||||
| FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | NONE | SUPPORT | $3,000 | BLDG 201 |
| HAPPY HOLLOW | |||||||
| 748 STORY RD | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,500 | |
| HIDDEN VILLA | |||||||
| 26870 MOODY RD | LOS ALTOS HILLS | CA | 94022 | NONE | SUPPORT | $2,500 | |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | SUPPORT | $3,000 | |
| HUMANE SOCIETY OF TRUCKEE | |||||||
| 10382 DONNER PASS RD 3 | TRUCKEE | CA | 96161 | NONE | SUPPORT | $15,000 | |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | NONE | SUPPORT | $5,000 | |
| JASPER RIDGE FARM | |||||||
| PO BXO 620924 | WOODSIDE | CA | 94062 | NONE | SUPPORT | $8,000 | |
| JW HOUSE | |||||||
| 3850 E HOMESTEAD RD | SANTA CLARA | CA | 95051 | NONE | SUPPORT | $1,000 | |
| KIDS ZONE MUSEUM | |||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $8,000 | |
| KILGORIS PROJECT | |||||||
| 4546 EL CAMINO REAL B10 | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $4,000 | |
| KIVA | |||||||
| 875 HOWARD ST 340 | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $500 | |
| KQED | |||||||
| 50 W SAN FERNANDO ST | SAN JOSE | CA | 95113 | NONE | SUPPORT | $1,000 | |
| LACF MVLA SCHOLARS | |||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $10,000 | |
| LAW FOUNDATION SILICON VALLEY | |||||||
| 4 N 2ND ST SUITE 1300 | SAN JOSE | CA | 95113 | NONE | SUPPORT | $2,500 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | NONE | SUPPORT | $6,000 | |
| LOAVES AND FISHES | |||||||
| 358 NORTH MONTGOMERY ST | SAN JOSE | CA | 95134 | NONE | SUPPORT | $10,000 | |
| LOS ALTOS EDUCATIONAL FOUNDATION | |||||||
| 201 CONVINGTON RD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $5,000 | |
| LOS ALTOS HISTORY MUSEUM | |||||||
| 51 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $1,000 | |
| LOS ALTOS HS ATHLETIC DEPT | |||||||
| 201 ALMOND AVENUE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $10,000 | |
| LOVED TWICE | |||||||
| 5627 TELEGRAPH AVE STE 37 | OAKLAND | CA | 94609 | NONE | SUPPORT | $1,000 | |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | SUPPORT | $3,000 | |
| MIDORI KAI | |||||||
| 5674 SONOMA DR | PLEASANTON | CA | 94566 | NONE | SUPPORT | $5,000 | |
| MIRACLE DISTRIBUTION CENTER | |||||||
| 3947 E LA PALMA AVE | ANAHEIM | CA | 92807 | NONE | SUPPORT | $1,000 | |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | SUPPORT | $1,000 | |
| MUTTVILLE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $5,000 | |
| NATIONAL CTR FOR EQUINE FAC THERAPY | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | NONE | SUPPORT | $5,000 | |
| NATIONAL PARKS CONSERVANCY ASSOC | |||||||
| 1300 19TH ST NEW STE 300 | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 | |
| NEVADA COUNTY SEARCH&RESCUE | |||||||
| 950 MAIDU AVE | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $1,000 | |
| NORDIC HERITAGE MUSEUM | |||||||
| 2655 NW MARKET ST | SEATTLE | WA | 98107 | NONE | SUPPORT | $2,500 | |
| OKIZU | |||||||
| 16 DIGITAL DRIVE | NOVATO | CA | 94949 | NONE | SUPPORT | $3,500 | |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 701 EAST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $10,000 | |
| PARENTS HELPING PARENTS | |||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | SUPPORT | $5,000 | 100 |
| PATHWAYS HOME HEALTH & HOSPICE | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | NONE | SUPPORT | $5,000 | |
| PENINSULA HUMANE SOCIETY | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | NONE | SUPPORT | $4,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | SUPPORT | $7,500 | |
| PROJECT NIGHT NIGHT | |||||||
| 1026 KENSINGTON AVE | GROSSE POINTE PARK | MI | 48230 | NONE | SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | NONE | SUPPORT | $5,000 | |
| SAINT FRANCIS HIGH SCHOOL | |||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $3,000 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | SUPPORT | $3,500 | |
| SAN FRANCISCO ZOO | |||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | NONE | SUPPORT | $10,000 | |
| SAN JOSE AUTHORITY HALL OF FAME | |||||||
| 408 ALMADEN BLVD | SAN JOSE | CA | 95110 | NONE | SUPPORT | $12,500 | |
| SAN JOSE STATE UNIVERSITY | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | SUPPORT | $7,500 | |
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | SUPPORT | $3,500 | |
| SANDY HOOK PROMISE ACTION FUND | |||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | NONE | SUPPORT | $2,500 | |
| SEMPERVIRENS FUND | |||||||
| 419 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $2,500 | 211 |
| SF CAMPUS FOR JEWISH LIVING | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | NONE | SUPPORT | $2,500 | |
| SIERRA COMMUNITY HOUSE | |||||||
| 265 BEAR ST | KINGS BEACH | CA | 96143 | NONE | SUPPORT | $6,000 | |
| SIERRA WATCH | |||||||
| 409 SPRING ST | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $3,500 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL 30 | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $5,000 | |
| SPECIAL OLYMPICS NORTHERN CA | |||||||
| 3480 BUSKIRK AVE | PLEASANT HILL | CA | 94523 | NONE | SUPPORT | $2,000 | 340 |
| STROKE AWARENESS FOUNDATION | |||||||
| 2105 S BSCOM AVE | CAMPBELL | CA | 95008 | NONE | SUPPORT | $5,000 | |
| SUNNYVALE COMMUNITY SERVICES | |||||||
| 725 KIFER RD | SUNNYVALE | CA | 94086 | NONE | SUPPORT | $6,255 | |
| TAHOE FOREST HEALTH SYS FOUNDATION | |||||||
| 11075 DONNER PASS RD | TAHOE | CA | 96161 | NONE | SUPPORT | $10,000 | |
| TAHOE FUND | |||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | NONE | SUPPORT | $3,000 | |
| TAHOE RIM TRAIL ASSOCIATION | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $5,000 | |
| TAHOE TRUCKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $5,000 | |
| TAHOE TRUCKEE EXCELLENCE IN EDUCATI | |||||||
| 11071 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $10,000 | |
| THUNDERBIRD LAKE TAHOE | |||||||
| GEO WHITTELL RD | NEW WASHOE CITY | NV | 89704 | NONE | SUPPORT | $1,000 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | SUPPORT | $5,000 | |
| TRUCKEE COMMUNITY CARES | |||||||
| PO BOX 2955 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $8,000 | |
| TRUCKEE DONNER HISTORICAL SOCIETY | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $2,000 | |
| TRUCKEE DONNER LAND TRUST | |||||||
| 10069 W RIVER ST C1 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $10,000 | |
| TRUCKEE TRAILS | |||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $4,000 | |
| TURNING WHEELS THERAPY | |||||||
| 225 WEST ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | SUPPORT | $3,000 | |
| UNIVERSITY OF SANTA CLARA | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $6,000 | |
| UC DAVIS ATHLETICS | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | SUPPORT | $5,000 | |
| VASCULAR CURES | |||||||
| 274 REDWOOD SHORES PWY 7 | REDWOOD CITY | CA | 94065 | NONE | SUPPORT | $2,500 | |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST STE 1600 | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $500 | |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $6,000 | STE 1700 |
| 19 FOR LIFE FOUNDATION | |||||||
| PO BOX 18832 | SAN JOSE | CA | 95158 | NONE | SUPPORT | $3,000 | |
| 2ND CHANCE 4 PETS | |||||||
| PO BOX 136 | EAST BROOKFIELD | MA | 01515 | NONE | SUPPORT | $2,000 | |
| 303RD BOMB GROUP | |||||||
| 175 BOURNE AVENUE | POOLER | GA | 31322 | NONE | SUPPORT | $500 | |
| CSNK2A1 FOUNDATION | |||||||
| 1929 VAN NESS AVENUE | SAN FRANCISCO | CA | 94109 | NONE | SUPPORT | $2,500 | |
| ITALIAN AMERICAN HERITAGE FUND | |||||||
| 425 N 4TH ST | SAN JOSE | CA | 95112 | NONE | SUPPORT | $1,000 | |
| REACH FOUNDATION | |||||||
| 1027 FARMINGTON AVE | FARMINGTON | CT | 06032 | NONE | SUPPORT | $5,000 | |
| SEQUOIA HIGH SCHOOL FOOTBALL | |||||||
| 1201 BREWSTER AVE | REDWOOD CITY | CA | 94062 | NONE | SUPPORT | $1,000 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | NONE | SUPPORT | $2,500 | |
| STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE RD | PEBBLE BEACH | CA | 93953 | NONE | SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$89,835 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,999 | ExclusionAmt |
| Related Or Exempt Function Incm | -$89,835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,164 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO |
| 7 | CHARITABLE ACTIVITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,737 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CEDAR FAIR P/S BALANCE | AssetDesc |
| Acquired | 2015-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $840 | GrossSalesPriceAmt |
| Total Net | $840 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,880,146 | BookValueAmt |
| EOYFMV | $10,608,510 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $313 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NONDEDUCTIBLE EXPENSES | |
| LICENSE & FEES | |
| BANK CHARGES | $234 |
| ADJUSTMENT | |
| COMPUTER & INTERNET | |
| INTEREST EXPENSE | $54 |
| REGISTRATION FEES | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RE-INVESTMENTS | Desc |
| Amt | $260,391 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $19,465 |
| STATE TAXES |
Comments