STEPHENSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON FOUNDATION (EIN 94-3320092)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-20
- IRS object ID
- 202302019349100020
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-20T18:02:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943320092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6508543927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FRANKRIMERMAN 1801 PAGE MILL | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS AND BARBARA STEPHENSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508543927 | PhoneNum |
| Signature | 2023-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | AND BARBARA STEPHENS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN VALLADAO | PreparerPersonNm |
| PTIN | P00534214 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2023-05-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,948,947 | 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 | $144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $586,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $585,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$114,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,157,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$31 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$31 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $471,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $585,687 | 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 |
| Other Prof Fees Rev And Expnss | $142,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,166 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,166 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,562,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,562,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,730,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,562,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,259,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $699,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $630,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $630,416 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $42,248 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42,248 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $42,248 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $42,248 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $20,709,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,519,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,429,343 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $640,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $628,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $846,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,092,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,820,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,948,947 | 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 | $22,092,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,820,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,092,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,820,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,092,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,820,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,092,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,259,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,832,786 | SubtotalAmt |
| Other Decreases | $12,133 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,820,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GROUP #3906 | 2022-01-01 | 2022-12-31 | $644,831 | $881,052 | -$236,221 | -$236,221 |
| CAPITAL GROUP #3906 | 2022-01-01 | 2022-12-31 | $1,810,372 | $1,900,449 | -$90,077 | -$90,077 |
| CAPITAL GROUP #3906 | 2022-01-01 | 2022-12-31 | $2,940,521 | $2,791,720 | $148,801 | $148,801 |
| FIDELITY #1371 | 2022-01-01 | 2022-12-31 | $1,481,148 | $1,618,643 | -$137,495 | -$137,495 |
| FIDELITY #1371 | 2022-01-01 | 2022-12-31 | $1,040,560 | $1,071,651 | -$31,091 | -$31,091 |
| SC FRANCHISE PARTNERS LP | 2022-01-01 | 2022-12-31 | $8,707 | -$8,707 | -$8,707 | |
| FIDELITY #1371 | 2022-01-01 | 2022-12-31 | $240,109 | $240,109 | $240,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$114,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,272 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,272 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,219 | OverpaymentAmt |
| Applied To ES Tax | $12,219 | 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 | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508543927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA STEPHENSON | |||||||||
| C/O FRANK RIMERMAN CO 1801 PAGE | MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS F STEPHENSON | |||||||||
| C/O FRANK RIMERMAN CO 1801 PAGE | MILL ROAD | PALO ALTO | CA | 94304 | VICE PRESIDENT | 1.00 | $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 | $26,241,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $869,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,898 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,146,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,146,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,739,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,336,967 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,336,967 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,053 | TotalTaxAmt |
| Distributable Before Adj | $1,330,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,330,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,330,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,562,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,562,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,330,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,434,481 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,562,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,434,481 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,202,895 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA STEPHENSON | ContributingManagerNm |
| Contributing Manager | THOMAS F STEPHENSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN PARKS FOUNDATION | |||||||
| 21 WEST 46TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | TO PROTECT AND PRESERVE SOME OF AFRICA'S MOST INCREDIBLE LANDSCAPES | $50,000 |
| ALL STARS HELPING KIDS | |||||||
| 2901 TASMAN DRIVE STE 218 | SANTA CLARA | CA | 95054 | NONE | PUBLIC CHARITY | TO DISRUPT THE CYCLE OF POVERTY AND ENCOURAGE INNOVATION BY SEED FUNDING START-UP NONPROFITS IN THE BAY AREA. | $10,000 |
| AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS | |||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | NONE | PUBLIC CHARITY | TO SUPPORT PROGRAMS THAT SUPPORT THE LAW ENFORCEMENT COMMUNITY AND SPECIFICALLY THE SURVIVING FAMILIES OF OFFICERS KILLED IN THE LINE OF DUTY | $1,000 |
| ATHERTON POLICE OFFICERS ASSOCIATION | |||||||
| PO BOX 1427 | MENLO PARK | CA | 940261427 | NONE | PUBLIC CHARITY | YOUR GENEROUS DONATIONS TO APOA'S CHARITY FUND HAS MADE IT POSSIBLE FOR US TO SUPPORT THE GOOD WORKS OF A WIDE RANGE OF COMMUNITY ORGANIZATIONS AND CHARITABLE ENDEAVORS, AND YOUR EQUALLY GENEROUS DONATIONS TO OUR "SUPPORT FUND" ALLOWS THE APOA TO PURCHASE EQUIPMENT AND RESOURCES THAT IMPROVE THE WORK ENVIRONMENT AND PRODUCTIVITY OF OUR POLICE OFFICERS AND CIVILIAN MEMBERS WITHOUT FURTHER BURDENING THE TOWN'S BUDGET. | $1,000 |
| BAY AREA WOMEN'S SPORTS INITIATIVE | |||||||
| 1922 THE ALAMEDA SUITE 420 | SAN JOSE | CA | 951261458 | NONE | PUBLIC CHARITY | TO LEVEL THE PLAYING FIELD FOR CHILDREN WIT THE LEAST ACCESS TO SPORTS | $25,000 |
| BENS | |||||||
| 1030 15TH STREET NW STE 200 EAST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | TO SUPPORT GOVERNMENT LEADERS IMPLEMENT SOLUTIONS TO THE MOST CHALLENGING PROBLEMS IN NATIONAL SECURITY. | $200,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 303093506 | NONE | PUBLIC CHARITY | TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $25,000 |
| CAL MATTERS | |||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE | $10,000 |
| CASTILLEJA SCHOOL FOUNDATION | |||||||
| 1310 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | TO HELP EDUCATE MOTIVATED YOUNG WOMEN TO BECOME CONFIDENT THINKERS AND COMPASSIONATE LEADERS WITH A SENSE OF PURPOSE TO EFFECT CHANGE IN THE WORLD. | $5,000 |
| CLIMATE LEADERSHIP COUNCIL | |||||||
| 1900 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | THE CLIMATE LEADERSHIP COUNCIL IS AN INTERNATIONAL RESEARCH AND ADVOCACY ORGANIZATION WHOSE MISSION IS TO CONVENE GLOBAL OPINION LEADERS AROUND NEW CLIMATE SOLUTIONS BASED ON CARBON DIVIDENDS, ADAPTED TO EACH OF THE LARGEST GREENHOUSE GAS EMITTING REGIONS. CURRENTLY ACTIVE IN WASHINGTON AND LONDON, THE COUNCIL WILL EXPAND TO BERLIN, BEIJING AND NEW DELHI NEXT. | $50,000 |
| COUNCIL OF AMERICAN AMBASSADORS | |||||||
| 888 SEVENTEENTH STREET NW STE 306 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | TO SUPPORT THE ROLE OF THE AMERICAN AMBASSADOR AND THE COUNTRY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AT EMBASSIES AROUND THE WORLD. | $2,500 |
| CURE ALZHEIMERS FUND | |||||||
| 34 WASHINGTON ST STE 310 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | TO SUPPORT ALZHEIMER'S RESEARCH | $25,000 |
| DELTA WATERFOWL | |||||||
| 1412 BASIN AVENUE | BISMARCK | ND | 58504 | NONE | PUBLIC CHARITY | TO SUPPORT THE RESEARCH, HABITATS, AND DUCK POPULATION OF NORTH AMERICA | $5,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 381202351 | NONE | PUBLIC CHARITY | TO SUPPORTS THE CONSERVATION, RESTORATION AND MANAGEMENT OF WETLANDS AND ASSOCIATED HABITATS FOR NORTH AMERICA'S WATERFOWL. | $2,500 |
| FOLDS OF HONOR | |||||||
| 8551 N 125 E AVENUE STE 100 | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES | $50,000 |
| FOLDS OF HONOR | |||||||
| 8551 N 125 E AVENUE STE 100 | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES | $50,000 |
| FRIENDS OF HARVARD BASEBALL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | TO SUPPORT HARVARD ATHLETICS BASEBALL | $25,000 |
| FRIENDS OF HARVARD BASKETBALL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | TO SUPPORT HARVARD ATHLETICS BASKETBALL | $10,000 |
| FRIENDS OF HARVARD FOOTBALL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | TO SUPPORT HARVARD ATHLETICS FOOTBALL | $30,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 022412274 | NONE | PUBLIC CHARITY | TO SUPPORT THE HBS MISSION OF EDUCATING LEADERS WHO MAKE A DIFFERENCE IN THE WORLD | $5,000 |
| KIDDO | |||||||
| 409 SYCAMORE AVENUE | MILL VALLEY | CA | 94941 | NONE | PUBLIC CHARITY | KIDDO!, THE MILL VALLEY SCHOOLS COMMUNITY FOUNDATION, IS A NON-PROFIT 501(C3) ORGANIZATION MADE UP OF PARENTS, TEACHERS, BUSINESSES, AND ACTIVE MEMBERS OF THE COMMUNITY WHO, SINCE 1982, HAVE RAISED TENS OF MILLIONS OF DOLLARS TO SUPPLEMENT OUR LIMITED SCHOOL BUDGETS. WE FUND VITAL PROGRAMS AND TEACHERS AT OUR FIVE ELEMENTARY SCHOOLS AND MIDDLE SCHOOL - INCLUDING ART, MUSIC, DRAMA, POETRY, DANCE, P.E., TECHNOLOGY SUPPORT, TEACHER GRANTS, CLASSROOM AIDES AND LIBRARY AIDES. | $5,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1000 BROADWAY STREET 460 | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE. | $15,000 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PUBLIC CHARITY | TO PROVIDE THE FINANCIAL AND MORAL SUPPORT NEEDED TO FULFILL OUR MISSION OF FOSTERING EDUCATIONAL OUTCOMES IN EAST PALO ALTO | $10,000 |
| REDWOOD CITY PAL | |||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | TO SERVE THE YOUTH OF NORTH FAIR OAKS AND REDWOOD CITY | $10,000 |
| SPIRIT OF AMERICA - UKRAINE | |||||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | WORKING WITH US MILITARY PERSONNEL TO DELIVER PROTECTIVE AID TO UKRAINE. | $25,000 |
| SPURS FC | |||||||
| 950 GILMAN ST | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | SUPPORT SOCCER PLAYERS TO ACHIEVE THEIR FULL POTENTIAL BY PROVIDING A HOLISTIC, INTEGRATED PROGRAM THAT DEVELOPS PLAYERS AND COACHES AND EDUCATES PARENTS IN A POSITIVE, MEMBERSHIP-DRIVEN COMMUNITY. | $250 |
| SPURS FC | |||||||
| 950 GILMAN ST | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | SUPPORT SOCCER PLAYERS TO ACHIEVE THEIR FULL POTENTIAL BY PROVIDING A HOLISTIC, INTEGRATED PROGRAM THAT DEVELOPS PLAYERS AND COACHES AND EDUCATES PARENTS IN A POSITIVE, MEMBERSHIP-DRIVEN COMMUNITY. | $250 |
| SPURS FC | |||||||
| 950 GILMAN ST | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | SUPPORT SOCCER PLAYERS TO ACHIEVE THEIR FULL POTENTIAL BY PROVIDING A HOLISTIC, INTEGRATED PROGRAM THAT DEVELOPS PLAYERS AND COACHES AND EDUCATES PARENTS IN A POSITIVE, MEMBERSHIP-DRIVEN COMMUNITY. | $10,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | TO SUPPORT THE PRECOURT INSTITUTE FOR ENERGY DIRECTORS ADVISORY FUND | $25,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | TO SUPPORT THE STANFORD INSTITUTE FOR ECONOMICS POLICY RESEARCH FUND | $100,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | THE THOMAS FLEETWORD STEPHENSON PENDING FUND | $500,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | TO SUPPORT THE ENERGY POLICY TASK FORCE FUND | $250,000 |
| WILMINGTON FRIENDS SCHOOL | |||||||
| 101 SCHOOL ROAD | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATION SUPPORT | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | SUPPORT RESPONSE TO THE CRISIS IN AND AROUND UKRAINE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,562,500 | 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 | $144 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $586,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$114,681 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$31 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $471,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $471,548 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS (FIXED) HELD AT CAPITAL GUARDIAN | $3,692,724 | $3,648,276 |
| SECURITIES HELD AT CAPITAL GUARDIAN | $6,382,491 | $9,976,324 |
| SECURITIES HELD AT FIDELITY Y89-891371 | $9,443,672 | $9,804,524 |
| SEQUOIA CAPITAL - BARRACUDA STOCK | $219 | $219 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEQUOIA CAPITAL X PRINCIPAL'S FUND | FMV | $1,822 | $1,822 |
| SEQUOIA CAPITAL FRANCHISE PARTNERS, LP | FMV | $27,061 | $27,061 |
| CAPITAL GROUP ALTERNATIVE STRATEGIES (OFFSHORE) LP | AT COST | $600,000 | $818,057 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS - FMV ADJUSTMENT | $3,086 |
| M1 BOOK/TAX DIFFERENCE - BASIS LIMITATION | $9,047 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1S | Desc |
| Revenue And Expenses Per Books | -$31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$31 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$31 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $122,960 | $122,960 | $0 |
| PORTFOLIO DEDUCTIONS | $1,072 | $1,072 | $0 |
| ACCOUNTING FEES | $18,100 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $26,166 | Amt |
| Net Investment Income | $26,166 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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