THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-05
- IRS object ID
- 202332489349100228
- 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
- Schedule B
- Accounting Fees 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 | 2023-09-05T15:41:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Disaster Relief | DISASTER POSTPONEMENT CCA-2023-02/IR-2023-33 | DisasterReliefTxt |
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 | 2022-01-01 | 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 | 2022-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | HALLGRIMSON | 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 | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2023-09-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $3,514,266 | 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 | $542,479 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,425 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,023 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,023 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4,023 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $80,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,281 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $414 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $414 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $691,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,207 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,147 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,147 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,390 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $372 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $372 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $448,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,240 | CashBOYAmt |
| Cash EOY | $551 | CashEOYAmt |
| Cash EOYFMV | $551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,724 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $144 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $288 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $144 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $144 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $3,651,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,481,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,481,847 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,762,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,514,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,514,266 | 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 | $3,762,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,514,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,762,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,514,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,762,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,514,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,762,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $448,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,211,367 | SubtotalAmt |
| Other Decreases | $697,101 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,514,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AUTO DATA PROCESSING | P | 2022-01-01 | 2022-12-14 | $489 | $39 | $450 | $450 |
| BANK OF AMERICA | P | 2022-01-01 | 2022-04-22 | $4,386 | $3,416 | $970 | $970 |
| CHARLES SCHWAB CORP | P | 2022-01-01 | 2022-01-12 | $1,622 | $208 | $1,414 | $1,414 |
| GSK PLC | P | 2021-08-27 | 2022-07-25 | $32 | $32 | $0 | $0 |
| HUDSON PAC PPTYS INC | P | 2022-09-30 | 2022-11-23 | $48 | $73 | -$25 | -$25 |
| PHILLIPS 66 | P | 2022-03-10 | 2022-03-10 | $25 | $25 | $0 | $0 |
| SCOTTS MIRACLE GROW | P | 2022-09-12 | 2022-12-29 | $11 | $20 | -$9 | -$9 |
| AUTO DATA PROCESSING | P | 2010-04-28 | 2022-12-14 | $12,636 | $1,912 | $10,724 | $10,724 |
| BANK OF AMERICA | P | 2019-05-03 | 2022-01-12 | $24,390 | $15,250 | $9,140 | $9,140 |
| CHARLES SCHWAB CORP | P | 2011-10-11 | 2022-01-12 | $7,749 | $1,014 | $6,735 | $6,735 |
| EQUINOR | P | 2015-02-16 | 2022-12-01 | $42,265 | $19,453 | $22,812 | $22,812 |
| HERITAGE COMMERCE CORP | P | 2007-03-02 | 2022-01-12 | $3,653 | $6,704 | -$3,051 | -$3,051 |
| HUDSON PAC PPTYS INC | P | 2020-12-03 | 2022-11-23 | $790 | $2,004 | -$1,214 | -$1,214 |
| MARSH & MCLENNAN COMPANIES | P | 2022-06-01 | 2022-06-29 | $48,251 | $46,902 | $1,349 | $1,349 |
| SCOTTS MIRACLE GROW | P | 2021-11-01 | 2022-12-29 | $475 | $1,493 | -$1,018 | -$1,018 |
| SIX FLAGS ENTERTAINMENT | P | 2016-02-08 | 2022-12-29 | $910 | $1,896 | -$986 | -$986 |
| VERIZON COMMUNICATIONS | P | 2010-03-05 | 2022-08-18 | $13,268 | $11,829 | $1,439 | $1,439 |
| CHARLES SCHWAB US REIT | P | 2017-10-16 | 2022-03-11 | $19 | $17 | $2 | $2 |
| FAIR ISSAC INTL CORP | P | 2004-12-15 | 2022-08-10 | $16,600 | $1,070 | $15,530 | $15,530 |
| PHILLIPS 66 PARTNERS | P | 2021-05-17 | 2022-03-10 | $349 | $320 | $29 | $29 |
| PHILLIPS 66 PARTNERS | P | 2019-05-28 | 2022-03-10 | $4,165 | $4,194 | -$29 | -$29 |
| SCHWAB US SMALL CAP | P | 2017-03-17 | 2022-03-11 | $14 | $10 | $4 | $4 |
| FAIR ISSAC INTL CORP | P | 2004-12-16 | 2022-10-11 | $1,963 | $181 | $1,782 | $1,782 |
| HOME DEPOT | P | 2004-09-22 | 2022-04-25 | $4,058 | $471 | $3,587 | $3,587 |
| CAPITAL GAINS DIVIDENDS | P | $10,646 | $10,646 | $10,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,281 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $24 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,024 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,055 | OverpaymentAmt |
| Applied To ES Tax | $1,055 | 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 |
| ERIK L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | 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 | $3,554,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,162 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,638,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,638,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,583,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,969 | TotalTaxAmt |
| Distributable Before Adj | $177,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $177,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $177,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $17,585 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $17,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $177,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,179 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,764 | 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 | $76,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,585 | ExcessFromYear3Amt |
| Excess From Current Year | $59,179 | ExcessFromCurrentYearAmt |
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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAY AREA RIDGE TRAIL COUNCIL | ||||||||||
| 391 SUTTER ST STE 701 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC | PUBLICPUBLIC | $1,000 | |||
| BELLERMINE COLLEGE PREPARATORY | ||||||||||
| 960 W HEDDING STREET | SAN JOSE | CA | 95126 | NONE | PUBLIC | EDUCATION | $5,000 | |||
| CANYON HEIGHTS ACADEMY | ||||||||||
| 775 WALDO ROAD | CAMPBELL | CA | 95008 | NONE | PUBLIC | EDUCATION | $1,000 | |||
| CLAREMONT MCKENNA COLLEGE | ||||||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $20,000 | |||
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||||
| 139 E SANTA CLARA ST | SAN JOSE | CA | 95116 | NONE | PUBLIC | EDUCATIONEDUCATION | $10,000 | |||
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA | ||||||||||
| 23625 HOLMAN HIGHWAY | MONTEREY | CA | 93940 | NONE | MEDICAL | PUBLIC | $10,000 | |||
| DE YOUNGLEGION OF HONOR | ||||||||||
| 100 34TH AVENUE | SAN FRANCISCO | CA | 94121 | PUBLIC | PUBLIC | $600 | ||||
| HUNGER AT HOME | ||||||||||
| 1560 BERGER DR | SAN JOSE | CA | 95112 | PUBLIC | PUBLIC | $2,500 | ||||
| ICELANDIC ROOTS | ||||||||||
| 2843 27TH ST S | FARGO | ND | 58103 | NONE | PUBLIC | PUBLIC | $5,000 | |||
| ERIKA ROHLFES SEQUOIA HIGH SCHOOL | ||||||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | ||||
| ITALIAN AMERICAN HERITAGE FOUNDATION | ||||||||||
| 425 N 4TH STREET | SAN JOSE | CA | 95112 | PUBLIC | PUBLIC | $1,000 | ||||
| KDFC | ||||||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PUBLIC | PUBLIC | $300 | |||
| KQED | ||||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC | PUBLIC | $1,000 | |||
| KUUMBWA JAZZ CENTER | ||||||||||
| 320-2 CEDAR ST | SANTA CRUZ | CA | 95060 | NONE | PUBLIC | PUBLIC | $1,000 | |||
| NOELL BARAGANIER SEQUOIA HIGH SCHOOL | ||||||||||
| 2109 HOWARD AVE | SAN CARLOS | CA | 94070 | NONE | N/A | SCHOLARSHIP | $1,000 | |||
| MIDORI-KAI | ||||||||||
| 5674 SONOMA DRIVE | PLEASANTON | CA | 94566 | NONE | PUBLIC | PUBLIC | $5,000 | |||
| MONTEREY BAY AQUARIUM | ||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PUBLIC | PUBLIC | $1,000 | ||||
| NORDIC HERITAGE MUSEUM | ||||||||||
| 2655 NW MARKET ST | SEATTLE | WA | 98107 | PUBLIC | PUBLIC | $2,500 | ||||
| POMONA COLLEGE | ||||||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $1,000 | ||||
| SVITLANA SHAPOVALOVA | ||||||||||
| 1040 CREEK DR | MENLO PARK | CA | 94025 | N/A | EDUCATION | $1,000 | ||||
| SACRED HEART NATIVITY SCHOOL | ||||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | PUBLIC | EDUCATION | $1,000 | |||
| SAN FRANCISCO CAMPUS FOR JEWISH LIVING | ||||||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | PUBLIC | MEDICAL | $2,500 | ||||
| SANTA CLARA COUNTY LAW LIBRARY | ||||||||||
| 360 N FIRST ST | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $5,000 | ||||
| SAN JOSE SPORTS HALL OF FAME | ||||||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $12,500 | |||
| SAN JOSE STATE UNIVERSITY | ||||||||||
| 1 WASHINGTON AQ | SAN JOSE | CA | 95192 | NONE | PUBLIC | EDUCATION | $5,500 | |||
| SANTA CLARA UNIVERSITY | ||||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | EDUCATION | $48,500 | |||
| SAVE THE BAY | ||||||||||
| 300 FRANK H OGAWA PLAZA SUITE 10 | OAKLAND | CA | 94612 | PUBLIC | PUBLIC | $1,000 | ||||
| SCRIPPS COLLEGE | ||||||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $1,000 | ||||
| ST CHRISTOPHER PARISH SCHOOL | ||||||||||
| 900 W CHRISTOPHER ST | WEST COVINA | CA | 91790 | PUBLIC | EDUCATION | $1,000 | ||||
| STROKE AWARENESS FOUNDATION | ||||||||||
| 51 E CAMPBELL AVE STE 106-M | CAMPBELL | CA | 95008 | NONE | PUBLIC | MEDICALMEDICAL | $2,500 | |||
| UC BERKELEY FOUNDATION | ||||||||||
| 1995 UNIVERISTY AVE SUITE 401 | BERKELEY | CA | 94704 | NONE | PUBLIC | EDUCATION | $1,000 | |||
| UCSF FOUNDATION | ||||||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94113 | PUBLIC | MEDICAL | $30,000 | ||||
| WESTERN FLYER FOUNDATION | ||||||||||
| 10928 CLAM WAY | MOSS LANDING | CA | 95039 | PUBLIC | PUBLIC | $500 | ||||
| WIKIMEDIA FOUNDATION | ||||||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | PUBLIC | PUBLIC | $500 | ||||
| BOYS & GIRLS BLUB OF GREATER SAN DIEGO | ||||||||||
| PO BOX 178569 | SAN DIEGO | CA | 92177 | PUBLIC | PUBLIC | $2,500 | ||||
| FAMILY GIVING TREE | ||||||||||
| 10 ALMADEN BLVD STE 1100 | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $500 | ||||
| FIRST TEE MONTEREY | ||||||||||
| 1551 BEACON HILL DR | SALINAS | CA | 93905 | PUBLIC | PUBLIC | $5,000 | ||||
| JAPANESE AMERICAN CITIZENS LEAGUE | ||||||||||
| PO BOX 664 | MONTEREY | CA | 93942 | PUBLIC | PUBLIC | $1,000 | ||||
| KONKO CHURCH OF LOS ANGELES | ||||||||||
| 2924 E FIRST ST | LOS ANGELES | CA | 90033 | PUBLIC | PUBLIC | $2,000 | ||||
| LAW FOUNDATION OF SILICON VALLEY | ||||||||||
| 4 N SECOND STREET STE 1300 | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $2,500 | ||||
| LOAVES & FISHES | ||||||||||
| 1500 BERGER DR | SAN JOSE | CA | 95112 | PUBLIC | PUBLIC | $5,000 | ||||
| LOGBERG HEIMSKRINGLA | ||||||||||
| PUBLIC | PUBLIC | $1,000 | 835 MARION ST | WINNIPEG | IC | |||||
| MARTIN MAC CHEEVER MEMORIAL RESEARCH FUND | ||||||||||
| 1100 FAIRVIEW AVE | SEATTLE | WA | 98109 | PUBLIC | PUBLIC | $1,000 | ||||
| AVA LIU | ||||||||||
| 1457 BELMONT AVE | SAN CARLOS | CA | 94070 | N/A | SCHOLARSHIP | $1,000 | ||||
| BRYAN AYOOB SEQUOIA HIGH SCHOOL | ||||||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | ||||
| CATHERINE GREENBERG SEQUOIA HIGH SCHOOL | ||||||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | ||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL | ||||||||||
| 1041 MYRTLE ST | PALO ALTO | CA | 94303 | PUBLIC | EDUCATION | $1,000 | ||||
| NOTRE DAME HIGH SCHOOL | ||||||||||
| 596 S SECOND ST | SAN JOSE | CA | 95112 | PUBLIC | EDUCATION | $1,000 | ||||
| GEORGE MARKS CHILDREN'S HOUSE | ||||||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | PUBLIC | MEDICAL | $1,000 | ||||
| MONTAGE HEALTH FOUNDATION | ||||||||||
| 40 RYA COURT STE 200 | MONTEREY | CA | 93940 | PUBLIC | MEDICAL | $10,000 | ||||
| TYLER SHAW | ||||||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $3,000 | ||||
| UC DAVIS ATHLETICS | ||||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | PUBLIC | EDUCATION | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,900 | 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 | $64 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,597 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,023 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,023 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,379 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||
| 1 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $107,093 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 2 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $111,344 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 3 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $123,352 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 4 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $95,877 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 5 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $104,813 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITY - 686 SHRS MARSH & MCLENNAN COMPANIES INC | $107,093 | 2022-06-08 |
| 2 | PUBLICLY TRADED SECURITY - 430 SHRS AUTOMATIC DATA PROCESSING INC | $111,344 | 2022-12-08 |
| 3 | PUBLICLY TRADED SECURITY - 200 SHRS FAIR ISSAC & CO INC | $123,352 | 2022-12-23 |
| 4 | PUBLICLY TRADED SECURITY - 865 SHRS QUALCOMM INC | $95,877 | 2022-12-23 |
| 5 | PUBLICLY TRADED SECURITY - 3,228 SHRS BANK OF AMERICA CORP | $104,813 | 2022-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | 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 | $571,250 | $571,250 |
| CHARLES SCHWAB | FMV | $2,897,674 | $2,897,674 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $12,923 | $12,923 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET DECREASE IN VALUE OF SECURITIES | Desc |
| Amt | $697,101 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRAR OF CHARITABLE TRUST FEES | $100 | $0 | $100 |
| BANK FEES | $497 | $0 | $497 |
| MISCELLANEOUS | $193 | $193 | $0 |
| FUNDRAISING EXPENSE | $791 | $0 | $791 |
| OFFICE EXPENSE | $893 | $0 | $893 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PHILLIPS 66 PARTNERS | $83 | $83 | $83 |
| CEDAR FAIR PARTNERS | $331 | $331 | $331 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,147 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,147 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,213 | $1,213 | $0 |
| FEDERAL TAXES | $5,177 | $5,177 | $0 |
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