DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349104212
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T18:52:47-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942370906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENSIBA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 RIVER PARK PL W STE 202 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93720 | 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 | 522390855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE O'BRIEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBRI | BusinessNameControlTxt |
| Phone | 6503770300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 LA SELVA STREET SUITE 101 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS O'BRIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503770300 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | OBRIEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JOHN SLATER | PreparerPersonNm |
| PTIN | P00537659 | PTIN |
| Phone | 5594370700 | PhoneNum |
| Preparation | 2023-11-10 | 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 | $1,458,943 | 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 | $257,599 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,485 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,339,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,127 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $350,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,908 | 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 | $4,028 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,028 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,255 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,055 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,519 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $957,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $957,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,001,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $965,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$651,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,755 | CashBOYAmt |
| Cash EOY | $154,765 | CashEOYAmt |
| Cash EOYFMV | $154,765 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,736,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,012,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,304,178 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,818,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,167,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,458,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,818,432 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,167,328 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,818,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,167,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,818,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,167,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,818,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$651,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,167,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,167,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AC #001316 - S/T COVERED | 2022-01-01 | 2022-12-31 | $325,175 | $340,452 | -$15,277 | -$15,277 | |
| AC #001316 - L/T COVERED | 2021-12-31 | 2022-12-31 | $741,231 | $631,008 | $110,223 | $110,223 | |
| AC #001316 - S/T NONCOVERED | 2022-01-01 | 2022-12-31 | $171 | $171 | $171 | ||
| AC #001316 - L/T NONCOVERED | 2021-12-31 | 2022-12-31 | $6,758 | $4,686 | $2,072 | $2,072 | |
| AC #001316 - S/T NONCOVERED | 2022-01-01 | 2022-12-31 | $2,126 | $2,126 | $2,126 | ||
| AC #001324 - S/T COVERED | 2022-01-01 | 2022-12-31 | $524,744 | $519,535 | $5,209 | $5,209 | |
| AC #001324 - L/T COVERED | 2021-12-31 | 2022-12-31 | $540,673 | $612,428 | -$71,755 | -$71,755 | |
| AC #001407 - S/T COVERED | 2022-01-01 | 2022-12-31 | $43,473 | $46,752 | -$3,279 | -$3,279 | |
| AC #001407 - L/T COVERED | 2021-12-31 | 2022-12-31 | $155,075 | $139,626 | $15,449 | $15,449 | |
| AC #001407 - L/T NONCOVERED | 2021-12-31 | 2022-12-31 | $75 | $72 | $3 | $3 | |
| CAPITAL GAINS DIVIDENDS | $185 | $185 | $185 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $783 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $783 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | 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 | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $1,131 | OverpaymentAmt |
| Applied To ES Tax | $1,131 | 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 | SENSIBA SAN FILIPPO LLP | IndividualWithBooksNm |
| Phone | 5594370700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 RIVER PARK PL W STE 202 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93720 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C O'BRIEN | ||||||||
| 3130 LA SELVA STREET SUITE 101 | SAN MATEO | CA | 94403 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GLORIA A O'BRIEN | ||||||||
| 3130 LA SELVA STREET SUITE 101 | SAN MATEO | CA | 94403 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN FRIMEL | ||||||||
| 3130 LA SELVA STREET SUITE 101 | SAN MATEO | CA | 94403 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRIS O'BRIEN | ||||||||
| 3130 LA SELVA STREET SUITE 101 | SAN MATEO | CA | 94403 | DIRECTOR | 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 | $1,998,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,118,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,118,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,086,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $783 | TotalTaxAmt |
| Distributable Before Adj | $103,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,531 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $965,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $965,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $568,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $579,130 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $663,895 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $584,962 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $850,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,246,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $965,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $861,478 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,108,466 | 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 | $568,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,540,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $579,130 | ExcessFromYear4Amt |
| Excess From Year3 | $663,895 | ExcessFromYear3Amt |
| Excess From Year2 | $584,962 | ExcessFromYear2Amt |
| Excess From Year1 | $850,924 | ExcessFromYear1Amt |
| Excess From Current Year | $861,478 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS C O'BRIEN | ContributingManagerNm |
| Contributing Manager | GLORIA A O'BRIEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SPINAL CORD SOCIETY | ||||||||
| 115 SOUTHWOOD DRIVE | SCOTTS VALLEY | CA | 95066 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SPECIAL OLYMPICS | ||||||||
| 3480 BUSKIRK AVENUE 340 | PLEASANT HILL | CA | 94523 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF SAN FRANCISCO | ||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | NONE | PC | TUTORING PROGRAM | $100,000 | |
| ARCHDIOCESAN ANNUAL APPEAL 2021 | ||||||||
| ARCHDIOCESE OF SF ONE PETER YORKE | SAN FRANCISCO | CA | 941096602 | NONE | PC | ANNUAL APPEAL | $5,000 | WAY |
| ST IGNATIUS COLLEGE PREPARATORY | ||||||||
| 2001 37TH AVENUE | SAN FRANCISCO | CA | 94116 | NONE | PC | SCHOLARSHIP | $19,000 | |
| TIDES FOUNDATION | ||||||||
| 201 SPEAR STREET 1100 | SAN FRANCISCO | CA | 94105 | NONE | PC | DATA FOR GOOD FUND | $65,000 | |
| CATHOLIC CHARITIES | ||||||||
| 1555 39TH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | LOAVES AND FISHES | $42,500 | |
| ST CATHERINE OF SIENA PARISH | ||||||||
| 1125 FERRY STREET | MARTINEZ | CA | 94553 | NONE | PC | PLAYGROUND | $62,500 | |
| ST CATHERINE OF SIENA SCHOOL | ||||||||
| 604 MELLUS STREET | MARTINEZ | CA | 94553 | NONE | PC | BASKETBALL STANDARDS | $2,000 | |
| FIRM FOUNDATION COMMUNITY HOUSING | ||||||||
| 2845 CASTRO VALLEY BLVD | CASTRO VALLEY | CA | 94546 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TIDES FOUNDATION | ||||||||
| 201 SPEAR STREET 1100 | SAN FRANCISCO | CA | 94105 | NONE | PC | DATA FOR GOOD FUND | $7,500 | |
| ALAMEDA BOYS & GIRLS CLUB INC | ||||||||
| PO BOX 1069 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN IRELAND FUND | ||||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ATHERTON POLICE OFFICERS' ASSOCIATION | ||||||||
| P O BOX 1427 | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $500 | |
| BAY SCHOLARS | ||||||||
| 465 CALIFORNIA STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | SPONSORSHIP OF THANKSGIVING LUNCHEON AND SCHOLARSHIPS | $75,000 | |
| BRIDGE HOUSING CORPORATION | ||||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 941082706 | NONE | PC | ALAN L. AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM | $10,000 | |
| BRIDGE HOUSING CORPORATION | ||||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 941082706 | NONE | PC | STEIN & COLWELL SCHOLARSHIP | $10,000 | |
| CALIFORNIA HOMEBUILDING FOUNDATION | ||||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | BITA PROGRAM | $25,000 | |
| CATHOLIC WORKER HOUSE | ||||||||
| 545 CASSIA STREET | REDWOOD CITY | CA | 940632016 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CHILD & FAMILY INSTITUTE OF MENLO PARK | ||||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DOMINICAN SISTERS OF MISSION SAN JOSE | ||||||||
| 43326 MISSION CIRCLE | MISSION SAN JOSE | CA | 945390391 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DOMINICAN SISTERS VISION OF HOPE | ||||||||
| 1555 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| EASTSIDE PREP | ||||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | IN HONOR OF LISLE PAYNE | $25,000 | |
| FLINTRIDGE SACRED HEART | ||||||||
| 440 ST KATHERINE DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | A VISION FOR VERITAS II | $50,000 | |
| HANNA BOYS CENTER | ||||||||
| 17000 ARNOLD DRIVE | SONOMA | CA | 95476 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HOMEAID OF NORTHERN CALIFORNIA | ||||||||
| 1000 BURNETT AVENUE SUITE 340 | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ICA (IMMACULATE CONCEPTION ACADEMY) | ||||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 941103607 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| JUNIPERO SERRA HIGH SCHOOL | ||||||||
| 451 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PC | MEMORY OF LARRY ALARY | $1,000 | |
| LITTLE SISTERS OF THE POOR ST ANNE'S HOME | ||||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MARYKNOLL FATHERS AND BROTHERS | ||||||||
| GIFT PLANNING UNIT PO BOX 302 | MARYKNOLL | NY | 105450302 | NONE | PC | MENTAL HEALTH FOR CHILDREN IN CAMBODIA | $5,000 | |
| NORTH COAST OPPORTUNITIES INC | ||||||||
| 413 N STATE STREET | UKIAH | CA | 95482 | NONE | PC | RURAL COMMUNITIES CHILD CARE PROGRAM | $5,000 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| REBUILDING TOGETHER PENINSULA | ||||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 940633000 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SACRED HEART SCHOOLS | ||||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | SOPHIE SCHOLARS | $10,000 | |
| SEQUOIA HOSPITAL FOUNDATION | ||||||||
| 170 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SISTERS OF MERCY | ||||||||
| 2300 ADELINE DRIVE | BURLINGAME | CA | 940105599 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PC | GENERAL SUPPORT | $500 | |
| ST ANTHONY'S CHURCH | ||||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PC | PADUA DINING ROOM | $7,500 | |
| ST AUGUSTINE EDUCATIONAL FOUNDATION | ||||||||
| 6301 PAIL HIGHWAY | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $250 | |
| ST BALDRICK'S FOUNDATION | ||||||||
| 1333 S MAYFLOWER AVENUE SUITE 400 | MONROVIA | CA | 91016 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST FRANCIS CENTER | ||||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ST PETER'S CATHOLIC SCHOOL | ||||||||
| 1266 FLORIDA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST PIUS CHURCH | ||||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST PIUS SCHOOL | ||||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | LIFEGUARD FUND - SCHOLARSHIPS | $20,000 | |
| STANFORD HEALTH CARE | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE KOHANAIKI FOUNDATION | ||||||||
| PO BOX 9015 | KAILUAKONA | HI | 96745 | NONE | PC | GENERAL SUPPORT | $500 | |
| UNIVERSITY OF SAN FRANCISCO | ||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | NONE | PC | SCHOLARSHIP ENDOWMENT | $200,000 | |
| WOMEN INSPIRIT INC | ||||||||
| 1800 PECAN LAKE DRIVE | RICHMOND | TX | 77406 | NONE | PC | GENERAL SUPPORT | $500 | |
| CATHOLIC CHARITIES | ||||||||
| 1555 39TH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | CYO PROGRAMS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $957,250 | 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 | $253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,485 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,908 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE O'BRIEN FAMILY TRUST OF 2001 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 LA SELVA STREET SUITE 101 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $257,599 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $257,599 | FairMarketValueAmt |
| Received | 2022-09-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,028 | Amt |
| Net Investment Income | $4,028 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEVEN POST 1316 | $411,640 | $699,000 |
| SEVEN POST 1324 | $383,509 | $382,189 |
| SEVEN POST 1407 | $217,414 | $222,989 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE REGISTRATION COSTS | $100 | $0 | $100 |
| LIABILITY INSURANCE | $439 | $0 | $439 |
| CA SECRETARY OF STATE FEE | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX REFUNDS | $9 | $9 | $0 |
| SUBSTITUTE PAYMENT IN LIEU | $34 | $34 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $21,805 | $21,805 | $0 |
| ADMINISTRATIVE PROFESSIONAL SERVICES | $14,400 | $7,200 | $7,200 |
| MARGIN INTEREST | $50 | $50 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIDENDS | $1,374 | $1,374 | $0 |
| IRS EXCISE TAX | $2,145 | $2,145 | $0 |
Comments