BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION (EIN 48-1298690)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202333179349309973
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T14:02:58-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274620823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1James Wai CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 John Daly Blvd Ste 200AddressLine1Txt
CityDaly CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94015ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481298690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLIS-PURISSIMA ELEMENTARY SCHOOLBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt
Phone6503752196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PORTOLA AVENUEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnna GolbanPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAnnaPersonFirstNm
Person LastGolbanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChin P WaiPreparerPersonNm
PTINP00582664PTIN
Phone4158124249PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerElizabeth GardnerPrincipalOfficerNm
Gross Receipts$8,174,485GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BCSFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION' S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,232,918PYContributionsGrantsAmt
CY Contributions Grants$4,663,452CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$520,613PYInvestmentIncomeAmt
CY Investment Income$111,183CYInvestmentIncomeAmt
PY Other Revenue-$12,260PYOtherRevenueAmt
CY Other Revenue$41,442CYOtherRevenueAmt
PY Total Revenue$5,741,271PYTotalRevenueAmt
CY Total Revenue$4,816,077CYTotalRevenueAmt
PY Grants And Similar Paid$4,582,601PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,070,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$183,568PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$206,791CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$216,328CYTotalFundraisingExpenseAmt
PY Other Expenses$95,441PYOtherExpensesAmt
CY Other Expenses$101,716CYOtherExpensesAmt
PY Total Expenses$4,861,610PYTotalExpensesAmt
CY Total Expenses$3,378,507CYTotalExpensesAmt
PY Revenues Less Expenses$879,661PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,437,570CYRevenuesLessExpensesAmt
Total Assets BOY$8,941,537TotalAssetsBOYAmt
Total Assets EOY$9,946,551TotalAssetsEOYAmt
Total Liabilities BOY$17,288TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,865TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,924,249NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,943,686NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION' S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,089,140ExpenseAmt
Grant$3,070,000GrantAmt
DescTHE ANNUAL CAMPAIGN SOLICITS DONATIONS TO COVER THE DIFFERENCE BETWEEN THE ANNUAL OPERATING EXPENSES OF BULLIS CHARTER SCHOOL AND THE AMOUNT OF STATE AND LOCAL FUNDING RECEIVED BY THE SCHOOL.Desc
Total Program Service Expenses$3,089,140TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonElizabeth GardnerPersonNm
Phone6503752196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PORTOLA AVENUEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELIZABETH GARDNER
Executive Dir.40.000.00Yes (X)Yes (X)$165,000$0$0
Brian Chin
Treasurer5.000.00Yes (X)Yes (X)$0$0$0
Anna Golban
Treasurer5.000.00Yes (X)Yes (X)$0$0$0
David Lam
President5.000.00Yes (X)Yes (X)$0$0$0
Jennifer Whiteley
President2.000.00Yes (X)Yes (X)$0$0$0
JAN BAER
Vice President2.000.00Yes (X)$0$0$0
RANI BOSE
Director2.000.00Yes (X)$0$0$0
Shirley Chen
Director2.000.00Yes (X)$0$0$0
Ayish Ganesan
Director2.000.00Yes (X)$0$0$0
Heather Goodwin-Yu
Director2.000.00Yes (X)$0$0$0
Michelle Gracon
Director2.000.00Yes (X)$0$0$0
Rada Iyengar
Director2.000.00Yes (X)$0$0$0
Rachelle Mirkin
Director2.000.00Yes (X)$0$0$0
Evan Parker
Director2.000.00Yes (X)$0$0$0
Rima Pawar
Director2.000.00Yes (X)$0$0$0
Rina Shah
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Rajesh Shakkarwar
Director2.000.00Yes (X)$0$0$0
Chandru Venkataraman
Director2.000.00Yes (X)$0$0$0
Dai Yamada
Director2.000.00Yes (X)$0$0$0
Brenda Yang
Director2.000.00Yes (X)$0$0$0
Sharon Yang
Director0.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$165,000TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$22,038FundraisingAmt
All Other Contributions$4,641,414AllOtherContributionsAmt
Noncash Contributions$488,796NoncashContributionsAmt
Total Contributions$4,663,452TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,370TotalRevenueColumnAmt
Exclusion$113,370ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,259,764SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,261,951SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,187SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,187TotalRevenueColumnAmt
Exclusion-$2,187ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$137,899FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$22,038ContriRptFundraisingEventAmt
Fundraising Direct Expenses$96,457FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,442TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,816,077TotalRevenueColumnAmt
Exclusion$111,183ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,070,000TotalAmt
Program Services$3,070,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$165,000TotalAmt
Program Services$16,170ProgramServicesAmt
Management And General$16,170ManagementAndGeneralAmt
Fundraising$132,660FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$27,508TotalAmt
Management And General$20,248ManagementAndGeneralAmt
Fundraising$7,260FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,740TotalAmt
Program Services$1,151ProgramServicesAmt
Management And General$2,777ManagementAndGeneralAmt
Fundraising$9,812FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$543TotalAmt
Program Services$56ProgramServicesAmt
Management And General$102ManagementAndGeneralAmt
Fundraising$385FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,392TotalAmt
Management And General$24,392ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,466TotalAmt
Fundraising$3,466FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,127TotalAmt
Program Services$1,763ProgramServicesAmt
Management And General$1,259ManagementAndGeneralAmt
Fundraising$105FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,146TotalAmt
Management And General$3,470ManagementAndGeneralAmt
Fundraising$3,676FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,579TotalAmt
Management And General$4,579ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bank fees$47,127$42$47,085
Donor Recognition$11,879$11,879

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,378,507TotalAmt
Program Services$3,089,140ProgramServicesAmt
Management And General$73,039ManagementAndGeneralAmt
Fundraising$216,328FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$519,124EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,106,917BOYAmt
EOY$7,062,313EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,834,620BOYAmt
EOY$2,365,114EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,941,537BOYAmt
EOY$9,946,551EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,288BOYAmt
EOY$2,865EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,288BOYAmt
EOY$2,865EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,895,916BOYAmt
EOY$9,914,977EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,333BOYAmt
EOY$28,709EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,924,249BOYAmt
EOY$9,943,686EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,941,537BOYAmt
EOY$9,946,551EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,437,570ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$418,133NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,873,728CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,008,217CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,719,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,075,628CurrentTaxYearMinus1YearAmt
Current Tax Year$4,801,351CurrentTaxYearAmt
Total$22,478,482TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,873,728CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,008,217CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,719,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,075,628CurrentTaxYearMinus1YearAmt
Current Tax Year$4,801,351CurrentTaxYearAmt
Total$22,478,482TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$22,478,482PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$161,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$146,429CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,544CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,518CurrentTaxYearMinus1YearAmt
Current Tax Year$113,370CurrentTaxYearAmt
Total$564,496TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$23,042,978TotalSupportAmt
Public Support CY1700.97550PublicSupportCY170Pct
Public Support PY1700.97430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,333BeginningYearBalanceAmt
Investment Earnings Or Losses$376InvestmentEarningsOrLossesAmt
End Year Balance$28,709EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,299BeginningYearBalanceAmt
Investment Earnings Or Losses$34InvestmentEarningsOrLossesAmt
End Year Balance$28,333EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,869BeginningYearBalanceAmt
Investment Earnings Or Losses$430InvestmentEarningsOrLossesAmt
End Year Balance$28,299EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,780BeginningYearBalanceAmt
Investment Earnings Or Losses$1,089InvestmentEarningsOrLossesAmt
End Year Balance$27,869EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,509BeginningYearBalanceAmt
Investment Earnings Or Losses$271InvestmentEarningsOrLossesAmt
End Year Balance$26,780EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,494,401TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$418,133NetUnrealizedGainsInvstAmt
Other Revenue$96,457OtherRevenueAmt
Revenue Not Reported-$321,676RevenueNotReportedAmt
Revenue Subtotal$4,816,077RevenueSubtotalAmt
Total Revenue Per Form990$4,816,077TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,474,964TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,474,964ExpensesSubtotalAmt
Other Expenses Not Included-$96,457OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$96,457ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,378,507TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X : FIN48 FootnoteTHE FOUNDATION APPLIES THE PROVISIONS SET FORTH IN FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE FOUNDATION HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATION REMAINS OPEN. THE FOUNDATION BELIEVES THAT ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATION THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT YEAR END. THE FOUNDATION DOES NOT ANTICIPATE ANY SIGNIFICANT INCREASES OR DECREASES TO UNRECOGNIZED INCOME TAX BENEFITS DURING THE NEXT TWELVE MONTHS.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Fundraising expenses netted with income $96457

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AuctionEvent1Nm
Gross Receipts Event1$159,937GrossReceiptsEvent1Amt
Charitable Contri Event1$22,038CharitableContriEvent1Amt
Gross Revenue Event1$137,899GrossRevenueEvent1Amt
Food And Beverage Event1$82,013FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$14,444OtherDirectExpensesEvent1Amt
Gross Receipts Total$159,937GrossReceiptsTotalAmt
Charitable Contributions Tot$22,038CharitableContributionsTotAmt
Gross Revenue Total Events$137,899GrossRevenueTotalEventsAmt
Food And Beverage Total Events$82,013FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$14,444OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$96,457DirectExpenseSummaryEventsAmt
Net Income Summary$41,442NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLIS CHARTER SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PORTOLA AVEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Recipient EIN481298689RecipientEIN
Cash Grant$3,070,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSupport public educationPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH GARDNERPersonNm
TitleExecutive Dir.TitleTxt
Base Compensation Filing Org$165,000BaseCompensationFilingOrgAmt
Total Compensation Filing Org$165,000TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution30ContributionCnt
Noncash Contributions Rpt F990$488,796NoncashContributionsRptF990Amt
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bTHE FORM 990 IS REVIEWED BY THE TREASURER, CO-CHAIRS AND FINANCE COMMITTEE
Form 990, Part VI, Section C, Line 18THE FOUNDATION'S FORM 990, ARTICLES AND BYLAWS ARE AVAILABLE ON THE REGISTRY OF CHARITABLE TRUSTS WEBSITE
Form 990, Part VI, Section C, Line 19ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.

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