PORTOLA VALLEY SCHOOLS FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PORTOLA VALLEY SCHOOLS FOUNDATION (EIN 93-1012148)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202211329349303851
- Schema version
- 2020v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T11:30:48-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270995027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG CRAIG CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2570 W EL CAMINO REAL 150 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931012148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTOLA VALLEY SCHOOLS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 6508511777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4575 ALPINE ROAD | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BARROWS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6508511777 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | BARROWS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FERNANDA AMARAL | PreparerPersonNm |
| PTIN | P01463232 | PTIN |
| Phone | 6502091800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW BARROWS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4575 ALPINE ROAD | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,100,055 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PVSCHOOLSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PV SCHOOLS FOUNDATION SEEKS TO PROVIDE GENERAL FINANCIAL SUPPORT FOR THE PV SCHOOL DISTRICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,057,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,003,440 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,583 | PYInvestmentIncomeAmt |
| CY Investment Income | $96,615 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,255 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,184,085 | PYTotalRevenueAmt |
| CY Total Revenue | $1,100,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,059,887 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,000,153 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,334 | PYOtherExpensesAmt |
| CY Other Expenses | $105,605 | CYOtherExpensesAmt |
| PY Total Expenses | $1,158,221 | PYTotalExpensesAmt |
| CY Total Expenses | $1,105,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,864 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,703 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,048,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,920,086 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,048,004 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,920,086 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PORTOLA VALLEY SCHOOLS FOUNDATION SEEKS TO PROVIDE GENERAL FINANCIAL SUPPORT FOR THE PORTOLA VALLEY SCHOOL DISTRICT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,028,979 | ExpenseAmt |
| Grant | $1,000,153 | GrantAmt |
| Desc | THE PORTOLA VALLEY SCHOOLS FOUNDATION WAS FORMED IN DECEMBER 1989 TO RAISE MONEY TO SUPPLEMENT THE FUNDS ALLOCATED TO THE PORTOLA VALLEY SCHOOL DISTRICT BY THE STATE OF CALIFORNIA AND TO PROVIDE PORTOLA VALLEY SCHOOLS WITH FUNDS TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR ITS STUDENTS. THE FUNDS ARE DISTRIBUTED TO THE PORTOLA VALLEY SCHOOL DISTRICT AS REQUESTED BY THE SCHOOL BOARD OF TRUSTEES CONSISTENT WITH THE OPERATION OF A TAX EXEMPT FOUNDATION. | Desc |
| Total Program Service Expenses | $1,028,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW BARROWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508511777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4575 ALPINE ROAD | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AIMEE ARMSBY | ||||||
| CO-PRESIDENT | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDY KEEFE | ||||||
| CO-PRESIDENT | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMI WORTHINGTON | ||||||
| SECRETARY | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW BARROWS | ||||||
| TREASURER | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER CUNNINGHAM | ||||||
| ANNUAL CAMPAIGN CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HILARY DUWE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SERENA HANES | ||||||
| ENDOWMENT CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA KAMRAN | ||||||
| ANNUAL CAMPAIGN CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN SANDERS | ||||||
| ENDOWMENT CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KARYN ELLIS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LISA GIBLIN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL GILBERT | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE GILMAN JASEN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERICA JOHNSTON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY MCADAM | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDAN PIERCE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL SINK | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE SKANBERG | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUE TEN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF WILEY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RICH ZAMBOLDI | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,003,440 | AllOtherContributionsAmt |
| Total Contributions | $1,003,440 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,615 | TotalRevenueColumnAmt |
| Exclusion | $96,615 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,100,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,615 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,153 | TotalAmt |
| Program Services | $1,000,153 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,895 | TotalAmt |
| Management And General | $40,895 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,109 | TotalAmt |
| Management And General | $16,109 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,234 | TotalAmt |
| Management And General | $11,234 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,899 | TotalAmt |
| Program Services | $16,899 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,927 | TotalAmt |
| Program Services | $11,927 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,909 | TotalAmt |
| Management And General | $3,909 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DONATION | $2,284 | $2,284 |
| VOLUNTEER GIFTS | $1,028 | $1,028 |
| LICENSE FEES | $320 | $320 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,758 | TotalAmt |
| Program Services | $1,028,979 | ProgramServicesAmt |
| Management And General | $76,779 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,053 | BOYAmt |
| EOY | $220,002 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,522 | BOYAmt |
| EOY | $1,061,356 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,767,429 | BOYAmt |
| EOY | $5,638,728 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,048,004 | BOYAmt |
| EOY | $6,920,086 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,369,328 | BOYAmt |
| EOY | $4,241,410 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,678,676 | BOYAmt |
| EOY | $2,678,676 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,048,004 | BOYAmt |
| EOY | $6,920,086 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,048,004 | BOYAmt |
| EOY | $6,920,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,703 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $877,785 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,054,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $916,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,073,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,003,055 | CurrentTaxYearAmt |
| Total | $5,104,805 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,054,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $916,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,073,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,003,055 | CurrentTaxYearAmt |
| Total | $5,104,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,104,805 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,615 | CurrentTaxYearAmt |
| Total | $527,732 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385 | CurrentTaxYearAmt |
| Total | $1,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,633,721 | TotalSupportAmt |
| Public Support CY170 | 0.90610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC REVENUE-AMAZON - 2016 AMOUNT: $ 135. 2017 AMOUNT: $ 181. 2018 AMOUNT: $ 219. 2019 AMOUNT: $ 264. 2020 AMOUNT: $ 385. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $40,895 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $40,895 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | GRANT GIVEN TO A POLITICAL ACTION COMMITTEE FORMED TO SUPPORT A LOCAL PARCEL TAX MEASURE (MEASURE S) FOR SCHOOL FUNDING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,678,676 | BeginningYearBalanceAmt |
| End Year Balance | $2,678,676 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,678,676 | BeginningYearBalanceAmt |
| End Year Balance | $2,678,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,678,676 | BeginningYearBalanceAmt |
| End Year Balance | $2,678,676 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,678,676 | BeginningYearBalanceAmt |
| End Year Balance | $2,678,676 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,678,676 | BeginningYearBalanceAmt |
| End Year Balance | $2,678,676 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE PVSF ENDOWMENT IS INTENDED TO FOSTER EXCELLENCE IN TEACHING, AUGMENT THE CORE CURRICULUM AND PROMOTE A BALANCED EDUCATION IN THE PORTOLA VALLEY SCHOOL DISTRICT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTOLA VALLEY SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4575 ALPINE ROAD | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $1,000,153 | CashGrantAmt |
| Valuation Method Used | CASH GRANT | ValuationMethodUsedDesc |
| Purpose Of Grant | PROVIDE GENERAL FINANCIAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE PROVIDED TO THE PORTOLA VALLEY SCHOOL DISTRICT FOR USES APPROVED BY THE DISTRICT GOVERNING BOARD TO MEET THE EDUCATIONAL NEEDS OF THE DISTRICT. BI-MONTHLY MEETINGS ARE HELD DURING THE SCHOOL YEAR BETWEEN MEMBERS OF THE FOUNDATION BOARD, THE DISTRICT ADMINISTRATION AND THE DISTRICT GOVERNING BOARD TO ENSURE THE PROPER USE OF THESE FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS AVAILABLE TO BOARD MEMBERS ON THE ORGANIZATION'S SHARED FILE SYSTEM. BOARD MEMBERS WERE INFORMED OF THIS BY EMAIL IN A TIMELY MANNER. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE IN FOUNDATION'S OFFICE AND ON PUBLIC WEBSITE AT HTTP://WWW.PVSCHOOLSFOUNDATION.ORG/ |
| ORGANIZATION MISSION | THE PORTOLA VALLEY SCHOOLS FOUNDATION SEEKS TO PROVIDE GENERAL FINANCIAL SUPPORT FOR THE PORTOLA VALLEY SCHOOL DISTRICT IN ORDER TO PROVIDE AND MAINTAIN CONSISTENTLY HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR THE CHILDREN OF ORMONDALE AND CORTE MADERA SCHOOLS. BY FUNDRAISING THROUGH ANNUAL CAMPAIGNS, THE ENDOWMENT,EVENTS COMMUNITY BUSINESS PARTNERSHIPS AND ESCRIP, THE FOUNDATION RAISES MONEY TO PAY FOR ESSENTIAL EDUCATIONAL PROGRAMS AND FOR INNOVATIVE TEACHER AND DISTRICT PROJECTS. THE FOUNDATION IS COMMITTED TO CONDUCTING ITS FUNDRAISING IN A MANNER THAT SUPPORTS THE DISTRICTS EFFORTS, FOSTERS COOPERATION AMONG ALL DISTRICT ORGANIZATIONS, AND INCREASES AWARENESS OF THE NEED FOR PRIVATE FUNDS FOR PUBLIC EDUCATION IN CALIFORNIA. ANYONE CAN SUPPORT THE FOUNDATION. WE THANK ALL THE PARENTS,GRANDPARENTS, FRIENDS, STAFF, TEACHERS, BUSINESSES AND COMMUNITY MEMBERS WHO HAVE SHARED IN OUR VISION FOR OUR CHILDREN. |
| NON CASH DONATIONS FOR AUCTION | THE FOUNDATION RECEIVES DONATIONS OF GOODS AND SERVICES WHICH IT AUCTIONS AT THEIR MAJOR FUND RAISING EVENT. BECAUSE OF THE DIFFICULTY IN VALUING THESE ITEMS, THEY ARE NOT INCLUDED IN DONATION REVENUES. |
| SECURITIES HELD FOR INVESTMENT | ENDOWMENT FUNDS ARE HELD IN A VANGUARD INVESTMENT ACCOUNT. THIS ACCOUNT IS INVESTED IN A BALANCED PORTFOLIO OF FIXED INCOME AND EQUITY INVESTMENTS. ADDITIONAL ENDOWMENT FUNDS ARE HELD IN CASH EQUIVALENTS. |
| GOODS AND SERVICES PROVIDED IN EXCESS OF $75 | EVERY OTHER YEAR THE FOUNDATION RAISES FUNDS THROUGH AN AUCTION OF GOODS AND SERVICES. THE FOUNDATION'S RECEIPT FOR AUCTION PAYMENTS BY BUYERS INCLUDES A STATEMENT OF AMOUNTS PAID FOR THOSE GOODS AND SERVICES. |
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