THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-30
- IRS object ID
- 202501509349100315
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-30T12:23:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770140464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 4082865800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN L HALLGRIMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082865800 | PhoneNum |
| Signature | 2025-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2025-05-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,800,013 | 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 | $2,002,251 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,066 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,066 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,917 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,900 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,424,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,684,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,424,897 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $395 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $395 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,526,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,521,175 | 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 | $5,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,619 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,077 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,279 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,623 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $331,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,623 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,194,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,519,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,070 | CashBOYAmt |
| Cash EOY | $164,429 | CashEOYAmt |
| Cash EOYFMV | $164,429 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $255,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $255,969 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $171 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $171 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $171 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $4,417,705 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,379,444 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,379,444 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,583,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,800,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,800,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,583,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,800,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,583,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,800,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,583,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,800,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,583,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,194,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,303 | OtherIncreasesAmt |
| Subtotal | $7,800,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,800,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #8044 | P | 2024-01-01 | 2024-12-31 | $755,201 | $701,205 | $53,996 | $53,996 |
| CHARLES SCHWAB #8044 | P | 2023-01-01 | 2024-12-31 | $271,773 | $181,906 | $89,867 | $89,867 |
| CHARLES SCHWAB #8134 | P | 2024-01-01 | 2024-12-31 | $71,141 | $69,716 | $1,425 | $1,425 |
| MORGAN STANLEY #063445 | P | 2023-01-01 | 2024-12-31 | $6,967 | $299 | $6,668 | $6,668 |
| MORGAN STANLEY #064890 | P | 2024-01-01 | 2024-12-31 | $697,985 | $704,430 | -$6,445 | -$6,445 |
| MORGAN STANLEY #064890 | P | 2003-01-01 | 2024-12-31 | $1,861,428 | $602,216 | $1,259,212 | $1,259,212 |
| CAPITAL GAINS DIVIDENDS | P | $20,174 | $20,174 | $20,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,424,897 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $285 | OverpaymentAmt |
| Applied To ES Tax | $285 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN L HALLGRIMSON | IndividualWithBooksNm |
| Phone | 4082865800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NOREEN SULLIVAN | ||||||||
| 2750 CASA GRANDE COURT | MORGAN HILL | CA | 95037 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROD LINER | ||||||||
| 1926 EUCALYPTUS | SAN CARLOS | CA | 94070 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,882,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,972 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,191,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,191,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,098,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,115 | TotalTaxAmt |
| Distributable Before Adj | $283,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,623 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $329,623 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $39,932 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $39,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,623 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,799 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,731 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $39,932 | ExcessFromYear2Amt |
| Excess From Current Year | $45,799 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L HALLGRIMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082865800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| CANYON HEIGHTS ACADEMY | |||||||
| 775 WALDO ROAD | CAMPBELL | CA | 95008 | PUBLIC | EDUCATION | $3,500 | |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 917114015 | PUBLIC | SCHOLARSHIP | $160,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 139 E SANTA CLARA ST | SAN JOSE | CA | 95116 | PUBLIC | EDUCATIONEDUCATION | $7,000 | |
| DE YOUNGLEGION OF HONOR | |||||||
| 100 34TH AVENUE | SAN FRANCISCO | CA | 94121 | PUBLIC | PUBLIC | $1,000 | |
| FIRST TEE MONTEREY | |||||||
| 1551 BEACON HILL DR | SALINAS | CA | 93905 | PUBLIC | PUBLIC | $15,000 | |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | PUBLIC | PUBLIC | $5,000 | |
| KUUMBWA JAZZ CENTER | |||||||
| 320-2 CEDAR ST | SANTA CRUZ | CA | 95060 | PUBLIC | PUBLIC | $1,000 | |
| EASTSIDE COLLEGE PROPARATORY SCHOOL | |||||||
| 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | PUBLIC | EDUCATION | $5,000 | |
| ELA WEINTRAUB-VELAZQUEZ SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | NONE |
| MIDORI-KAI | |||||||
| 5674 SONOMA DRIVE | PLEASANTON | CA | 94566 | PUBLIC | PUBLIC | $5,000 | |
| HUMBERTO CRUZ MORENO SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $2,000 | NONE |
| LAW FOUNDATION OF SILICON VALLEY | |||||||
| 4 N 2ND ST SUITE 1300 | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $2,500 | |
| LINDA SOTO SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $2,000 | NONE |
| REACH FOUNDATION | |||||||
| 3790 EL CAMINO REAL 624 | PALO ALTO | CA | 94306 | PUBLIC | PUBLIC | $5,000 | |
| NOAH NGUYEN SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | NONE |
| NAVAL POSTGRADUATE SCHOOL FOUNDATION | |||||||
| PO BOX 8626 | MONTEREY | CA | 93943 | PUBLIC | EDUCATIONEDUCATION | $1,000 | |
| SAN FRANCISCO CAMPUS FOR JEWISH LIVING | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | PUBLIC | MEDICAL | $5,000 | |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $12,500 | |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQ | SAN JOSE | CA | 95192 | PUBLIC | EDUCATION | $10,000 | |
| SANTA CLARA COUNTY LAW LIBRARY | |||||||
| 360 N FIRST ST | SAN JOSE | CA | 95113 | PUBLIC | PUBLIC | $10,000 | |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | PUBLIC | EDUCATION | $10,000 | |
| SCRIPPS COLLEGE | |||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $5,000 | |
| SPECIAL OLYMPICS NOTHERN CALIFORNIA | |||||||
| 3480 BUSKIRK AVE 340 | PLEASANT HILL | CA | 94523 | PUBLIC | PUBLIC | $25,000 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | PUBLIC | EDUCATION | $2,500 | |
| STROKE AWARENESS FOUNDATION | |||||||
| 51 E CAMPBELL AVE STE 106-M | CAMPBELL | CA | 95008 | PUBLIC | MEDICALMEDICAL | $2,500 | |
| UC DAVIS ATHLETICS | |||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | PUBLIC | EDUCATION | $5,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | PUBLIC | PUBLIV | $500 | |
| WESTERN FLYER FOUNDATION | |||||||
| 10928 CLAM WAY | MOSS LANDING | CA | 95039 | PUBLIC | PUBLIC | $500 | |
| MORSE FOUNDATION STEWARDSHIP FUND | |||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | PUBLIC | PUBLIC | $1,000 | |
| NORDIC MUSEUM | |||||||
| 2655 NW MARKET ST | SEATTLE | WA | 98107 | PUBLIC | PUBLICPUBLIC | $1,000 | |
| OLIVIA ANDERSON SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $2,000 | NONE |
| POMONA COLLEGE | |||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $1,500 | |
| OLIVIA ANDERSON SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | NONE |
| TAYLOR JACKSON SEQUOIA HIGH SCHOOL | |||||||
| 879 BLANFORD BLVD | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,000 | 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 | $6,066 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,607 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,900 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $395 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,404,723 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,900 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,404,723 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,523,865 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | INVESTMENT IN TBI-SVIII (SCHEDULE K-1) | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||
| 1 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $216,284 | Yes (X) |
| VIKING INVESTMENTS LLC | ||||||
| 2 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $1,081,537 | Yes (X) |
| VIKING INVESTMENTS LLC | ||||||
| 3 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $704,430 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITY - 249 SHRS SUPER MICRO COMPUTER | $216,284 | 2024-02-16 |
| 2 | VARIOUS PUBLICLY TRADED SECURITIES | $1,081,537 | 2024-07-09 |
| 3 | PUBLICLY TRADED SECURITY - 300 SHRS FAIR ISAAC & CO INC | $704,430 | 2024-11-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,725 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY ACCOUNTS | FMV | $2,753,626 | $2,753,626 |
| CHARLES SCHWAB ACCOUNTS | FMV | $4,608,908 | $4,608,908 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $16,910 | $16,910 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRAR OF CHARITABLE TRUST FEES | $100 | $0 | $100 |
| BANK FEES | $1,914 | $0 | $1,914 |
| FUNDRAISING EXPENSE | $4,265 | $0 | $4,265 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CEDAR FAIR PARTNERS | $358 | $358 | $358 |
| ENTERPRISE PRODUCTS PARTNERS | $37 | $37 | $37 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE IN VALUE OF SECURITIES | Desc |
| Amt | $22,303 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,619 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,619 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,327 | $1,327 | $0 |
| FEDERAL TAXES | $750 | $750 | $0 |
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