BETA

DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-20
IRS object ID
202242019349100209
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-07-20T17:27:30-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942370906PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SENSIBA SAN FILIPPO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 RIVER PARK PL W STE 202AddressLine1Txt
CityFRESNOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93720ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522390855EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE O'BRIEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOBRIBusinessNameControlTxt
Phone6503770300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 LA SELVA STREET SUITE 101AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS O'BRIENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503770300PhoneNum
Signature2022-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENNISPersonFirstNm
Person LastOBRIENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN SLATERPreparerPersonNm
PTINP00537659PTIN
Phone5594370700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,521,791FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$233,127ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,737DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,862NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,399,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$121,862CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$19OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$413,813TotalRevAndExpnssAmt
Total Net Invst Incm$180,686TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,054AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,054AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,823OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,623OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,200OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,976TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,976TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$481OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$481OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,334TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,681TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$991,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$991,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,042,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$998,931TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$628,771ExcessRevenueOverExpensesAmt
Net Investment Income$137,033NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$255,740CashBOYAmt
Cash EOY$81,755CashEOYAmt
Cash EOYFMV$81,755CashEOYFMVAmt
Corporate Stock BOY$2,191,463CorporateStockBOYAmt
Corporate Stock EOY$1,736,677CorporateStockEOYAmt
Corporate Stock EOYFMV$2,440,036CorporateStockEOYFMVAmt
Total Assets BOY$2,447,203TotalAssetsBOYAmt
Total Assets EOY$1,818,432TotalAssetsEOYAmt
Total Assets EOYFMV$2,521,791TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,447,203NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,818,432NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,447,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,818,432TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,447,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,818,432TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,447,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$628,771ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,818,432SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,818,432TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
AC #001316 - S/T COVERED2021-01-012021-12-31$308,571$330,203-$21,632-$21,632
AC #001316 - L/T COVERED2020-12-312021-12-31$827,703$713,883$113,820$113,820
AC #001316 - S/T NONCOVERED2021-01-012021-12-31$327$345-$18-$18
AC #001316 - L/T NONCOVERED2020-12-312021-12-31$13,522$9,492$4,030$4,030
AC #001316 - S/T NONCOVERED2020-12-312021-12-31$1,463$1,463$1,463
AC #001324 - S/T COVERED2021-01-012021-12-31$7,218$7,398-$180-$180
AC #001324 - L/T COVERED2020-12-312021-12-31$109,682$109,969-$287-$287
AC #001407 - S/T COVERED2021-01-012021-12-31$59,613$50,984$8,629$8,629
AC #001407 - L/T COVERED2020-12-312021-12-31$65,365$54,783$10,582$10,582
AC #001407 - L/T NONCOVERED2020-12-312021-12-31$91$86$5$5
CAPITAL GAINS DIVIDENDS$5,450$5,450$5,450P
FieldValueIRS element (for citing)
Capital Gain Net Income$121,862CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,905InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,905SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,905TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$225ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,905TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSENSIBA SAN FILIPPO LLPIndividualWithBooksNm
Phone5594370700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line145 RIVER PARK PL W STE 202AddressLine1Txt
CityFRESNOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93720ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS C O'BRIEN
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403PRESIDENT0.00$0$0$0
GLORIA A O'BRIEN
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403SECRETARY0.00$0$0$0
SUSAN FRIMEL
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403DIRECTOR0.00$0$0$0
CHRIS O'BRIEN
3130 LA SELVA STREET SUITE 101SAN MATEOCA94403DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,898,785AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,107AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,043,892TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,043,892AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,658CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,998,234NetVlNoncharitableAssetsAmt
Minimum Investment Return$149,912MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$149,912MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,905TaxBasedOnInvestmentIncomeAmt
Total Tax$1,905TotalTaxAmt
Distributable Before Adj$148,007DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$148,007DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$148,007DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$998,931ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$998,931QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,007DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$207,856ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$568,077ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$579,130ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$663,895ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$584,962ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,603,920TotalExcessDistributionCyovAmt
Qualifying Distributions$998,931QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$148,007AppliedToCurrentYearAmt
Remaining Distri From Corpus$850,924RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,454,844TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$207,856ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,246,988ExcessDistriCyovToNextYrAmt
Excess From Year4$568,077ExcessFromYear4Amt
Excess From Year3$579,130ExcessFromYear3Amt
Excess From Year2$663,895ExcessFromYear2Amt
Excess From Year1$584,962ExcessFromYear1Amt
Excess From Current Year$850,924ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENNIS C O'BRIENContributingManagerNm
Contributing ManagerGLORIA A O'BRIENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALAMEDA BOYS & GIRLS CLUB INC
PO BOX 1069ALAMEDACA94501NONEPCGENERAL SUPPORT$10,000
ALAMEDA COUNTY FOOD BANK
7900 EDGEWATER DRIVEOAKLANDCA94621NONEPCGENERAL SUPPORT$10,000
AMERICAN IRELAND FUND
10 POST OFFICE SQUARE SUITE 1205BOSTONMA02109NONEPCGENERAL SUPPORT$1,000
ARCHDIOCESAN ANNUAL APPEAL 2021
ARCHDIOCESE OF SF ONE PETER YORKESAN FRANCISCOCA941096602NONEPCANNUAL APPEAL$10,000WAY
ATHERTON POLICE OFFICERS' ASSOCIATION
P O BOX 1427MENLO PARKCA94025NONEPCGENERAL SUPPORT$500
BAY SCHOLARS
465 CALIFORNIA STREET 16TH FLOORSAN FRANCISCOCA94104NONEPCSPONSORSHIP OF THANKSGIVING LUNCHEON AND SCHOLARSHIPS$75,000
BIA BAY AREAWHLG
1350 TREAT BOULEVARD SUITE 140WALNUT CREEKCA94597NONEPCGENERAL SUPPORT$5,000
BRIDGE HOUSING CORPORATION
600 CALIFORNIA STREET SUITE 900SAN FRANCISCOCA941082706NONEPCALAN L. AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM$10,000
BRIDGE HOUSING CORPORATION
600 CALIFORNIA STREET SUITE 900SAN FRANCISCOCA941082706NONEPCSTEIN & COLWELL SCHOLARSHIP$10,000
BRIDGE HOUSING CORPORATION
600 CALIFORNIA STREET SUITE 900SAN FRANCISCOCA941082706NONEPCBRIDGING THE DIGITAL DIVIDE PROGRAM$10,000
CALIFORNIA HOMEBUILDING FOUNDATION
1215 K STREET SUITE 1200SACRAMENTOCA95814NONEPCBITA PROGRAM$25,000
CALIFORNIA HOMEBUILDING FOUNDATION
1215 K STREET SUITE 1200SACRAMENTOCA95814NONEPCBITA PROGRAM$25,000
CATHOLIC CHARITIES
1555 39TH AVENUESAN FRANCISCOCA94122NONEPCCYO PROGRAMS$40,000
CATHOLIC WORKER HOUSE
545 CASSIA STREETREDWOOD CITYCA940632016NONEPCGENERAL SUPPORT$20,000
CHILD & FAMILY INSTITUTE OF MENLO PARK
330 RAVENSWOOD AVENUEMENLO PARKCA94025NONEPCGENERAL SUPPORT$15,000
DOMINICAN SISTERS OF MISSION SAN JOSE
43326 MISSION CIRCLESAN JOSECA945390391NONEPCGENERAL SUPPORT$5,000
DOMINICAN SISTERS VISION OF HOPE
1555 34TH AVENUEOAKLANDCA94601NONEPCGENERAL SUPPORT$1,000
FLINTRIDGE SACRED HEART
440 ST KATHERINE DRIVELA CANADA FLINTRIDGECA91011NONEPCA VISION FOR VERITAS II$50,000
HANNA BOYS CENTER
17000 ARNOLD ROADSONOMACA95476NONEPCGENERAL SUPPORT$1,000
HOMEAID OF NORTHERN CALIFORNIA
1350 TREAT BOULEVARD SUITE 140WALNUT CREEKCA94597NONEPCGENERAL SUPPORT$15,000
ICA (IMMACULATE CONCEPTION ACADEMY)
3625 24TH STREETSAN FRANCISCOCA941103607NONEPCGENERAL SUPPORT$2,000
JUNIPERO SERRA HIGH SCHOOL
451 W 20TH AVENUESAN MATEOCA94403NONEPCMEMORY OF LARRY ALARY$1,000
LITTLE SISTERS OF THE POOR ST ANNE'S HOME
300 LAKE STREETSAN FRANCISCOCA94118NONEPCGENERAL SUPPORT$1,000
MARYKNOLL FATHERS AND BROTHERS
GIFT PLANNING UNIT PO BOX 302MARYKNOLLNY105450302NONEPCMENTAL HEALTH FOR CHILDREN IN CAMBODIA$5,000
NORTH COAST OPPORTUNITIES INC
413 N STATE STREETUKIAHCA95482NONEPCRURAL COMMUNITIES CHILD CARE PROGRAM$5,000
PANETTA INSTITUTE
100 CAMPUS CENTER BUILDING 86ESEASIDECA93955NONEPCGENERAL SUPPORT$15,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVENUE SUITE 100MOUNTAIN VIEWCA94043NONEPCGENERAL SUPPORT$10,000
RAVENSWOOD EDUCATION FOUNDATION
PO BOX 396MENLO PARKCA94026NONEPCGENERAL SUPPORT$25,000
REBUILDING TOGETHER PENINSULA
841 KAYNYNE STREETREDWOOD CITYCA940633000NONEPCGENERAL SUPPORT$5,000
SACRED HEART SCHOOLS
P O BOX 7788SAN FRANCISCOCA94120NONEPCBARAT COLLEGE ACCESS FUND$100,000
SACRED HEART SCHOOLS
150 VALPARAISO AVENUEATHERTONCA94027NONEPCSOPHIE SCHOLARS$10,000
SEQUOIA HOSPITAL FOUNDATION
170 ALAMEDA DE LAS PULGASREDWOOD CITYCA94062NONEPCGENERAL SUPPORT$2,000
SISTERS OF MERCY
2300 ADELINE DRIVEBURLINGAMECA940105599NONEPCGENERAL SUPPORT$5,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231NONEPCGENERAL SUPPORT$500
SPECIAL OLYMPICS
3480 BUSKIRK AVENUE 340PLEASANT HILLCA94523NONEPCGENERAL SUPPORT$500
SPINAL CORD SOCIETY
115 SOUTHWOOD DRIVESCOTTS VALLEYCA95066NONEPCGENERAL SUPPORT$2,500
ST ANTHONY'S CHURCH
3500 MIDDLEFIELD ROADMENLO PARKCA94025NONEPCPADUA DINING ROOM$7,500
ST APOLLINARIS CHURCH
3700 LASSEN STREETNAPACA94558NONEPCGENERAL SUPPORT$500
ST AUGUSTINE EDUCATIONAL FOUNDATION
6301 PAIL HIGHWAYKANEOHEHI96744NONEPCGENERAL SUPPORT$250
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE SUITE 400MONROVIACA91016NONEPCGENERAL SUPPORT$5,000
ST FRANCIS CENTER
151 BUCKINGHAM AVENUEREDWOOD CITYCA94063NONEPCGENERAL SUPPORT$15,000
ST IGNATIUS COLLEGE PREPARATORY
2001 37TH AVENUESAN FRANCISCOCA94116NONEPCSCHOLARSHIP$14,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$2,500
ST PETER'S CATHOLIC SCHOOL
1266 FLORIDA STREETSAN FRANCISCOCA94110NONEPCGENERAL SUPPORT$10,000
ST PIUS CHURCH
1100 WOODSIDE ROADREDWOOD CITYCA94061NONEPCGENERAL SUPPORT$10,000
ST PIUS SCHOOL
1100 WOODSIDE ROADREDWOOD CITYCA94061NONEPCLIFEGUARD FUND - SCHOLARSHIPS$20,000
STANFORD HEALTH CARE
PO BOX 20466STANFORDCA94309NONEPCGENERAL SUPPORT$5,000
THE KOHANAIKI FOUNDATION
PO BOX 9015KAILUAKONAHI96745NONEPCGENERAL SUPPORT$500
TIDES FOUNDATION
350 BRANNAN STREET 350SAN FRANCISCOCA94107NONEPCDATA FOR GOOD FUND$72,500
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA941171080NONEPCTUTORING PROGRAM$100,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA941171080NONEPCSCHOLARSHIP ENDOWMENT$200,000
WOMEN INSPIRIT INC
1800 PECAN LAKE DRIVERICHMONDTX77406NONEPCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$991,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,737ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$121,862ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$180,686ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$180,686TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
THE O'BRIEN FAMILY TRUST OF 2001
13130 LA SELVA STREET SUITE 101SAN MATEOCA94403$189,967Yes (X)
THE O'BRIEN FAMILY TRUST OF 2001
23130 LA SELVA STREET SUITE 101SAN MATEOCA94403$43,160Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PUBLICLY TRADED STOCKS$189,9672021-02-23
2PUBLICLY TRADED STOCKS$43,1602021-05-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$4,054Amt
Net Investment Income$4,054NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEVEN POST 1316$761,641$1,391,350
SEVEN POST 1324$612,699$617,947
SEVEN POST 1407$362,337$430,739

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARITABLE REGISTRATION COSTS$50$0$50
LIABILITY INSURANCE$431$0$431

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$1$1$0
FOREIGN TAX REFUNDS$18$18$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$28,423$28,423$0
ADMINISTRATIVE PROFESSIONAL SERVICES$14,400$7,200$7,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON DIVIDENDS$1,875$1,875$0
IRS EXCISE TAX$2,101$2,101$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.