C M CAPITAL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
C M CAPITAL FOUNDATION (EIN 77-0583870)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349109231
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)
Return2022-11-15T17:26:29-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770583870EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CM CAPITAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCMCABusinessNameControlTxt
Phone6503266480PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVE 200AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP943011910ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENT LIUPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6503266480PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENTPersonFirstNm
Person LastLIUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE SCHLECTPreparerPersonNm
PTINP00967848PTIN
Phone4157834000PhoneNum

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,454,284FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$170,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$233InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$409,282CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$82,565OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$170,233TotalRevAndExpnssAmt
Total Net Invst Incm$492,080TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$21,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$21,000CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,261OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$261OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,261TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,261TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$204,322ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$204,322ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,583TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$225,583TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,350ExcessRevenueOverExpensesAmt
Net Investment Income$492,080NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$115,333CashBOYAmt
Cash EOY$501,749CashEOYAmt
Cash EOYFMV$501,749CashEOYFMVAmt
Sav And Temp Cash Invst BOY$232,098SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$117,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$117,332SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,247,676OtherInvestmentsBOYAmt
Other Investments EOY$4,835,203OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,835,203OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,595,107TotalAssetsBOYAmt
Total Assets EOY$5,454,284TotalAssetsEOYAmt
Total Assets EOYFMV$5,454,284TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,340AccountsPayableBOYAmt
Accounts Payable EOY$17,100AccountsPayableEOYAmt
Total Liabilities BOY$8,340TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,100TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,586,767CapitalStockBOYAmt
Capital Stock EOY$5,437,184CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,586,767TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,437,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,595,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,454,284TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,586,767TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,350ExcessRevenueOverExpensesAmt
Other Increases$917,527OtherIncreasesAmt
Subtotal$5,445,944SubtotalAmt
Other Decreases$8,760OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,437,184TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPARTNERHSHIP GAIN(LOSS)PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-01-01AcquiredDt
Sold2021-12-31SoldDt
Gain Or Loss$409,282GainOrLossAmt
Gains Minus Excess Or Losses$409,282GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$409,282CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,840InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,840SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,840TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,602EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,102TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Overpayment$251OverpaymentAmt
Applied To ES Tax$251AppliedToESTaxAmt
Refund$0RefundAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 AddressWWW.CMCAPITALFOUNDATION.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503266480PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVENUEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN C COUCH
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301DIRECTOR0.50$0$0$0
LUCIA CHA
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301PRESIDENT & DIRECTOR0.50$0$0$0
KENT LIU
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301TREASURER0.50$0$0$0
ELIZABETH HAMMACK
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301VP & SEC, EXEC DIR5.00$21,000$0$0
PRISCILLA CHOU
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301DIRECTOR0.50$0$0$0
SELINA CHA
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301DIRECTOR0.50$0$0$0
BRUCE MADDING
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301CHAIRMAN & DIRECTOR0.50$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$295,419AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,835,203FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,130,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,130,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,959CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,053,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$252,683MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$252,683MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,840TaxBasedOnInvestmentIncomeAmt
Income Tax$399IncomeTaxAmt
Total Tax$7,239TotalTaxAmt
Distributable Before Adj$245,444DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$245,444DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$245,444DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,583ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$225,583QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$245,444DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,476ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$12,476TotalExcessDistributionCyovAmt
Qualifying Distributions$225,583QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$225,583AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$12,476ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,476ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,385UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH HAMMACKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVENUE STE 200AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6503266480RecipientPhoneNum
Form And Info And MaterialsCALL TO REQUEST WRITTEN APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT MAKE GRANTS TO SUPPORT FUNDRAISING EVENTS, CONFERENCES, INDIVIDUALS, FOR-PROFIT ENTERPRISES, POLITICAL PURPOSES AND RELIGIOUS PURPOSES. STRONG PREFERENCE IS GIVEN TO APPLICANTS IN THE SANTA CLARA COUNTY OF CALIFORNIA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN RED CROSS
PO BOX 37295WASHINGTONDC20013NONEPCGENERAL SUPPORT$1,000
ORINDA ASSOCIATION
9 DESCANSO DRORINDACA94563NONEPCGENERAL SUPPORT$120
PENINSULA OPEN SPACE TRUST (POST)
222 HIGH STREETPALO ALTOCA94301NONEPCGENERAL SUPPORT$1,000
LUCILE PACKARD CHILDREN'S HOSPITAL
725 WELCH RDPALO ALTOCA94304NONEPCGENERAL SUPPORT$35,000
ASIAN ART MUSEUM FOUNDATION
200 LARKIN STSAN FRANCISCOCA94102NONEPCGENERAL SUPPORT$2,000
DE MARILLAC ACADEMY
175 GOLDEN GATE AVESAN FRANCISCOCA94102NONESOGENERAL SUPPORT$1,000
SECOND HARVEST SILICON VALLEY
4001 N 1ST STREETSAN JOSECA95134NONEPCGENERAL SUPPORT$500
ST THOMAS AQUINAS PARISH
3290 MIDDLEFIELD ROADPALO ALTOCA94306NONEPCGENERAL SUPPORT$125
ST THOMAS AQUINAS PARISH
3290 MIDDLEFIELD ROADPALO ALTOCA94306NONEPCGENERAL SUPPORT$125
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA943056105NONEPCGENERAL SUPPORT$1,000
UNIVERSITY OF MICHIGAN
3003 S STATE STREET STE 8000ANN ARBORMI481091288NONEPCGENERAL SUPPORT$1,000
NORTHGATE ATHLETIC BOOSTERS
425 CASTLE ROCK ROADWALNUT CREEKCA94598NONEPCGENERAL SUPPORT$200
DOCTOR WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY100061751NONEPCGENERAL SUPPORT$500
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA941450339NONESOGRANT - ANNUAL CHANCELLOR'S FUND$40,000
SAN JOSE MUSEUM OF ART
110 SOUTH MARKET STREETSAN JOSECA95113NONEPCGENERAL SUPPORT$2,000
UCSD
9500 GILMAN DRIVE MAIL CODE 0013LA JOLLACA920930013NONEPCGENERAL SUPPORT AND STEM SCHOLARSHIP FOR KAI DOUGLAS$2,500
UC BERKELEY
16 SPROUL HALL 1960BERKELEYCA947201960NONEPCGENERAL SUPPORT AND STEM SCHOLARSHIP FOR TIA CHANG$2,500
UNIVERSITY OF WASHINGTON
PO BOX 24967SEATTLEWA981241967NONEPCGENERAL SUPPORT AND STEM SCHOLARSHIP FOR DANIEL ONG$2,500
CALLTECH
1200 EAST CALIFORNIA BOULEVARDPASADENACA91125NONEPCGENERAL SUPPORT AND STEM SCHOLARSHIP FOR JUN H KWA$2,500
CAL POLY STATE UNIVERSITY
1 GRAND AVESAN LUIS OBISPOCA93407NONEPCGENERAL SUPPORT AND STEM SCHOLARSHIP FOR DIA DHARIWAL$2,500
ST ANTHONY CHURCH
234 ANGUS DRIVELULINGLA70070NONEPCGENERAL SUPPORT$500
LUCILE PACKARD FOUNDATION
400 HAMILTON AVE STE 340PALO ALTOCA94301NONEPCGENERAL SUPPORT$20,000
LUCILE PACKARD FOUNDATION
400 HAMILTON AVE STE 340PALO ALTOCA94301NONEPCGENERAL SUPPORT$15,000
AVENIDAS
450 BRYANT STPALO ALTOCA94301NONEPCGENERAL SUPPORT$20,000
SUPER JOEY FOUNDATION
516 JETTY WAYREDWOOD CITYCA94065NONEPCGENERAL SUPPORT$1,000
NORTHWESTERN UNIVERSITY
1801 HINMAN AVENUEEVANSTONIL60208NONEPCGENETAL SUPPORT AND STEM SCHOLARSHIP FOR JULIET ABLAZA$2,500
ATHENA ACADEMY
525 SAN ANTONIO AVEPALO ALTOCA94306NONEPCGENERAL SUPPORT$550
ORTOP
PO BOX 33168PORTLANDOR97292NONEPCGENERAL SUPPORT$2,000
YOUTH TENNIS ADVANTAGE (YTA)
610 16 STREET SUITE 415OAKLANDCA94612NONEPCGENERAL SUPPORT$500
ADRIAN C WILCOX HIGH SCHOOL
3250 MONROE STREET SANTA CLARASANTA CLARACA95051NONEPCGENERAL SUPPORT$500
ALMA ENQUINE
559 MINOR AVESAN JOSECA95125NONEPCGENERAL SUPPORT$1,000
TRUSTEES OF PRINCETON UNIVERSITY
GIFT RECORDS/100 OVERLOOK CENTERSTEPRINCETONNJ085435357NONEGROUPGENERAL SUPPORT$50200
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA941450339NONESOGRANT - ANNUAL CHANCELLOR'S FUND$40,000
KOREAN PAWS RESCUE
442 JOHNSON DRIVESTONE MOUNTAINGA30087NONEPCGENERAL SUPPORT$200
OUTWARD BOUND CALIFORNIA
THE PRESIDIOSAN FRANCISCOCA94129NONEPCGENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$204,322TotalGrantOrContriPdDurYrAmt
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$233ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$233ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CM CAPITAL (DE) INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVENUE SUITE 200AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$170,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN CMC MASTER FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,835,203BookValueAmt
EOYFMV$4,835,203EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCRUAL TO CASHDesc
Amt$8,760Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SOFTWARE$252$0$252
POSTAGE$9$0$9
FEDERAL INCOME TAXES$3,000$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Net Investment Income$82,565NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$917,527Amt

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