OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OLANDER FAMILY FOUNDATION (EIN 94-3400451)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349109666
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:58:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263742864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 S SAN ANTONIO RD STE 213 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943400451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLAN | BusinessNameControlTxt |
| Phone | 6509488737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON OLANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509488737 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RON | PersonFirstNm |
| Person Last | OLANDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK KNIGHT CPA | PreparerPersonNm |
| PTIN | P00957628 | PTIN |
| Phone | 6509488737 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,699,044 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $440,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $819,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $440,632 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $608,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,308 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,665 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,345 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $402 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,114 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $238 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,154 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,154 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $380,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $608,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,207 | CashBOYAmt |
| Cash EOY | $127,211 | CashEOYAmt |
| Cash EOYFMV | $127,211 | CashEOYFMVAmt |
| Other Investments BOY | $2,917,096 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,140,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,571,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,049,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,267,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,699,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,049,303 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,267,693 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,049,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,267,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,049,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,267,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,049,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,390 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,267,693 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,267,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALBERTSONS COMPANIES INC | P | 2020-09-25 | 2021-07-14 | $29,319 | $20,457 | $8,862 | $8,862 |
| KYNDRYL HOLDINGS INC | P | 2007-12-11 | 2021-12-15 | $671 | $925 | -$254 | -$254 |
| ASSURANT INC | P | 2020-08-19 | 2021-04-27 | $15,184 | $12,707 | $2,477 | $2,477 |
| KYNDRYL HOLDINGS INC | P | 2008-10-08 | 2021-12-15 | $335 | $390 | -$55 | -$55 |
| STEEL DYNAMICS INC | P | 2021-02-22 | 2021-10-20 | $16,001 | $10,803 | $5,198 | $5,198 |
| MARATHON OIL CO | P | 2004-11-17 | 2021-02-22 | $10,238 | $11,329 | -$1,091 | -$1,091 |
| GENTEX CORP | P | 2017-10-25 | 2021-12-15 | $39,379 | $23,278 | $16,101 | $16,101 |
| MERCK & CO INC NEW COM | P | 2007-05-17 | 2021-09-08 | $22,115 | $15,216 | $6,899 | $6,899 |
| KONTOOR BRANDS INC | P | 2019-06-28 | 2021-06-10 | $60,966 | $28,685 | $32,281 | $32,281 |
| MERCK & CO INC NEW COM | P | 2007-05-25 | 2021-09-08 | $7,372 | $5,194 | $2,178 | $2,178 |
| UNION PACIFIC CORP | P | 2013-05-02 | 2021-12-15 | $24,142 | $7,461 | $16,681 | $16,681 |
| MERCK & CO INC NEW COM | P | 2007-08-23 | 2021-09-08 | $14,743 | $9,720 | $5,023 | $5,023 |
| WABTEC CORP | P | 2019-02-20 | 2021-01-20 | $39,982 | $44,580 | -$4,598 | -$4,598 |
| MERCK & CO INC NEW COM | P | 2007-12-11 | 2021-09-08 | $14,743 | $11,794 | $2,949 | $2,949 |
| ABBOTT LAB | P | 2002-08-13 | 2021-12-15 | $13,125 | $1,778 | $11,347 | $11,347 |
| WALGREENS BOOTS ALLIANCE INC | P | 2002-08-13 | 2021-12-15 | $38,609 | $28,064 | $10,545 | $10,545 |
| ABBVIE INC COM | P | 2002-08-13 | 2021-12-15 | $12,759 | $1,928 | $10,831 | $10,831 |
| WELLS FARGO & CO NEW | P | 2010-01-01 | 2021-01-20 | $95,321 | $75,000 | $20,321 | $20,321 |
| AUTOMATIC DATA PROCESSING | P | 2002-08-13 | 2021-12-15 | $45,402 | $5,696 | $39,706 | $39,706 |
| WELLS FARGO & CO NEW | P | 2010-01-01 | 2021-12-15 | $23,963 | $12,500 | $11,463 | $11,463 |
| CLOROX CO | P | 2002-08-13 | 2021-12-15 | $52,119 | $12,213 | $39,906 | $39,906 |
| FAIR ISAAC & CO INC | P | 2002-10-16 | 2021-01-20 | $49,647 | $2,166 | $47,481 | $47,481 |
| FAIR ISAAC & CO INC | P | 2002-10-16 | 2021-07-27 | $156,465 | $6,498 | $149,967 | $149,967 |
| INTL BUSINESS MACHINES CORP | P | 2007-12-11 | 2021-12-15 | $24,274 | $21,109 | $3,165 | $3,165 |
| INTL BUSINESS MACHINES CORP | P | 2008-10-08 | 2021-12-15 | $12,137 | $8,888 | $3,249 | $3,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $440,632 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,537 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,455 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,455 | SubtotalAmt |
| Tax Based On Investment Income | $8,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $5,279 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509488737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 S SAN ANTONIO ROAD STE 213 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RON OLANDER | ||||||||
| 24191 SUMMERHILL | LOS ALTOS | CA | 94024 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD | SAN JOSE | CA | 95113 | CFO/SECRETAR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,683,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,825,288 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,825,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,677,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $483,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $483,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,455 | TotalTaxAmt |
| Distributable Before Adj | $475,440 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $475,440 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $475,440 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $380,154 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $380,154 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $475,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $359,129 | UndistributedIncomePYAmt |
| Qualifying Distributions | $380,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $359,129 | AppliedToYear1Amt |
| Applied To Current Year | $21,025 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $454,415 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 2ND CHANCE FOR PETS | |||||||
| PO BOX 136 | EAST BROOKFIELD | MA | 01515 | NONE | SUPPORT | $1,200 | |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | SUPPORT | $10,000 | |
| BEAR LEAGUE | |||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | SUPPORT | $1,000 | |
| BLACH SCHOOL | |||||||
| 1120 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $5,000 | |
| CA STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | NONE | SUPPORT | $2,000 | |
| CAMINAR FAMILY & CHILDREN'S SERVICE | |||||||
| 2600 S EL CAMINO REAL | SAN MATEO | CA | 94403 | NONE | SUPPORT | $2,500 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | SUPPORT | $3,000 | |
| CLAREMONT MCKENNA COLLEGE BILL ARCE | |||||||
| 500 EAST NINTH ST | CLAREMONT | CA | 91711 | NONE | SUPPORT | $5,000 | |
| CRISTO REY HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | SUPPORT | $2,000 | |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NONE | SUPPORT | $1,000 | |
| EDUCATION TANZANIA FOUNDATION | |||||||
| PO BOX 852 | CAPITOLA | CA | 95010 | NONE | SUPPORT | $1,350 | |
| EL CAMINO HEALTH FOUNDATION | |||||||
| 2400 GRANT RD 1ST FL | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $3,000 | |
| FAMILY HOUSE | |||||||
| 540 MISSION BLVD N | SAN FRANCISCO | CA | 94158 | NONE | SUPPORT | $3,000 | |
| FOCUS ON TANZANIAN COMMUNITIES | |||||||
| 14 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | NONE | SUPPORT | $500 | |
| FRIENDS OF THE TRUCKEE LIBRARY | |||||||
| 10031 LEVON AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $3,500 | |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | NONE | SUPPORT | $2,500 | |
| GLIDE | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | SUPPORT | $3,300 | |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | SUPPORT | $2,500 | |
| HUMANE SOCIETY OF TRUCKEE | |||||||
| 10382 DONNER PASS RD 3 | TRUCKEE | CA | 96161 | NONE | SUPPORT | $20,000 | |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | NONE | SUPPORT | $1,000 | |
| JASPER RIDGE FARM | |||||||
| PO BXO 620924 | WOODSIDE | CA | 94062 | NONE | SUPPORT | $5,000 | |
| KIDS ZONE MUSEUM | |||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $8,000 | |
| KIVA | |||||||
| 875 HOWARD ST 340 | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $300 | |
| LAUMC | |||||||
| 655 MAGDALENA AVENUE | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $2,500 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | NONE | SUPPORT | $5,500 | |
| LOAVES AND FISHES | |||||||
| 358 NORTH MONTGOMERY ST | SAN JOSE | CA | 95134 | NONE | SUPPORT | $10,000 | |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $10,000 | |
| LOS ALTOS EDUCATIONAL FOUNDATION | |||||||
| 201 CONVINGTON RD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $5,000 | |
| LOS ALTOS HISTORY MUSEUM | |||||||
| 51 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $800 | |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | SUPPORT | $2,500 | |
| MIDORI KAI | |||||||
| 5674 SONOMA DR | PLEASANTON | CA | 94566 | NONE | SUPPORT | $5,000 | |
| MIRACLE DISTRIBUTION CENTER | |||||||
| 3947 E LA PALMA AVE | ANAHEIM | CA | 92807 | NONE | SUPPORT | $1,000 | |
| MUTTVILLE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $5,000 | |
| NATIONAL CTR FOR EQUINE FAC THERAPY | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | NONE | SUPPORT | $5,000 | |
| NATIONAL PARKS CONSERVANCY ASSOC | |||||||
| 1300 19TH ST NEW STE 300 | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 | |
| NEVADA COUNTY SEARCH&RESCUE | |||||||
| 950 MAIDU AVE | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $1,000 | |
| NORDIC HERITAGE MUSEUM | |||||||
| 2655 NW MARKET ST | SEATTLE | WA | 98107 | NONE | SUPPORT | $2,000 | |
| OKIZU | |||||||
| 16 DIGITAL DRIVE | NOVATO | CA | 94949 | NONE | SUPPORT | $3,500 | |
| PATHWAYS HOME HEALTH & HOSPICE | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | NONE | SUPPORT | $3,000 | |
| PENINSULA HUMANE SOCIETY | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | NONE | SUPPORT | $3,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | SUPPORT | $6,000 | |
| PRJECT NIGHT NIGHT | |||||||
| 1026 KENSINGTON AVE | GROSSE POINTE PARK | MI | 48230 | NONE | SUPPORT | $4,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | NONE | SUPPORT | $3,000 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | SUPPORT | $3,500 | |
| SAN FRANCISCO ZOO | |||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | NONE | SUPPORT | $8,000 | |
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | SUPPORT | $3,500 | |
| SANDY HOOK PROMISE ACTION FUND | |||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | NONE | SUPPORT | $2,500 | |
| SANTA CLARA UNIVERSITY ATHLETIC FUN | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $10,000 | |
| SIERRA COMMUNITY HOUSE | |||||||
| 265 BEAR ST | KINGS BEACH | CA | 96143 | NONE | SUPPORT | $6,000 | |
| SIERRA WATCH | |||||||
| 409 SPRING ST | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $3,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL 30 | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $5,000 | |
| STROKE AWARENESS FOUNDATION | |||||||
| 2105 S BSCOM AVE | CAMPBELL | CA | 95008 | NONE | SUPPORT | $2,500 | |
| SUNNYVALE COMMUNITY SERVICES | |||||||
| 725 KIFER RD | SUNNYVALE | CA | 94086 | NONE | SUPPORT | $6,078 | |
| TAHOE FUND | |||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | NONE | SUPPORT | $3,000 | |
| TAHOE RIM TRAIL ASSOCIATION | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $4,000 | |
| TAHOE TRUCKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $5,000 | |
| TAHOE TRUCKEE EXCELLENCE IN EDUCATI | |||||||
| 11071 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $5,000 | |
| TFHS FOUNDATION | |||||||
| 11075 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $5,000 | |
| THE KILGORIS PROJECT | |||||||
| 668 MEADOW LANE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $4,000 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | SUPPORT | $3,000 | |
| TRUCKEE COMMUNITY CHRISTMAS | |||||||
| PO BOX 2955 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $5,000 | |
| TRUCKEE DONNER HISTORICAL SOCIETY | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $1,500 | |
| TRUCKEE DONNER LAND TRUST | |||||||
| 10069 W RIVER ST C1 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $8,000 | |
| TRUCKEE TRAILS | |||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $3,000 | |
| TURNING WHEELS THERAPY | |||||||
| 225 WEST ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | SUPPORT | $2,500 | |
| VASCULAR CURES | |||||||
| 274 REDWOOD SHORES PWY 7 | REDWOOD CITY | CA | 94065 | NONE | SUPPORT | $2,500 | |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $5,000 | STE 1700 |
| WIKIMEDIA ENDOWMENT | |||||||
| 1 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $416 | STE 1600 |
| COLORADO STATE UNIVERSITY | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINGS | CO | 80523 | NONE | SUPPORT | $2,500 | |
| GIANTS COMMUNITY FUND | |||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | NONE | SUPPORT | $2,030 | |
| GOLDEN GATE NATL PARKS CONSERVANCY | |||||||
| FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | NONE | SUPPORT | $2,500 | BLDG 201 |
| HIDDEN VILLA | |||||||
| 26870 MOODY RD | LOS ALTOS HILLS | CA | 94022 | NONE | SUPPORT | $2,000 | |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 701 EAST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $10,000 | |
| PARENTS HELPING PARENTS | |||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | SUPPORT | $5,000 | 100 |
| SACRED HEART NATIVITY | |||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | SUPPORT | $2,500 | |
| SEMPERVIRENS FUND | |||||||
| 419 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $2,500 | 211 |
| SPECIAL OLYMPICS NORTHERN CA | |||||||
| 3480 BUSKIRK AVE | PLEASANT HILL | CA | 94523 | NONE | SUPPORT | $2,000 | 340 |
| CHILDREN'S THERAPY CENTER | |||||||
| 1321 COLLEGE STREET | WOODLAND | CA | 95695 | NONE | SUPPORT | $2,500 | E |
| 19 FOR LIFE | |||||||
| PO BOX 18832 | SAN JOSE | CA | 95158 | NONE | SUPPORT | $1,500 | |
| 303RD BOMB GROUP | |||||||
| 237 OASIS DRIVE | ST GEORGE | UT | 847700901 | NONE | SUPPORT | $500 | |
| BASIC FUND | |||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | NONE | SUPPORT | $2,000 | |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 777 N FIRST ST 490 | SAN JOSE | CA | 95112 | NONE | SUPPORT | $3,000 | |
| CHARITY NAVIGATOR | |||||||
| GLEN ROCK | GLEN ROCK | NJ | 07452 | NONE | SUPPORT | $100 | |
| COLLEGE OF ADAPTIVE ARTS | |||||||
| 14000 FRUITVALE AVE | SARATOGA | CA | 95070 | NONE | SUPPORT | $5,000 | |
| FRIENDS OF FITZGERALD MARINE RESERV | |||||||
| PO BO 669 | MOSS BEACH | CA | 94038 | NONE | SUPPORT | $1,000 | |
| FRIENDS OF THE PALO ALTO JR MUSEUM | |||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 94301 | NONE | SUPPORT | $2,500 | |
| GIVEBUTTER | |||||||
| 2810 N CHURCH ST PMB 537 | WILMINGTON | DE | 19802 | NONE | SUPPORT | $1,080 | |
| HAPPY HOLLOW | |||||||
| 748 STORY RD | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,500 | |
| HUNGER AT HOME | |||||||
| 1560 BERGER DR | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,500 | |
| JW HOUSE | |||||||
| 3850 E HOMESTEAD RD | SANTA CLARA | CA | 95051 | NONE | SUPPORT | $1,000 | |
| KQED | |||||||
| 50 W SAN FERNANDO ST | SAN JOSE | CA | 95113 | NONE | SUPPORT | $1,000 | |
| LAHS ATHLETIC DEPARTMENT | |||||||
| 201 ALMOND AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $8,000 | |
| LOVED TWICE | |||||||
| 5627 TELEGRAPH AVE STE 37 | OAKLAND | CA | 94609 | NONE | SUPPORT | $500 | |
| NOTRE DAME HIGH SCHOOL | |||||||
| 596 S SECOND ST | SAN JOSE | CA | 95112 | NONE | SUPPORT | $1,000 | |
| SAINT CHRISTOPHER PARISHSCH | |||||||
| 2278 BOOKSIN AVE | SAN JOSE | CA | 95125 | NONE | SUPPORT | $1,000 | |
| SAINT FRANCIS HIGH SCHOOL | |||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $3,000 | |
| SAN JOSE SPORTS AUTHORITY | |||||||
| 408 ALMADEN BLVD | SAN JOSE | CA | 95110 | NONE | SUPPORT | $5,000 | |
| STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE RD | PEBBLE BEACH | CA | 93953 | NONE | SUPPORT | $1,000 | |
| TAHOE FOREST HEALTH SYS FOUNDATION | |||||||
| 11075 DONNER PASS RD | TAHOE | CA | 96161 | NONE | SUPPORT | $5,000 | |
| THE KILGORIS PROJECT | |||||||
| 405 EL CAMINO REAL | MENLO PARK | CA | 94025 | NONE | SUPPORT | $1,000 | |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | NONE | SUPPORT | $10,000 | |
| UNIVERSITY OF SANTA CLARA | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $10,000 | |
| SAN JOSE AUTHORITY HALL OF FAME | |||||||
| 408 ALMADEN BLVD | SAN JOSE | CA | 95110 | NONE | SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,154 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $440,632 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,676 | ExclusionAmt |
| Related Or Exempt Function Incm | $440,632 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $608,308 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO |
| 7 | CHARITABLE ACTIVITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,345 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROUNDING | |||
| MORGAN STANLEY EQUITIES | AT COST | $3,140,482 | $10,571,833 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $1,665 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NONDEDUCTIBLE EXPENSES | $118 |
| LICENSE & FEES | $50 |
| BANK CHARGES | $99 |
| ADJUSTMENT | -$29 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $3,079 |
| STATE TAXES | $35 |
Comments