THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2021
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- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349102592
- 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
- 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 | 2022-11-10T15:30:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | HALLGRIMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,762,492 | 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 | $539,492 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,240 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,241 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,241 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,241 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $151,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $318,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,630 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $312 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $753,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,429 | 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 | $7,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $598,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,639 | CashBOYAmt |
| Cash EOY | $77,240 | CashEOYAmt |
| Cash EOYFMV | $77,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,158 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $288 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $358 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $288 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $288 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,696,519 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,651,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,651,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,794,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,762,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,762,492 | 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 | $2,794,107 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,762,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,794,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,762,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,794,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,762,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,794,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $598,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $369,694 | OtherIncreasesAmt |
| Subtotal | $3,762,492 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,762,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALBERTSONS CO | P | 2020-12-18 | 2021-10-25 | $6,861 | $3,590 | $3,271 | $3,271 |
| BANK OF NOVA SCOTIA | P | 2021-02-05 | 2021-04-12 | $3,126 | $2,740 | $386 | $386 |
| CYRUSONE LLC | P | 2021-07-02 | 2021-10-25 | $3,336 | $2,880 | $456 | $456 |
| GENERAL ELECTRIC | P | 2021-11-09 | 2021-12-08 | $976 | $1,149 | -$173 | -$173 |
| INTEL CORP | P | 2020-09-06 | 2021-01-04 | $1,640 | $1,658 | -$18 | -$18 |
| IRON MOUNTAIN INC | P | 2021-01-15 | 2021-11-09 | $1,477 | $959 | $518 | $518 |
| ISHARES MSCI INDONESIA | P | 2020-10-21 | 2021-05-17 | $37 | $36 | $1 | $1 |
| KANSAS CITY SOUTHERN | P | 2021-01-01 | 2021-12-17 | $94 | $51 | $43 | $43 |
| PENN NATIONAL GAMING | P | 2021-01-20 | 2021-07-13 | $714 | $1,044 | -$330 | -$330 |
| PEPSICO INC | P | 2021-01-08 | 2021-12-31 | $1,011 | $853 | $158 | $158 |
| VOCERA COMMUNICATION | P | 2021-01-27 | 2021-04-14 | $756 | $888 | -$132 | -$132 |
| BANK OF NOVA SCOTIA | P | 2017-03-06 | 2021-04-12 | $6,252 | $6,080 | $172 | $172 |
| BANK OF AMERICA CORP | P | 2019-05-03 | 2021-12-09 | $78,131 | $56,852 | $21,279 | $21,279 |
| CHIPOTOLE MEXICAN GRILL | P | 2017-11-03 | 2021-02-04 | $60,239 | $11,407 | $48,832 | $48,832 |
| DEVON ENERGY CORP | P | 2016-11-03 | 2021-04-14 | $2,247 | $4,002 | -$1,755 | -$1,755 |
| INTEL CORP | P | 2012-05-30 | 2021-01-04 | $14,970 | $8,420 | $6,550 | $6,550 |
| ISHARES MSCI INDONESIA | P | 2018-01-18 | 2021-05-17 | $2,139 | $2,965 | -$826 | -$826 |
| KANSAS CITY SOUTHERN | P | 2016-12-16 | 2021-12-17 | $11,576 | $11,576 | $11,576 | |
| MICROSOFT CORP | P | 2015-10-23 | 2021-09-07 | $1,203 | $209 | $994 | $994 |
| PAYPAL HOLDINGS INC | P | 2017-07-12 | 2021-09-07 | $5,127 | $1,077 | $4,050 | $4,050 |
| PEPSICO INC | P | 2017-07-12 | 2021-12-31 | $714 | $502 | $212 | $212 |
| THE COCA-COLA CO | P | 2016-02-09 | 2021-09-07 | $6,113 | $4,610 | $1,503 | $1,503 |
| VANGUARD HEALTH CARE FUND | P | 2014-02-06 | 2021-02-25 | $17,101 | $15,606 | $1,495 | $1,495 |
| BANK OF NOVA SCOTIA | P | 2004-11-18 | 2021-04-12 | $6,252 | $3,170 | $3,082 | $3,082 |
| CHARLES SCHWAB CORP | P | 2007-05-03 | 2021-11-04 | $28,028 | $6,259 | $21,769 | $21,769 |
| FAIR ISSAC INC | P | 2004-12-15 | 2021-02-05 | $7,317 | $535 | $6,782 | $6,782 |
| HERITAGE COMMERCE CORP | P | 2007-01-25 | 2021-07-01 | $1,121 | $2,591 | -$1,470 | -$1,470 |
| INTEL CORP | P | 2011-08-11 | 2021-01-04 | $4,990 | $2,021 | $2,969 | $2,969 |
| VANGUARD DIVIDEND GROWTH | P | 2018-01-18 | 2021-01-25 | $19,668 | $16,608 | $3,060 | $3,060 |
| VANGUARD RUSSELL 2000 INDEX | P | 2017-10-23 | 2021-04-20 | $78 | $53 | $25 | $25 |
| ALBERTSONS CO | P | 2020-11-23 | 2021-07-14 | $9,769 | $8,037 | $1,732 | $1,732 |
| FAIR ISSAC INC | P | 2004-12-16 | 2021-04-26 | $1,572 | $109 | $1,463 | $1,463 |
| CAPITAL GAINS DIVIDENDS | P | $13,956 | $13,956 | $13,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,630 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,847 | OverpaymentAmt |
| Applied To ES Tax | $1,847 | 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 |
| ERIK L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | 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 | $3,163,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,969 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,278,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,278,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,229,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,953 | TotalTaxAmt |
| Distributable Before Adj | $158,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,504 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,504 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,504 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,699 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC | PUBLICPUBLIC | $1,000 |
| CSNK2A1 FOUNDATION | |||||||
| 1929 VAN NEESS AVENUE | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC | PUBLIC | $2,500 |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $40,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 139 E SANTA CLARA ST | SAN JOSE | CA | 95116 | NONE | PUBLIC | EDUCATIONEDUCATION | $7,000 |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | NONE | PUBLIC | PUBLIC | $3,500 |
| KUUMBWA JAZZ CENTER | |||||||
| 320-2 CEDAR ST | SANTA CRUZ | CA | 95060 | NONE | PUBLIC | PUBLIC | $500 |
| KDFC | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PUBLIC | PUBLIC | $300 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC | PUBLIC | $1,000 |
| MARITZA FLORES BAERAGAN SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $500 |
| MIDORI-KAI | |||||||
| 5674 SONOMA DRIVE | PLEASANTON | CA | 94566 | NONE | PUBLIC | PUBLIC | $5,000 |
| SACRED HEART NATIVITY SCHOOL | |||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | PUBLIC | EDUCATION | $1,000 |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $10,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | EDUCATION | $30,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON AQ | SAN JOSE | CA | 95192 | NONE | PUBLIC | EDUCATION | $2,500 |
| STROKE AWARENESS FOUNDATION | |||||||
| 51 E CAMPBELL AVE STE 106-M | CAMPBELL | CA | 95008 | NONE | PUBLIC | MEDICALMEDICAL | $2,500 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERISTY AVE SUITE 401 | BERKELEY | CA | 94704 | NONE | PUBLIC | EDUCATION | $1,000 |
| DEL MONTE FOREST CONSERVANCY | |||||||
| 3101 FOREST LAKE RD 1 | PEBBLE BEACH | CA | 93953 | PUBLIC | PUBLIC | $1,000 | |
| HUNGER AT HOME | |||||||
| 1560 BERGER DR | SAN JOSE | CA | 95112 | PUBLIC | PUBLIC | $2,500 | |
| ITALIAN AMERICAN HERITAGE FOUNDATION | |||||||
| 425 N 4TH STREET | SAN JOSE | CA | 95112 | PUBLIC | PUBLIC | $1,000 | |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PUBLIC | PUBLIC | $1,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PUBLIC | PUBLIC | $1,000 | |
| SAN JOSE SPORTS AUTHORITY | |||||||
| 408 ALMADEN BLVD | SAN JOSE | CA | 95110 | PUBLIC | PUBLIC | $5,000 | |
| SAVE THE BAY | |||||||
| 300 FRANK H OGAWA PLAZA SUITE 10 | OAKLAND | CA | 94612 | PUBLIC | PUBLIC | $1,000 | |
| WESTERN FLYER FOUNDATION | |||||||
| 10928 CLAM WAY | MOSS LANDING | CA | 95039 | PUBLIC | PUBLIC | $500 | |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | PUBLIC | PUBLIC | $500 | |
| BELLERMINE COLLEGE PREPARATORY | |||||||
| 960 W HEDDING STREET | SAN JOSE | CA | 95126 | PUBLIC | EDUCATION | $2,500 | |
| CITALI NOVARRO SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | |
| ISSAC BALL SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | |
| POMONA COLLEGE | |||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $1,000 | |
| ROBERT LOUIS STEVENSON SCHOOL | |||||||
| 2051 34TH AVE | SAN FRANCISCO | CA | 94116 | PUBLIC | EDUCATION | $500 | |
| SCRIPPS COLLEGE | |||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 91711 | PUBLIC | EDUCATION | $1,000 | |
| ST CHRISTOPHER PARISH SCHOOL | |||||||
| 900 W CHRISTOPHER ST | WEST COVINA | CA | 91790 | PUBLIC | EDUCATION | $1,000 | |
| SAN FRANCISCO CAMPUS FOR JEWISH LIVING | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | PUBLIC | MEDICAL | $2,500 | |
| UCSF FOUNDATION | |||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94113 | PUBLIC | MEDICAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,300 | 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 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,363 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,241 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,630 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,241 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,552 | TotalIncomeProducingActyAmt |
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 (5 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 | $323,360 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 2 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $105,945 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 3 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $52,746 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 4 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $28,541 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 5 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $23,899 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITY - 1,210 SHRS PAYPAL | $323,360 | 2021-04-20 |
| 2 | PUBLICLY TRADED SECURITY - 1,500 SHRS CHARLES SCWHAB CORP | $105,945 | 2021-05-12 |
| 3 | PUBLICLY TRADED SECURITY - 100 SHRS FAIR ISSAC & CO INC | $52,746 | 2021-07-28 |
| 4 | PUBLICLY TRADED SECURITY - 75 SHRS FAIR ISSAC & CO INC | $28,541 | 2021-12-02 |
| 5 | PUBLICLY TRADED SECURITY - 135 SHRS QUALCOMM INC | $23,899 | 2021-12-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $258,164 | $258,164 |
| CHARLES SCHWAB | FMV | $3,382,673 | $3,382,673 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $10,969 | $10,969 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRAR OF CHARITABLE TRUST FEES | $50 | $0 | $0 |
| BANK FEES | $596 | $0 | $0 |
| MISCELLANEOUS | $340 | $0 | $0 |
| FUNDRAISING EXPENSE | $5,858 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHILLIPS 66 PARTNERS | Desc |
| Revenue And Expenses Per Books | $312 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $312 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE IN VALUE OF SECURITIES | Desc |
| Amt | $369,694 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,293 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $816 | $0 | $0 |
| FEDERAL TAXES | $275 | $0 | $0 |
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