BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION (EIN 48-1298690)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202243149349307279
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T15:31:22-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274620823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1James Wai CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 John Daly Blvd Ste 200AddressLine1Txt
CityDaly CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94015ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481298690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLIS-PURISSIMA ELEMENTARY SCHOOLBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt
Phone6503752196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PORTOLA AVENUEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnna GolbanPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAnnaPersonFirstNm
Person LastGolbanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChin P WaiPreparerPersonNm
PTINP00582664PTIN
Phone4158124249PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerElizabeth GardnerPrincipalOfficerNm
Gross Receipts$9,394,304GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BCSFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION' S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,889,433PYContributionsGrantsAmt
CY Contributions Grants$5,232,918CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$82,113PYInvestmentIncomeAmt
CY Investment Income$520,613CYInvestmentIncomeAmt
PY Other Revenue-$1,165PYOtherRevenueAmt
CY Other Revenue-$12,260CYOtherRevenueAmt
PY Total Revenue$4,970,381PYTotalRevenueAmt
CY Total Revenue$5,741,271CYTotalRevenueAmt
PY Grants And Similar Paid$2,710,795PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,582,601CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$177,652PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$183,568CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$183,573CYTotalFundraisingExpenseAmt
PY Other Expenses$119,310PYOtherExpensesAmt
CY Other Expenses$95,441CYOtherExpensesAmt
PY Total Expenses$3,007,757PYTotalExpensesAmt
CY Total Expenses$4,861,610CYTotalExpensesAmt
PY Revenues Less Expenses$1,962,624PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$879,661CYRevenuesLessExpensesAmt
Total Assets BOY$8,425,979TotalAssetsBOYAmt
Total Assets EOY$8,941,537TotalAssetsEOYAmt
Total Liabilities BOY$31,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,288TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,394,161NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,924,249NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION' S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,596,293ExpenseAmt
Grant$4,580,000GrantAmt
DescTHE ANNUAL CAMPAIGN SOLICITS DONATIONS TO COVER THE DIFFERENCE BETWEEN THE ANNUAL OPERATING EXPENSES OF BULLIS CHARTER SCHOOL AND THE AMOUNT OF STATE AND LOCAL FUNDING RECEIVED BY THE SCHOOL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,601ExpenseAmt
Grant$2,601GrantAmt
DescADDITIONAL SUPPORT PROVIDED TO PAY EXPENSES OF BULLIS CHARTER SCHOOLDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,598,894TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonElizabeth GardnerPersonNm
Phone6503752196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PORTOLA AVENUEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELIZABETH GARDNER
Executive Dir.40.000.00Yes (X)Yes (X)$145,769$0$0
LOUISE TSOI
Treasurer5.000.00Yes (X)Yes (X)$0$0$0
MARGARITA GOLOD
President5.000.00Yes (X)Yes (X)$0$0$0
RACHELLE PETERSON
President5.000.00Yes (X)Yes (X)$0$0$0
JACKIE DAVIS
Vice President2.000.00Yes (X)Yes (X)$0$0$0
JAN BAER
Director2.000.00Yes (X)$0$0$0
RANI BOSE
Director2.000.00Yes (X)$0$0$0
CARTY CHOCK
Director2.000.00Yes (X)$0$0$0
BRIAN CHIN
Director2.000.00Yes (X)$0$0$0
ANNA GOLBAN
Director2.000.00Yes (X)$0$0$0
DAVID LAM
Director2.000.00Yes (X)$0$0$0
GITTE SKAAKEBAEK
Director2.000.00Yes (X)$0$0$0
BRENDA YANG
Director2.000.00Yes (X)$0$0$0
EVAN PARKER
Director2.000.00Yes (X)$0$0$0
LAURA GREBENE
Director2.000.00Yes (X)$0$0$0
MICHELLE GRACON
Director2.000.00Yes (X)$0$0$0
DAI YAMADA
Director2.000.00Yes (X)$0$0$0
JENNIFER WHITELEY
Director2.000.00Yes (X)$0$0$0
CHANDRU VENKATARAMAN
Director2.000.00Yes (X)$0$0$0
RINA SHAH
Director2.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$145,769TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$157,290FundraisingAmt
Government Grants$25,203GovernmentGrantsAmt
All Other Contributions$5,050,425AllOtherContributionsAmt
Noncash Contributions$678,907NoncashContributionsAmt
Total Contributions$5,232,918TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,552TotalRevenueColumnAmt
Related Or Exempt Func Income$63,552RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,083,172SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,626,111SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$457,061SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$457,061TotalRevenueColumnAmt
Related Or Exempt Func Income$457,061RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$14,662FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$157,290ContriRptFundraisingEventAmt
Fundraising Direct Expenses$26,922FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,260TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,741,271TotalRevenueColumnAmt
Related Or Exempt Func Income$520,613RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,582,601TotalAmt
Program Services$4,582,601ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$145,769TotalAmt
Program Services$14,411ProgramServicesAmt
Management And General$25,947ManagementAndGeneralAmt
Fundraising$105,411FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$23,888TotalAmt
Management And General$19,618ManagementAndGeneralAmt
Fundraising$4,270FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,911TotalAmt
Program Services$1,182ProgramServicesAmt
Management And General$3,736ManagementAndGeneralAmt
Fundraising$8,993FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,849TotalAmt
Management And General$20,849ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,637TotalAmt
Fundraising$3,637FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,703TotalAmt
Program Services$700ProgramServicesAmt
Management And General$925ManagementAndGeneralAmt
Fundraising$78FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,169TotalAmt
Management And General$3,684ManagementAndGeneralAmt
Fundraising$4,485FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,198TotalAmt
Management And General$4,198ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bank fees$46,223$186$46,037
Donor Recognition$10,662$10,662

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,861,610TotalAmt
Program Services$4,598,894ProgramServicesAmt
Management And General$79,143ManagementAndGeneralAmt
Fundraising$183,573FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,502,216BOYAmt
EOY$5,078,584EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$28,299BOYAmt
EOY$28,333EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$328,323BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,567,141BOYAmt
EOY$3,834,620EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,425,979BOYAmt
EOY$8,941,537EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,763BOYAmt
EOY$17,288EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$25,055BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,818BOYAmt
EOY$17,288EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,365,862BOYAmt
EOY$8,895,916EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,299BOYAmt
EOY$28,333EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,394,161BOYAmt
EOY$8,924,249EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,425,979BOYAmt
EOY$8,941,537EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$879,661ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$349,573NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,402,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,873,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,008,217CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,719,558CurrentTaxYearMinus1YearAmt
Current Tax Year$5,075,628CurrentTaxYearAmt
Total$22,079,264TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,402,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,873,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,008,217CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,719,558CurrentTaxYearMinus1YearAmt
Current Tax Year$5,075,628CurrentTaxYearAmt
Total$22,079,264TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$22,079,264PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,780CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146,429CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,544CurrentTaxYearMinus1YearAmt
Current Tax Year$63,518CurrentTaxYearAmt
Total$581,906TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$22,661,170TotalSupportAmt
Public Support CY1700.97430PublicSupportCY170Pct
Public Support PY1700.96750PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,299BeginningYearBalanceAmt
Investment Earnings Or Losses$34InvestmentEarningsOrLossesAmt
End Year Balance$28,333EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,869BeginningYearBalanceAmt
Investment Earnings Or Losses$430InvestmentEarningsOrLossesAmt
End Year Balance$28,299EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,780BeginningYearBalanceAmt
Investment Earnings Or Losses$1,089InvestmentEarningsOrLossesAmt
End Year Balance$27,869EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,509BeginningYearBalanceAmt
Investment Earnings Or Losses$271InvestmentEarningsOrLossesAmt
End Year Balance$26,780EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,343BeginningYearBalanceAmt
Investment Earnings Or Losses$166InvestmentEarningsOrLossesAmt
End Year Balance$26,509EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,414,448TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$349,573NetUnrealizedGainsInvstAmt
Other Revenue$22,750OtherRevenueAmt
Revenue Not Reported-$326,823RevenueNotReportedAmt
Revenue Subtotal$5,741,271RevenueSubtotalAmt
Total Revenue Per Form990$5,741,271TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,838,860TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$4,838,860ExpensesSubtotalAmt
Other Expenses Not Included$22,750OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$22,750ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,861,610TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X : FIN48 FootnoteTHE FOUNDATION APPLIES THE PROVISIONS SET FORTH IN FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE FOUNDATION HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATION REMAINS OPEN. THE FOUNDATION BELIEVES THAT ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATION; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT DECEMBER 31, 2021. THE FOUNDATION DOES NOT ANTICIPATE ANY SIGNIFICANT INCREASES OR DECREASES TO UNRECOGNIZED INCOME TAX BENEFITS DURING THE NEXT TWELVE MONTHS.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Fundraising expenses netted with income $22750
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SFundraising expenses netted with income $22750

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AuctionEvent1Nm
Gross Receipts Event1$171,952GrossReceiptsEvent1Amt
Charitable Contri Event1$157,290CharitableContriEvent1Amt
Gross Revenue Event1$14,662GrossRevenueEvent1Amt
Food And Beverage Event1$22,750FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$4,172OtherDirectExpensesEvent1Amt
Gross Receipts Total$171,952GrossReceiptsTotalAmt
Charitable Contributions Tot$157,290CharitableContributionsTotAmt
Gross Revenue Total Events$14,662GrossRevenueTotalEventsAmt
Food And Beverage Total Events$22,750FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$4,172OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$26,922DirectExpenseSummaryEventsAmt
Net Income Summary-$12,260NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLIS CHARTER SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PORTOLA AVEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Recipient EIN481298689RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$4,582,601CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSupport public educationPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution110ContributionCnt
Noncash Contributions Rpt F990$678,907NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE FORM 990 IS REVIEWED BY THE TREASURER, CO-CHAIRS AND FINANCE COMMITTEE
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FOUNDATION'S FORM 990, ARTICLES AND BYLAWS ARE AVAILABLE ON THE REGISTRY OF CHARITABLE TRUSTS WEBSITE
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.

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