C M CAPITAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- C M CAPITAL FOUNDATION (EIN 77-0583870)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349105256
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T19:17:05-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770583870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMCA | BusinessNameControlTxt |
| Phone | 6503266480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVE NO 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943011910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENT LIU | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6503266480 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENT | PersonFirstNm |
| Person Last | LIU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE SCHLECT | PreparerPersonNm |
| PTIN | P00967848 | PTIN |
| Phone | 4157834000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,595,107 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,387 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $239,059 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,073 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $360,548 | CashBOYAmt |
| Cash EOY | $115,333 | CashEOYAmt |
| Cash EOYFMV | $115,333 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $232,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $232,098 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,928,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,247,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,247,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,289,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,595,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,595,107 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,940 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,340 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,340 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,281,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,586,767 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,281,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,586,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,289,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,595,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,281,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,419,667 | OtherIncreasesAmt |
| Subtotal | $4,587,442 | SubtotalAmt |
| Other Decreases | $675 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,586,767 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PARTNERSHIP GAIN(LOSS) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gain Or Loss | $239,059 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $239,059 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,059 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,050 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,602 | OverpaymentAmt |
| Applied To ES Tax | $2,602 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.CMCAPITALFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503266480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN C COUCH | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LUCIA CHA | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENT LIU | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | TREASURER | 0.50 | $0 | $0 | $0 |
| ELIZABETH HAMMACK | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | VP & SEC, EXEC DIR | 5.00 | $21,000 | $0 | $0 |
| PRISCILLA CHOU | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SELINA CHA | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE MADDING | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | CHAIRMAN & DIRECTOR | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,247,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,547,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,547,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,479,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,443 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $505 | IncomeTaxAmt |
| Total Tax | $3,948 | TotalTaxAmt |
| Distributable Before Adj | $220,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $220,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $220,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,416 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,936 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $125,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $112,876 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $112,876 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,476 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,476 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH HAMMACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVENUE STE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6503266480 | RecipientPhoneNum |
| Form And Info And Materials | CALL TO REQUEST WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS TO SUPPORT FUNDRAISING EVENTS, CONFERENCES, INDIVIDUALS, FOR-PROFIT ENTERPRISES, POLITICAL PURPOSES AND RELIGIOUS PURPOSES. STRONG PREFERENCE IS GIVEN TO APPLICANTS IN THE SANTA CLARA COUNTY OF CALIFORNIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVENIDAS | ||||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PC | GRANT-LOCAL GENERAL | $5,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL SUPPORT | $250 | |
| UCSB FOUNDATION | ||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | NONE | PC | GENERAL SUPPORT | $500 | BARBARA |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| DEPT CH 10189 | PALATINE | IL | 60055 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ADRIAN WILCOX HIGH SCHOOL | ||||||||
| 3250 MONROE STREET | SANTA CLARA | CA | 95051 | NONE | PC | GENERAL SUPPORT | $500 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | GRANT-ANNUAL CHANCELLOR'S FUND | $40,000 | |
| AVENIDAS | ||||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PC | GRANT-LOCAL GENERAL | $10,000 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | GRANT-LOCAL GENERAL | $5,000 | |
| OPEN COLLECTIVE FOUNDATION | ||||||||
| 340S LEMON AVENUE SUITE 3717 | WALNUT | CA | 91789 | NONE | PC | GRANT-LOCAL GENERAL | $2,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE 1801 HINMAN | EVANSTON | IL | 60208 | NONE | PC | GENERAL SUPPORT AND STEM SCHOLARSHIP FOR JULIET ABLAZA | $2,500 | AVENUE |
| SUPER JOEY FOUNDATION | ||||||||
| 516 JETTY WAY | REDWOOD CITY | CA | 94065 | NONE | PC | GRANT-LOCAL GENERAL | $900 | |
| UC REGENTS - UC BERKELEY | ||||||||
| FINANCIAL AID SCHOLARSHIPS OFFICE | BERKELEY | CA | 94720 | NONE | PC | GENERAL SUPPORT AND STEM SCHOLARSHIP FOR TIA CHANG | $2,500 | 16 SPROUL HALL 1960 |
| UC SAN DIEGO | ||||||||
| FINANCIAL AID SCHOLARSHIP OFFICE | LA JOLLA | CA | 92093 | NONE | PC | GENERAL SUPPORT AND STEM SCHOLARSHIP FOR KAI DOUGLAS | $2,500 | 9500 GILMAN DRIVE MAIL CODE 0013 |
| UNIVERSITY OF WASHINGTON | ||||||||
| SCHOLARSHIPS PO BOX 24967 | SEATTLE | WA | 98124 | NONE | PC | GENERAL SUPPORT AND STEM SCHOLARSHIP FOR DANIEL ONG | $2,500 | |
| CONGREGATION BETH EL | ||||||||
| 1301 OXFORD STREET | BERKELEY | CA | 94709 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER STREET 4TH FLOOR PO | PRINCETON | NJ | 08543 | NONE | PC | GENERAL SUPPORT | $500 | BOX 5357 |
| CATS | ||||||||
| 565 N 5TH STREET | SAN JOSE | CA | 95112 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHOPSTICKS ALLEY ART INC | ||||||||
| 88 S 3RD STREET SUITE 183 | SAN JOSE | CA | 95113 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ORTOP | ||||||||
| 4800 SW GRIFFITH DRIVE SUITE 215 | PORTLAND | OR | 97292 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FOOD BANK OF CONTRA COSTA & SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $650 | |
| GOLDEN GATE PERFORMING ARTS | ||||||||
| 170 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $250 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,800 | 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 | $1,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,387 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,387 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN CMC MASTER FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,247,676 | BookValueAmt |
| EOYFMV | $4,247,676 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH | Desc |
| Amt | $675 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $60 | $0 | $60 |
| SOFTWARE | $354 | $0 | $354 |
| POSTAGE | $74 | $0 | $74 |
| EXPRESS MAIL/DELIVERY | $52 | $0 | $52 |
| FEDERAL INCOME TAXES | $4,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Net Investment Income | $11,073 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,419,667 | Amt |
Comments