DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-08
- IRS object ID
- 202141599349100119
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T19:49:39-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942370906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENSIBA SAN FILIPPO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6795 N PALM AVE SUITE 108 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | 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 | 522390855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE O'BRIEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBRI | BusinessNameControlTxt |
| Phone | 6503770300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 873 SANTA CRUZ AVENUE SUITE 204 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS O'BRIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503770300 | PhoneNum |
| Signature | 2021-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | OBRIEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN SLATER | PreparerPersonNm |
| PTIN | P00537659 | PTIN |
| Phone | 5594370700 | 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 | $2,975,250 | 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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,783,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $374 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $358 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $166,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,661 | 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 | $4,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,752 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,601 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $788,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $742,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$621,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,699 | CashBOYAmt |
| Cash EOY | $255,740 | CashEOYAmt |
| Cash EOYFMV | $255,740 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,890,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,191,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,719,510 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,068,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,447,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,975,250 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,068,634 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,447,203 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,068,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,447,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,068,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,447,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,068,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$621,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,447,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,447,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AC #001316 - S/T COVERED | P | 2020-01-01 | 2020-12-31 | $255,683 | $236,980 | $18,703 | $18,703 |
| AC #001316 - L/T COVERED | P | 2019-12-31 | 2020-12-31 | $593,765 | $527,034 | $66,731 | $66,731 |
| AC #001316 - S/T NONCOVERED | P | 2019-12-31 | 2020-12-31 | $240 | $240 | $240 | |
| AC #001316 - L/T NONCOVERED | P | 2019-12-31 | 2020-12-31 | $13,697 | $10,149 | $3,548 | $3,548 |
| AC #001316 - NONCOVERED | P | 2019-12-31 | 2020-12-31 | $948 | $948 | $948 | |
| AC #001324 - L/T COVERED | P | 2019-12-31 | 2020-12-31 | $199,321 | $195,599 | $3,722 | $3,722 |
| AC #001407 - S/T COVERED | P | 2020-01-01 | 2020-12-31 | $293,318 | $268,668 | $24,650 | $24,650 |
| AC #001407 - L/T COVERED | P | 2019-12-13 | 2020-12-31 | $421,736 | $451,601 | -$29,865 | -$29,865 |
| AC #001407 - L/T COVERED | P | 2019-12-13 | 2020-12-31 | $77 | $71 | $6 | $6 |
| CAPITAL GAINS DIVIDENDS | P | $4,916 | $4,916 | $4,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,661 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,661 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,101 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,341 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,680 | OverpaymentAmt |
| Applied To ES Tax | $1,680 | 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 | SENSIBA SAN FILIPPO LLP | IndividualWithBooksNm |
| Phone | 5594370700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6795 N PALM AVE SUITE 108 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C O'BRIEN | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GLORIA A O'BRIEN | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN FRIMEL | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRIS O'BRIEN | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | DIRECTOR | 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 | $3,055,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,232,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,232,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,184,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,661 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,661 | TotalTaxAmt |
| Distributable Before Adj | $157,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $742,522 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $742,522 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $742,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,988 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $207,856 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $568,077 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $579,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $663,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,255,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $742,522 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $584,962 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,840,908 | 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 | $236,988 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,603,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $207,856 | ExcessFromYear4Amt |
| Excess From Year3 | $568,077 | ExcessFromYear3Amt |
| Excess From Year2 | $579,130 | ExcessFromYear2Amt |
| Excess From Year1 | $663,895 | ExcessFromYear1Amt |
| Excess From Current Year | $584,962 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS C O'BRIEN | ContributingManagerNm |
| Contributing Manager | GLORIA A O'BRIEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA BOYS & GIRLS CLUB INC | |||||||
| PO BOX 1069 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALAMEDA COUNTY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALAMEDA COUNTY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN IRELAND FUND | |||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $250 |
| ATHERTON POLICE OFFICERS' ASSOCIATION | |||||||
| P O BOX 1427 | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $500 |
| BAY SCHOLARS | |||||||
| 465 CALIFORNIA STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | SPONSORSHIP OF THANKSGIVING LUNCHEON AND SCHOLARSHIPS | $75,000 |
| BERKELEY REAL ESTATE FORUM (BREF) | |||||||
| 2220 PIEDMONT AVENUE MC 6105 | BERKELEY | CA | 94720 | NONE | PC | PLEDGE TO BREF | $20,000 |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 941082706 | NONE | PC | COVID RENT RELIEF | $10,000 |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 941082706 | NONE | PC | STEIN & COLWELL SCHOLARSHIP | $5,000 |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 941082706 | NONE | PC | ALAN L. AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM | $5,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | BITA PROGRAM | $5,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | BITA PROGRAM | $5,000 |
| CATHOLIC WORKER HOUSE | |||||||
| 545 CASSIA STREET | REDWOOD CITY | CA | 940632016 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHILD & FAMILY INSTITUTE OF MENLO PARK | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION CIRCLE | SAN JOSE | CA | 945390391 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DOMINICAN SISTERS VISION OF HOPE | |||||||
| 1555 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FLINTRIDGE SACRED HEART | |||||||
| 440 ST KATHERINE DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | A VISION FOR VERITAS II | $50,000 |
| FLINTRIDGE SACRED HEART | |||||||
| 440 ST KATHERINE DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | A VISION FOR VERITAS II | $50,000 |
| HANNA BOYS CENTER | |||||||
| 17000 ARNOLD ROAD | SONOMA | CA | 95476 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOMEAID OF NORTHERN CALIFORNIA | |||||||
| 1350 TREAT BLVD SUITE 140 | WALNUT CREEK | CA | 94597 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ICA (IMMACULATE CONCEPTION ACADEMY) | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 941103607 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JUNIPERO SERRA HIGH SCHOOL | |||||||
| 451 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PC | MEMORY OF LARRY ALARY | $1,000 |
| LITTLE SISTERS OF THE POOR ST ANNE'S HOME | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MARYKNOLL FATHERS AND BROTHERS | |||||||
| PO BOX 302 | MARYKNOLL | NY | 105450302 | NONE | PC | MENTAL HEALTH FOR CHILDREN IN CAMBODIA | $5,000 |
| NORTH COAST OPPORTUNITIES INC | |||||||
| 413 N STATE STREET | UKIAH | CA | 95482 | NONE | PC | RURAL COMMUNITIES CHILD CARE PROGRAM | $5,000 |
| PANETTA INSTITUTE | |||||||
| 100 CAMPUS CENTER BUILDING 86E | SEASIDE | CA | 93955 | NONE | PC | GENERAL SUPPORT | $14,320 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $5,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL SUPPORT | $25,000 |
| REBUILDING TOGETHER PENINSULA | |||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 940633000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | SOPHIE SCHOLARS | $5,000 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | BARAT COLLEGE ACCESS FUND | $25,000 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | SOPHIE SCHOLARS | $5,000 |
| SEQUOIA HOSPITAL FOUNDATION | |||||||
| 170 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SISTERS OF MERCY | |||||||
| 2300 ADELINE DRIVE | BURLINGAME | CA | 940105599 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PC | GENERAL SUPPORT | $500 |
| SPECIAL OLYMPICS | |||||||
| 3480 BUSKIRK AVENUE 340 | PLEASANT HILL | CA | 94523 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPINAL CORD SOCIETY | |||||||
| 115 SOUTHWOOD DRIVE | SCOTTS VALLEY | CA | 95066 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST ANTHONY'S CHURCH | |||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PC | PADUA DINING ROOM | $5,000 |
| ST APOLLINARIS CHURCH | |||||||
| 3700 LASSEN STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $500 |
| ST AUGUSTINE EDUCATIONAL FOUNDATION | |||||||
| 6301 PAIL HIGHWAY | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $250 |
| ST FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST IGNATIUS COLLEGE PREPARATORY | |||||||
| 2001 37TH AVENUE | SAN FRANCISCO | CA | 94116 | NONE | PC | SCHOLARSHIP | $18,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST PETER'S CATHOLIC SCHOOL | |||||||
| 1266 FLORIDA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ST PIUS CHURCH | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ST PIUS SCHOOL | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | LIFEGUARD FUND - SCHOLARSHIPS | $10,000 |
| STANFORD HEALTH CARE | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE KOHANAIKI FOUNDATION | |||||||
| PO BOX 9015 | KAILUAKONA | HI | 96745 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | NONE | PC | FITZGERALD FAMILY SCHOLARSHIP FUND | $5,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | NONE | PC | TUTORING PROGRAM | $50,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171080 | NONE | PC | SCHOLARSHIP ENDOWMENT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,320 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,688 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,765 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,830 | Amt |
| Net Investment Income | $4,830 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEVEN POST 1316 | $1,051,470 | $1,509,940 |
| SEVEN POST 1324 | $731,697 | $752,876 |
| SEVEN POST 1407 | $408,296 | $456,694 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE REGISTRATION COSTS | $150 | $0 | $150 |
| LIABILITY INSURANCE | $422 | $0 | $422 |
| CA SECRETARY OF STATE FEES | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBSTITUTE PAYMENT IN LIEU | $16 | $0 | $0 |
| FOREIGN TAX REFUNDS | $358 | $358 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $30,643 | $30,152 | $0 |
| ADMINISTRATIVE PROFESSIONAL SERVICES | $13,200 | $6,600 | $6,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIDENDS | $2,208 | $2,208 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| IRS EXCISE TAX | $1,393 | $1,393 | $0 |
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