BETA

OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OLANDER FAMILY FOUNDATION (EIN 94-3400451)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-10
IRS object ID
202001929349101420
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-10T15:06:31-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263742864PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KNIGHT & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1419 S SAN ANTONIO RD STE 213AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943400451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OLANDER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOLANBusinessNameControlTxt
Phone6509488737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TEN ALMADEN BLVD 11TH FLOORAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON OLANDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6509488737PhoneNum
Signature2020-07-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRK KNIGHTCPAPreparerPersonNm
PTINP00957628PTIN
Phone6509488737PhoneNum
Preparation2020-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,265,307FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$701InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$701InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$162,133DividendsRevAndExpnssAmt
Dividends Net Invst Incm$162,133DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$336,553NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$425,486GrossSalesPriceAmt
Other Income Rev And Expnss$1,939OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,939OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$501,326TotalRevAndExpnssAmt
Total Net Invst Incm$164,773TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$88LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$59TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,688OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,085TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$357,862ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$357,862ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$363,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$357,862TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$137,379ExcessRevenueOverExpensesAmt
Net Investment Income$164,773NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$539,237CashBOYAmt
Cash EOY$821,155CashEOYAmt
Cash EOYFMV$821,155CashEOYFMVAmt
Other Investments BOY$2,526,805OtherInvestmentsBOYAmt
Other Investments EOY$2,436,033OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,444,152OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,066,042TotalAssetsBOYAmt
Total Assets EOY$3,257,188TotalAssetsEOYAmt
Total Assets EOYFMV$9,265,307TotalAssetsEOYFMVAmt
Accounts Payable EOY$53,767AccountsPayableEOYAmt
Total Liabilities EOY$53,767TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,066,042NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,203,421NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,066,042TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,203,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,066,042TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,257,188TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,066,042TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$137,379ExcessRevenueOverExpensesAmt
Subtotal$3,203,421SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,203,421TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$335,132AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,015,068NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047773DistributionYr1Rt
Adjusted Qlfy Distri Yr2$364,529AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,755,783NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053958DistributionYr2Rt
Adjusted Qlfy Distri Yr3$306,195AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,990,292NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051115DistributionYr3Rt
Adjusted Qlfy Distri Yr4$304,114AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,934,727NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051243DistributionYr4Rt
Adjusted Qlfy Distri Yr5$203,290AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,642,180NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036030DistributionYr5Rt
Total Distribution0.240119TotalDistributionRt
Average Distribution0.048024AverageDistributionRt
Net Vl Noncharitable Assets$7,698,517NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$369,714AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,648NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$371,362AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$357,862QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,295InvestmentIncomeExciseTaxAmt
Subtotal$3,295SubtotalAmt
Tax Based On Investment Income$3,295TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,674EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,674TotalPaymentsAndCreditsAmt
Overpayment$379OverpaymentAmt
Applied To ES Tax$379AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KNIGHT & COMPANY CPA'SBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6509488737PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1419 S SAN ANTONIO ROAD STE 213AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RON OLANDER
24191 SUMMERHILLLOS ALTOSCA94024PRESIDENT000.00$0$0$0
STEVEN L HALLGRIMSON
TEN ALMADEN BLVDSAN JOSECA95113CFO/SECRETAR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,607,755AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$207,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,815,753TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,815,753AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$117,236CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,698,517NetVlNoncharitableAssetsAmt
Minimum Investment Return$384,926MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$384,926MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,295TaxBasedOnInvestmentIncomeAmt
Total Tax$3,295TotalTaxAmt
Distributable Before Adj$381,631DistributableBeforeAdjAmt
Distributable Before Ded$381,631DistributableBeforeDedAmt
Distributable As Adjusted$381,631DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$357,862ExpensesAndContributionsAmt
Qualifying Distributions$357,862QualifyingDistributionsAmt
Adjusted Qualifying Distri$357,862AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$381,631DistributableAsAdjustedAmt
Undistributed Income PY$276,967UndistributedIncomePYAmt
Qualifying Distributions$357,862QualifyingDistributionsAmt
Applied To Year1$276,967AppliedToYear1Amt
Applied To Current Year$80,895AppliedToCurrentYearAmt
Undistributed Income CY$300,736UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2ND CHANCE FOR PETS
PO BOX 136EAST BROOKFIELDMA01515NONESUPPORT$1,000
BAY AREA RIDGE TRAIL COUNCIL
1007 GENERAL KENNEDY AVESAN FRANCISCOCA94129NONESUPPORT$10,000
BEAR LEAGUE
PO BOX 393HOMEWOODCA96141NONESUPPORT$1,500
BLACH SCHOOL
1120 COVINGTON ROADLOS ALTOSCA94024NONESUPPORT$2,500
CA STATE PARKS FOUNDATION
50 FRANCISCO STREETSAN FRANCISCOCA94133NONESUPPORT$2,000
CAMINAR FAMILY & CHILDREN'S SERVICE
2600 S EL CAMINO REALSAN MATEOCA94403NONESUPPORT$2,500
CANINE COMPANIONS
2965 DUTTON AVESANTA ROSACA95407NONESUPPORT$2,500
CATHOLIC CHARITIES OF SANTA CLARA
2625 ZANKER ROADSAN JOSECA95134NONESUPPORT$2,500
CHILDRENS HOSPITAL OF ORANGE CTY
1201 W LA VETA AVEORANGECA92868NONESUPPORT$3,000
CLAREMONT MCKENNA COLLEGE BILL ARCE
500 EAST NINTH STCLAREMONTCA91711NONESUPPORT$5,000
CRISTO REY HIGH SCHOOL
1390 FIVE WOUNDS LANESAN JOSECA95116NONESUPPORT$1,000
ECUMENICAL HUNGER PROGRAM
2411 PULGAS AVENUEEAST PALO ALTOCA94303NONESUPPORT$1,000
FOCUS ON TANZANIAN COMMUNITIES
14 MOUNT AUBURN STWATERTOWNMA02472NONESUPPORT$500
FRIENDS OF FITZGERALD MARINE RESERV
200 NEVADA AVEMOSS BEACHCA94038NONESUPPORT$1,000
FRIENDS OF THE TRUCKEE LIBRARY
10031 LEVON AVETRUCKEECA96161NONESUPPORT$3,500
GEORGE MARK CHILDREN'S HOUSE
2121 GEORGE MARK LANESAN LEANDROCA94578NONESUPPORT$1,000
GLIDE
330 ELLIS STSAN FRANCISCOCA94102NONESUPPORT$3,000
HUMANE SOCIETY OF SILICON VALLEY
901 AMES AVEMILPITASCA95035NONESUPPORT$2,000
HUMANE SOCIETY OF TRUCKEE
10382 DONNER PASS RD 3TRUCKEECA96161NONESUPPORT$25,150
JASPER RIDGE FARM
PO BOX 620924WOODSIDECA94062NONESUPPORT$5,000
JEWISH HOME
302 SILVER AVESAN FRANCISCOCA94112NONESUPPORT$2,500
KIDS ZONE MUSEUM
11711 DONNER PASS RDTRUCKEECA96161NONESUPPORT$8,000
KIVA
875 HOWARD ST 340SAN FRANCISCOCA94103NONESUPPORT$507
LEAGUE TO SAVE LAKE TAHOE
2608 LAKE TAHOE BLVDSOUTH LAKE TAHOECA96150NONESUPPORT$5,000
LOAVES AND FISHES
358 NORTH MONTGOMERY STSAN JOSECA95134NONESUPPORT$13,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVELOS ALTOSCA94022NONESUPPORT$10,000
LOS ALTOS HIGH SCHOOL ATHLETICS
1299 BRYANT AVEMOUNTAIN VIEWCA94040NONESUPPORT$5,000
LOS ALTOS HISTORY MUSEUM
51 S SAN ANTONIO RDLOS ALTOSCA94022NONESUPPORT$750
MARINE MAMMAL CENTER
2000 BUNKER ROADSAUSALITOCA94965NONESUPPORT$1,500
MIDORI KAI
5674 SONOMA DRPLEASANTONCA94566NONESUPPORT$5,000
MIRACLE DISTRIBUTION CENTER
3947 E LA PALMA AVEANAHEIMCA92807NONESUPPORT$500
MUTTVILLE
255 ALABAMA STSAN FRANCISCOCA94103NONESUPPORT$4,000
MVLA COMMUNITY SCHOLARS
183 HILLVIEW AVELOS ALTOSCA94022NONESUPPORT$6,000
NATIONAL CTR FOR EQUINE FAC THERAPY
880 RUNNYMEDE ROADWOODSIDECA94062NONESUPPORT$4,000
NATIONAL PARKS CONSERVANCY ASSOC
1300 19TH ST NEW STE 300WASHINGTONDC20036NONESUPPORT$1,000
NEVADA COUNTY SEARCH&RESCUE
950 MAIDU AVENEVADA CITYCA95959NONESUPPORT$1,000
OKIZU
16 DIGITAL DRIVENOVATOCA94949NONESUPPORT$3,000
PATHWAYS HOME HEALTH & HOSPICE
585 N MARY AVESUNNYVALECA94085NONESUPPORT$2,500
PENINSULA HUMANE SOCIETY
12 AIRPORT BLVDSAN MATEOCA94401NONESUPPORT$2,500
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301NONESUPPORT$5,000
PROJECT MANA
948 INCLINE WAYINCLINE VILLAGENV89451NONESUPPORT$6,000
REACH FOUNDATION
1027 FARMINGTON AVEFARMINGTONCT06032NONESUPPORT$5,000
RONALD MCDONALD HOUSE
4560 FOUNTAIN AVELOS ANGELESCA90029NONESUPPORT$2,603
SAINT FRANCIS HIGH SCHOOL
1885 MIRAMONTE AVENUEMOUNTAIN VIEWCA94040NONESUPPORT$5,000
SAMARITAN HOUSE
4031 PACIFIC BLVDSAN MATEOCA94403NONESUPPORT$3,000
SAN FRANCISCO ZOO
1 ZOO RDSAN FRANCISCOCA94132NONESUPPORT$6,000
SAN JOSE SPORTS AUTHORITY
345 PARK AVE MS E-500SAN JOSECA95110NONESUPPORT$5,000
SAN MATEO COUNTY PARKS FOUNDATION
1701 COYOTE POINT DRSAN MATEOCA94401NONESUPPORT$3,500
SANDY HOOK PROMISE ACTION FUND
13 CHURCH HILL RDNEWTOWNCT06470NONESUPPORT$2,575
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95053NONESUPPORT$5,000
SIERRA WATCH
409 SPRING STNEVADA CITYCA95959NONESUPPORT$3,500
STROKE AWARENESS FOUNDATION
2105 S BSCOM AVECAMPBELLCA95008NONESUPPORT$2,500
SUNNYVALE COMMUNITY SERVICES
725 KIFER RDSUNNYVALECA94086NONESUPPORT$6,208
TAHOE FUND
PO BOX 7124TAHOE CITYCA96145NONESUPPORT$3,000
TAHOE RIM TRAIL ASSOCIATION
948 INCLINE WAYINCLINE VILLAGENV89451NONESUPPORT$4,000
TAHOE TRUCKEE COMMUNITY FOUNDATION
PO BOX 366TRUCKEECA96160NONESUPPORT$5,000
TAHOE TRUCKEE EXCELLENCE IN EDUCATI
11071 DONNER PASS ROADTRUCKEECA96161NONESUPPORT$5,000
THE BASIC FUND
1301 CLAY ST 70450OAKLANDCA94612NONESUPPORT$5,000
THE KILGORIS PROJECT
668 MEADOW LANELOS ALTOSCA94022NONESUPPORT$4,000
TRUCKEE COMMUNITY CHRISTMAS
PO BOX 2955TRUCKEECA96160NONESUPPORT$3,090
TRUCKEE DONNER HISTORICAL SOCIETY
PO BOX 8816TRUCKEECA96162NONESUPPORT$1,500
TRUCKEE DONNER LAND TRUST
10069 W RIVER ST C1TRUCKEECA96162NONESUPPORT$9,375
TRUCKEE TRAILS
PO BOX 1751TRUCKEECA96160NONESUPPORT$3,000
TURNING WHEELS THERAPY
225 WEST ROOSEVELT ROADWHEATONIL60187NONESUPPORT$2,500
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STSAN FRANCISCOCA94117NONESUPPORT$10,000
VASCULAR CURES
274 REDWOOD SHORES PWY 7REDWOOD CITYCA94065NONESUPPORT$2,500
YOSEMITE CONSERVANCY
101 MONTGOMERY STSAN FRANCISCOCA94104NONESUPPORT$5,000STE 1700
LAW FOUNDATION OF SILICON VALLEY
4 NORTH SECOND STSAN JOSECA95113NONESUPPORT$5,000SUITE 1300
TAHOE MARITIME MUSEUM
401 WEST LAKE BLVDTAHOE CITYCA96145NONESUPPORT$2,500
US PAIN FOUNDATION
670 NEWFIELD STMIDDLETOWNCT06457NONESUPPORT$500STE B
WIKIMEDIA ENDOWMENT
1 MONTGOMERY STSAN FRANCISCOCA94104NONESUPPORT$604STE 1600
COLORADO STATE UNIVERSITY
1062 CAMPUS DELIVERYFORT COLLINGSCO80523NONESUPPORT$2,500
RESPONSIBILITY
PO BOX 433199SAN YSIDROCA92143NONESUPPORT$3,000
19 FOR LIFE
PO BOX 18832SAN JOSECA95158NONESUPPORT$3,000
BELLARMINE HIGH SCHOOL
960 WEST HEDDING STREETSAN JOSECA95126NONESUPPORT$5,000
CSNK2A1 FOUNDATION
1929 VAN NESS AVESAN FRANCISCOCA94109NONESUPPORT$2,500
EDUCATING TANZANIA FOUNDATION
PO BOX 852CAPITOLACA95010NONESUPPORT$1,500
EL CAMINO HOSPITAL FOUNDATION
2500 GRANT RDMOUNTAIN VIEWCA94040NONESUPPORT$2,500
FAMILY HOUSE FOUNDATION
540 MISSION BAY BLVD NSAN FRANCISCOCA94158NONESUPPORT$2,500
FRIENDS OF THE PALO ALTO JUNIOR MUS
4050 MIDDLEFIELD ROADPALO ALTOCA94301NONESUPPORT$2,500
GIANTS COMMUNITY FUND
24 WILLIE MAYS PLAZASAN FRANCISCOCA94107NONESUPPORT$1,050
GOLDEN GATE NATL PARKS CONSERVANCY
FORT MASON CENTERSAN FRANCISCOCA94123NONESUPPORT$2,500BLDG 201
HIDDEN VILLA
26870 MOODY RDLOS ALTOS HILLSCA94022NONESUPPORT$1,500
ITALIAN AMERICAN HERITAGE FOUNDATIO
425 NORTH FOURTH STSAN JOSECA95112NONESUPPORT$1,500
JUNIOR LEAGUE OF SAN JOSE
1615 DRY CREEK ROADSAN JOSECA95125NONESUPPORT$500
JW HOUSE
3850 HOMESTEAD ROADSANTA CLARACA95051NONESUPPORT$1,000
LOS ALTOS EDUCATIONAL FOUNDATION
201 CONVINGTON ROADLOS ALTOSCA94024NONESUPPORT$5,000
LOVED TWICE
4123 BROADWAYOAKLANDCA94611NONESUPPORT$500STE 815
MSPCA BOSTON
350 S HUNTINGTON AVEJAMAICAN PLAINMA02130NONESUPPORT$100
NATIONAL MS SOCIETY OF NEW YORK
733 3RD AVENEW YORKNY10017NONESUPPORT$100
NORTH VALLEY ANIMAL DISASTER GROUP
PO BOX 441CHICOCA95973NONESUPPORT$2,500
NOTRE DAME HIGH SCHOOL
596 S SECOND STREETSAN JOSECA95112NONESUPPORT$1,000
PALO ALTO MEDICAL FOUNDATION
701 EAST EL CAMINO REALMOUNTAIN VIEWCA94040NONESUPPORT$2,500
PARENTS HELPING PARENTS
1400 PARKMOOR AVENUESAN JOSECA95126NONESUPPORT$2,500100
SACRED HEART NATIVITY
310 EDWARDS AVESAN JOSECA95110NONESUPPORT$1,000
SAN FRANCISCO CAMPUS FOR JEWISH LIV
302 SILVER AVESAN FRANCISCOCA94112NONESUPPORT$2,500
ST CHRISTOPHER PARISH SCHOOL
900 W CHRISTOPHER STWEST COVINACA91790NONESUPPORT$1,000
SEMPERVIRENS FUND
419 S SAN ANTONIO RDLOS ALTOSCA94022NONESUPPORT$2,500211
SPECIAL OLYMPICS NORTHERN CA
3480 BUSKIRK AVEPLEASANT HILLCA94523NONESUPPORT$2,500340
STEVENSON SCHOOL
3152 FOREST LAKE RDPEBBLE BEACHCA93953NONESUPPORT$1,000
THUNDERBIRD LODGE PRESERVATION SOCI
5000 HIGHWAY 28INCLINE VILLAGENV89451NONESUPPORT$750
CHILDREN'S THERAPY CENTER
1321 COLLEGE STREETWOODLANDCA95695NONESUPPORT$2,500E
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110NONESUPPORT$1,000
TRUCKEE TAHOE HIGH SCHOOL
11725 DONNER PASS RDTRUCKEECA96161NONESUPPORT$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$357,862TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$701ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,133ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$945ExclusionAmt
Related Or Exempt Function Incm$994RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$336,553RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$163,779ExclusionAmt
Related Or Exempt Function Incm$337,547RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$501,326TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
7SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO
7CHARITABLE ACTIVITIES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,250Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
FAIR ISAAC & CO INC2002-09PURCHASE2019-12$220,270$13,949$206,321
ILL TOOL WORKS INC2002-08PURCHASE2019-01$166,638$42,166$124,472
MASCO CORP2007-08PURCHASE2019-09$29,810$16,849$12,961
STERICYCLE INC2010-12PURCHASE2019-02$8,768$15,969-$7,201

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ROUNDING
MORGAN STANLEY STOCKSAT COST$2,436,033$8,444,152
CEDAR FAIR

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL EXPENSECategoryTxt
Legal Fees$88LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
NONDEDUCTIBLE EXPENSES$1,293
OFFICE SUPPLIES$112
LICENSE & FEES$145
BANK CHARGES$138

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT INCOME - CEDAR FAI$945$945
CAPITAL GAIN/LOSS$994$994

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$59Amt

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