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THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202013149349100926
Schema version
2019v5.1
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)
Return2020-11-09T12:03:48-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770164567PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OFFEREINS JANDA ROE & MCCAHAN CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1987 UNIVERSITY AVENUE SUITE 6AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770140464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN L HALLGRIMSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone4082865800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TEN ALMADEN BOULEVARD 11TH FLOORAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951132233ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN L HALLGRIMSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082865800PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE E ROEPreparerPersonNm
PTINP00231152PTIN
Phone4083542205PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.95.205.225IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm10:03:42IPTm
IP TimezonePSIPTimezoneCd
Federal Original Submission Id77017020203110338e39FederalOriginalSubmissionId
Federal Original Submission Id2020-11-06FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id52C34A098882551665A031EBCC9C451934CEE5AAAtSubmissionCreationDeviceId
At Submission Filing Device Id62E773E0929B4B6DC5B60DF23D122B474B25E968AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,475,364FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$282,547ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$53InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$51,437DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,437DividendsNetInvstIncmAmt
Net Rental Income Or Loss-$3,350NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$8,650NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$169,602GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,650CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,744OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,744OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$344,431TotalRevAndExpnssAmt
Total Net Invst Incm$61,884TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$808LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,538OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$897TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,796OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,350OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,350TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$116,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$116,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,350TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$216,291ExcessRevenueOverExpensesAmt
Net Investment Income$58,534NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,521CashBOYAmt
Cash EOY$18,379CashEOYAmt
Cash EOYFMV$18,379CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,163SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,718SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,718SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$72OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$72OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$72OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$72OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$1,744,760OtherInvestmentsBOYAmt
Other Investments EOY$2,439,195OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,439,195OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,782,516TotalAssetsBOYAmt
Total Assets EOY$2,475,364TotalAssetsEOYAmt
Total Assets EOYFMV$2,475,364TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,782,516RetainedEarningBOYAmt
Retained Earning EOY$2,475,364RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,782,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,475,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,782,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,475,364TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,782,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$216,291ExcessRevenueOverExpensesAmt
Other Increases$476,557OtherIncreasesAmt
Subtotal$2,475,364SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,475,364TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
0.61 BROOKFIELD ASSET MGMTP2019-10-022019-10-03$32$33-$1-$1
101.41 DOW INCP2019-09-05$4,366$4,969-$603-$603
30.06 HEXCEL CORPP2019-11-06$2,303$2,367-$64-$64
5 OAKTREE CAP GRP LLCP2019-10-02$292$255$37$37
100 PG&E CORPP2019-04-29$2,336$4,355-$2,019-$2,019
83 ALCOA CORPP2016-01-222019-08-16$1,450$1,461-$11-$11
100 ANADARKO PETE CORPP2017-06-262019-07-24$7,346$4,550$2,796$2,796
746 BANK OF AMERICAP$22,293$22,753-$460-$460
100 CONAGRA BRANDS INCP2018-02-202019-04-09$2,817$3,641-$824-$824
10 GARRET MOTION INCP2012-05-302019-04-18$187$62$125$125
50 GOLDMAN SACHS GROUPP2016-08-312019-01-30$10,040$8,471$1,569$1,569
93 LIVENT CORPP2015-04-292019-06-18$667$789-$122-$122
150 MONSTER BEVERAGE CORPP2019-04-10$8,182$10,079-$1,897-$1,897
200 PG&E CORPP2019-04-29$4,673$10,196-$5,523-$5,523
16 RESIDIO TECHNOLOGIES INCP2012-05-302019-12-26$190$160$30$30
300 TEVA PHARMACEUTICALP2019-06-21$2,505$4,976-$2,471-$2,471
200 WELLS FARGO BANKP2016-09-162019-04-24$9,498$9,153$345$345
100 ALLSTATE CORPP2005-12-222019-08-15$10,181$5,473$4,708$4,708
1804 BANK OF AMERICAP$51,069$45,101$5,968$5,968
0.53 LIVENT CORPP2015-04-292019-03-04$7$5$2$2
100 OAKTREE CAP GRPP2018-08-202019-10-02$5,128$4,105$1,023$1,023
500 VANGUARD DIV GROWTH FDP2019-03-04$13,500$13,840-$340-$340
0.537 WABTEC CORPP2019-02-252019-02-25$39$42-$3-$3
100 GENERAL ELECTRICP2005-01-052019-03-25$957$3,700-$2,743-$2,743
40 US BANCORP COMP1993-10-152019-04-26$2,026$416$1,610$1,610
CAPITAL GAINS DIVIDENDSP$7,518$7,518$7,518
FieldValueIRS element (for citing)
Capital Gain Net Income$8,650CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,550AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,764,287NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028652DistributionYr1Rt
Adjusted Qlfy Distri Yr2$91,900AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,509,935NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060864DistributionYr2Rt
Adjusted Qlfy Distri Yr3$63,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,043,796NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060357DistributionYr3Rt
Adjusted Qlfy Distri Yr4$62,913AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$784,919NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080152DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,033AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$628,996NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066826DistributionYr5Rt
Total Distribution0.296851TotalDistributionRt
Average Distribution0.059370AverageDistributionRt
Net Vl Noncharitable Assets$2,097,006NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$124,499AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$585NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$125,084AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$116,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,171InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,171SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,171TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,070EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,070TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$103TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN L HALLGRIMSONIndividualWithBooksNm
Phone4082865800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1TEN ALMADEN BLVD 11TH FLOORAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951133233ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN L HALLGRIMSON
TEN ALMADEN BLVD 11TH FLOORSAN JOSECA951132233PRESIDENT0.00$0$0$0
ERIK L HALLGRIMSON
TEN ALMADEN BLVD 11TH FLOORSAN JOSECA951132233SEC/TREASURER0.00$0$0$0
ROD LINER
1926 EUCALYPTUSSAN CARLOSCA94070VICE-PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,079,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,891AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,996FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,128,940TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,128,940AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,934CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,097,006NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,850MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,850MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,171TaxBasedOnInvestmentIncomeAmt
Total Tax$1,171TotalTaxAmt
Distributable Before Adj$103,679DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$103,679DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$103,679DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$116,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$116,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,679DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$18,809ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,683ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,283ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$47,775TotalExcessDistributionCyovAmt
Qualifying Distributions$116,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$103,679AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,321RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,096TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,096ExcessDistriCyovToNextYrAmt
Excess From Year4$18,809ExcessFromYear4Amt
Excess From Year3$11,683ExcessFromYear3Amt
Excess From Year2$17,283ExcessFromYear2Amt
Excess From Current Year$12,321ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN L HALLGRIMSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1TEN ALMADEN BLVD 11TH FLOORAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951133233ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4082865800RecipientPhoneNum
Form And Info And MaterialsLETTER OF APPLICATION FOR GRANTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELLARMINE COLLEGE PREPARTORY
960 W HEDDING STSAN JOSECA95126NONEPUBLICEDUCATIONAL$5,000
CATHOLIC CHARITIES
2625 ZANKER ROAD SUITE 201SAN JOSECA95134NONEPUBLICPUBLIC$2,000
CLAREMONT MCKENNA COLLEGE
888 COLUMBIA AVENUECLAREMONTCA917114015NONEPUBLICSCHOLARSHIP$15,000
CRISTO REY JESUIT HIGH SCHOOL
1389 E SANTA CLARA STSAN JOSECA95116NONEPUBLICEDUCATIONAL$1,000
CSNK2A1 FOUNDATION
1929 VAN NESS AVENUESAN FRANCISCOCA94109NONEPUBLICPUBLIC$2,000
HUNGER AT HOME
1560 BERGER DRSAN JOSECA95112NONEPUBLICPUBLIC$2,500
ITALIAN AMERICAN HERITAGE FOUNDATION
425 NORTH FOURTH STREETSAN JOSECA95112NONEPUBLICPUBLICPUBLIC$1,500
JEWISH HOME FOR THE AGED
302 SILVER AVENUESAN FRANCISCOCA94112NONEPUBLICPUBLIC$5,000
LAW FOUNDATION OF SILICON VALLEY
4 N 2ND STREET STE 1300SAN JOSECA95113NONEPUBLICPUBLIC$2,500
LINDA SOTO SEQUOIA HIGH SCHOOL
1201 BREWSTER AVENUEREDWOOD CITYCA94062NONEN/ASCHOLARSHIP$500
KQED
50 BEALE ST 5TH FLOORSAN FRANCISCOCA94105NONEPUBLICPUBLIC$1,000
MARITZA FLORES SEQUOIA HIGH SCHOOL
1201 BREWSTER AVENUEREDWOOD CITYCA94062NONEN/ASCHOLARSHIP$500
MIDORI KAI INC
5674 SONOMA DRIVEPLEASANTONCA94566NONEPUBLICPUBLIC$5,000
MONTEREY BAY AQUARIUM
886 CANNERY ROWMONTEREYCA93940NONEPUBLICPUBLIC$1,000
NORDIC HERITAGE MUSEUM
2655 NE MARKET STSEATTLEWA98107NONEPUBLICPUBLIC$1,000
REACH FOUNDATION
1027 FARMINGTON AVEFARMINGTONCT06032NONEPUBLICPUBLIC$2,500
SAN JOSE SPORTS HALL OF FAME
99 ALMADEN BLVD STE 975SAN JOSECA95113NONEPUBLICPUBLIC$5,000
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95053NONEPUBLICEDUCATION$51,000
SCRIPPS COLLEGE
1030 N COLUMBIA AVECLAREMONTCA917114015NONEPUBLICEDUCATION$1,000
SEQUOIA HIGH SCHOOL
1201 BREWSTER AVENUEREDWOOD CITYCA94062NONEPUBLICEDUCATION$1,000
STROKE AWARENESS FOUNDATION
51 E CAMPBELL AVE STE 106-MCAMPBELLCA95008NONEPUBLICMEDICALMEDICAL$2,500
SAVE THE BAY
1330 BROADWAY SUITE 1800OAKLANDCA94612NONEPUBLICSCHOLARSHIP$500
NOTRE DAME HIGH SCHOOL
596 S SECOND STSAN JOSECA95112NONEPUBLICEDUCATIONEDUCATION$1,000
POMONA COLLEGE
550 N COLLEGE ACENUECLAREMONTCA91711NONEPUBLICEDUCAITON$1,000
ROBERT LOUIS STEVENSON SCHOOL
2051 34TH AVENUESAN FRANCISCOCA94116NONEPUBLICEDUCATION$1,000
ST CHRISTOPHER PARISH SCHOOL
900 W CHIRSTOPHER STWEST COVINACA91790NONEPUBLICEDUCATION$1,000
ADAM GRIFFIN SEQUOIA HIGH SCHOOL
1201 BREWSTER AVENUEREDWOOD CITYCA94062NONEN/ASCHOLARSHIP$1,000
ANTHONY VERDUZO SEQUOIA HIGH SCHOOL
1201 BREWSTER AVENUEREDWOOD CITYCA94062NONEN/ASCHOLARHSIP$1,000
ISABELLA HESANI SEQUOIA HIGH SCHOOL
1201 BREWSTER AVENUEREDWOOD CITYCA94062NONEN/ASCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$116,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,437ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm-$3,350UnrelatedBusinessTaxblIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,744ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,650ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$3,350UnrelatedBusinessTaxblIncmAmt
Exclusion$61,884ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,534TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
STEVEN L HALLGRIMSON
1TEN ALMADEN BLVD 11TH FLOORSAN JOSECA95113$10,000Yes (X)
STEVEN L HALLGRIMSON
2TEN ALMADEN BLVD 11TH FLOORSAN JOSECA95113$272,547Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITY - 8,935.9612SH BANK OF AMERICA CORPNoncashPropertyDesc
Fair Market Value$272,547FairMarketValueAmt
Received2019-05-03ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY ACCOUNTSAT COST$129,989$129,989
CHARLES SCHWABAT COST$2,298,383$2,298,383
TBI-SVIII PARTNERSHIP INTERESTAT COST$10,823$10,823

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$808LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRAR OF CHARITABLE TRUST FEES$50$0$0
BANK FEES$19$0$0
MISCELLANEOUS$377$0$0
TBI-SVIII (77-0176873)$3,350$3,350$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CEDAR FAIR DISTRIBUTIONS$1,429$1,429$1,429
OAKFREE CAPITAL DISTRIBUTIONS$185$185$185
PHILLIPS 66 PARTNERS$130$130$130

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET INCREASE IN VALUE OF SECURITIESDesc
Amt$476,557Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,538Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$887$0$0
CA TAXES$10$0$0

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