C M CAPITAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- C M CAPITAL FOUNDATION (EIN 77-0583870)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349100501
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T04:07:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE SCHLECT | PreparerPersonNm |
| PTIN | P00967848 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.184.184.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 16:27:58 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78A8C6BA3CB89A348BF5DD08B39C300ED95D81CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,289,268 | 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 | $105,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $163,538 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,237 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $105,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,775 | 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 | $7,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,790 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $6,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169,284 | CashBOYAmt |
| Cash EOY | $360,548 | CashEOYAmt |
| Cash EOYFMV | $360,548 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $711 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,212,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,928,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,928,009 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $350,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,732,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,289,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,289,268 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,560 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,940 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,940 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,725,215 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,281,328 | 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 | $2,725,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,281,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,732,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,289,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,725,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $565,229 | OtherIncreasesAmt |
| Subtotal | $3,281,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,281,328 | 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 |
| Gain Or Loss | $163,538 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $163,538 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,538 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,697,756 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,584 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,281,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,026 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,712,166 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105145 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,954 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,089,031 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $961,102 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063739 | DistributionYr5Rt |
| Total Distribution | 0.352852 | TotalDistributionRt |
| Average Distribution | 0.070570 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,018,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $213,035 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $214,855 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,310 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,746 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,746 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,106 | OverpaymentAmt |
| Applied To ES Tax | $3,106 | 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 | $136,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,928,009 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,064,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,064,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,018,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,640 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $70 | IncomeTaxAmt |
| Total Tax | $3,710 | TotalTaxAmt |
| Distributable Before Adj | $147,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,936 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $168,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,919 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,919 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,352 | 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 | $125,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,416 | ExcessFromYear4Amt |
| Excess From Year3 | $94,936 | ExcessFromYear3Amt |
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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADRIAN WILCOX HIGH SCHOOL | |||||||
| 3250 MONROE STREET | SANTA CLARA | CA | 95051 | NONE | PC | GENERAL SUPPORT | $250 |
| ALTRUISM IN MEDICINE INSTITUTE | |||||||
| 404 W MAIN STREET 121 | CORTEZ | CO | 81321 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN RED CROSS | |||||||
| 2731 N FIRST STREET | WASHINGTON | DC | 20013 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ASIAN ART MUSEUM FOUNDATION | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AVENIDAS | |||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PC | GRANT-LOCAL GENERAL | $5,000 |
| BAYWOOD ELEMENTARY SCHOOL | |||||||
| 600 ALAMEDA DE LA PUGAS | SAN MATEO | CA | 94402 | NONE | PC | GENERAL SUPPORT | $500 |
| BELMONT-REDWOOD SHORES SCHOOL DISTRICT | |||||||
| 2960 HALLMARK DRIVE | BELMONT | CA | 94002 | NONE | PC | GENERAL SUPPORT | $500 |
| CHILD & FAMILY INSTITUTE | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $250 |
| CLIENT EARTH US | |||||||
| 401 PARK AVENUE SOUTH FLOOR 10 | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CONTEMPORARY ASIAN THEATRE SCENE | |||||||
| 565 N 5TH STREET | SAN JOSE | CA | 95112 | NONE | PC | GRANT-FOR CHILDREN HEALTH, SUMMER SCAMPER & CNY PROGRAMS | $2,000 |
| ETHIOPIA READS | |||||||
| PO BOX 50393 | MINNEAPOLIS | MN | 55405 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FOOD BANK OF CONTRA COSTA & SOLANO | |||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $350 |
| GO2 FOUNDATION FOR LUNG CANCER | |||||||
| 1700 K STREET SUITE 660 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | |||||||
| 3003 OAK ROAD 130 | WALNUT CREEK | CA | 94597 | NONE | PC | GRANT-LOCAL GENERAL | $1,000 |
| LITTLE CHILDREN OF THE WORLD INC | |||||||
| PO BOX 37 | BARNESVILLE | GA | 30204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LUCILE PACKARD FOUNDATION | |||||||
| 400 HAMILTON AVENUE | PALO ALTO | CA | 94301 | NONE | PC | GENERAL SUPPORT | $35,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1801 HINMAN AVENUE | EVANSTON | IL | 60208 | NONE | PC | GENERAL SUPPORT | $2,500 |
| OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM | |||||||
| 4800 SW GRIFFITH DRIVE SUITE 215 | BEAVERTON | OR | 97005 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PALO ALTO PARTNERS IN EDUCATION | |||||||
| PO BOX 1557 | PALO ALTO | CA | 94302 | NONE | PC | GENERAL SUPPORT | $500 |
| REDWOOD CITY LITTLE LEAGUE | |||||||
| PO BOX 2906 | REDWOOD CITY | CA | 94064 | NONE | PC | GRANT-LOCAL GENERAL | $450 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 N 1ST STREET | SAN JOSE | CA | 95134 | NONE | PC | GENERAL SUPPORT | $500 |
| STAND FOR THE SILENT | |||||||
| 6918 W 128TH STREET | PERKINS | OK | 74059 | NONE | PC | GENERAL SUPPORT | $250 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT AND STEM SCHOLARSHIP FOR DANIEL ONG | $2,000 |
| SUPER JOEY FOUNDATION | |||||||
| 5776-D LINDERO CANYON ROAD 159 | REDWOOD CITY | CA | 91362 | NONE | PC | GENERAL SUPPORT | $900 |
| THE COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE NEW RIVER CHURCH COMMUNITY | |||||||
| 670 LINCOLN AVENUE SUITE 200 | SAN JOSE | CA | 95126 | NONE | PC | GENERAL SUPPORT | $500 |
| THE ORINDA ASSOCIATION | |||||||
| PO BOX 97 | ORINDA | CA | 94563 | NONE | PC | GENERAL SUPPORT | $120 |
| THE TRUSTEES OF THE SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET 4TH FLOOR | PRINCETON | NJ | 08543 | NONE | PC | GENERAL SUPPORT | $500 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD 11TH FLOOR | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $500 |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | GRANT-ANNUAL CHANCELLOR'S FUND | $10,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 355880 | SEATTLE | WA | 98124 | NONE | PC | STEM SCHOLARSHIP FOR JULIET ABLAZA | $2,500 |
| USC ELECTRICAL ENGINEERING | |||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $300 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,620 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMD CHA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVENUE SUITE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $105,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,580 | Amt |
| Net Investment Income | $3,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,790 | 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 | $2,928,009 | BookValueAmt |
| EOYFMV | $2,928,009 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID | Desc |
| BOY Book Value | $350,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $121 | $0 | $105 |
| SOFTWARE | $360 | $0 | $360 |
| POSTAGE | $30 | $0 | $30 |
| TRAVEL | $405 | $0 | $405 |
| FEDERAL INCOME TAXES | $6,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Net Investment Income | $22,237 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $565,229 | Amt |
Comments