BETA

GREENBRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GREENBRIDGE FAMILY FOUNDATION (EIN 82-3458443)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-06
IRS object ID
202043119349100029
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)
Return2020-11-06T13:26:21-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943145806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REALIZE CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823458443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENBRIDGE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone4153625990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET NO 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON GREENPersonNm
Person TitlePRESIDENT & DIRECTORPersonTitleTxt
Phone4153625990PhoneNum
Signature2020-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE M VINEYARDPreparerPersonNm
PTINP00653810PTIN
Phone4153625990PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.164.171.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-04IPDt
IP Tm14:08:15IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5070BE914E48DB83EF7A7AE439B11F9502221620AtSubmissionCreationDeviceId
At Submission Filing Device Id5B96FD6F25BF519C6E89DD8905E4F7BA5475A5F3AtSubmissionFilingDeviceId
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$5,061,093FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,738,936ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31,982InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31,982InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,383DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,383DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$117,257NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,248,264GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,553,680CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,942,558TotalRevAndExpnssAmt
Total Net Invst Incm$2,640,045TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,093OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,093OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,750OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,593TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,843TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$209,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$209,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$220,593TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,843TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$210,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,721,965ExcessRevenueOverExpensesAmt
Net Investment Income$2,630,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,156,996CashBOYAmt
Cash EOY$1,038,409CashEOYAmt
Cash EOYFMV$1,038,409CashEOYFMVAmt
Other Assets BOY$896,699OtherAssetsBOYAmt
Other Assets EOY$3,737,251OtherAssetsEOYAmt
Other Assets EOYFMV$4,022,684OtherAssetsEOYFMVAmt
Total Assets BOY$2,053,695TotalAssetsBOYAmt
Total Assets EOY$4,775,660TotalAssetsEOYAmt
Total Assets EOYFMV$5,061,093TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,862,132CapitalStockBOYAmt
Capital Stock EOY$1,862,132CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$191,563RetainedEarningBOYAmt
Retained Earning EOY$2,913,528RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,053,695TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,775,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,053,695TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,775,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,053,695TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,721,965ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,775,660SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,775,660TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH #03089P$209,339$363$208,976$208,976
MERRILL LYNCH #03090P$522,493$521,540$953$953
MERRILL LYNCH #03090P$671,586$168,931$502,655$502,655
MERRILL LYNCH #03091P$1,844,846$3,750$1,841,096$1,841,096
FieldValueIRS element (for citing)
Capital Gain Net Income$2,553,680CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,940AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,799,974NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.003856DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,028NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.003856TotalDistributionRt
Average Distribution0.001928AverageDistributionRt
Net Vl Noncharitable Assets$4,015,616NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,742AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,302NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,044AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$210,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26,302InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,302SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,302TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,279EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$105,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$108,279TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$81,977OverpaymentAmt
Applied To ES Tax$81,977AppliedToESTaxAmt
Refund$0RefundAmt

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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREALIZE CPA LLPIndividualWithBooksNm
Phone4153625990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JASON GREEN
249 BRIDGE ROADHILLSBOROUGHCA94010PRESIDENT & DIRECTOR1.00$0$0$0
ANN GREEN
249 BRIDGE ROADHILLSBOROUGHCA94010TREASURER1.00$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$1,862,245AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,214,523AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,076,768TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,076,768AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,152CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,015,616NetVlNoncharitableAssetsAmt
Minimum Investment Return$200,781MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$200,781MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,302TaxBasedOnInvestmentIncomeAmt
Total Tax$26,302TotalTaxAmt
Distributable Before Adj$174,479DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$174,479DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$174,479DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$210,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26,302PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$184,448AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$174,479DistributableAsAdjustedAmt
Undistributed Income PY$82,615UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$210,750QualifyingDistributionsAmt
Applied To Year1$82,615AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$128,135AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$46,344UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ENDEAVOR GLOBAL INC
900 BROADWAY SUITE 301NEW YORKNY10003NONE501C(3)TO SUPPORT ENTREPRENEURS CONTINUE TO TRANSFORM THEIR COMMUNITIES, CREATE QUALITY JOBS AND INSPIRE FUTURE GENERATIONS OF FOUNDERS$50,000
MOCHARY FOUNDATION
131 E 28TH AVENUESAN MATEOCA94403NONE501C(3)TO SUPPORT FORMERLY INCARCERATED AMERICAN GET AND KEEP A LEGITIMATE JOB.$110,000
NUEVA SCHOOL
131 E 28TH AVENUESAN MATEOCA94403NONE501C(3)TO SUPPORT EDUCATIONAL ACTIVITIES$10,000
ST BALDRICKS
1333 SOUTH MAYFLOWER AVENUE SOUTEMONROVIACA91016NONE501C(3)TO SUPPORT FINDING A CURE FOR CANCER$1,000400
FULFILLMENT FUND
6100 WILSHIRE BOULEVARD SUITE 600LOS ANGELESCA90048NONE501C(3)TO SUPPORT YOUTH MAKE COLLEGE A REALITY$500
ECHO FOUNDATION
1125 E MOREHEAD ST 101CHARLOTTENC28204NONE501C(3)TO SUPPORT HUMANITARIAN SERVICES$5,000
CLAREMONT COLLEGES
747 N DARTMOUTH AVECLAREMONTCA91711NONE501C(3)TO SUPPORT EDUCATION SERVICES$2,500
THE AVALON ACADEMY
818 MAHLER ROADBURLINGAMECA94010NONE501C(3)TO SUPPORT EDUCATION SERVICES$7,500
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONE501C(3)TO SUPPORT EDUCATION SERVICES$10,000
COLLEGE OF THE HOLY CROSS
1 COLLEGE STREETWORCESTERMA01610NONE501C(3)TO SUPPORT EDUCATION SERVICES$5,000
FABNEWPORT
1 YORK STREETNEWPORTRI02840NONE501C(3)TO SUPPORT EDUCATION SERVICES$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$209,000TotalGrantOrContriPdDurYrAmt
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$31,982ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,383ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$117,257ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$203,622ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$203,622TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JASON E GREEN AND ANN GREEN
1249 BRIDGE RDHILLSBOROUGHCA94010$1,829,940Yes (X)
JASON E GREEN AND ANN GREEN
2249 BRIDGE RDHILLSBOROUGHCA94010$707,150Yes (X)
JASON E GREEN AND ANN GREEN
3249 BRIDGE RDHILLSBOROUGHCA94010$201,846Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
115,000 SHARES OF VEEVA SYSTEMS INC.$1,829,9402019-03-19
25,000 SHARES OF VEEVA SYSTEMS INC.$707,1502019-05-15
31,429 SHARES OF VEEVA SYSTEMS INC.$201,8462019-12-20

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (54 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VEEVA$250,072$542,833$599,634
36 SHS HEALTH CARE SELECT SPDR$2,967
290 SHS ISH TR CORE DIVID GROWTH$9,925
476 SHS ISHARES CORE S&P TOTAL$28,813
58 SHS ISHARES EDGE MCI$4,857
165 SHS ISHARES MSCI GLOBAL GOLD$3,007
247 SHS ISHARES INC CORE MSCI$14,066
217 SHS SCHWAB US LARGE-CAP VA$11,625
43 SHS SECTOR SPDR ENERGY$3,007
107 SHS SPDR US FINANCIAL SECTOR$2,957
212 SHS VANGAURD TOTAL STK MKT$28,812
97 SHS VANGAURD DIVIDEND$9,804
608 SHS VANGUARD TOTAL INTL STK$34,279
126 SHS VANGUARD INTERNATIONAL$8,180
1425 SHS CREDIT SUISSE COMMODITY$6,826
548 SHS ISH TR CORE DIVID GROWTH$18,781
520 SHS ISHARES CORE US$55,724
1983 SHS ISHARES CORE S&P TOTAL$118,385
1130 SHS ISHARES GOLD TR$13,994
403 SHS ISHARE MSCI GLOBAL GOLD$7,273
151 SHS PIMCO 0-5 YEAR H/Y CORP$15,043
4789 SHS PIMCO INCOME FUND CL 12$58,810
222 SHS SCHWAB US LARGE-CAP VA$11,820
115 SHS SECTOR SPDR ENERGY$7,707
526 SHS SPDR BLMBRG BRCLY$18,831
530 SHS SPPDR PROTFOLIO INTERMEDIA$17,728
282 SHS SPDR US FINANCIAL SECTOR$7,669
608 SHS VANGUARD FTSE EMERGING$25,854
185 SHS VANGUARD DIVIDEND$18,730
1535 SHS VANGUARD TOTAL INTL STK$84,889
SALES PROCEEDS RECEIVABLE$22,953
SECURITIES IN TRANSIT-$26,689
260 SHS ISHARES EDGE MSCI$0$22,891$24,916
1242 ISHARES IBOXX$ HIGH YIELD$0$105,484$109,221
15,512 SHS PIMCO INCOME FUND CL 12$0$185,783$186,776
359 SHS SPDR GOLD TRUST$0$43,851$51,301
9,944 SHS SPDR PORTFOLIO LARGE CAP$0$316,995$376,082
6,926 SHS SPDR PORTFOLIO DEVELOPED$0$196,499$217,130
1,981 SHS SPDR PORTFOLIO S&P 500$0$58,971$69,157
2,173 SHS SPDR PORTFOLIO EMERGING$0$74,287$81,683
405 SHS VANGUARD DIVIDEND$0$44,338$50,487
2,957 SHS VANGUARD TOTAL BOND MKT$0$236,868$247,974
645 SHS VANGUARD INTERNATIONAL$0$41,017$46,479
1,328 SHS WISOMTREE US QUALITY$0$54,212$64,368
3,310 SHS ISH TR CORE DIVID GROWTH$0$131,108$139,252
4,854 SHS ISHARES CORE S&P TOTAL$0$333,838$352,837
582 SHS ISHARES EDGE MSCI$0$53,665$55,773
3,078 SHS ISHARES INC CORE MSCI$0$164,181$165,473
2,161 SHS SCHWAB US LARGE-CAP VA$0$124,826$129,919
2,151 SHS SCHWAB EMERGING MARKETS$0$52,723$58,873
2,156 SHS VANGUARD TOTAL STK MKT$0$333,653$352,765
894 SHS VANGUARD DIVIDEND$0$105,048$111,446
7,700 SHS VANGUARD TOTAL INTL STK$0$416,646$428,813
1,420 SHS VANGUARD INTERNATIONAL$0$97,534$102,325

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescACCOUNTING FEEDesc
Revenue And Expenses Per Books$3,500RevenueAndExpensesPerBooksAmt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODY FEES$223$223$0
MANAGEMENT FEES$7,870$7,870$0

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