OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OLANDER FAMILY FOUNDATION (EIN 94-3400451)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103018
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:54:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263742864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 SOUTH SAN ANTONIO RD STE 213 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943400451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLAN | BusinessNameControlTxt |
| Phone | 6509488737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON OLANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509488737 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK KNIGHTCPA | PreparerPersonNm |
| PTIN | P00957628 | PTIN |
| Phone | 6509488737 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.50.1.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 14:54:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 985BAE8FFD7E77D33FBF56E41C91D253D9C5A9EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 985BAE8FFD7E77D33FBF56E41C91D253D9C5A9EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,310,594 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $368 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $349,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,474 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,087 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,087 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $505,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,496 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $954 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,065 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,057 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,033 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,687 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,687 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,341 | CashBOYAmt |
| Cash EOY | $539,237 | CashEOYAmt |
| Cash EOYFMV | $539,237 | CashEOYFMVAmt |
| Other Investments BOY | $2,831,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,526,805 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,771,357 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,907,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,066,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,310,594 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,907,619 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,066,042 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,907,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,066,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,907,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,066,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,907,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,423 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,066,042 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,066,042 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $364,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,755,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $306,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,990,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $304,114 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,934,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051243 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $203,290 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,642,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036030 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $219,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,729,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046307 | DistributionYr5Rt |
| Total Distribution | 0.238653 | TotalDistributionRt |
| Average Distribution | 0.047731 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,015,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $334,836 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $336,391 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $336,687 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,555 | SubtotalAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,229 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,229 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,674 | OverpaymentAmt |
| Applied To ES Tax | $3,674 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509488737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 S SAN ANTONIO ROAD STE 213 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RON OLANDER | ||||||||
| 24191 SUMMERHILL | LOS ALTOS | CA | 94024 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD | SAN JOSE | CA | 95113 | CFO/SECRETAR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,004,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,121,896 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,121,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,015,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $350,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $350,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,555 | TotalTaxAmt |
| Distributable Before Adj | $349,198 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $349,198 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $349,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,687 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $336,687 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $264,456 | UndistributedIncomePYAmt |
| Qualifying Distributions | $336,687 | QualifyingDistributionsAmt |
| Applied To Year1 | $264,456 | AppliedToYear1Amt |
| Applied To Current Year | $72,231 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $276,967 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 2ND CHANCE FOR PETS | |||||||
| PO BOX 136 | EAST BROOKFIELD | MA | 01515 | NONE | SUPPORT | $250 | |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | SUPPORT | $7,500 | |
| BEAR LEAGUE | |||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | SUPPORT | $1,000 | |
| BLACH SCHOOL | |||||||
| 1120 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $5,000 | |
| CA STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | NONE | SUPPORT | $2,000 | |
| CAMINAR FAMILY & CHILDREN'S SERVICE | |||||||
| 2600 S EL CAMINO REAL | SAN MATEO | CA | 94403 | NONE | SUPPORT | $2,500 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | SUPPORT | $2,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | NONE | SUPPORT | $1,000 | |
| CHILDRENS HOSPITAL OF ORANGE CTY | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NONE | SUPPORT | $5,000 | |
| CLAREMONT MCKENNA COLLEGE BILL ARCE | |||||||
| 500 EAST NINTH ST | CLAREMONT | CA | 91711 | NONE | SUPPORT | $10,000 | |
| COLLEGE OF ADAPTIVE ARTS | |||||||
| 1401 PARKMOOR AVE 260 | SAN JOSE | CA | 95126 | NONE | SUPPORT | $15,000 | |
| CRISTO REY HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | SUPPORT | $1,000 | |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NON | SUPPORT | $2,500 | |
| FOCUS ON TANZANIAN COMMUNITIES | |||||||
| 14 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | NONE | SUPPORT | $500 | |
| FRIENDS OF FITZGERALD MARINE RESERV | |||||||
| 200 NEVADA AVE | MOSS BEACH | CA | 94038 | NONE | SUPPORT | $1,000 | |
| FRIENDS OF THE TRUCKEE LIBRARY | |||||||
| 10031 LEVON AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $2,500 | |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | NONE | SUPPORT | $1,042 | |
| GLIDE | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | SUPPORT | $3,000 | |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | SUPPORT | $2,500 | |
| HUMANE SOCIETY OF TRUCKEE | |||||||
| 10382 DONNER PASS RD 3 | TRUCKEE | CA | 96161 | NONE | SUPPORT | $24,790 | |
| JASPER RIDGE FARM | |||||||
| PO BOX 620924 | WOODSIDE | CA | 94062 | NONE | SUPPORT | $5,000 | |
| JEWISH HOME | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | NONE | SUPPORT | $2,500 | |
| KIDS ZONE MUSEUM | |||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $8,049 | |
| KIVA | |||||||
| 875 HOWARD ST 340 | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $424 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | NONE | SUPPORT | $4,000 | |
| LOAVES AND FISHES | |||||||
| 358 NORTH MONTGOMERY ST | SAN JOSE | CA | 95134 | NONE | SUPPORT | $10,000 | |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $5,000 | |
| LOS ALTOS HIGH SCHOOL ATHLETICS | |||||||
| 1299 BRYANT AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $5,000 | |
| LOS ALTOS HISTORY MUSEUM | |||||||
| 51 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $750 | |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | SUPPORT | $1,000 | |
| MIDORI KAI | |||||||
| 5674 SONOMA DR | PLEASANTON | CA | 94566 | NONE | SUPPORT | $5,000 | |
| MIRACLE DISTRIBUTION CENTER | |||||||
| 3947 E LA PALMA AVE | ANAHEIM | CA | 92807 | NONE | SUPPORT | $350 | |
| MUTTVILLE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $5,000 | |
| MVLA COMMUNITY SCHOLARS | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $6,000 | |
| NATIONAL CTR FOR EQUINE FAC THERAPY | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | NONE | SUPPORT | $5,000 | |
| NATIONAL PARKS CONSERVANCY ASSOC | |||||||
| 1300 19TH ST NEW STE 300 | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 | |
| NEVADA COUNTY SEARCH&RESCUE | |||||||
| 950 MAIDU AVE | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $500 | |
| OKIZU | |||||||
| 16 DIGITAL DRIVE | NOVATO | CA | 94949 | NONE | SUPPORT | $3,000 | |
| PATHWAYS HOME HEALTH & HOSPICE | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | NONE | SUPPORT | $5,000 | |
| PENINSULA HUMANE SOCIETY | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | NONE | SUPPORT | $2,500 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | SUPPORT | $4,500 | |
| PROJECT MANA | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $5,000 | |
| REACH FOUNDATION | |||||||
| 1027 FARMINGTON AVE | FARMINGTON | CT | 06032 | NONE | SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | NONE | SUPPORT | $2,500 | |
| SAINT FRANCIS HIGH SCHOOL | |||||||
| 1885 MIRAMONTE AVENUE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $5,000 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | SUPPORT | $3,000 | |
| SAN FRANCISCO ZOO | |||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | NONE | SUPPORT | $5,000 | |
| SAN JOSE SPORTS AUTHORITY | |||||||
| 345 PARK AVE MS E-500 | SAN JOSE | CA | 95110 | NONE | SUPPORT | $5,000 | |
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | SUPPORT | $3,500 | |
| SANDY HOOK PROMISE ACTION FUND | |||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | NONE | SUPPORT | $1,030 | |
| SANTA CLARA LAW LIBRARY | |||||||
| 50 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $5,000 | |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $10,000 | |
| SIERRA WATCH | |||||||
| 409 SPRING ST | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $3,500 | |
| STROKE AWARENESS FOUNDATION | |||||||
| 2105 S BSCOM AVE | CAMPBELL | CA | 95008 | NONE | SUPPORT | $1,250 | |
| SUNNYVALE COMMUNITY SERVICES | |||||||
| 725 KIFER RD | SUNNYVALE | CA | 94086 | NONE | SUPPORT | $2,035 | |
| TAHOE FOREST HEALTH SYSTEM FOUNDATI | |||||||
| 10121 PINE AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $12,000 | |
| TAHOE FUND | |||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | NONE | SUPPORT | $2,500 | |
| TAHOE RIM TRAIL ASSOCIATION | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $3,000 | |
| TAHOE TRUCKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $3,500 | |
| TAHOE TRUCKEE EXCELLENCE IN EDUCATI | |||||||
| 11071 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $5,000 | |
| THE BASIC FUND | |||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | NONE | SUPPORT | $5,000 | |
| THE KILGORIS PROJECT | |||||||
| 668 MEADOW LANE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $3,500 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | SUPPORT | $1,200 | |
| TRUCKEE COMMUNITY CHRISTMAS | |||||||
| PO BOX 2955 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $2,575 | |
| TRUCKEE DONNER HISTORICAL SOCIETY | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $1,500 | |
| TRUCKEE DONNER LAND TRUST | |||||||
| 10069 W RIVER ST C1 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $7,500 | |
| TRUCKEE TRAILS | |||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $3,000 | |
| TURNING WHEELS THERAPY | |||||||
| 225 WEST ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | SUPPORT | $5,000 | |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | NONE | SUPPORT | $10,000 | |
| VASCULAR CURES | |||||||
| 274 REDWOOD SHORES PWY 7 | REDWOOD CITY | CA | 94065 | NONE | SUPPORT | $2,500 | |
| NORDIC HERTIAGE MUSEUM | |||||||
| 2655 NW MARKET ST | SEATTLE | WA | 98107 | NONE | SUPPORT | $1,000 | |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $5,000 | STE 1700 |
| LAW FOUNDATION OF SILICON VALLEY | |||||||
| 152 N 3RD ST | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,500 | 3RD FLOOR |
| JEWISH HOME & SR LIVING FOUNDATION | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | SUPPORT | $2,500 | |
| TAHOE MARITIME MUSEUM | |||||||
| 401 WEST LAKE BLVD | TAHOE CITY | CA | 96145 | NONE | SUPPORT | $2,500 | |
| THE ICELANDIC GROUP | |||||||
| 2843 27TH ST | SOUTH FARGO | ND | 58103 | NONE | SUPPORT | $1,000 | |
| SACRED HEART NATIVITY SCHOOLS | |||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | NONE | SUPPORT | $1,000 | |
| 19 FOR LIFE | |||||||
| PO BOX 18832 | SAN JOSE | CA | 95158 | NONE | SUPPORT | $1,500 | |
| CATHOLIC CHARITIES | |||||||
| 990 EDDY ST | SAN FRANCISCO | CA | 94109 | NONE | SUPPORT | $7,500 | |
| NORTH VALLEY ANIMAL DISASTER GROUP | |||||||
| PO BOX 441 | CHICO | CA | 95927 | NONE | SUPPORT | $5,000 | |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | NONE | SUPPORT | $500 | |
| PARKS CONSERVANCY | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | SUPPORT | $1,500 | |
| TANZANIA EDUCATION FUND | |||||||
| 223 WALNUT LANE NW | VIENNA | VA | 22180 | NONE | SUPPORT | $1,200 | |
| FAMILY HOUSE | |||||||
| 540 MISSION BAY BLVD | SAN FRANCISCO | CA | 94158 | NONE | SUPPORT | $1,042 | |
| FRIENDS OF THE PA JUNIOR MUSEAUM | |||||||
| 4050 MIDDLEFIELD RD | PALO ALTO | CA | 94303 | NONE | SUPPORT | $2,500 | |
| US PAIN FOUNDATION | |||||||
| 670 NEWFIELD ST | MIDDLETOWN | CT | 06457 | NONE | SUPPORT | $500 | STE B |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $200 | STE 1600 |
| COLORADO STATE UNIVERSITY | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINGS | CO | 80523 | NONE | SUPPORT | $2,500 | |
| RESPONSIBILITY | |||||||
| PO BOX 433199 | SAN YSIDRO | CA | 92143 | NONE | SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,687 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,041 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $946 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,141 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $349,723 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $350,864 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $505,219 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO |
| 7 | CHARITABLE ACTIVITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,065 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 133 SHS M&T BANK CORP | 2011-05 | PURCHASE | 2018-08 | $23,078 | $11,458 | $11,620 |
| 250 SHS APERGY CORP | 2010-07 | PURCHASE | 2018-05 | $10,733 | $3,805 | $6,928 |
| 800 SHS BEMIS CO INC | 2002-10 | PURCHASE | 2018-08 | $39,487 | $20,328 | $19,159 |
| 1200 SHS COLGATE PALMOLIVE CO | 2002-08 | PURCHASE | 2018-10 | $68,922 | $31,938 | $36,984 |
| 800 SHS COLGATE PALMOLIVE CO | 2005-10 | PURCHASE | 2018-10 | $45,948 | $20,973 | $24,975 |
| 200 SHS KIMBERLY CLARK CORP | 2008-10 | PURCHASE | 2018-10 | $20,111 | $12,046 | $8,065 |
| 200 SHS KIMBERLY CLARK CORP | 2008-10 | PURCHASE | 2018-10 | $20,111 | $11,537 | $8,574 |
| 250 SHS PROCTER & GAMBLE | 2002-08 | PURCHASE | 2018-01 | $22,256 | $11,258 | $10,998 |
| 600 SHS TELEFLEX INC | 2002-08 | PURCHASE | 2018-08 | $145,666 | $28,308 | $117,358 |
| 300 SHS THE J.M. SMUCKER CO | 2009-10 | PURCHASE | 2018-08 | $30,930 | $16,100 | $14,830 |
| 2000 SHS WELLS FARGO | 2011-01 | PURCHASE | 2018-02 | $113,666 | $50,000 | $63,666 |
| 1000 SHS WELLS FARGO | 2011-01 | PURCHASE | 2018-10 | $51,566 | $25,000 | $26,566 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY STOCKS | AT COST | $2,526,804 | $6,771,357 |
| CEDAR FAIR | |||
| ROUNDING | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $954 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NONDEDUCTIBLE EXPENSES | $1,457 |
| OFFICE SUPPLIES | $102 |
| LICENSE & FEES | $344 |
| BANK CHARGES | $130 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT INCOME - CEDAR FAI | $946 | $946 |
| CAPITAL GAIN/LOSS | $1,141 | $1,141 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $3,031 |
| STATE TAXES | $26 |
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