THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-06
- IRS object ID
- 201912189349100816
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-06T15:48:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | 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 | 770140464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 4082865800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN L HALLGRIMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082865800 | PhoneNum |
| Signature | 2019-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2019-08-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.95.205.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-06 | IPDt |
| IP Tm | 13:48:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 52C34A098882551665A031EBCC9C451934CEE5AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA613D0347D335E2D882D304D5E7C13E6AAF0DDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,782,516 | 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 | $179,660 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,530 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $689 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $689 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $689 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $12,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,300 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $661 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $237,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $179,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,206 | CashBOYAmt |
| Cash EOY | $17,521 | CashEOYAmt |
| Cash EOYFMV | $17,521 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,750 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,163 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $72 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $72 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $72 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,672,836 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,744,760 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,744,760 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,799,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,782,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,782,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,799,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,782,516 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,799,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,782,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,799,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,782,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,799,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $179,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,978,983 | SubtotalAmt |
| Other Decreases | $196,467 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,782,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHRS GENERAL ELECTRIC CO | P | 2017-11-15 | 2018-02-23 | $1,449 | $1,818 | -$369 | -$369 |
| 10 SHRS PRAXAIR INC | P | 2018-10-01 | 2018-10-31 | $1,635 | $1,674 | -$39 | -$39 |
| 150 SHRS ABBVIE INC | P | 2018-07-25 | $13,814 | $9,109 | $4,705 | $4,705 | |
| 357 SHRS DODGE & COX INTL STOCK FD | P | 2018-07-23 | $15,693 | $15,000 | $693 | $693 | |
| 200 SHRS GENERAL ELETRIC CO | P | 2018-02-23 | $2,898 | $5,320 | -$2,422 | -$2,422 | |
| 50 SHRS MCKESSON CORP | P | 2016-01-22 | 2018-08-03 | $6,198 | $8,624 | -$2,426 | -$2,426 |
| 50 SHRS PRAXAIR INC | P | 2017-01-18 | 2018-10-31 | $8,173 | $5,856 | $2,317 | $2,317 |
| 200 SHRS TEVA PHARMACEUTICAL | P | 2016-05-27 | 2018-02-02 | $4,178 | $10,386 | -$6,208 | -$6,208 |
| 300 SHRS TEVA PHARMACEUTICAL | P | 2017-06-29 | 2018-10-22 | $6,448 | $9,902 | -$3,454 | -$3,454 |
| 33 SHRS CDK GLOBAL INC | P | 2010-04-28 | 2018-10-08 | $1,960 | $559 | $1,401 | $1,401 |
| 1.65 SHRS COLUMBIA LARGE CAP GROWTH | P | 2005-03-18 | 2018-05-18 | $72 | $68 | $4 | $4 |
| 111.68 SHRS DODGE & COX INTL FUND | P | 2006-12-26 | 2018-07-23 | $4,896 | $5,000 | -$104 | -$104 |
| 200 SHRS GENERAL ELETRIC CO | P | 2018-02-23 | $2,898 | $5,757 | -$2,859 | -$2,859 | |
| 50 SHRS QUALCOMM INC | P | 2006-03-22 | 2018-08-23 | $3,357 | $2,488 | $869 | $869 |
| 0.66 SHRS RESIDEO TECHNOLOGIES | P | 2012-05-30 | 2018-10-29 | $14 | $6 | $8 | $8 |
| 185.20 SHRS VANGUARD DIV GROWTH FD | P | 2018-09-07 | $45,195 | $42,324 | $2,871 | $2,871 | |
| 100 SHRS WELLS FARGO & CO | P | 2007-11-08 | 2018-02-16 | $5,894 | $3,187 | $2,707 | $2,707 |
| 6 SHRS HOME DEPOT INC | P | 2004-09-22 | 2018-03-28 | $1,020 | $236 | $784 | $784 |
| 4 SHRS HOME DEPOT INC | P | 2004-09-22 | 2018-06-08 | $765 | $157 | $608 | $608 |
| 30 SHRS US BANCORP | P | 1993-10-15 | 2018-08-06 | $1,547 | $312 | $1,235 | $1,235 |
| CAPITAL GAINS DIVIDENDS | P | $11,979 | $11,979 | $11,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,509,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060864 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,043,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060357 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $784,919 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080152 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,033 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $628,996 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,570 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $463,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091824 | DistributionYr5Rt |
| Total Distribution | 0.360023 | TotalDistributionRt |
| Average Distribution | 0.072005 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,764,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,037 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,235 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,235 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,070 | OverpaymentAmt |
| Applied To ES Tax | $1,070 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN L HALLGRIMSON | IndividualWithBooksNm |
| Phone | 4082865800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIK L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROD LINER | ||||||||
| 1926 EUCALYPTUS | SAN CARLOS | CA | 94070 | VICE-PRESIDENT | 0.00 | $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 |
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 | $1,693,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,040 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,791,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,791,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,764,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,165 | TotalTaxAmt |
| Distributable Before Adj | $87,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,117 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,541 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,683 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,283 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,499 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,499 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,775 | 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 | $47,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,809 | ExcessFromYear3Amt |
| Excess From Year2 | $11,683 | ExcessFromYear2Amt |
| Excess From Year1 | $17,283 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L HALLGRIMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082865800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOALT HALL | |||||||
| 225 BANCROFT WAY | BERKELEY | CA | 94720 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 2625 ZANKER ROAD SUITE 201 | SAN JOSE | CA | 95134 | NONE | PUBLIC | PUBLIC | $3,500 |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $10,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1389 E SANTA CLARA ST | SAN JOSE | CA | 95116 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| EMMA LEEPER SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | N/A | SCHOLARSHIP | $1,000 | |
| HUMBERTO CRUZ MORENO SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,500 |
| JEWISH HOME FOR THE AGED | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PUBLIC | PUBLIC | $5,000 |
| LOAVES & FISHES | |||||||
| 1534 BERGER DRIVE | SAN JOSE | CA | 95112 | NONE | PUBLIC | PUBLIC | $2,500 |
| MIDORI KAI INC | |||||||
| 5674 SONOMA DRIVE | PLEASANTON | CA | 94566 | NONE | PUBLIC | PUBLIC | $2,000 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC | PUBLIC | $1,000 |
| LINDA SOTO SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $500 |
| MARITZA BARREGAN SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $500 |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $5,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | EDUCATION | $5,300 |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | NONE | PUBLIC | PUBLIC | $500 |
| LAW FOUNDATION OF SILICON VALLEY | |||||||
| 4 N 2ND STREET STE 1300 | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $1,000 |
| NORDIC HERITAGE MUSEUM | |||||||
| 2655 NE MARKET ST | SEATTLE | WA | 98107 | NONE | PUBLIC | PUBLIC | $2,000 |
| SACRED HEART NATIVITY SCHOOL | |||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | PUBLIC | EDUCATION | $1,000 |
| SCRIPPS COLLEGE | |||||||
| 1030 N COLUMBIA AVE | CLAREMONT | CA | 917114015 | NONE | PUBLIC | EDUCATION | $1,000 |
| SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | PUBLIC | EDUCATION | $1,000 |
| STROKE AWARENESS FOUNDATION | |||||||
| 51 E CAMPBELL AVE STE 106-M | CAMPBELL | CA | 95008 | NONE | PUBLIC | MEDICAL | $1,250 |
| YWCA | |||||||
| 375 S 3RD ST | SAN JOSE | CA | 95112 | NONE | PUBLIC | PUBLIC | $1,000 |
| YESENIA ROSALES SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| ZOELLEN EICHEN SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,530 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $689 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $689 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,230 | 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 | STEVEN L HALLGRIMSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $179,660 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITY - 6,490.62SH VANGUARD DIVIDEND GROWTH FD | NoncashPropertyDesc |
| Fair Market Value | $179,660 | FairMarketValueAmt |
| Received | 2018-01-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY ACCOUNTS | AT COST | $99,274 | $99,274 |
| CHARLES SCHWAB | AT COST | $1,630,459 | $1,630,459 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $15,027 | $15,027 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET DECREASE IN VALUE OF SECURITIES | Desc |
| Amt | $196,467 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRAR OF CHARITABLE TRUST FEES | $75 | $0 | $0 |
| BANK FEES | $138 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CEDAR FAIR DISTRIBUTIONS | $591 | $591 | $591 |
| OAKFREE CAPITAL DISTRIBUTIONS | $70 | $70 | $70 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $801 | $0 | $0 |
| CA TAXES | $10 | $0 | $0 |
| FEDERAL TAXES | $2,000 | $0 | $0 |
Comments