EUSTACE-KWAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EUSTACE-KWAN FAMILY FOUNDATION (EIN 20-2865402)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-13
- IRS object ID
- 201940449349100414
- Schema version
- 2017v2.3
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-13T18:19:57-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202865402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUSTACE-KWAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUST | BusinessNameControlTxt |
| Phone | 6505668381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 HANNA WAY | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940253583 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY KWAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6505668381 | PhoneNum |
| Signature | 2019-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM GENSLER | PreparerPersonNm |
| PTIN | P01468049 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2019-02-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.106.248.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-12 | IPDt |
| IP Tm | 10:31:06 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CA5CAA5CFCF704D0EFDC1AA18594D711026855E0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96BD04DD84A68DEC77757C134E484247D1D6E17F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $22,455,643 | 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 |
| Dividends Rev And Expnss | $635,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $635,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,718,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,637 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $703,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $669,627 | 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 | $23,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,815 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,815 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,519,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,403,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,815,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,865 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,096,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,989,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,989,572 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $20,058,258 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,349,324 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,466,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,154,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,338,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,455,643 | 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 | $25,154,866 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,338,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,154,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,338,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,154,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,338,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,154,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,815,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,338,896 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,338,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2047.414 SHS BROWN ADV SMALL CAP FUNDAMENTAL VALUE FUND | P | 2015-12-30 | 2018-05-04 | $57,000 | $44,900 | $12,100 | $12,100 |
| 30864.198 SHS FEDERATED HIGH YIELD BOND FUND | P | 2015-12-18 | 2018-05-04 | $300,000 | $277,778 | $22,222 | $22,222 |
| 1510.523 SHS GOLDMAN SACHS TACTICAL TILT OVERLAY MUTUAL FUND | P | 2017-12-28 | 2018-05-04 | $14,743 | $14,818 | -$75 | -$75 |
| 160544.208 SHS GOLDMAN SACHS TACTICAL TILT OVERLAY MUTUAL FUND | P | 2018-05-04 | $1,566,911 | $1,613,299 | -$46,388 | -$46,388 | |
| 16465.423 SHS TCW EMERG MKTS LOCAL CURRENCY INCOME FUND | P | 2015-12-18 | 2018-05-04 | $150,000 | $128,101 | $21,899 | $21,899 |
| 9335.364 SHS VOYA GLOBAL REAL ESTATE FUND | P | 2018-05-04 | $155,527 | $164,802 | -$9,275 | -$9,275 | |
| 45586.811 SHS VOYA GLOBAL REAL ESTATE FUND | P | 2018-05-04 | $759,476 | $889,253 | -$129,777 | -$129,777 | |
| 4361.403 SHS TCW EMERG MKTS LOCAL CURRENCY INCOME FUND | P | 2018-06-29 | $37,072 | $41,329 | -$4,257 | -$4,257 | |
| 29082.215 SHS TCW EMERG MKTS LOCAL CURRENCY INCOME FUND | P | 2018-06-29 | $247,199 | $226,929 | $20,270 | $20,270 | |
| 100000 SHS BROADCOM CORPORATION 3.0% 01/15/2022 SR LIEN | P | 2017-06-02 | 2017-11-03 | $100,642 | $101,107 | -$465 | -$465 |
| 150000 SHS BROADCOM CORPORATION 3.0% 01/15/2022 SR LIEN | P | 2017-06-02 | 2017-11-06 | $149,778 | $151,659 | -$1,881 | -$1,881 |
| 175000 SHS CVS HEALTH CORPORATION 3.5% 07/20/2022 SR LIEN | P | 2016-01-05 | 2017-11-08 | $179,739 | $178,051 | $1,688 | $1,688 |
| 150000 SHS THE J.M. SMUCKER COMPANY 1.75% 03/15/2018 SER WI SR LIEN | P | 2016-02-08 | 2018-01-08 | $150,087 | $150,011 | $76 | $76 |
| 450000 SHS WELLS FARGO BANK, NATIONAL ASS MTN 1.65% 1/22/2018 SR LIEN | P | 2016-01-22 | 2018-01-22 | $450,000 | $449,869 | $131 | $131 |
| 350000 SHS CITIGROUP INC 1.8% 02/05/2018 SR LIEN | P | 2016-01-06 | 2018-02-05 | $350,000 | $348,869 | $1,131 | $1,131 |
| 200000 SHS ACTAVIS FUNDING SCS 2.35% 03/12/2018 SR LIEN | P | 2015-12-24 | 2018-03-12 | $200,000 | $200,000 | $0 | $0 |
| 150000 SHS MARATHON PETROLEUM CORPORATION 2.7% 12/14/2018 SR LIEN | P | 2015-12-23 | 2018-03-15 | $150,633 | $148,570 | $2,063 | $2,063 |
| 225000 SHS AUTONATION, INC. 6.75% 04/15/2018 SR LIEN | P | 2016-01-06 | 2018-04-16 | $225,000 | $225,000 | $0 | $0 |
| 75000 SHS GENERAL ELECTRIC CAPITAL CORP MTN 5.3% 02/11/2021 SUB LIEN | P | 2016-01-25 | 2018-05-23 | $78,540 | $80,595 | -$2,055 | -$2,055 |
| 125000 SHS CAMPBELL SOUP CO 3.95% 03/15/2025 SR LIEN | P | 2018-03-12 | 2018-08-06 | $121,733 | $124,683 | -$2,950 | -$2,950 |
| 25000 SHS CAMPBELL SOUP CO 3.95% 03/15/2025 SR LIEN | P | 2018-03-12 | 2018-08-06 | $24,379 | $24,937 | -$558 | -$558 |
| 25000 SHS CAMPBELL SOUP CO 3.95% 03/15/2025 SR LIEN | P | 2018-03-12 | 2018-08-15 | $24,414 | $24,937 | -$523 | -$523 |
| 25000 SHS CAMPBELL SOUP CO 3.95% 03/15/2025 SR LIEN | P | 2018-03-12 | 2018-08-17 | $24,395 | $24,937 | -$542 | -$542 |
| 25000 SHS CAMPBELL SOUP CO 3.95% 03/15/2025 SR LIEN | P | 2018-03-12 | 2018-08-23 | $24,355 | $24,937 | -$582 | -$582 |
| 25000 SHS CAMPBELL SOUP CO 3.95% 03/15/2025 SR LIEN | P | 2018-03-12 | 2018-08-30 | $24,290 | $24,937 | -$647 | -$647 |
| BOOK ADJUSTMENT | P | $556 | $556 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $152,032 | $152,032 | $152,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,637 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,507,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,655,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.199157 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,368,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,523,750 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.195042 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,877,663 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,418,300 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.177898 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,043,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,979,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144522 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,821,935 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,675,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114363 | DistributionYr5Rt |
| Total Distribution | 0.830982 | TotalDistributionRt |
| Average Distribution | 0.166196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,820,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,958,801 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,529 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,964,330 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,403,195 | 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 | $5,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,471 | OverpaymentAmt |
| Applied To ES Tax | $18,471 | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6505668381 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 HANNA WAY | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940253583 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A EUSTACE | ||||||||
| 205 HANNA WAY | MENLO PARK | CA | 94025 | DIRECTOR, SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| KATHY A KWAN | ||||||||
| 205 HANNA WAY | MENLO PARK | CA | 94025 | DIRECTOR & PRESIDENT | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE ARE NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS WERE MADE DURING THE YEAR | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,973,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,208,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,182,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,182,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $362,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,820,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,191,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,191,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,529 | TotalTaxAmt |
| Distributable Before Adj | $1,185,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,185,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,185,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,403,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,403,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,529 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,397,666 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,185,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,660,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,751,286 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,643,222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,120,822 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,146,803 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,322,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,403,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,185,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,217,720 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,540,276 | 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 | $1,660,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,879,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,751,286 | ExcessFromYear4Amt |
| Excess From Year3 | $3,643,222 | ExcessFromYear3Amt |
| Excess From Year2 | $4,120,822 | ExcessFromYear2Amt |
| Excess From Year1 | $4,146,803 | ExcessFromYear1Amt |
| Excess From Current Year | $4,217,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT A EUSTACE | ContributingManagerNm |
| Contributing Manager | KATHY A KWAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIM HIGH | |||||||
| 2030 HARRISON STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | SUPPORT STRATEGIC PLAN | $250,000 |
| CENTER FOR EXCELLENCE IN NON-PROFITS | |||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PUBLIC CHARITY | STRATEGIC RE-ORGANIZATION OF CENS STAFFING MODEL, LEADERS INSTITUTE COACHING AND SUPPORT | $100,000 |
| DONALDINA CAMERON HOUSE | |||||||
| 920 SACRAMENTO STREET | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT INCLUDING GRANT FOR STAFF DEVELOPMENT | $125,000 |
| EAST PALO ALTO ACADEMY | |||||||
| 1050 MYRTLE ST | EAST PALO ALTO | CA | 94025 | NONE | GOV | TEACHER DEVELOPMENT - LEADERSHIP TEAM PROFESSIONAL DEVELOPMENT | $65,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $85,000 |
| HANDSON BAY AREA | |||||||
| 1504 BRYANT STREET SUITE 100 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | SUPPORT FOR CALENDAR PROGRAMS, HANDSON LEADERSHIP AND HANDSON TOMORROW | $100,000 |
| HIDDEN VILLA | |||||||
| 26870 MOODY ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PUBLIC CHARITY | INTERNSHIP PROGRAM | $145,000 |
| JOB TRAIN | |||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | SUPPORT FOR JOB TRAINING UNDER "MOVING THE NEEDLE" PROGRAM | $250,000 |
| LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | SUPPORT FOR THE EDUCATION PARTNERSHIPS GIFT FUND AND THE EUSTACE KWAN FUND FOR PACS | $360,000 |
| MENLO-ATHERTON HS FOUNDATION FOR THE FUTURE | |||||||
| 555 MIDDLEFIELD RD | ATHERTON | CA | 94027 | NONE | PUBLIC CHARITY | HONORS INSTITUTE, BILINGUAL LIAISON FOR MENTORING PROGRAM, TUTORING AND HOMEWORK CENTERS | $170,000 |
| MENLO PARK SCHOOL DISTRICT | |||||||
| 181 ENCINAL AVE | ATHERTON | CA | 94027 | NONE | GOV | SUPPORT FOR UNDER-RESOURCED STUDENTS AND PROFESSIONAL DEVELOPEMENT | $250,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PUBLIC CHARITY | DISTRICT WIDE FAMILY ENGAGEMENT COORDINATOR; LOCAL PROFESSIONAL DEVELOPMENT PROGRAMS | $250,000 |
| REDWOOD CITY SCHOOL DISTRICT | |||||||
| 750 BRADFORD STREET | REDWOOD CITY | CA | 94063 | NONE | GOV | PROFESSIONAL DEVELOPMENT; IMPROVE LITERACY OF STUDENTS | $760,000 |
| SAINT FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $235,000 |
| SAN FRANCISCO STATE UNIVERSITY | |||||||
| 835 MARKET STREET 6TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | SUPPORT OF THE PRESIDENT'S LEADERSHIP FELLOWS PROGRAM | $500,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250,000 |
| SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | PUBLIC CHARITY | FUNDING FOR TEAM ASCENT AND ATLAS PROGRAMS; TEACHER DEVELOPMENT | $170,000 |
| SEQUOIA UNION HIGH SCHOOL DISTRICT | |||||||
| 480 JAMES AVENUE | REDWOOD CITY | CA | 94062 | NONE | GOV | SUPPORT FOR THE GROWING OUR OWN PROGRAM | $150,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2080 ADDISON ST MC 4200 | BERKELEY | CA | 94720 | NONE | PUBLIC CHARITY | EQUITY AND INCLUSION, PUBLIC HEALTH; SUPPORT JACOBS INSTITUTE; SUPPORT MATH ASSESSMENT | $1,125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,390,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $635,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,193 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | $33,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $703,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,987 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP | $7,150 | $3,575 | $3,575 |
| AUDIT - DELUCCHI, HAWN | $16,480 | $8,240 | $8,240 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/ETFS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,349,324 | BookValueAmt |
| EOYFMV | $19,466,071 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA FILING/REGISTRATION FEES | $180 | $0 | $180 |
| ACCOUNTING SOFTWARE | $2,400 | $1,200 | $1,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $33,804 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $33,804 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $87,747 | $87,747 | $0 |
| CONSULTING FEES | $16,000 | $16,000 | $0 |
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