DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-13
- IRS object ID
- 201801949349100510
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-13T14:27:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942370906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENSIBA SAN FILIPPO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6795 N PALM AVE SUITE 108 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522390855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS AND GLORIA O'BRIEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 6503770300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 873 SANTA CRUZ AVENUE SUITE 204 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS O'BRIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503770300 | PhoneNum |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN SLATER | PreparerPersonNm |
| PTIN | P00537659 | PTIN |
| Phone | 5594370700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,813,116 | 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 | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,356,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,568 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $156,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,309 | 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 | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,994 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,974 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $844,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$688,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,843 | CashBOYAmt |
| Cash EOY | $138,295 | CashEOYAmt |
| Cash EOYFMV | $138,295 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,047,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,327,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,674,821 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,154,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,466,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,813,116 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,154,253 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,466,160 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,154,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,466,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,154,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,466,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,154,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$688,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,466,160 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,466,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SEVEN POST #1316 S/T SALES | 2017-01-01 | 2017-12-31 | $23,810 | $23,897 | -$87 | -$87 | |
| SEVEN POST #1316 L/T SALES | 2015-01-01 | 2017-12-31 | $538,499 | $498,772 | $39,727 | $39,727 | |
| SEVEN POST #1316 S/T SALES | 2017-01-01 | 2017-12-31 | $1,002 | $6 | $996 | $996 | |
| SEVEN POST #1316 L/T SALES | 2015-01-01 | 2017-12-31 | $23,141 | $15,570 | $7,571 | $7,571 | |
| SEVEN POST #1316 L/T SALES | 2015-01-01 | 2017-12-31 | $42 | $42 | $42 | ||
| SEVEN POST #1324 S/T SALES | 2017-01-01 | 2017-12-31 | $42,504 | $42,582 | -$78 | -$78 | |
| SEVEN POST #1324 L/T SALES | 2015-01-01 | 2017-12-31 | $132,805 | $135,468 | -$2,663 | -$2,663 | |
| SEVEN POST #1407 S/T SALES | 2017-01-01 | 2017-12-31 | $67,935 | $67,012 | $923 | $923 | |
| SEVEN POST #1407 L/T SALES | 2015-01-01 | 2017-12-31 | $522,895 | $520,966 | $1,929 | $1,929 | |
| OTHER LONG-TERM GAIN | 2015-01-01 | 2017-12-31 | $5 | $5 | $5 | ||
| CAPITAL GAINS DIVIDENDS | $4,203 | $4,203 | $4,203 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,568 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $260,816 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,231,202 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061641 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $443,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,147,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106952 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $517,738 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,487,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148452 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $452,282 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,583,860 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $405,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,034,157 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100624 | DistributionYr5Rt |
| Total Distribution | 0.543869 | TotalDistributionRt |
| Average Distribution | 0.108774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,103,760 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $446,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $816 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $447,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $772,449 | 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 | $816 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $816 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,047 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,047 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,231 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $3,231 | 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 | SENSIBA SAN FILIPPO LLP | IndividualWithBooksNm |
| Phone | 5594370700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6795 N PALM AVE SUITE 108 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C O'BRIEN | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GLORIA A O'BRIEN | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN FRIMEL | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRIS O'BRIEN | ||||||||
| 873 SANTA CRUZ AVENUE NO 204 | MENLO PARK | CA | 94025 | DIRECTOR | 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 | $4,023,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,166,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,166,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,103,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $816 | TotalTaxAmt |
| Distributable Before Adj | $204,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,372 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,372 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $816 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $771,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $204,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $273,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $356,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $236,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,280,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $568,077 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,848,326 | 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 | $204,819 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,643,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $273,687 | ExcessFromYear4Amt |
| Excess From Year3 | $356,899 | ExcessFromYear3Amt |
| Excess From Year2 | $236,988 | ExcessFromYear2Amt |
| Excess From Year1 | $207,856 | ExcessFromYear1Amt |
| Excess From Current Year | $568,077 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS C O'BRIEN | ContributingManagerNm |
| Contributing Manager | GLORIA A O'BRIEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY SCHOLARS | |||||||
| 465 CALIFORNIA STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | SCHOOL SCHOLARSHIPS | $50,000 |
| CATHOLIC CHARITIES CYO | |||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | SPONSORSHIP FOR CYO SUMMER CAMP CAMPERSHIP CAMPAIGN | $10,000 |
| THE PANETTA INSTITUTE | |||||||
| 100 CAMPUS CENTER BUILDING 86E | SEASIDE | CA | 93955 | NONE | PC | GENERAL SUPPORT | $13,650 |
| SPINAL CORD SOCIETY | |||||||
| 115 SOUTHWOOD DRIVE | SCOTTS VALLEY | CA | 95066 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ARCHDIOCESAN ANNUAL APPEAL 2017 | |||||||
| ONE PETER YORKE WAY | SAN FRANCISCO | CA | 941096602 | NONE | PC | ANNUAL APPEAL | $8,000 |
| ASSOCIATED SULPICIANS OF THE US | |||||||
| 5408 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | SCHOLARSHIPS FOR ST. PATRICK'S SEMINARY | $1,000 |
| BERKELEY REAL ESTATE FORUM (BREF) | |||||||
| 2220 PIEDMONT AVENUE MC 6105 | BERKELEY | CA | 94720 | NONE | PC | PLEDGE TO BREF | $20,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | HALL OF FAME SCHOLARSHIP | $10,000 |
| JUNIPERO SERRA HIGH SCHOOL | |||||||
| 451 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PC | SCHOLARSHIP | $11,050 |
| CHF (CALIFORNIA HOMEBUILDING FOUNDATION) | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | BUILDING INDUSTRY TECHNOLOGY ACADEMY (BITA) | $5,000 |
| WARRIOR RISING | |||||||
| 7731 S BARCLAY DRIVE SUITE 102 | MIDVALE | UT | 84047 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | MENLO PARK | CA | 94025 | NONE | PC | ENDOWED SISTER NANCY MORRIS SCHOLARSHIP FUND | $10,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | HALL OF FAME SCHOLARSHIP | $5,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171048 | NONE | PC | TUTORING PROGRAM | $118,162 |
| HOLY ANGELS SCHOOL | |||||||
| 20 REINER STREET | COLMA | CA | 94014 | NONE | PC | SCHOLARSHIPS FOR THREE STUDENTS | $32,319 |
| THE KOHANAIKI FOUNDATION | |||||||
| PO BOX 9015 | KAILUAKONA | HI | 96745 | NONE | PC | GENERAL SUPPORT | $500 |
| THE PANETTA INSTITUTE | |||||||
| 100 CAMPUS CENTER BUILDING 86E | SEASIDE | CA | 93955 | NONE | PC | GENERAL SUPPORT | $14,075 |
| BAY SCHOLARS | |||||||
| 465 CALIFORNIA STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | SPONSORSHIP OF THANKSGIVING LUNCHEON AND SCHOLARSHIPS | $50,000 |
| ST PIUS CHURCH | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SAINT APOLLINARIS CHURCH | |||||||
| 3700 LASSEN STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $500 |
| AMERICAN IRELAND FUND | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $250 |
| CATHOLIC WORKER HOUSE | |||||||
| 545 CASSIA STREET | REDWOOD CITY | CA | 940632016 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST AUGUSTINE EDUCATIONAL FOUNDATION | |||||||
| 6301 PAIL HIGHWAY | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $250 |
| ST ANTHONY'S CHURCH (PADUA DINING ROOM) | |||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PC | PADUA DINING ROOM | $5,000 |
| LITTLE SISTERS OF THE POOR ST ANNE'S HOME | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BRIDGE HOUSING CORPORATION - ALAN L AND RUTH STEIN EDUCATIONAL ASSISTANCE | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 941082706 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SISTERS OF MERCY | |||||||
| 2300 ADELINE DRIVE | BURLINGAME | CA | 940105599 | NONE | PC | GENERAL SUPPORT | $500 |
| JUNIPERO SERRA HIGH SCHOOL | |||||||
| 451 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CHILDREN'S INTERNATIONAL FUND | |||||||
| PO BOX 219357 | KANSAS CITY | MO | 64121 | NONE | PC | TWO CHILDREN SUPPORT | $750 |
| CHILD & FAMILY INSTITUTE OF MENLO PARK | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOMINICAN SISTERS VISION OF HOPE | |||||||
| 1555 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST PIUS SCHOOL | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | LIFEGUARD FUND - SCHOLARSHIPS | $10,000 |
| RAVENSWOOD EDUCATION FUND | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL SUPPORT | $10,000 |
| QUEEN OF THE VALLEY HOSPITAL | |||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION BLVD | MISSION SAN JOSE | CA | 945390391 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CATHOLIC CHARITIES YOUTH CLUB | |||||||
| 1425 BAY ROAD | EAST PALO ALTO | CA | 94303 | NONE | PC | ST. FRANCIS OF ASSISI YOUTH CLUB | $25,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ICA (IMMACULATE CONCEPTION ACADEMY) | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 941103607 | NONE | PC | ST. MARY PATRICK'S SCHOLARSHIP FUND | $2,000 |
| HOMEAID OF NORTHERN CALIFORNIA | |||||||
| 6210 STONERIDGE MALL ROAD 5TH FLOOR | PLEASANTON | CA | 94558 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HANNA BOYS CENTER | |||||||
| PO BOX 100 | SONOMA | CA | 954769998 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NORTH COAST OPPORTUNITIES INC | |||||||
| 413 N STATE STREET | UKIAH | CA | 95482 | NONE | PC | RURAL COMMUNITIES CHILD CARE PROGRAM | $2,000 |
| HABITAT FOR HUMANITY GREATER SAN FRANCISCO | |||||||
| 500 WASHINGTON STREET SUITE 250 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96208 | WASHINGTON | DC | 200906208 | NONE | PC | GENERAL SUPPORT | $500 |
| REBUILDING TOGETHER PENINSULA | |||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 940633000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ATHERTON POLICE OFFICERS' ASSOCIATION | |||||||
| 2421 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $500 |
| ST PETER'S CATHOLIC SCHOOL | |||||||
| 1266 FLORIDA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALAMEDA BOYS & GIRLS CLUB INC | |||||||
| PO BOX 1069 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | MENLO PARK | CA | 94025 | NONE | PC | ANNUAL FUND | $5,000 |
| RONALD MCDONALD HOUSE (STANFORD) | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 943042001 | NONE | PC | GENERAL SUPPORT | $2,500 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION BLVD | MISSION SAN JOSE | CA | 945390391 | NONE | PC | PLEDGE FOR COMMUNITY AND WELLNESS CENTER AND SISTERS RESIDENCE | $10,000 |
| FLINTRIDGE SACRED HEART ACADEMY | |||||||
| 440 SAINT KATHERINE DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | PLEDGE FOR BUILDING FUND | $20,000 |
| MARYKNOLL FATHERS AND BROTHERS | |||||||
| 16300 FOOTHILL BOULEVARD | SAN LEANDRO | CA | 94578 | NONE | PC | SEEDLINGS OF HOPE YOUTH PROGRAM | $5,000 |
| SEQUOIA HOSPITAL FOUNDATION | |||||||
| 170 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| PO BOX 45363 | SAN FRANCISCO | CA | 941450363 | NONE | PC | CERTIFIED NURSING ASSISTANT PROGRAM | $89,784 |
| BERKELEY REAL ESTATE FORUM (BREF) | |||||||
| 2220 PIEDMONT AVENUE MC 6105 | BERKELEY | CA | 94720 | NONE | PC | PLEDGE TO BREF | $20,000 |
| STANFORD HEALTH CARE | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | MENLO PARK | CA | 94025 | NONE | PC | BARAL COLLEGE ACCESS FUND | $25,000 |
| CHF (CALIFORNIA HOMEBUILDING FOUNDATION) | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | BUILDING INDUSTRY TECHNOLOGY ACADEMY (BITA) | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,290 | 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 | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,349 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,568 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,040 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,040 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $7,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOUNDATION NAME CHANGE EFFECTIVE JANUARY 1, 2018 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE NAME OF THE FOUNDATION WAS CHANGED FROM "DENNIS AND GLORIA O'BRIEN FOUNDATION" TO "THE O'BRIEN FAMILY FOUNDATION" EFFECTIVE JANUARY 1, 2018.DUE TO THE 2018 EFFECTIVE DATE, THE 2017 TAX RETURN HAS BEEN FILED UNDER THE ORIGINAL NAME OF "DENNIS AND GLORIA O'BRIEN FOUNDATION, AND THE NAME CHANGE WILL BE REPORTED ON THE 2018 TAX RETURN. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEVEN POST 1316 | $1,543,542 | $1,864,892 |
| SEVEN POST 1324 | $1,052,986 | $1,046,128 |
| SEVEN POST 1407 | $731,337 | $763,801 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE REGISTRATION COSTS | $100 | $0 | $100 |
| LIABILITY INSURANCE | $1,039 | $0 | $1,039 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $55 | $55 | $55 |
| SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS | $34 | $34 | $34 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $38,110 | $37,086 | $0 |
| ADMINISTRATIVE PROFESSIONAL SERVICES | $44,000 | $22,000 | $22,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIDENDS | $3,974 | $3,974 | $0 |
| FRANCHISE TAX BOARD | $20 | $0 | $20 |
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