TRAMIEL CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRAMIEL CHARITABLE TRUST (EIN 46-6354615)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-24
- IRS object ID
- 201841449349100419
- Schema version
- 2017v2.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-24T16:26:17-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952648289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vavrinek Trine Day & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Sheridan Ave Suite 440 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | 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 | 466354615 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRAMIEL CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAM | BusinessNameControlTxt |
| Phone | 6509493757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 OLD ADOBE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM TRAMIEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard D Blake | PreparerPersonNm |
| PTIN | P00105989 | PTIN |
| Phone | 6504620400 | 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 | $5,295,643 | 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 |
| Interest On Sav Rev And Expnss | $183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $183 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $147,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,671 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $147,671 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$16,803 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$16,803 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$16,803 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $131,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,051 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $131,051 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,500 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,513 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,513 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $110 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,123 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,123 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,928 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $785,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $494,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $494,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,526,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,717,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,212,685 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $130,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $186,899 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $193,882 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $255,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $208,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $394,936 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,697,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,607,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,295,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,697,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,607,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,697,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,607,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,697,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,607,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,697,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,757 | OtherIncreasesAmt |
| Subtotal | $3,607,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,607,806 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $231,073 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,360,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05300 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $247,714 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,708,702 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,610 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,021,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03756 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,883 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,696,767 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01509 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,696,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00319 | DistributionYr5Rt |
| Total Distribution | 0.161449 | TotalDistributionRt |
| Average Distribution | 0.032290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,865,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,103 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,010 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,249 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,249 | SubtotalAmt |
| Tax Based On Investment Income | $1,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,430 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,430 | TotalPaymentsAndCreditsAmt |
| Overpayment | $181 | OverpaymentAmt |
| Applied To ES Tax | $181 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM TRAMIEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509493757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 OLD ADOBE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| SAM TRAMIEL | ||||||
| 4160 OLD ADOBE ROAD | PALO ALTO | CA | 94306 | CO-TRUSTEE | 0.00 | $0 |
| GARRY TRAMIEL | ||||||
| 4 SUSAN GALE COURT | MENLO PARK | CA | 94025 | CO-TRUSTEE | 0.00 | $0 |
| LEONARD TRAMIEL | ||||||
| 767 ADDISON AVENUE | PALO ALTO | CA | 94301 | CO-TRUSTEE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,226,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $712,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,939,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,939,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,865,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,249 | TotalTaxAmt |
| Distributable Before Adj | $242,020 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,020 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,010 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $216,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,249 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $214,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $216,010 | UndistributedIncomePYAmt |
| Qualifying Distributions | $216,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $216,010 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $242,020 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD OF PALO ALTO | |||||||
| 3070 LOUIS ROAD | PALO ALTO | CA | 94303 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $15,000 |
| CHIEF RABBI OF POLAND | |||||||
| 611 FRONT ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $5,000 |
| AMERICAN ASSOC BEN GURION UNIVERSIT | |||||||
| 240 TAMAL VISTA BLVD STE 260 | CORTE MADERA | CA | 94925 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $27,000 |
| TAUBE FOUNDATION FOR JEWISH LIFE | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $5,000 |
| AMERICAN RED CROSS SILICON VALLEY | |||||||
| 2731 N 1ST STREET | SAN JOSE | CA | 94103 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $27,000 |
| PENTAGON FEDERAL CREDIT UNION FOUND | |||||||
| 2930 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $25,000 |
| JEWISH FAMILY AND CHILDRENS SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $18,000 |
| BLUE STAR FAMILIES | |||||||
| PO BOX 322 | FALLS CHURCH | VA | 22040 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $10,000 |
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | |||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NONE | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $20,000 |
| STANFORD UNIVERSITY | |||||||
| 300 PASTEUR DRIVE SUITE HG004 | STANFORD | CA | 94309 | NONE | 501(3)(C) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $27,010 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | 501(3)(C) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $27,000 |
| LOS GATOS JCC | |||||||
| 14855 Oka Rd | LOS GATOS | CA | 95032 | NONE | 501(3)(C) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $5,000 |
| SF EXPLORATORIUM | |||||||
| Pier 15 The Embarcadero | San Francisco | CA | 94111 | NONE | 501(3)(C) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,010 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,671 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CRESTWOOD MIDSTREAM | 14 | -$11,861 |
| HOLLY ENERGY PARTNERS LP | 14 | -$4,448 |
| WILLIAMS PARTNERS | 14 | -$494 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,051 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AEGON NV 8% | $130,163 | $132,650 |
| THE MENS WEARHOUSE INC | $56,736 | $61,232 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC | $286,478 | $751,541 |
| HSBC HOLDINGS PLC SPON | $436,675 | $516,400 |
| MEDICAL PROPERTIES TRUST INC | $167,215 | $275,600 |
| PHILLIPS 66 COM | $335,206 | $981,155 |
| RETAIL PPTYS AMER CL-A | $17,413 | $29,568 |
| SUNCOR ENERGY INC | $258,317 | $305,143 |
| CHATHAM LODGING TRUST COM | $80,819 | $113,800 |
| FIRST HORIZON NATL | $96,913 | $100,800 |
| TSAKOS ENERGY NAV LMTD | $50,000 | $51,000 |
| GENERAL MOTORS | $231,012 | $286,930 |
| LAS VEGAS SANDS CORPORATION | $164,842 | $208,470 |
| PUBLIC STORAGE | $50,000 | $53,060 |
| KINDER MORGAN | $241,794 | $144,560 |
| RMR GROUP | $892 | $4,448 |
| VODAFONE GROUP PLC | $103,772 | $127,600 |
| PFIZER INC | $64,319 | $72,440 |
| RLI LODGING TRUST | $40,632 | $43,940 |
| TAILORED BRANDS INC COM | $56,606 | $109,150 |
| GOVERNMENT PPTYS LP | $35,001 | $37,080 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HOLLY ENERGY PARTNERS LP | AT COST | $59,222 | $155,952 |
| CRESTWOOD MIDSTREAM PARTNERS | AT COST | $103,490 | $70,950 |
| WILLIAMS PARTNERS | AT COST | $46,149 | $168,034 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CRESTWOOD MIDSTREAM | -$11,861 | -$11,861 | -$11,861 |
| HOLLY ENERGY PARTNERS LP | -$4,448 | -$4,448 | -$4,448 |
| WILLIAMS PARTNERS | -$494 | -$494 | -$494 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENTS | $1,747 |
| DISTRIBUTION ADJUSTMENT | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ATTORNEY GENERAL | $50 | $50 | $50 |
| FOREIGN TAXES | $1,453 | $1,453 | $1,453 |
| FRANCHISE TAX BOARD | $10 | $10 | $10 |