JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION (EIN 20-2029688)
Tax period
2016-06-01 to 2017-05-31
Filed
2018-01-30
IRS object ID
201820309349100607
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-01-30T12:01:25-06:00ReturnTs
Tax Period End2017-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202029688EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES AND REBECCABusinessNameLine1Txt
Business Name Line2MORGAN CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6509418802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1742AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MORGANPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6509418802PhoneNum
Signature2018-01-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BOLYARDPreparerPersonNm
PTINP01270323PTIN
Phone6508458100PhoneNum
Preparation2018-01-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.204.21.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-29IPDt
IP Tm10:32:02IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id96BD04DD84A68DEC77757C134E484247D1D6E17FAtSubmissionCreationDeviceId
At Submission Filing Device Id96BD04DD84A68DEC77757C134E484247D1D6E17FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,844,166FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,199InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,199InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$156,558DividendsRevAndExpnssAmt
Dividends Net Invst Incm$156,558DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,269,730NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,001,748GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,999,367CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,428,487TotalRevAndExpnssAmt
Total Net Invst Incm$14,158,124TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$65,701TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$270OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$110OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,221TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,360TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$630,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$630,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$701,221TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$635,360TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,727,266ExcessRevenueOverExpensesAmt
Net Investment Income$14,158,124NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,838,547CashBOYAmt
Cash EOY$17,161,953CashEOYAmt
Cash EOYFMV$17,161,953CashEOYFMVAmt
Corporate Stock BOY$13,861,500CorporateStockBOYAmt
Corporate Stock EOY$3,129,482CorporateStockEOYAmt
Corporate Stock EOYFMV$5,939,900CorporateStockEOYFMVAmt
Other Investments BOY$606,435OtherInvestmentsBOYAmt
Other Investments EOY$742,313OtherInvestmentsEOYAmt
Other Investments EOYFMV$742,313OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,306,482TotalAssetsBOYAmt
Total Assets EOY$21,033,748TotalAssetsEOYAmt
Total Assets EOYFMV$23,844,166TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$18,306,482RetainedEarningBOYAmt
Retained Earning EOY$21,033,748RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,306,482TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,033,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,306,482TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,033,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,306,482TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,727,266ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,033,748SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,033,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
82,086 SHARES AMATD2016-06-02$2,001,822$440$2,001,382$2,001,382
67,434 SHARES AMATD2016-09-22$2,013,936$361$2,013,575$2,013,575
33,600 SHARES AMATD2016-10-07$999,359$180$999,179$999,179
66,600 SHARES AMATD2016-11-10$1,989,225$357$1,988,868$1,988,868
61,720 SHARES AMATD2016-12-01$1,997,826$331$1,997,495$1,997,495
29,500 SHARES AMATD2017-01-20$999,877$158$999,719$999,719
57,100 SHARES AMATD2017-02-02$1,999,277$306$1,998,971$1,998,971
46,350 SHARES AMATD2017-05-11$2,000,426$248$2,000,178$2,000,178
FieldValueIRS element (for citing)
Capital Gain Net Income$13,999,367CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$940,927AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,066,335NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$966,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,714,989NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.110901DistributionYr2Rt
Adjusted Qlfy Distri Yr3$180,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,957,981NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061123DistributionYr3Rt
Adjusted Qlfy Distri Yr4$420,288AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,002,803NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.139965DistributionYr4Rt
Adjusted Qlfy Distri Yr5$652,766AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,408,717NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.191499DistributionYr5Rt
Total Distribution0.570380TotalDistributionRt
Average Distribution0.114076AverageDistributionRt
Net Vl Noncharitable Assets$20,338,401NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,320,123AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$141,581NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,461,704AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$635,360QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$283,162InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$283,162SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$283,162TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$285,132AppliedToEsTaxAmt
Total Payments And Credits$285,132TotalPaymentsAndCreditsAmt
Es Penalty$1,970EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES C MORGANIndividualWithBooksNm
Phone6509418802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1742AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940231742ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REBECCA MORGAN
PO BOX 1742LOS ALTOSCA94023PRESIDENT/CEO0.25$0$0$0
JAMES C MORGAN
PO BOX 1742LOS ALTOSCA94023CFO/BOARD CHAIRMAN0.50$0$0$0
LINDA VERHULP
PO BOX 1742LOS ALTOSCA94023SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,062,812AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,585,311AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,648,123TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,648,123AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$309,722CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,338,401NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,016,920MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,016,920MinimumInvestmentReturnAmt
Tax Based On Investment Income$283,162TaxBasedOnInvestmentIncomeAmt
Total Tax$283,162TotalTaxAmt
Distributable Before Adj$733,758DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$733,758DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$733,758DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$635,360ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$635,360QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$635,360AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$733,758DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$482,798ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$149,928ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$180,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$966,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$321,466ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,101,492TotalExcessDistributionCyovAmt
Qualifying Distributions$635,360QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$635,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$98,398ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$98,398ExcessDistributionCyovAppCYAmt
Total Corpus$2,003,094TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$384,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,618,694ExcessDistriCyovToNextYrAmt
Excess From Year4$149,928ExcessFromYear4Amt
Excess From Year3$180,800ExcessFromYear3Amt
Excess From Year2$966,500ExcessFromYear2Amt
Excess From Year1$321,466ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerREBECCA MORGANContributingManagerNm
Contributing ManagerJAMES C MORGANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENS BUSINESS EXECUTIVE
1030 15TH STREET NW SUITE 200 EASTWASHINGTONDC20005501(C)(3)PUBLIC CHARITY$25,000
SILICON VALLEY FACES
1401 PARKMOOR AVENUESAN JOSECA95126501(C)(3)PUBLIC CHARITY$125,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606501(C)(3)PUBLIC CHARITY$100,000
STANFORD GRADUATE BUSINESS SCHOOL
655 KNIGHT WAYSTANFORDCA93405501(C)(3)PUBLIC CHARITY$10,000
CREATIVE LIVES
444 DE HARO STREET STE 208SAN FRANCISCOCA94107501(C)(3)PUBLIC CHARITY$40,000
MERCERBURG ACADEMY
300 E SEMINARY STREETMERCERSBURGPA172361550501(C)(3)PUBLIC CHARITY$25,000
MONTEREY BAY AQUARIUM
867 CANNERY ROWMONTEREYCA93941501(C)(3)PUBLIC CHARITY$50,000
PLANNED PARENTHOOD MAR MONTE
1691 THE ALAMEDASAN JOSECA95126501(C)(3)PUBLIC CHARITY$100,000
PARKINSONS INSTITUTE
675 ALMANOR AVESUNNYVALECA94085501(C)(3)PUBLIC CHARITY$5,000
MISSION BRAIN
3001 BRIDGEWAY BOULEVARDSAUSALITOCA94965501(C)(3)PUBLIC CHARITY$10,000
LIGHTHOUSE SCHOOLS
25 WELLMAN AVENUENORTH CHELMSFORDMA01863501(C)(3)PUBLIC CHARITY$15,000
MUSEUM OF WWII
8 MERCER ROADNATICKMA01760501(C)(3)PUBLIC CHARITY$10,000
CHILDRENS HOSPITAL OF WASHINGTON
111 MICHIGAN AVENUENWDC20010501(C)(3)PUBLIC CHARITY$15,000
LAKE COUNTY RISING FIRE RELIEF
3865 MAIN STREETKELSEYVILLECA95451501(C)(3)PUBLIC CHARITY$5,000
WOMEN'S SPORTS FOUNDATION
247 WEST 30TH STREETNEW YORKNY11554501(C)(3)PUBLIC CHARITY$15,000
CA COUNCIL ON SCIENCE TECHNOLOGY
1130 K STREET SUITE 280SACRAMENTOCA95814501(C)(3)PUBLIC CHARITY$75,000
ACHIEVEMENT REWA
4008 MARTIN LUTHER KING JR WAY SSEATTLEWA98108501(C)(3)PUBLIC CHARITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$630,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,199ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$156,558ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,269,730ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,428,487ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,428,487TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$5,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,250DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRS SEC. 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAPPLIED MATERIALS - 726,836 SHARESStockNm
EOY Book Value$3,129,482EOYBookValueAmt
EOYFMV$5,939,900EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemHS GROUPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$742,313BookValueAmt
EOYFMV$742,313EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$110$0$110
CA FTB$10$0$0
CA ATTORNEY GENERAL$150$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS - 2015 TAXESCategoryTxt
Amt$65,701Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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