THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-26
- IRS object ID
- 201822999349100517
- 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
- Schedule B
- Accounting Fees 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 | 2018-10-26T12:09:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770140464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 4082865800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN L HALLGRIMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082865800 | PhoneNum |
| Signature | 2018-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2018-10-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.95.205.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-26 | IPDt |
| IP Tm | 10:09:34 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 52C34A098882551665A031EBCC9C451934CEE5AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA613D0347D335E2D882D304D5E7C13E6AAF0DDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,799,792 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $377,920 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,682 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $860 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $860 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $860 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $10,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $412,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $346 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $346 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $421,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,022 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $321,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,240 | CashBOYAmt |
| Cash EOY | $10,206 | CashEOYAmt |
| Cash EOYFMV | $10,206 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,750 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,750 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,102,258 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,672,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,672,836 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,266,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,799,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,799,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,266,066 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,799,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,266,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,799,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,266,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,799,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,266,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $321,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212,467 | OtherIncreasesAmt |
| Subtotal | $1,799,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,799,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4 SHRS ADVANSIX INC | P | 2012-05-30 | 2017-07-30 | $120 | $31 | $89 | $89 |
| 250 SHRS ARCONIC INC | P | 2016-01-22 | 2017-06-27 | $5,930 | $3,995 | $1,935 | $1,935 |
| 850 SHRS VANGUARD DIV GROWTH FD | P | 2017-06-06 | $21,675 | $19,094 | $2,581 | $2,581 | |
| 1878.32 SHRS COLUMBIA ACORN INTL FD | P | 2017-02-14 | $75,585 | $75,453 | $132 | $132 | |
| 622.45 SHRS DODGE & COX FUND | P | 2017-07-03 | $120,563 | $119,810 | $753 | $753 | |
| 2017.11 SHRS FRANKLIN MUTUAL GLOBAL | P | 2017-03-06 | $65,618 | $65,093 | $525 | $525 | |
| 6019.15 SHRS T ROWE PRICE | P | 2017-08-02 | $118,216 | $117,494 | $722 | $722 | |
| 50 SHRS US BANCORP | P | 1993-10-15 | 2017-06-06 | $2,476 | $520 | $1,956 | $1,956 |
| CAPITAL GAINS DIVIDENDS | P | $2,284 | $2,284 | $2,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,043,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,913 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $784,919 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,033 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $628,996 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066826 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $463,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091824 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $378,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071225 | DistributionYr5Rt |
| Total Distribution | 0.370384 | TotalDistributionRt |
| Average Distribution | 0.074077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,509,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,291 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,115 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,115 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,235 | OverpaymentAmt |
| Applied To ES Tax | $2,235 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN L HALLGRIMSON | IndividualWithBooksNm |
| Phone | 4082865800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIK L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROD LINER | ||||||||
| 1926 EUCALYPTUS | SAN CARLOS | CA | 94070 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,372,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,551 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,532,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,532,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,509,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $880 | TotalTaxAmt |
| Distributable Before Adj | $74,617 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,617 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,117 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,541 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,283 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,485 | 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 | $8,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,274 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,650 | ExcessFromYear4Amt |
| Excess From Year3 | $11,117 | ExcessFromYear3Amt |
| Excess From Year2 | $24,541 | ExcessFromYear2Amt |
| Excess From Year1 | $11,683 | ExcessFromYear1Amt |
| Excess From Current Year | $17,283 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L HALLGRIMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082865800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLAREMONT MCKENNA COLLEGE | |||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $37,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1389 E SANTA CLARA ST | SAN JOSE | CA | 95116 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| JEWISH HOME FOR THE AGED | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PUBLIC | PUBLIC | $5,000 |
| ALAN CAVILLO SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $10,000 |
| EMMA LEEPER SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| NICOLE GREENBERG SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| RYAN TOULOUSE SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 2625 ZANKER ROAD SUITE 201 | SAN JOSE | CA | 95134 | NONE | PUBLIC | PUBLIC | $7,750 |
| DEL MONTE FOREST CONSERVANCY INC | |||||||
| 3101 FOREST LAKE RD 1 | PEBBLE BEACH | CA | 93953 | NONE | PUBLIC | PUBLIC | $500 |
| LOAVES & FISHES | |||||||
| 1534 BERGER DRIVE | SAN JOSE | CA | 95112 | NONE | PUBLIC | PUBLIC | $5,000 |
| MIDORI KAI INC | |||||||
| 5674 SONOMA DRIVE | PLEASANTON | CA | 94566 | NONE | PUBLIC | PUBLIC | $3,000 |
| MONTEREY PENINSULA FOUNDATION | |||||||
| 1 LOWER RAGSDALE DR BLDG 3 STE 100 | MONTEREY | CA | 93940 | NONE | PUBLIC | PUBLIC | $6,250 |
| SAN JOSE STATE UNIVERSITY | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | EDUCATIONEDUCATION | $3,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC | EDUCATION | $900 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 596 S 2ND ST | SAN JOSE | CA | 95112 | NONE | PUBLIC | EDUCATION | $2,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | EDUCATION | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,900 | 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 | $157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,682 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $860 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $860 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,022 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||
| 1 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $75,453 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 2 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $65,094 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 3 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $119,810 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 4 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $69 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 5 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $117,494 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITY - 1,878.346SH COLUMBIA ACORN INTL FD | $75,453 | 2017-02-13 |
| 2 | PUBLICLY TRADED SECURITY - 2,017.166SH FRANKLIN MUTAL GLOBAL FD | $65,094 | 2017-03-01 |
| 3 | PUBLICLY TRADED SECURITY - 622.519SH DODGE & COX STOCK FUND | $119,810 | 2017-06-30 |
| 4 | PUBLICLY TRADED SECURITY - 1.657SH COLUMBIA LARGE GAP GROWTH FD | $69 | 2017-07-28 |
| 5 | PUBLICLY TRADED SECURITY - 6,019.158SH T ROWE PRICE NEW ASIA FD | $117,494 | 2017-07-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY ACCOUNTS | AT COST | $112,515 | $112,515 |
| CHARLES SCHWAB | AT COST | $1,545,338 | $1,545,338 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $14,983 | $14,983 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRAR OF CHARITABLE TRUST FEES | $75 | $0 | $0 |
| BANK FEES | $142 | $0 | $0 |
| MISCELLANEOUS | $174 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CEDAR FAIR DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $346 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $346 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE IN VALUE OF SECURITIES | Desc |
| Amt | $212,467 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $607 | $0 | $0 |
| CA TAXES | $10 | $0 | $0 |
| FEDERAL TAXES | $2,000 | $0 | $0 |
Comments