OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OLANDER FAMILY FOUNDATION (EIN 94-3400451)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349102275
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:27:06-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263742864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 FIRST STREET SUITE A | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940223674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943400451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLAN | BusinessNameControlTxt |
| Phone | 6509488737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON OLANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509488737 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK KNIGHTCPA | PreparerPersonNm |
| PTIN | P00957628 | PTIN |
| Phone | 6509488737 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 985BAE8FFD7E77D33FBF56E41C91D253D9C5A9EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 985BAE8FFD7E77D33FBF56E41C91D253D9C5A9EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,194,286 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $141,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,236 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,027 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,027 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $240,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,505 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $905 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $131 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $252 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $308,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $308,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,721 | CashBOYAmt |
| Cash EOY | -$82,193 | CashEOYAmt |
| Cash EOYFMV | -$82,193 | CashEOYFMVAmt |
| Other Investments BOY | $3,232,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,230,916 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,276,479 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,272,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,148,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,194,286 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,222,157 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,148,723 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,222,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,148,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,272,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,148,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,222,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,341 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,148,816 | SubtotalAmt |
| Other Decreases | $93 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,148,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHS ITC HOLDINGS | P | 2014-11-18 | 2016-03-30 | $8,446 | $7,900 | $546 | $546 |
| 150 SHS FAIR ISAAC & CO | P | 2002-09-19 | 2016-03-30 | $15,380 | $3,487 | $11,893 | $11,893 |
| 77 SHS TOPBUILD CORP | P | 2007-08-23 | 2016-03-30 | $2,163 | $2,038 | $125 | $125 |
| 1100 SHS INTEL CORP | P | 2002-08-13 | 2016-04-21 | $34,537 | $18,370 | $16,167 | $16,167 |
| 500 SHS INTEL CORP | P | 2002-09-19 | 2016-04-21 | $15,699 | $7,876 | $7,823 | $7,823 |
| 200 SHS TELEFLEX INC | P | 2002-08-13 | 2016-10-05 | $33,091 | $9,436 | $23,655 | $23,655 |
| 400 SHS TELEFLEX INC | P | 2002-08-13 | 2016-10-19 | $66,288 | $18,872 | $47,416 | $47,416 |
| 500 SHS CERNER CORP | P | 2015-10-12 | 2020-12-14 | $23,736 | $33,125 | -$9,389 | -$9,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,236 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,114 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,934,727 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,290 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,642,180 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036030 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $219,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,729,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046307 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $178,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,133,055 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,727,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041136 | DistributionYr5Rt |
| Total Distribution | 0.217916 | TotalDistributionRt |
| Average Distribution | 0.043583 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,990,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $261,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $263,480 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $308,600 | 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 | $2,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,405 | SubtotalAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $900 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $590 | OverpaymentAmt |
| Applied To ES Tax | $590 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509488737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 FIRST ST A | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RON OLANDER | ||||||||
| 24191 SUMMERHILL | LOS ALTOS | CA | 94024 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD | SAN JOSE | CA | 95113 | CFO/SECRETAR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,077,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,081,515 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,081,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,990,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,405 | TotalTaxAmt |
| Distributable Before Adj | $297,110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $297,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $297,110 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $308,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $306,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,406 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Total For Prior Years | $20,260 | TotalForPriorYearsAmt |
| Qualifying Distributions | $308,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,406 | AppliedToYear1Amt |
| Applied To Prior Years | $20,260 | AppliedToPriorYearsAmt |
| Applied To Current Year | $2,934 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $294,176 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 1710 WEBSTER STREET | OAKLAND | CA | 94612 | NONE | SUPPORT | $1,000 |
| ASSISTANCE LEAGUE OF LOS ALTOS | ||||||
| 169 STATE STREET | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $5,000 |
| BAY AREA RIDGE TRAIL COUNCIL | ||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | SUPPORT | $4,500 |
| BEAR LEAGUE | ||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | SUPPORT | $1,000 |
| BLACH SCHOOL | ||||||
| 1120 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $5,000 |
| CA STATE PARKS FOUNDATION | ||||||
| 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | NONE | SUPPORT | $2,500 |
| CANINE COMPANIONS | ||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | SUPPORT | $1,000 |
| CATHOLIC CHARITIES OF SANTA CLARA | ||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | NONE | SUPPORT | $3,000 |
| CHILDRENS THERAPY CENTER | ||||||
| 29-01 BERKSHIRE ROAD | FAIR LAWN | NJ | 07410 | NONE | SUPPORT | $7,500 |
| CLAREMONT MCKENNA COLLEGE BILL ARCE | ||||||
| 500 EAST NINTH ST | CLAREMONT | CA | 91711 | NONE | SUPPORT | $6,000 |
| COLLEGE OF ADAPTIVE ARTS | ||||||
| 1401 PARKMOOR AVE 260 | SAN JOSE | CA | 95126 | NONE | SUPPORT | $6,000 |
| CRISTO REY HIGH SCHOOL | ||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | SUPPORT | $7,000 |
| CSU FOUNDATION | ||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | NONE | SUPPORT | $1,000 |
| EXCELLENCE IN EDUCATION TRUCKEE | ||||||
| 11071 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $2,000 |
| FRIENDS OF THE TRUCKEE LIBRARY | ||||||
| 10031 LEVON AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $1,000 |
| GLIDE | ||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | SUPPORT | $2,500 |
| GREEN MEADOW COMMUNITY SCHOLARSHIP | ||||||
| 303 PARKSIDE DRIVE | PALO ALTO | CA | 94306 | NONE | SUPPORT | $3,000 |
| HIDDEN VILLA | ||||||
| 26870 MOODY RD | LOS ALTOS HILLS | CA | 94022 | NONE | SUPPORT | $1,000 |
| HUMANE SOCIETY OF SILICON VALLEY | ||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | SUPPORT | $1,000 |
| HUMANE SOCIETY OF TRUCKEE | ||||||
| 10382 DONNER PASS RD 3 | TRUCKEE | CA | 96161 | NONE | SUPPORT | $7,500 |
| JASPER RIDGE FARM | ||||||
| PO BOX 620924 | WOODSIDE | CA | 94062 | NONE | SUPPORT | $5,000 |
| JEWISH HOME | ||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | NONE | SUPPORT | $2,500 |
| KIDS ZONE MUSEUM | ||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $6,000 |
| LAUMC | ||||||
| 655 MAGDALENA AVE | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $1,000 |
| LAW FOUNDATION OF SILICON VALLEY | ||||||
| 152 N 3RD ST 3 | SAN JOSE | CA | 95112 | NONE | SUPPORT | $3,000 |
| LEAGUE TO SAVE LAKE TAHOE | ||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | NONE | SUPPORT | $3,000 |
| LOAVES AND FISHES | ||||||
| 358 NORTH MONTGOMERY ST | SAN JOSE | CA | 95134 | NONE | SUPPORT | $10,000 |
| LOS ALTOS COMMUNITY FOUNDATION | ||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $5,000 |
| LOS ALTOS HIGH SCHOOL ATHLETICS | ||||||
| 1299 BRYANT AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $7,500 |
| LOS ALTOS HISTORY MUSEUM | ||||||
| 51 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $500 |
| MIDORI KAI | ||||||
| 5674 SONOMA DR | PLEASANTON | CA | 94566 | NONE | SUPPORT | $5,000 |
| MIRACLE DISTRIBUTION CENTER | ||||||
| 3947 E LA PALMA AVE | ANAHEIM | CA | 92807 | NONE | SUPPORT | $300 |
| MOUNTAIN VIEW HIGH SCHOOL | ||||||
| 2900 PARKWAY DR | EL MONTE | CA | 91732 | NONE | SUPPORT | $7,500 |
| NATIONAL PARKS CONSERVANCY ASSOC | ||||||
| 1300 19TH ST NEW STE 300 | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 |
| NCEFT | ||||||
| 880 RUNNYMEDE RD | WOODSIDE | CA | 94062 | NONE | SUPPORT | $1,000 |
| NRDS | ||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | SUPPORT | $1,500 |
| OKIZU | ||||||
| 16 DIGITAL DRIVE | NOVATO | CA | 94949 | NONE | SUPPORT | $3,000 |
| PALO ALTO MUSEUM AND ZOO | ||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 94301 | NONE | SUPPORT | $1,100 |
| PATHWAYS HOME HEALTH & HOSPICE | ||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | NONE | SUPPORT | $3,000 |
| PENINSULA BOYS & GIRLS CLUB | ||||||
| 200 N QUEBEC ST | SAN MATEO | CA | 94401 | NONE | SUPPORT | $2,500 |
| PENINSULA OPEN SPACE TRUST | ||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | SUPPORT | $2,000 |
| PROJECT MANA | ||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $5,000 |
| PROJECT NIGHT NIGHT | ||||||
| 148 BEULAH ST | SAN FRANCISCO | CA | 94117 | NONE | SUPPORT | $3,000 |
| RESCUE RANCH | ||||||
| PO BOX 7112 | BELLE CHASSE | LA | 70037 | NONE | SUPPORT | $5,000 |
| RESPONSIBILITY | ||||||
| PO BOX 433199 | SAN YSIDRO | CA | 92143 | NONE | SUPPORT | $3,000 |
| SAMARITAN HOUSE | ||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | SUPPORT | $1,000 |
| SAN FRANCISCO ZOO | ||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | NONE | SUPPORT | $2,500 |
| SAN JOSE SPORTS HALL OF FAME | ||||||
| 345 PARK AVE MS E-500 | SAN JOSE | CA | 95110 | NONE | SUPPORT | $10,000 |
| SAN MATEO COUNTY PARKS FOUNDATION | ||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | SUPPORT | $2,000 |
| SANTA CLARA LAW LIBRARY | ||||||
| 50 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $5,000 |
| SEQUOIA HIGH SCHOOL | ||||||
| 1201 BREWSTER AVE | REDWOOD CITY | CA | 94062 | NONE | SUPPORT | $5,000 |
| SIERRA WATCH | ||||||
| 409 SPRING ST | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $2,500 |
| SPRINGER SCHOOL | ||||||
| 1120 ROSE AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $7,500 |
| STROKE AWARENESS FOUNDATION | ||||||
| 2105 S BSCOM AVE | CAMPBELL | CA | 95008 | NONE | SUPPORT | $5,000 |
| TAHOE RIM TRAIL ASSOCIATION | ||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $2,500 |
| TAHOE TRUCKEE COMMUNITY FOUNDATION | ||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $2,500 |
| THE BASIC FUND | ||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | NONE | SUPPORT | $6,000 |
| THE KILGORIS PROJECT | ||||||
| 668 MEADOW LANE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $1,000 |
| THE SPARTAN FOUNDATION | ||||||
| 1393 SOUTH 7TH STREET | SAN JOSE | CA | 95112 | NONE | SUPPORT | $10,000 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | SUPPORT | $1,000 |
| TRUCKEE COMMUNITY CHRISTMAS | ||||||
| PO BOX 2955 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $3,000 |
| TRUCKEE DONNER HISTORICAL SOCIETY | ||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $1,000 |
| TRUCKEE DONNER LAND TRUST | ||||||
| 10069 W RIVER ST C1 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $7,500 |
| TRUCKEE TRAILS | ||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $2,500 |
| UNIVERSITY OF SAN FRANCISCO | ||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | NONE | SUPPORT | $10,000 |
| CITY ENCOUNTER CHURCH | ||||||
| 62 S 2ND STREET | SAN JOSE | CA | 95113 | NONE | SUPPORT | $200 |
| DOWNTOWN COLLEGE PREP | ||||||
| 1402 MONTEREY HWY | SAN JOSE | CA | 95110 | NONE | SUPPORT | $2,000 |
| ECUMENICAL HUNGER PROGRAM | ||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NON | SUPPORT | $1,000 |
| FOCUS ON TANZANIAN COMMUNITIES | ||||||
| 14 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | NONE | SUPPORT | $1,000 |
| GEORGE MARK CHILDREN'S HOUSE | ||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | NONE | SUPPORT | $3,000 |
| HOPELINK OF SOUTHERN NEVADA | ||||||
| 178 WESTMINSTER WAY | HENDERSON | NV | 89015 | NONE | SUPPORT | $1,000 |
| JUNIOR LEAGUE OF SAN JOSE | ||||||
| 1615 DRY CREEK RD | SAN JOSE | CA | 95125 | NONE | SUPPORT | $10,000 |
| MUTTVILLE | ||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | SUPPORT | $1,000 |
| NEVADA COUNTY SEARCH&RESCUE | ||||||
| 950 MAIDU AVE | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $1,000 |
| NOTRE DAME HIGHSCHOOL | ||||||
| 586 S 2ND ST | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,000 |
| PARKS CONSERVANCY | ||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | SUPPORT | $1,000 |
| PENINSULA HUMANE SOCIETY | ||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | NONE | SUPPORT | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | SUPPORT | $3,000 |
| PREVENT CHILD ABUSE IN AMERICA | ||||||
| 4700 ROSEVILLE RD 102 | NORTH HIGHLANDS | CA | 95660 | NONE | SUPPORT | $2,000 |
| REACH FOUNDATION | ||||||
| 1027 FARMINGTON AVE | FARMINGTON | CT | 06032 | NONE | SUPPORT | $2,500 |
| SAKAMOTO ELEMENTARY SCHOOL PTO | ||||||
| 6280 SHADELANDS DR | SAN JOSE | CA | 95123 | NONE | SUPPORT | $500 |
| SANDY HOOK PROMISE ACTION FUND | ||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | NONE | SUPPORT | $1,000 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 |
| SUNNYVALE COMMUNITY SERVICES | ||||||
| 725 KIFER RD | SUNNYVALE | CA | 94086 | NONE | SUPPORT | $1,000 |
| TAHOE FOREST HEALTH SYSTEM FOUNDATI | ||||||
| 10121 PINE AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $11,500 |
| US PAIN FOUNDATION | ||||||
| 670 NEWFIELD DR B | MIDDLETOWN | CT | 06457 | NONE | SUPPORT | $500 |
| YOSEMITE CONVERVANCY | ||||||
| 101 MONTGOMERY ST 1700 | SAN FRANCISCO | CA | 94104 | NONE | SUPPORT | $10,000 |
| ASSISTEENS | ||||||
| 3100 W BURBANK BLVD | BURBANK | CA | 91505 | NONE | SUPPORT | $1,000 |
| MVLA COMMUNITY SCHOLARS | ||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $4,000 |
| RONALD MCDONALD HOUSE | ||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | NONE | SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $308,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,238 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,505 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO |
| 7 | CHARITABLE ACTIVITIES. |
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 | $3,950 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY STOCKS | AT COST | $3,230,916 | $6,276,479 |
| CEDAR FAIR |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $905 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO CORRECT ULTRA TAX IMPORTED AMOUNT | Desc |
| Amt | $93 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NONDEDUCTIBLE EXPENSES | $126 |
| BANK CHARGES | $32 |
| OFFICE SUPPLIES | $94 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME - CEDAR FAI | Desc |
| Revenue And Expenses Per Books | $1,027 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,027 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE PAYABLE | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $131 | Amt |
Comments