C M CAPITAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- C M CAPITAL FOUNDATION (EIN 77-0583870)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349105003
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T18:05:42-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 770583870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMCA | BusinessNameControlTxt |
| Phone | 6503266480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVE No 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943011910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENT LIU | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6503266480 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE SCHLECT | PreparerPersonNm |
| PTIN | P00967848 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 18:14:37 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F235F7F50EDAD9423E18F99396DBE1BE9FE06EB4 | 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 | $1,709,245 | 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 | $703,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $11,126 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $18,897 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $703,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,139 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,238 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,467 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $519,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,723 | CashBOYAmt |
| Cash EOY | $314,992 | CashEOYAmt |
| Cash EOYFMV | $314,992 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $992 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $844,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $893,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $893,261 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,141,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,709,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,709,245 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,900 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,200 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,200 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,133,638 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,702,045 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,133,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,702,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,141,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,709,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,133,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $519,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,163 | OtherIncreasesAmt |
| Subtotal | $1,702,045 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,702,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PARTNERSHIP GAIN (LOSS) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $11,126 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,126 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,126 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,954 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,089,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104638 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $961,102 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063739 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,104 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,377,815 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,868 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,048,865 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049452 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,107,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054366 | DistributionYr5Rt |
| Total Distribution | 0.359365 | TotalDistributionRt |
| Average Distribution | 0.071873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,712,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,285 | 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 | $259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $284 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $284 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25 | OverpaymentAmt |
| Applied To ES Tax | $25 | 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 | www.cmcapitalfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503266480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN C COUCH | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LUCIA CHA | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENT LIU | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | TREASURER | 0.50 | $0 | $0 | $0 |
| ELIZABETH HAMMACK | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | VP & SEC, EXEC DIR | 5.00 | $18,000 | $0 | $0 |
| PRISCILLA CHOU | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SELINA CHA | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE MADDING | ||||||||
| 525 UNIVERSITY AVE STE 200 | PALO ALTO | CA | 94301 | chairman & DIRECTOR | 0.50 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $344,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,393,261 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,738,240 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,738,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,712,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $85,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,285 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,285 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $259 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,026 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,836 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $51,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,410 | 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 | $4,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $51,303 | ExcessFromYear3Amt |
| Excess From Year2 | $13,557 | ExcessFromYear2Amt |
| Excess From Year1 | $59,778 | ExcessFromYear1Amt |
| Excess From Current Year | $94,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH HAMMACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 UNIVERSITY AVENUE STE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6503266480 | RecipientPhoneNum |
| Form And Info And Materials | CALL TO REQUEST WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS TO SUPPORT FUNDRAISING EVENTS, CONFERENCES, INDIVIDUALS, FOR-PROFIT ENTERPRISES, POLITICAL PURPOSES AND RELIGIOUS PURPOSES. STRONG PREFERENCE IS GIVEN TO APPLICANTS IN THE SANTA CLARA COUNTY OF CALIFORNIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Heart Association | ||||||||
| American Stroke Association | Dallas | TX | 75231 | None | PC | General | $50 | |
| Asian Art Museum Foundation | ||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | PC | General | $2,000 | |
| Big Game Promotions | ||||||||
| 5143 Waring Road | San Diego | CA | 92117 | None | PC | Grant-Paly High Big Game Promotion | $790 | |
| Columbia University | ||||||||
| Office of Alumni Development-Gift | New York | NY | 10025 | None | PC | General | $1,000 | Sys |
| Contemporary Asian Theatre Scene | ||||||||
| 565 N 5th Street | San Jose | CA | 95112 | None | PC | General | $2,000 | |
| Food Bank of Contra Costa & Solano | ||||||||
| PO Box 6324 | Concord | CA | 94524 | None | PC | General | $250 | |
| Hathaway Brown School | ||||||||
| 19600 North Park Boulevard | Shaker Heights | OH | 44122 | None | PC | General | $750 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 941101426 | None | PC | General | $300 | |
| Leland Stanford Jr University | ||||||||
| 326 Galvez Street | Stanford | CA | 94305 | None | PC | General | $1,000 | |
| Lucile Packard Children's Hospital | ||||||||
| 725 Welch Road | Palo Alto | CA | 94304 | None | PC | Grant-for children health, Summer Scamper & CNY programs | $30,000 | |
| Orinda Community Foundation Inc | ||||||||
| PO BOX 21 | Orinda | CA | 94563 | None | PC | General | $120 | |
| ORTOP Program | ||||||||
| 4800 SW Griffith Drive Suite 215 | Beaverton | OR | 97005 | None | PC | General | $2,000 | |
| Peninsula Open Space Trust | ||||||||
| 222 High Street | Palo Alto | CA | 94301 | None | PC | General | $200 | |
| Regents of the University of Michigan | ||||||||
| DEPT CH 10189 | Palatine | IL | 600550189 | None | PC | General | $1,000 | |
| Room to Read | ||||||||
| 465 California Street Suite 1000 | San Francisco | CA | 94104 | None | PC | General | $250 | |
| Stanford University | ||||||||
| DEPT OF OBGYN ROOM H-302 STANFORD | Stanford | CA | 943055317 | None | PC | GENERAL - SUPPORT FOR DR. TENG'S RESEARCH | $100,000 | UNIVERSITY SCHOOL OF MEDICINE |
| The Fit Kids Foundation | ||||||||
| 2682 Middlefield Road Unit P | Redwood City | CA | 94063 | None | PC | Grant-The Fit Kids Fundation | $1,000 | |
| The Home of Christ Church in Fremont | ||||||||
| 4248 Solar Way | Fremont | CA | 94538 | None | PC | General | $500 | |
| The Orinda Association | ||||||||
| PO Box 97 | Orinda | CA | 94563 | None | PC | General | $120 | |
| The Trustees of the Smith College | ||||||||
| 33 Elm Street | Northampton | MA | 010630024 | None | PC | General | $500 | |
| The Webb School | ||||||||
| 1175 West Baseline Road | Claremont | CA | 91711 | None | PC | General | $750 | |
| UCSF Foundation | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | Grant-annual chancellor's fund | $10,000 | |
| Unite For Sight | ||||||||
| 234 Church Street 15 th Floor | New Haven | CT | 06510 | None | PC | General | $500 | |
| US Expeditions & Explorations | ||||||||
| 101 B Running Avenue | Fort Benning | GA | 31905 | None | PC | General | $500 | |
| Yale University | ||||||||
| PO Box 2038 | New Haven | CT | 06521 | None | PC | General | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,580 | 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 | $116 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALPHAMILL TRUST | ||||||
| 1 | 525 UNIVERSITY AVENUE SUITE 200 | PALO ALTO | CA | 94301 | $250,000 | Yes (X) |
| CM CAPITAL CORPORATION | ||||||
| 2 | 525 UNIVERSITY AVENUE SUITE 200 | PALO ALTO | CA | 94301 | $453,750 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,475 | Amt |
| Net Investment Income | $4,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,238 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN CMC MASTER FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $893,261 | BookValueAmt |
| EOYFMV | $893,261 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID | Desc |
| EOY Book Value | $500,000 | EOYBookValueAmt |
| EOYFMV | $500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,075 | $0 | $1,075 |
| SOFTWARE | $280 | $0 | $280 |
| POSTAGE | $21 | $0 | $21 |
| TAXES | $110 | $0 | $10 |
| EXPRESS MAIL/DELIVERY | $38 | $0 | $38 |
| TRAVEL | $43 | $0 | $43 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $48,463 |
| ACCRUAL TO CASH | $700 |
Comments