ENLIGHT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ENLIGHT FOUNDATION (EIN 20-1063909)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201701239349100020
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T08:43:34-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sy Lee & Chen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 362 W Garvey Ave | AddressLine1Txt |
| City | Monterey Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91754 | 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 | 201063909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENLIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENLI | BusinessNameControlTxt |
| Phone | 6508041232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHEN C LEE | PreparerPersonNm |
| PTIN | P01336977 | PTIN |
| Phone | 6262887202 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,878,480 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,890,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,890,276 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,890,276 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $601,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,512,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $601,469 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $92,478 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,491,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,491,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,982,761 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,989 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $663 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,326 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,333 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $101,261 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $709 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,623,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,623,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,732,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,628,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,240,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,489,372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,982,761 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,647,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,768,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,768,980 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $76,897,770 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,535,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,109,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $80,545,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,304,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,878,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $80,545,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,304,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,545,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,304,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,545,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,304,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,545,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,240,507 | ExcessRevenueOverExpensesAmt |
| Subtotal | $78,304,745 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $78,304,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - #7732 ( P.1 - P.5 ) | P | 2016-12-31 | 2016-12-31 | $229,062 | $136,584 | $92,478 | $92,478 |
| CHARLES SCHWAB - #7732 ( P.5 - P.8 ) | P | 2012-01-01 | 2016-12-31 | $9,283,166 | $8,774,175 | $508,991 | $508,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $601,469 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $92,478 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,530,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,005,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,312,029 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,411,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04717 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,095,695 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,805,749 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03185 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,488,725 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,338,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,020,628 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,311,437 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05093 | DistributionYr5Rt |
| Total Distribution | 0.209307 | TotalDistributionRt |
| Average Distribution | 0.041861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,787,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,716,744 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,741,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,628,618 | 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 | $24,894 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,894 | SubtotalAmt |
| Tax Based On Investment Income | $24,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $124,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $99,106 | OverpaymentAmt |
| Applied To ES Tax | $99,106 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XIN LIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508041232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director & CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $88,155,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,984,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,139,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $90,139,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,352,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,787,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,439,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,439,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,894 | TotalTaxAmt |
| Distributable Before Adj | $4,414,493 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,414,493 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,414,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,628,618 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,628,618 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,894 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,603,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,414,493 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $235,483 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $235,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,628,618 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,414,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $214,125 | RemainingDistriFromCorpusAmt |
| Total Corpus | $449,608 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $235,483 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $214,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $214,125 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | XIN LIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | ||||||
| 450 Serra Mall | STANFORD | CA | 94305 | 501(C)(3) | GENERAL EDUCATIONAL PROGRAM | $1,125,000 |
| BARRON PARK PTA | ||||||
| 800 BARRON AVE | PALO ALTO | CA | 94306 | 501(C)(3) | EDUCATION | $2,500 |
| PALO ALTO ART CENTER FOUNDATION | ||||||
| 1313 NEWELL ROAD | PALO ALTO | CA | 94303 | 501(C)(3) | CULTURE | $50,000 |
| GIVE 2 ASIA | ||||||
| PO BOX 193223 | SAN FRANCISCO | CA | 94119 | 501(C)(3) | CHARITY | $10,000 |
| LUCILE PACKARD CHILDREN'S FUND | ||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | 501(C)(3) | CHARITY | $1,000,000 |
| DHARMA TREASURE INC | ||||||
| PO BOX 232 | PEARCE | AZ | 85625 | 501(C)(3) | RELIGION | $10,000 |
| FELL GOOD WORLD | ||||||
| 2935 VAN NESS AVE SUITE 9 | SAN FRANCISCO | CA | 94109 | 501(C)(3) | CHARITY | $310,000 |
| WATSON UNIVERSITY | ||||||
| 900 Baseline Rd | Boulder | CO | 80302 | 501(C)(3) | EDUCATION | $500,000 |
| PINEWOOD SCHOOL | ||||||
| 26800 W FREMONT ROAD | LOS ALTOS HILLS | CA | 94022 | 501(C)(3) | EDUCATION | $410,000 |
| MORRISSEY-COMPTON EDUCATION CENTER | ||||||
| 2555 Park Boulevard Suite 1 | Palo Alto | CA | 94306 | 501(C)(3) | SPECIAL EDUCATION | $60,000 |
| CARE MISSION USA | ||||||
| 362 W GARVEY AVE | MONTEREY PARK | CA | 91754 | 501(C)(3) | CHARITY | $5,000 |
| CURRY SENIOR CENTER | ||||||
| 333 Turk St | San Francisco | CA | 94102 | 501(C)(3) | CHARITY | $25,000 |
| MAGNUM FOUNDATION | ||||||
| 547 W 27th St 4th Floor | New York | NY | 10001 | 501(C)(3) | CULTURE & ARTS | $23,750 |
| THE PRESIDIO GRADUATE SCHOOL | ||||||
| 1202 Ralston Ave 300 | San Francisco | CA | 94129 | 501(C)(3) | EDUCATIONAL PROGRAM | $500,000 |
| VIA ASIAUS EXCHANGE PROGRAMS | ||||||
| 870 MARKET STREET 656 | SAN FRANCISCO | CA | 94102 | 501(C)(3) | EDUCATION | $325,000 |
| UNAMESA ASSOCIATION | ||||||
| 654 GILMAN ST | PALO ALTO | CA | 94301 | 501(C)(3) | EDUCATIONAL ACTIVITIES | $200,000 |
| LOYOLA UNIVERSITY CHICAGO | ||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | 501(C)(3) | EDUCATIONAL PROGRAM | $2,000 |
| NEW TEACHER CENTER | ||||||
| 110 COOPER ST SUITE 500 | SANTA CRUZ | CA | 95060 | 501(C)(3) | EDUCATION | $15,000 |
| THE BATTERY FOUNDATION | ||||||
| 387 TEHAMA ST | SAN FRANCISCO | CA | 94103 | 501(C)(3) | CHARITY | $20,000 |
| ANIMAL ASSISTED HAPPINESS INC | ||||||
| 11824 HILLTOP SR | LOS ALTOS | CA | 94024 | 501(C)(3) | CHARITY | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,623,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,890,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $601,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,491,752 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,491,752 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $1,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,333 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,989 | LegalFeesAmt |
| Net Investment Income | $663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,326 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY OF CHARITBLE | $150 | $150 | |
| FILING FEE | $429 | $429 | |
| OFFICE EXPENSES | $150 | $100 | $50 |
| STATE ANNUAL FEE | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $101,261 | Amt |