DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349102975
- Schema version
- 2015v3.0
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:17:39-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVE STE 201 | AddressLine1Txt |
| City | EAST PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522390855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS AND GLORIA O'BRIEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 6503770300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 TOWER LANE SUITE 375 | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS O'BRIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503770300 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,393,678 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $968,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $855,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,362 | 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 | $6,511 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,256 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,255 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,680 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,680 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,373 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $180 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $414,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $414,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $525,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $329,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,718 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,403 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,019,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,263,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,261,275 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,066,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,396,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,393,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,066,611 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,396,261 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,066,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,396,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,066,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,396,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,066,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $329,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,396,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,396,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SEVEN POST #1316 | $352,741 | $363,814 | -$11,073 | -$11,073 | |
| SEVEN POST #1316 | $255,238 | $263,251 | -$8,013 | -$8,013 | |
| SEVEN POST #1324 | $101,786 | $106,329 | -$4,543 | -$4,543 | |
| SEVEN POST #1324 | $229,949 | $240,211 | -$10,262 | -$10,262 | |
| MISCELLANEOUS OTHER GAINS | $1,258 | $1,258 | $1,258 | ||
| CAPITAL GAINS DIVIDENDS | $27,230 | $27,230 | $27,230 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,403 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $517,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,487,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.148452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $452,282 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,583,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,034,157 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $326,688 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,832,582 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067601 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,473,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059344 | DistributionYr5Rt |
| Total Distribution | 0.502221 | TotalDistributionRt |
| Average Distribution | 0.100444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,147,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $416,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $443,981 | 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 | $387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,413 | OverpaymentAmt |
| Applied To ES Tax | $6,413 | 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 | TAMARA MCINERNEY | IndividualWithBooksNm |
| Phone | 6508556800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVENUE SUITE 201 | AddressLine1Txt |
| City | EAST PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C O'BRIEN | ||||||||
| 950 TOWER LANE SUITE 375 | FOSTER CITY | CA | 94404 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GLORIA A O'BRIEN | ||||||||
| 950 TOWER LANE SUITE 375 | FOSTER CITY | CA | 94404 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN FRIMEL | ||||||||
| 950 TOWER LANE SUITE 375 | FOSTER CITY | CA | 94404 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRIS O'BRIEN | ||||||||
| 950 TOWER LANE SUITE 375 | FOSTER CITY | CA | 94404 | DIRECTOR | 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 | $4,083,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,210,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,210,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,147,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $387 | TotalTaxAmt |
| Distributable Before Adj | $206,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $387 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $443,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $204,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $273,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $356,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $976,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $206,993 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,988 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,213,551 | 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 | $54,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,159,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,725 | ExcessFromYear4Amt |
| Excess From Year3 | $204,819 | ExcessFromYear3Amt |
| Excess From Year2 | $273,687 | ExcessFromYear2Amt |
| Excess From Year1 | $356,899 | ExcessFromYear1Amt |
| Excess From Current Year | $236,988 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS C O'BRIEN | ContributingManagerNm |
| Contributing Manager | GLORIA A O'BRIEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 1069 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ALAN L AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN IRELAND FUND | |||||||
| 211 CONGRESS STREET | BOSTON | CA | 02110 | NONE | PC | GENERAL SUPPORT | $250 |
| ARCHBISHOP'S ANNUAL APPEAL 2015 | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ATHERTON POLICE OFFICERS' ASSOCIATION | |||||||
| 2421 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES CYO | |||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | SPONSORSHIP FOR CYO SUMMER CAMP CAMPERSHIP CAMPAIGN | $10,000 |
| CATHOLIC WORKER HOUSE | |||||||
| 545 CASSIA STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHAPEL OF IMMACULATE CONCEPTION | |||||||
| 3255 FOLSOM STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILD & FAMILY INSTITUTE OF MENLO PARK | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | KRIS GOODRICH GRATITUDE FUND | $5,000 |
| CHILDREN'S INTERNATIONAL FUND | |||||||
| PO BOX 219357 | KANSAS CITY | MO | 64121 | NONE | PC | TWO CHILDREN SUPPORT | $750 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION BLVD | SAN JOSE | CA | 94539 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION BLVD | SAN JOSE | CA | 94539 | NONE | PC | PLEDGE FOR COMMUNITY AND WELLNESS CENTER AND SISTERS RESIDENCE | $10,000 |
| DOMINICAN SISTERS VISION OF HOPE | |||||||
| 1555 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FLINTRIDGE SACRED HEART ACADEMY | |||||||
| 440 SAINT KATHERINE DRIVE LA CANADA | FLINTRIDGE | CA | 91011 | NONE | PC | PLEDGE FOR BUILDING FUND FOR 5 YEARS (2ND INSTALLMENT) | $20,000 |
| HABITAT FOR HUMANITY GREATER SAN FRANCISCO | |||||||
| 645 HARRISON STREET SUITE 201 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HANNA BOYS CENTER | |||||||
| PO BOX 100 | SONOMA | CA | 95476 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOMEAID OF NORTHERN CALIFORNIA | |||||||
| 6210 STONERIDGE MALL ROAD 5TH FLOOR | PLEASANTON | CA | 94558 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ICA (IMMACULATE CONCEPTION ACADEMY) | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ST. MARY PATRICK'S SCHOLARSHIP FUND | $2,000 |
| JUNIPERO SERRA HIGH | |||||||
| 451 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PC | MEMORY OF LARRY ALARY | $1,000 |
| KEITH FRASER MEMORIAL FUND | |||||||
| 2385 BUENA VISTA AVENUE | LIVERMORE | CA | 94550 | NONE | PC | GENERAL SUPPORT | $250 |
| MARYKNOLL FATHERS AND BROTHERS | |||||||
| 16300 FOOTHILL BLVD | SAN LEANDRO | CA | 94578 | NONE | PC | SEEDING OF HOPE YOUTH PROGRAM | $5,000 |
| NORTH COAST OPPORTUNITIES INC | |||||||
| 413 N STATE STREET | UKIAH | CA | 95482 | NONE | PC | RURAL COMMUNITIES CHILD CARE PROGRAM | $2,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $10,000 |
| QUEEN OF THE VALLEY HOSPITAL | |||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAVENSWOOD EDUCATION FUND | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REBUILDING TOGETHER PENINSULA | |||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | GENERAL FUND | $2,500 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALAPARAISO AVENUE | MENLO PARK | CA | 94025 | NONE | PC | ANNUAL FUND | $5,000 |
| SAINT APOLLINARIS CHURCH | |||||||
| 3700 LASSEN STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $500 |
| SISTERS OF MERCY | |||||||
| 2300 ADELINE DRIVE | BURLINGAME | CA | 94010 | NONE | PC | GENERAL SUPPORT | $500 |
| SMILE TRAIN | |||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $500 |
| SPINAL CORD SOCIETY | |||||||
| 115 SOUTHWOOD DRIVE | SCOTTS VALLEY | CA | 95066 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ST ANNE'S HOME (LITTLE SISTERS OF THE POOR) | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST ANTHONY'S CHURCH (PADUA DINING ROOM) | |||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PC | PADUA DINING ROOM | $5,000 |
| ST AUGUSTINE EDUCATIONAL FOUNDATION | |||||||
| 6301 PAIL HIGHWAY | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $250 |
| ST FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST PETER'S CATHOLIC SCHOOL | |||||||
| 1266 FLORIDA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ST PIUS CHURCH | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $30,000 |
| ST PIUS SCHOOL | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | LIFEGUARD FUND - SCHOLARSHIP | $10,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171048 | NONE | PC | TUTORING PROGRAM | $87,883 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| PO BOX 45363 | SAN FRANCISCO | CA | 94145 | NONE | PC | 3RD OF 3 YEAR PLEAGE TO CERTIFIED NURSING ASSISTANT PROGRAM | $41,800 |
| CATHOLIC CHARITIES YOUTH CLUB | |||||||
| 1425 BAY ROAD | EAST PALO ALTO | CA | 94303 | NONE | PC | ST. FRANCIS OF ASSISI YOUTH CLUB | $10,000 |
| BRIDGE HOUSING | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 94108 | NONE | PC | KENT COTWELL AWARD | $10,000 |
| THE PANETTA INSTITUTE | |||||||
| 100 CAMPUS CENTER BUILDING 86E | MONTEREY BAY | CA | 93955 | NONE | PC | SPONSORSHIP OF JEFFERSON-LINCOLN AWARDS DINNER | $9,075 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | BUILDING INDUSTRY TECHNOLOGY ACADEMY | $25,000 |
| SEQUOIA HOSPITAL FOUNDATION | |||||||
| 170 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE PANETTA INSTITUTE | |||||||
| 100 CAMPUS CENTER BUILDING 86E | MONTEREY BAY | CA | 93955 | NONE | PC | GENERAL SUPPORT | $10,650 |
| SAN MATEO POLICE ACTIVITIES LEAGUE | |||||||
| 200 FRANKLIN PKWY | SAN MATEO | CA | 94403 | NONE | PC | GENERAL SUPPORT | $500 |
| CRISTO REY SAN JOSE JESUIT HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST PIUS SCHOOL | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | TUITION ASSISTANCE | $9,000 |
| ST ANNE'S HOME (LITTLE SISTERS OF THE POOR) | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DOMINICAN SISTERS VISION OF HOPE | |||||||
| 1555 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BRUIN WATER POLO FOUNDATION | |||||||
| 8265 SIERRA COLLEGE BLVD SUITE 314 | ROSEVILLE | CA | 95661 | NONE | PC | GENERAL SUPPORT | $499 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PC | HALL OF FAME SCHOLARSHIP DONATION | $10,000 |
| CHILD & FAMILY INSTITUTE OF MENLO PARK | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ARCHBISHOP'S ANNUAL APPEAL 2016 | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | ANNUAL APPEAL | $7,000 |
| SISTERS OF MERCY | |||||||
| 2300 ADELINE DRIVE | BURLINGAME | CA | 94010 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $414,407 | 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 | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,451 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | O'BRIEN FAMILY TRUST OF 2001 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 TOWER LANE SUITE 375 | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $6,511 | Amt |
| Net Investment Income | $3,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,255 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEVEN POST 1316 | $2,138,530 | $2,153,493 |
| SEVEN POST 1324 | $1,160,513 | $1,160,574 |
| SEVEN POST 1407 | $964,815 | $947,208 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIABILITY INSURANCE | $1,039 | $0 | $1,039 |
| FOREIGN SECURITIES FEES | $1,294 | $1,294 | $0 |
| AGENT SERVICE FEES | $41 | $41 | $0 |
| MISCELLANEOUS EXPENSE | $100 | $0 | $100 |
| INTEREST EXPENSE | $47 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $35,680 | $35,680 | $0 |
| ADMINISTRATIVE PROFESSIONAL SERVICES | $50,000 | $25,000 | $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA TAX AND FEE | $180 | $0 | $180 |
| FOREIGN TAXES PAID ON DIVIDENDS | $3,373 | $3,373 | $0 |
| FEDERAL TAX | $13,129 | $0 | $0 |
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