C M CAPITAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- C M CAPITAL FOUNDATION (EIN 77-0583870)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349103979
- Schema version
- 2024v5.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T20:52:04-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
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 | 5250 N PALM AVE STE 300 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943011910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN LABICANE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6503266480 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WILLIAM HEMPHILL | PreparerPersonNm |
| PTIN | P01301997 | PTIN |
| Phone | 5594496300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,482,480 | 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 | $10,899 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,899 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,724 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70,554 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,177 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,795 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,795 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,095 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,368 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,818 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,818 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$256,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,807 | CashBOYAmt |
| Cash EOY | $67,757 | CashEOYAmt |
| Cash EOYFMV | $67,757 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $630,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $321,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $321,153 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,806,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,093,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,093,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,452,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,482,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,482,480 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,082 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,150 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,150 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,438,770 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,472,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,438,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,472,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,452,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,482,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,438,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$256,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $290,711 | OtherIncreasesAmt |
| Subtotal | $4,473,328 | SubtotalAmt |
| Other Decreases | $998 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,472,330 | 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 |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $171,724 | GrossSalesPriceAmt |
| Gain Or Loss | $171,724 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $171,724 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,724 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,835 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,835 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,453 | OverpaymentAmt |
| Applied To ES Tax | $2,453 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 AVENUE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LUCIA CHA | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUSAN LABICANE | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | EXECUTIVE DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH HAMMACK | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | VP & SEC, EXEC DIR | 5.00 | $21,000 | $0 | $0 |
| PRISCILLA CHOU | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SELINA CHA | ||||||||
| 525 UNIVERSITY AVENUE STE 200 | PALO ALTO | CA | 94301 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE MADDING | ||||||||
| 525 UNIVERSITY AVENUE 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $576,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,093,570 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,670,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,670,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,599,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,382 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $153 | IncomeTaxAmt |
| Total Tax | $3,535 | TotalTaxAmt |
| Distributable Before Adj | $226,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $226,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $226,464 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,981 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,120 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,120 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $183,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,603 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILD & FAMILY INSTITUTE | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $500 |
| LITTLE CHILDREN OF THE WORLD | |||||||
| PO BOX 37 | BARNESVILLE | GA | 30204 | NONE | PC | GENERAL SUPPORT | $500 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL SUPPORT | $250 |
| UC SANTA BARBARA FOUNDATION | |||||||
| GIFTS ADMINISTRATION | SANTA BARBARA | CA | 93106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| GIFT SERVICES | LOS ANGELES CA | CA | 90015 | NONE | PC | GENERAL SUPPORT | $250 |
| WILLIAM MARSH RICE UNIVERSITY | |||||||
| 6100 MAIN STREET MS81 | HOUSTON | TX | 77005 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN RED CROSS | |||||||
| 13500 SOUTH POINT BLVD | CHARLOTTE | NC | 28273 | NONE | PC | GENERAL SUPPORT | $250 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE W98-300 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $500 |
| ORTOP | |||||||
| PO BOX 33168 | PORTLAND | OR | 97292 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CONTEMPORARY ASIAN THEATRE SCENE INC | |||||||
| 565 N 5TH STREET | SAN JOSE | CA | 95112 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SAN FRANCISCO CHANTICLEER INC | |||||||
| 44 PAGE STREET SUITE 500 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $100 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE ST SUITE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL SUPPORT | $1,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OUTWARD BOUND CA | |||||||
| 548 MARKET STREET PMB 68876 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AVENIDAS | |||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL SUPPORT | $7,500 |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | GENERAL SUPPORT | $500 |
| GIDEON HAUSNER JEWISH DAY SCHOOL | |||||||
| 450 SAN ANTONIO RD | PALO ALTO | CA | 94306 | NONE | PC | GENERAL SUPPORT | $500 |
| GIDEON HAUSNER JEWISH DAY SCHOOL | |||||||
| 450 SAN ANTONIO RD | PALO ALTO | CA | 94306 | NONE | PC | GENERAL SUPPORT | $518 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL SUPPORT | $500 |
| MIT HILLEL | |||||||
| 40 MASSACHUSETTS AVE BUILDING W11 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL SUPPORT | $500 |
| ALMA EQUINE | |||||||
| 559 MINOR AVE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AVENIDAS | |||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BAYWOOD ELEMENTARY SCHOOL | |||||||
| 600 ALAMEDA DE LAS PULGAS | SAN MATEO | CA | 94402 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BELMONT-REDWOOD SHORES PUBLIC SCHOOL FDN | |||||||
| PO BOX 5196 | BELMONT | CA | 94002 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | GENERAL SUPPORT | $200 |
| HSU FAMILY CHARITABLE FUND INC | |||||||
| 440 BEDMINSTER WAY | THE VILLAGES | FL | 34762 | NONE | PC | GENERAL SUPPORT | $350 |
| (ACVO) VISION FOR ANIMALS FOUNDATION | |||||||
| 14 IMPERIAL PLACE 201 | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LUCILE PACKARD FOUNDATION | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE W98-300 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SUPER JOEY FOUNDATION (BAY AREA CHAPTER) | |||||||
| 516 JETTY WAY | REDWOOD CITY | CA | 94065 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE ORINDA ASSOCIATION | |||||||
| PO BOX 97 | ORINDA | CA | 94563 | NONE | PC | GENERAL SUPPORT | $150 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BAYSIDE ACADEMY PTA | |||||||
| 2025 KEHOE AVE | SAN MATEO | CA | 94403 | NONE | PC | GENERAL SUPPORT | $250 |
| BURLINGAME COMMUNITY FOR EDUCATION FDN | |||||||
| PO BOX 117730 | BURLINGAME | CA | 940117730 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GIDEON HAUSNER JEWISH DAY SCHOOL | |||||||
| 450 SAN ANTONIO RD | PALO ALTO | CA | 94306 | NONE | PC | GENERAL SUPPORT | $500 |
| PALO ALTO PARTNERS IN EDUCATION | |||||||
| 25 CHURCHILL AVE | PALO ALTO | CA | 94306 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $500 |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 S 1ST STREET | SAN JOSE | CA | 95110 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHINESE HOSPITAL ASSOCIATION | |||||||
| 845 JACKSON STREET | SAN FRANCISCO | CA | 94133 | NONE | PC | GENERAL SUPPORT | $500 |
| MONTEREY BAY CHINESE ASSOCIATION | |||||||
| PO BOX 5792 | MONTEREY | CA | 93944 | NONE | PC | GENERAL SUPPORT | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $500 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $500 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF ILLINOIS | |||||||
| 620 EAST JOHN STREET | CHAMPAIGN | IL | 61820 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $5,000 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $2,500 |
| UNIVERSITY OF ALABAMA HUNTSVILLE | |||||||
| 301 SPARKMAN DRIVE SSB 124 | HUNTSVILLE | AL | 35899 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $2,500 |
| UC DAVIS | |||||||
| POBOX 989062 | WEST SACRAMENTO | CA | 957989062 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $5,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $5,000 |
| CALTECH | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $2,500 |
| CAL STATE MONTEREY BAY | |||||||
| MOUNTAIN HALL SUITE C | SEASIDE | CA | 93955 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $5,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | LOS ANGELES | CA | 900744988 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $5,000 |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | |||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 913308307 | NONE | PC | GENERAL SUPPORT FOR SCHOLARSHIPS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,818 | 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 | $10,899 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,899 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,590 | Amt |
| Net Investment Income | $8,795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,795 | 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 | $4,093,570 | BookValueAmt |
| EOYFMV | $4,093,570 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $998 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE | $529 | $0 | $529 |
| POSTAGE | $111 | $0 | $111 |
| OFFICE SUPPLIES | $200 | $0 | $200 |
| FILING FEES | $25 | $0 | $25 |
| INTEREST | $41 | $0 | $41 |
| STATE INCOME TAX - CA | $462 | $0 | $462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Net Investment Income | $70,554 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $286,779 |
| ACCRUAL TO CASH ADJUSTMENT | $3,932 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $5,276 | $0 | $0 |
| FOREIGN TAXES PAID FROM K-1 | $0 | $1,095 | $0 |
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