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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T20:52:04-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15250 N PALM AVE STE 300AddressLine1Txt
CityFRESNOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770583870EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CM CAPITAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCMCABusinessNameControlTxt
Phone6503266480PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVE 200AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP943011910ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN LABICANEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6503266480PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL WILLIAM HEMPHILLPreparerPersonNm
PTINP01301997PTIN
Phone5594496300PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,482,480FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10,899InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,899InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$171,724GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$171,724CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$70,554OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,899TotalRevAndExpnssAmt
Total Net Invst Incm$253,177TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$21,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$21,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,590AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,795AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,795AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,276TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,095TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,368OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,368OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,234TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,890TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,163TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,818ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,818ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,890TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$252,981TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$256,153ExcessRevenueOverExpensesAmt
Net Investment Income$243,287NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,807CashBOYAmt
Cash EOY$67,757CashEOYAmt
Cash EOYFMV$67,757CashEOYFMVAmt
Sav And Temp Cash Invst BOY$630,254SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$321,153SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$321,153SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,806,791OtherInvestmentsBOYAmt
Other Investments EOY$4,093,570OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,093,570OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,452,852TotalAssetsBOYAmt
Total Assets EOY$4,482,480TotalAssetsEOYAmt
Total Assets EOYFMV$4,482,480TotalAssetsEOYFMVAmt
Accounts Payable BOY$14,082AccountsPayableBOYAmt
Accounts Payable EOY$10,150AccountsPayableEOYAmt
Total Liabilities BOY$14,082TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,150TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,438,770NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,472,330NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,438,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,472,330TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,452,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,482,480TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,438,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$256,153ExcessRevenueOverExpensesAmt
Other Increases$290,711OtherIncreasesAmt
Subtotal$4,473,328SubtotalAmt
Other Decreases$998OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,472,330TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPARTNERSHIP GAIN/LOSSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$171,724GrossSalesPriceAmt
Gain Or Loss$171,724GainOrLossAmt
Gains Minus Excess Or Losses$171,724GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$171,724CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,382InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,382SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,382TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,835EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,835TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,453OverpaymentAmt
Applied To ES Tax$2,453AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.CMCAPITALFOUNDATION.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503266480PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVENUEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN C COUCH
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301DIRECTOR0.50$0$0$0
LUCIA CHA
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301PRESIDENT & DIRECTOR0.50$0$0$0
SUSAN LABICANE
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301EXECUTIVE DIRECTOR0.50$0$0$0
ELIZABETH HAMMACK
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301VP & SEC, EXEC DIR5.00$21,000$0$0
PRISCILLA CHOU
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301DIRECTOR0.50$0$0$0
SELINA CHA
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301DIRECTOR0.50$0$0$0
BRUCE MADDING
525 UNIVERSITY AVENUE STE 200PALO ALTOCA94301CHAIRMAN & DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$576,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,093,570FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,670,024TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,670,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,050CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,599,974NetVlNoncharitableAssetsAmt
Minimum Investment Return$229,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$229,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,382TaxBasedOnInvestmentIncomeAmt
Income Tax$153IncomeTaxAmt
Total Tax$3,535TotalTaxAmt
Distributable Before Adj$226,464DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$226,464DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$226,464DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,981ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$252,981QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$226,464DistributableAsAdjustedAmt
Undistributed Income PY$69,120UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$252,981QualifyingDistributionsAmt
Applied To Year1$69,120AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$183,861AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$42,603UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH HAMMACKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1525 UNIVERSITY AVENUE STE 200AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6503266480RecipientPhoneNum
Form And Info And MaterialsCALL TO REQUEST WRITTEN APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY 15, APRIL 15, JULY 15, AND OCTOBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILD & FAMILY INSTITUTE
330 RAVENSWOOD AVENUEMENLO PARKCA94025NONEPCGENERAL SUPPORT$500
LITTLE CHILDREN OF THE WORLD
PO BOX 37BARNESVILLEGA30204NONEPCGENERAL SUPPORT$500
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301NONEPCGENERAL SUPPORT$250
UC SANTA BARBARA FOUNDATION
GIFTS ADMINISTRATIONSANTA BARBARACA93106NONEPCGENERAL SUPPORT$1,000
UNIVERSITY OF SOUTHERN CALIFORNIA
GIFT SERVICESLOS ANGELES CACA90015NONEPCGENERAL SUPPORT$250
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STREET MS81HOUSTONTX77005NONEPCGENERAL SUPPORT$2,000
AMERICAN RED CROSS
13500 SOUTH POINT BLVDCHARLOTTENC28273NONEPCGENERAL SUPPORT$250
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVE W98-300CAMBRIDGEMA02139NONEPCGENERAL SUPPORT$2,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVESAN JOSECA95125NONEPCGENERAL SUPPORT$500
ORTOP
PO BOX 33168PORTLANDOR97292NONEPCGENERAL SUPPORT$2,000
CONTEMPORARY ASIAN THEATRE SCENE INC
565 N 5TH STREETSAN JOSECA95112NONEPCGENERAL SUPPORT$2,000
SAN FRANCISCO CHANTICLEER INC
44 PAGE STREET SUITE 500SAN FRANCISCOCA94102NONEPCGENERAL SUPPORT$100
REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE ST SUITE 8000ANN ARBORMI48109NONEPCGENERAL SUPPORT$1,000
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305NONEPCGENERAL SUPPORT$1,000
OUTWARD BOUND CA
548 MARKET STREET PMB 68876SAN FRANCISCOCA94104NONEPCGENERAL SUPPORT$5,000
AVENIDAS
450 BRYANT STREETPALO ALTOCA94301NONEPCGENERAL SUPPORT$7,500
CHILDREN'S HEALTH COUNCIL
650 CLARK WAYPALO ALTOCA94304NONEPCGENERAL SUPPORT$500
GIDEON HAUSNER JEWISH DAY SCHOOL
450 SAN ANTONIO RDPALO ALTOCA94306NONEPCGENERAL SUPPORT$500
GIDEON HAUSNER JEWISH DAY SCHOOL
450 SAN ANTONIO RDPALO ALTOCA94306NONEPCGENERAL SUPPORT$518
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035NONEPCGENERAL SUPPORT$500
MIT HILLEL
40 MASSACHUSETTS AVE BUILDING W11CAMBRIDGEMA02139NONEPCGENERAL SUPPORT$500
ALMA EQUINE
559 MINOR AVESAN JOSECA95125NONEPCGENERAL SUPPORT$1,000
AVENIDAS
450 BRYANT STREETPALO ALTOCA94301NONEPCGENERAL SUPPORT$50,000
BAYWOOD ELEMENTARY SCHOOL
600 ALAMEDA DE LAS PULGASSAN MATEOCA94402NONEPCGENERAL SUPPORT$1,000
BELMONT-REDWOOD SHORES PUBLIC SCHOOL FDN
PO BOX 5196BELMONTCA94002NONEPCGENERAL SUPPORT$1,000
CHILDREN'S HEALTH COUNCIL
650 CLARK WAYPALO ALTOCA94304NONEPCGENERAL SUPPORT$200
HSU FAMILY CHARITABLE FUND INC
440 BEDMINSTER WAYTHE VILLAGESFL34762NONEPCGENERAL SUPPORT$350
(ACVO) VISION FOR ANIMALS FOUNDATION
14 IMPERIAL PLACE 201PROVIDENCERI02903NONEPCGENERAL SUPPORT$1,000
LUCILE PACKARD FOUNDATION
400 HAMILTON AVE SUITE 340PALO ALTOCA94301NONEPCGENERAL SUPPORT$40,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVE W98-300CAMBRIDGEMA02139NONEPCGENERAL SUPPORT$2,000
SUPER JOEY FOUNDATION (BAY AREA CHAPTER)
516 JETTY WAYREDWOOD CITYCA94065NONEPCGENERAL SUPPORT$1,000
THE ORINDA ASSOCIATION
PO BOX 97ORINDACA94563NONEPCGENERAL SUPPORT$150
UCLA FOUNDATION
10889 WILSHIRE BLVD STE 1000LOS ANGELESCA90024NONEPCGENERAL SUPPORT$1,000
BAYSIDE ACADEMY PTA
2025 KEHOE AVESAN MATEOCA94403NONEPCGENERAL SUPPORT$250
BURLINGAME COMMUNITY FOR EDUCATION FDN
PO BOX 117730BURLINGAMECA940117730NONEPCGENERAL SUPPORT$1,000
GIDEON HAUSNER JEWISH DAY SCHOOL
450 SAN ANTONIO RDPALO ALTOCA94306NONEPCGENERAL SUPPORT$500
PALO ALTO PARTNERS IN EDUCATION
25 CHURCHILL AVEPALO ALTOCA94306NONEPCGENERAL SUPPORT$1,000
WORLD CENTRAL KITCHEN INC
PO BOX 96538WASHINGTONDC20090NONEPCGENERAL SUPPORT$500
SACRED HEART COMMUNITY SERVICE
1381 S 1ST STREETSAN JOSECA95110NONEPCGENERAL SUPPORT$2,000
CHINESE HOSPITAL ASSOCIATION
845 JACKSON STREETSAN FRANCISCOCA94133NONEPCGENERAL SUPPORT$500
MONTEREY BAY CHINESE ASSOCIATION
PO BOX 5792MONTEREYCA93944NONEPCGENERAL SUPPORT$50,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPCGENERAL SUPPORT$500
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305NONEPCGENERAL SUPPORT$500
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305NONEPCGENERAL SUPPORT$500
UNIVERSITY OF ILLINOIS
620 EAST JOHN STREETCHAMPAIGNIL61820NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$5,000
PURDUE UNIVERSITY
610 PURDUE MALLWEST LAFAYETTEIN479072040NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$2,500
UNIVERSITY OF ALABAMA HUNTSVILLE
301 SPARKMAN DRIVE SSB 124HUNTSVILLEAL35899NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$2,500
UC DAVIS
POBOX 989062WEST SACRAMENTOCA957989062NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$5,000
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95053NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$5,000
CALTECH
1200 E CALIFORNIA BLVDPASADENACA91125NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$2,500
CAL STATE MONTEREY BAY
MOUNTAIN HALL SUITE CSEASIDECA93955NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$5,000
UC REGENTS
UNIVERSITY OF CALIFORNIA BERKELEYLOS ANGELESCA900744988NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$5,000
CALIFORNIA STATE UNIVERSITY NORTHRIDGE
18111 NORDHOFF STREETNORTHRIDGECA913308307NONEPCGENERAL SUPPORT FOR SCHOLARSHIPS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,818TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,899ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,899ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,899TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$17,590Amt
Net Investment Income$8,795NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,795DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN CMC MASTER FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,093,570BookValueAmt
EOYFMV$4,093,570EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASESDesc
Amt$998Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Net Investment Income$70,554NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN$286,779
ACCRUAL TO CASH ADJUSTMENT$3,932

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAXES$5,276$0$0
FOREIGN TAXES PAID FROM K-1$0$1,095$0

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