PORTOLA VALLEY SCHOOLS FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: PORTOLA VALLEY SCHOOLS FOUNDATION (EIN 93-1012148)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-10
IRS object ID: 201731309349301768
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
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-10T09:17:28-07:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Ledwith Houghton & Co CPAs	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	643 Bair Island Rd 105	AddressLine1Txt
City	Redwood City	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94063	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	931012148	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PORTOLA VALLEY SCHOOLS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PORT	BusinessNameControlTxt
Phone	6508511777	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4575 ALPINE ROAD	AddressLine1Txt
City	PORTOLA VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94028	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Heather Prelle	PersonNm
Person Title	Treasurer	PersonTitleTxt
Signature	2017-05-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PHYLLIS PENNY KATZ CPA	PreparerPersonNm
PTIN	P01216570	PTIN
Phone	6503061400	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	$1,322,356	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
All Affiliates Included	false	AllAffiliatesIncludedInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	http://www.pvschoolsfoundation.org/	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1989	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	The Portola Valley Schools Foundation seeks to provide general financial support for the Portola Valley School District. See statement.	ActivityOrMissionDesc
Voting Members Governing Body	31	VotingMembersGoverningBodyCnt
Voting Members Independent	31	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	100	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,051,775	PYContributionsGrantsAmt
CY Contributions Grants	$1,044,327	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$40,946	PYInvestmentIncomeAmt
CY Investment Income	$86,883	CYInvestmentIncomeAmt
PY Other Revenue	$416,473	PYOtherRevenueAmt
CY Other Revenue	-$13,873	CYOtherRevenueAmt
PY Total Revenue	$1,509,194	PYTotalRevenueAmt
CY Total Revenue	$1,117,337	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,266,748	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,108,555	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$13,259	CYTotalFundraisingExpenseAmt
PY Other Expenses	$33,138	PYOtherExpensesAmt
CY Other Expenses	$72,666	CYOtherExpensesAmt
PY Total Expenses	$1,299,886	PYTotalExpensesAmt
CY Total Expenses	$1,181,221	CYTotalExpensesAmt
PY Revenues Less Expenses	$209,308	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$63,884	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,235,091	TotalAssetsBOYAmt
Total Assets EOY	$5,126,606	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,235,091	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,126,606	NetAssetsOrFundBalancesEOYAmt
Mission	The Portola Valley Schools Foundation seeks to provide general financial support for the Portola Valley School District. See statement.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,108,555	ExpenseAmt
Grant	$1,108,555	GrantAmt
Desc	The Portola Valley Schools Foundation was formed in December 1989 to raise money to supplement the funds allocated to the Portola Valley School District by the State of California and to provide Portola Valley Schools with funds to enhance educational opportunities for its students. The funds are distributed to the Portola Valley School District as requested by the School Board of Trustees consistent with the operation of a tax exempt foundation.	Desc
Total Program Service Expenses	$1,108,555	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	31	GoverningBodyVotingMembersCnt
Independent Voting Member	31	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	false	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Heather Prelle	PersonNm
Phone	6508511777	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4575 Alpine Road	AddressLine1Txt
City	Portola Valley	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94028	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
RANDY VON FELDT
PAST PRESIDENT	5.00	0.00	Yes (X)	$0	$0	$0
ANDREW BARROWS
Director	5.00	0.00	Yes (X)	$0	$0	$0
Hilary Duwe
CAMPAIGN CO-CH	5.00	0.00	Yes (X)	$0	$0	$0
Hilary Harmssen
CAMPAIGN CO-CH	5.00	0.00	Yes (X)	$0	$0	$0
Geoff Crouse
CAMPAIGN CO-CH	5.00	0.00	Yes (X)	$0	$0	$0
Tricia Christensen
Past President	5.00	0.00	Yes (X)	$0	$0	$0
MARK DAHM
Director	5.00	0.00	Yes (X)	$0	$0	$0
Michelle Bellomo
ENDOW CO CHAIR	5.00	0.00	Yes (X)	$0	$0	$0
Aimee Armsby
Director	5.00	0.00	Yes (X)	$0	$0	$0
HERIBERTO DIARTE
Director	5.00	0.00	Yes (X)	$0	$0	$0
GWYN DILDAY
Director	5.00	0.00	Yes (X)	$0	$0	$0
KARYN ELLIS
Director	5.00	0.00	Yes (X)	$0	$0	$0
SUZANNE KAVERT
Director	5.00	0.00	Yes (X)	$0	$0	$0
TODD SCHEUER
Director	5.00	0.00	Yes (X)	$0	$0	$0
Jenni Farrell
Director	5.00	0.00	Yes (X)	$0	$0	$0
Katherine Gilpin
Director	5.00	0.00	Yes (X)	$0	$0	$0
Megan Koch
Director	5.00	0.00	Yes (X)	$0	$0	$0
Wendy McAdam
Director	5.00	0.00	Yes (X)	$0	$0	$0
Ginger Pistilli
Director	5.00	0.00	Yes (X)	$0	$0	$0
Erin Sanders
Director	5.00	0.00	Yes (X)	$0	$0	$0
LESLIE SKANBERG
ENDOW CO-CHAIR	5.00	0.00	Yes (X)	$0	$0	$0
Amy Shimer
Director	5.00	0.00	Yes (X)	$0	$0	$0
CATE STYER
Director	5.00	0.00	Yes (X)	$0	$0	$0
SUE TEN
Director	5.00	0.00	Yes (X)	$0	$0	$0
SARAH VINCENZO
Director	5.00	0.00	Yes (X)	$0	$0	$0
LACEY WISMER
Director	5.00	0.00	Yes (X)	$0	$0	$0
RICH ZAMBOLDI
Director	5.00	0.00	Yes (X)	$0	$0	$0
Beth Gillbrand
President	7.00	0.00		$0	$0	$0	Yes (X)
Heather Prelle
CFO	7.00	0.00		$0	$0	$0	Yes (X)
Bob Kavanaugh
President	7.00	0.00		$0	$0	$0	Yes (X)
Jami Worthington
Secretary	5.00	0.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,044,327	AllOtherContributionsAmt
Total Contributions	$1,044,327	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$86,883	TotalRevenueColumnAmt
Exclusion	$86,883	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$190,758	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$205,019	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,261	TotalRevenueColumnAmt
Exclusion	-$14,261	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER MISC REVENUE	Desc
Total Revenue Column	$388	TotalRevenueColumnAmt
Related Or Exempt Func Income	$388	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$388	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,117,337	TotalRevenueColumnAmt
Related Or Exempt Func Income	$388	RelatedOrExemptFuncIncomeAmt
Exclusion	$72,622	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,108,555	TotalAmt
Program Services	$1,108,555	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$29,372	TotalAmt
Management And General	$29,372	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,630	TotalAmt
Management And General	$2,281	ManagementAndGeneralAmt
Fundraising	$9,349	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,721	TotalAmt
Management And General	$4,721	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CREDIT CARD FEES	$7,364	$7,364
WEBSITE	$7,299	$7,299
HOSPITALITY	$4,428	$4,428
IT- OTHER	$3,910		$3,910

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,942	TotalAmt
Management And General	$3,942	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,181,221	TotalAmt
Program Services	$1,108,555	ProgramServicesAmt
Management And General	$59,407	ManagementAndGeneralAmt
Fundraising	$13,259	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$135,834	BOYAmt
EOY	$14,948	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,193,677	BOYAmt
EOY	$1,424,200	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,905,580	BOYAmt
EOY	$3,687,458	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,235,091	BOYAmt
EOY	$5,126,606	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,556,415	BOYAmt
EOY	$2,447,930	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,678,676	BOYAmt
EOY	$2,678,676	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,235,091	BOYAmt
EOY	$5,126,606	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,235,091	BOYAmt
EOY	$5,126,606	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$63,884	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$44,601	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,083,231	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,891,384	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,084,233	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,051,775	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,044,327	CurrentTaxYearAmt
Total	$6,154,950	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,083,231	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,891,384	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,084,233	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,051,775	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,044,327	CurrentTaxYearAmt
Total	$6,154,950	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$6,154,950	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$140,602	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$137,080	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$92,362	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,946	CurrentTaxYearMinus1YearAmt
Current Tax Year	$86,883	CurrentTaxYearAmt
Total	$497,873	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,215	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,540	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,031	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$388	CurrentTaxYearAmt
Total	$42,174	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$6,694,997	TotalSupportAmt
Public Support CY170	0.91930	PublicSupportCY170Pct
Public Support PY170	0.89580	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,678,676	BeginningYearBalanceAmt
End Year Balance	$2,678,676	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,678,676	BeginningYearBalanceAmt
End Year Balance	$2,678,676	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,678,676	BeginningYearBalanceAmt
End Year Balance	$2,678,676	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,278,676	BeginningYearBalanceAmt
Contributions	$400,000	ContributionsAmt
End Year Balance	$2,678,676	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,248,676	BeginningYearBalanceAmt
Contributions	$30,000	ContributionsAmt
End Year Balance	$2,278,676	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	false	RelatedOrgListSchRInd
Total Rev Etc Audited Fincl Stmt	$1,322,356	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$205,019	OtherRevenueAmt
Revenue Not Reported	$205,019	RevenueNotReportedAmt
Revenue Subtotal	$1,117,337	RevenueSubtotalAmt
Total Revenue Per Form990	$1,117,337	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,386,240	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$205,019	OtherExpensesIncludedAmt
Expenses Not Reported	$205,019	ExpensesNotReportedAmt
Expenses Subtotal	$1,181,221	ExpensesSubtotalAmt
Total Expenses Per Form990	$1,181,221	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.	The PVSF endowment is intended to foster excellence in teaching, augment the core curriculum and promote a balanced education in the Portola Valley School District.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990	SPECIAL EVENT EXPENSES NET TO INCOME $205019
Part XII, Line 2d: Other expenses and losses per audited F/S	SPECIAL EVENT EXPENSES NET TO INCOME $205019

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agrmt Prof Fundraising Acty	false	AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	8TH GRADE TRIP	Event1Nm
Gross Receipts Event1	$186,144	GrossReceiptsEvent1Amt
Gross Revenue Event1	$186,144	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$165,912	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$186,144	GrossReceiptsTotalAmt
Gross Revenue Total Events	$186,144	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$165,912	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$165,912	DirectExpenseSummaryEventsAmt
Net Income Summary	$20,232	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PORTOLA VALLEY SCHOOL DISTRICT	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4575 Alpine Road	AddressLine1Txt
City	PORTOLA VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94028	ZIPCd

Field	Value	IRS element (for citing)
Cash Grant	$1,108,555	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Valuation Method Used	CASH GRANT	ValuationMethodUsedDesc
Purpose Of Grant	to provide general financial support	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Grantmaker's Description of How Grants are Used	FormAndLineReferenceDesc
Explanation	Grants are provided to the Portola Valley School District for uses approved by the district governing board to meet the educational needs of the district. Bi-monthly meetings are held during the school year between members of the the Foundation board, the district administration and the district governing board to ensure the proper use of these funds.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Client Note 1	Client Note 1 - Form 990 Part VI Other Information - Line 82bThe value of time has not been recognized as revenue and offsettingexpenses in the tax return. Due to the varying nature of the work, itis not practical for the Foundation to value such time.The value of use of facilities has not been recognized as revenue andoffsetting expenses in the tax return.The Portola Valley Schools Foundation seeks to provide general financial support for the Portola Valley School District in order to provide and maintain consistently high quality educational opportunities for the children of Ormondale and Corte Madera Schools. See stmt . By fundraising through annual campaigns, the endowment, events and community business partnerships, the Foundation raises money to pay for essential educational programs and for innovative teacher and district projects.The Foundation is committed to conducting its fundraising in a manner that supports the districts efforts, fosters cooperation among all district organizations, and increases awareness of the need for private funds for public education in California. Anyone can support the Foundation. We thank all the parents, grandparents, friends, staff, teachers, businesses and community members who have shared in our vision for our children.
Client Note 2	Client Note 2 - ORGANIZATION MISSIONThe Portola Valley Schools Foundation seeks to provide general financial support for the Portola Valley School District in order to provide and maintain consistently high quality educational opportunities for the children of Ormondale and Corte Madera Schools. By fundraising through annual campaigns, the endowment, events, community business partnerships and eScrip, the Foundation raises money to pay for essential educational programs and for innovative teacher and district projects.The Foundation is committed to conducting its fundraising in a manner that supports the districts efforts, fosters cooperation among all district organizations, and increases awareness of the need for private funds for public education in California. Anyone can support the Foundation. We thank all the parents, grandparents, friends, staff, teachers, businesses and community members who have shared in our vision for our children.
Form 990, Part VI, Line 11b: Form 990 Review Process	FORM 990 WAS AVAILABLE TO BOARD MEMBERS ON THE ORGANIZATION'S "XDROPBOX" WEBSITEBOARD MEMBERS WERE INFORMED OF THIS BY EMAIL IN A TIMELY MANNER.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	AVAILABLE IN FOUNDATION'S OFFICE AND ON PUBLIC WEBSITE at http://www.pvschoolsfoundation.org/
GOODS AND SERVICES PROVIDED IN EXCESS OF $75	EVERY OTHER YEAR THE FOUNDATION RAISES FUNDS THROUGH AN AUCTION OF GOODS AND SERVICES. THE FOUNDATION'S RECEIPT FOR AUCTION PAYMENTS BY BUYERS INCLUDES A STATEMENT OF AMOUNTS PAID FOR THOSE GOODS AND SERVICES.
NON CASH DONATIONS FOR AUCTION	THE FOUNDATION RECEIVES DONATIONS OF GOODS AND SERVICES WHICH IT AUCTIONS AT THEIR MAJOR FUND RAISING EVENT. BECAUSE OF THE DIFFICULTY IN VALUING THESE ITEMS, THEY ARE NOT INCLUDED IN DONATION REVENUES.
SECURITIES HELD FOR INVESTMENT	Endowment Funds are held in a Vanguard Investment Account. This account is investment in a balanced portfolio of fixed income and equity investments.Additional endowment funds are held in cash equivalents.