GREY FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
GREY FAMILY FOUNDATION (EIN 68-0323540)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-08
IRS object ID
201732519349100518
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-08T16:04:08-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946357165PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOWAT MACKIE & ANDERSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946123577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680323540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREY FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MOWAT MACKIE & ANDERSON LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGREYBusinessNameControlTxt
Phone4156081007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S GREYPersonNm
Person TitleCFOPersonTitleTxt
Phone4156081007PhoneNum
Signature2017-08-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E WILSONPreparerPersonNm
PTINP00449883PTIN
Phone5108931120PhoneNum
Preparation2017-08-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.57.231.217IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-29IPDt
IP Tm12:26:11IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1E710611450829782619966490DA8B44E183E824AtSubmissionCreationDeviceId
At Submission Filing Device Id0DD32A72BB9E6491FE0A7D79FDCD244839163C66AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,440,343FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$159,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$159,869DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$683,822NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$813,108GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$683,822CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$843,691TotalRevAndExpnssAmt
Total Net Invst Incm$843,691TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,465AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,465AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$133TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$79OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,677TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,465TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,877TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,665TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$765,814ExcessRevenueOverExpensesAmt
Net Investment Income$843,691NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$496,925SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$585,161SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$585,161SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$824,247CorporateStockBOYAmt
Corporate Stock EOY$1,501,825CorporateStockEOYAmt
Corporate Stock EOYFMV$4,855,182CorporateStockEOYFMVAmt
Total Assets BOY$1,321,172TotalAssetsBOYAmt
Total Assets EOY$2,086,986TotalAssetsEOYAmt
Total Assets EOYFMV$5,440,343TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,321,172RetainedEarningBOYAmt
Retained Earning EOY$2,086,986RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,321,172TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,086,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,321,172TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,086,986TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,321,172TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$765,814ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,086,986SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,086,986TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHEVRON CORPORATIONP1996-12-242016-08-25$407,206$69,260$337,946$337,946
CHEVRON CORPORATIONP1996-12-242016-09-30$405,902$60,026$345,876$345,876
FieldValueIRS element (for citing)
Capital Gain Net Income$683,822CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$198,717AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,792,428NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041465DistributionYr1Rt
Adjusted Qlfy Distri Yr2$192,485AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,377,553NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035794DistributionYr2Rt
Adjusted Qlfy Distri Yr3$182,940AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,092,206NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035925DistributionYr3Rt
Adjusted Qlfy Distri Yr4$193,505AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,430,912NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043672DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,795AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,203,218NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022791DistributionYr5Rt
Total Distribution0.179647TotalDistributionRt
Average Distribution0.035929AverageDistributionRt
Net Vl Noncharitable Assets$4,771,412NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$171,432AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,437NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$179,869AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,665QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,874InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,874SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,874TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,640EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$20,000AppliedToEsTaxAmt
Total Payments And Credits$21,640TotalPaymentsAndCreditsAmt
Overpayment$4,766OverpaymentAmt
Applied To ES Tax$4,766AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS P GREYIndividualWithBooksNm
Phone4156081007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MOWAT MACKIE ANDERSON 1999AddressLine1Txt
Address Line2HARRISON ST SUITE 1500AddressLine2Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12015UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET GREY
100 THORNDALE DRIVE 112SAN RAFAELCA94903PRESIDENT5.00$0$0$0
CAROLYN K GREY
2 MT TIBURONTIBURONCA94920SECRETARY1.00$0$0$0
RICHARD S GREY
90 NEDS WAYTIBURONCA94920CFO2.00$0$0$0
DOUGLAS GREY
2 MT TIBURONTIBURONCA94920TRUSTEE2.00$0$0$0
AMANDA GREY TIMAR
201 OVERLOOK DRIVESANTA CRUZCA95060TRUSTEE1.00$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

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$4,293,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$550,442AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,844,073TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,844,073AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,661CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,771,412NetVlNoncharitableAssetsAmt
Minimum Investment Return$238,571MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$238,571MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,874TaxBasedOnInvestmentIncomeAmt
Total Tax$16,874TotalTaxAmt
Distributable Before Adj$221,697DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$221,697DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$221,697DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,665ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,665QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,665AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$221,697DistributableAsAdjustedAmt
Undistributed Income PY$150,317UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$77,665QualifyingDistributionsAmt
Applied To Year1$77,665AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
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$72,652Taxable2Amt
Undistributed Income CY$221,697UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL UNDER 5000
AVAILABLE UPON REQUESTOAKLANDCA94612N/APUBLIC CHARITYPROGRAM SUPPORT$54,200
OPERATION ACCESS
1119 MARKET STREET 400SAN FRANCISCOCA94103N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
DISCOVERY MUSEUM
557 MCREYNOLDS ROADSAUSALITOCA94965N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
GREAT FALLS PUBLIC SCHOOLS FOUNDATION
PO BOX 2429GREAT FALLSMT59403N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$159,869ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$683,822ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$843,691ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$843,691TotalIncomeProducingActyAmt

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$3,465Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,465DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF PART VII-B LINE 2FormAndLineReferenceDesc
Medium ExplanationAS THE FAILURE TO DISTRIBUTE ALL OF 2015 INCOME WAS DUE TO SERIOUS ILLNESS OF THE FOUNDATION PRESIDENT, THE FOUNDATION IS REQUESTING ABATEMENT OF PENALTY ON TIMELY FILED FORM 4720.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANKAMERICA CORP-4000 SHARES$22,392$88,400
CHEVRONTEXACO-19188 SHARES$132,132$2,258,428
GENERAL ELECTRIC CO-3000 SHARES$52,380$94,800
IBM-4650 SHARES$144,757$771,854
APPLE INC-7000 SHARES$343,300$810,740
VANGUARD 500 INDEX-4023 SHARES$806,864$830,960

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$10$0$0
ATTORNEY GENERAL REGISTRY OF CHARITABLE TRUSTS$50$0$0
SECRETARY OF STATE$20$0$0
ROUNDING-$1$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$133Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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