THE 1440 FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE 1440 FOUNDATION (EIN 77-0456449)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349101132
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T18:32:57-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770456449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1440 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1440 | BusinessNameControlTxt |
| Phone | 5107080663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3141 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN BAKER | PersonNm |
| Person Title | TREASURER/SECRETARY | PersonTitleTxt |
| Phone | 5107080663 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,312,194 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,636,709 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,935 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,930 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26,935 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $732,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $732,375 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $732,375 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,308,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,329,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,207,788 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $316,381 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $316,381 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $316,381 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,021,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,283,474 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,075,691 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $222,883 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $222,883 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,828 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,828 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $152,964 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $152,964 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,161,567 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $36,469 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,125,098 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $78 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $78 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $78 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $234,704 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $214,704 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $20,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $700 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $700 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,656 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,656 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $119,805 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $119,805 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $16,220 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $16,220 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,804,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,415,607 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,423,312 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $381,336 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,746,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,452,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,675,263 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,070,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,996,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,452,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,675,263 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,320,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,025,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,831,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,420,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,308,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,308,898 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $97,835 | AcctRcvblAmt |
| Acct Rcvbl EOY | $97,835 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $97,835 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $178,953 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $216,197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $216,197 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,964,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,716,762 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,716,762 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $39,771,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,665,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,665,613 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $34,641,014 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,200 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,315,829 | LandBOYAmt |
| Land EOY | $34,636,814 | LandEOYAmt |
| Land EOYFMV | $34,636,814 | LandEOYFMVAmt |
| Other Assets BOY | $297,386 | OtherAssetsBOYAmt |
| Other Assets EOY | $670,075 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $670,075 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,949,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,312,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,312,194 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,361,308 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,191,346 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $4,117,823 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $3,595,405 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $30,182 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,336 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,509,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,835,087 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $82,439,974 | UnrestrictedBOYAmt |
| Unrestricted EOY | $93,477,107 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,439,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,477,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,949,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,312,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,439,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,025,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226,319 | OtherIncreasesAmt |
| Subtotal | $93,691,361 | SubtotalAmt |
| Other Decreases | $214,254 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $93,477,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - FROM PMA 301188 | P | $41,648,374 | $41,748,251 | -$99,877 | -$99,877 |
| PUBLICLY TRADED SECURITIES - FROM RJJ 300418 | P | $964,823 | $972,068 | -$7,245 | -$7,245 |
| PUBLICLY TRADED SECURITIES - FROM PMA 3001188 | P | $9,964,736 | $9,471,509 | $493,227 | $493,227 |
| PUBLICLY TRADED SECURITIES - FROM RJJ 300418 | P | $1,502,405 | $1,481,663 | $20,742 | $20,742 |
| CAPITAL GAINS DISTRIBUTION | P | $944,785 | $944,785 | $944,785 | |
| PASSTHROUGH FROM LEGACY VENTURES VI | P | $2,227 | $2,227 | $2,227 | |
| PASSTHROUGH FROM WOLFF REAL ESTATE PARTNERS | P | $44,706 | -$44,706 | -$44,706 | |
| PASSTHROUGH FROM LEGACY VENTURES VI | P | $41,362 | $41,362 | $41,362 | |
| GAIN ON DISPOSITION OF WOLFF REAL ESTATE | P | $1,158,525 | $1,158,525 | $1,158,525 | |
| PASSTHROUGH 1231 FROM WOLFF REAL ESTATE | P | $50,130 | $100,933 | -$50,803 | -$50,803 |
| PASSTHROUGH FROM SILVER LAKE WATERMAN FUND | P | $311 | $311 | $311 | |
| PASSTHROUGH FROM SILVER LAKE WATERMAN FUND | P | $51,632 | $51,632 | $51,632 | |
| LOSS ON DISPOSITION OF IF YOU CAN COMPANY | P | $302,392 | -$302,392 | -$302,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,207,788 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$104,584 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,489,366 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,875,133 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.205227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,317,666 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,222,494 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.374290 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,188,118 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,639,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,179,287 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,257,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $264,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,060,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013204 | DistributionYr5Rt |
| Total Distribution | 0.737987 | TotalDistributionRt |
| Average Distribution | 0.147597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,891,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,758,507 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,313 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,776,820 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,491,129 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,466 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $57,466 | TotalPaymentsAndCreditsAmt |
| Overpayment | $39,153 | OverpaymentAmt |
| Applied To ES Tax | $39,153 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOAN KRIENS | IndividualWithBooksNm |
| Phone | 5107080663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3141 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN KRIENS | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| SCOTT KRIENS | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | VICE PRESIDENT | 20.00 | $0 | $0 | $0 |
| KEN BAKER | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | TREASURER/ SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SARLEY ENTERPRISES | |||||
| 294 WHITE HILL ROAD | HILLSDALE | NY | 12529 | CONSULTING | $503,002 |
| GERALD YATES | |||||
| 2017 MADRONE | VISTA | CA | 92084 | CONSULTING FOR DEVCO | $489,457 |
| DAVE ALLEN | |||||
| 1424 MOUNT VEEDER ROAD | NAPA | CA | 94558 | CONSULTING FOR DEVCO | $147,333 |
| HARDIE HARWOOD LANDSCAPE ARCHITECTURE | |||||
| 13265 N EASTSHORE DRIVE | SYRACUSE | IN | 46567 | LANDSCAPE DESIGN FOR DEVCO | $127,120 |
| JAMES P ALLEN & ASSOCIATES | |||||
| 611 MISSION STREET | SANTA CRUZ | CA | 95060 | CONSULTING FOR DEVCO | $111,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OFFER EDUCATIONAL CONFERENCES AND PROGRAMS FOCUSED ON WHOLE PERSON DEVELOPMENT. FOUNDATION IS IN PROCESS OF BUILDING NEW SCHOOL FOR THEIR EDUCATIONAL PROGRAMS. | Description1Txt |
| Expenses1 | $17,673,341 | 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 | $45,743,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,760,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,497,213 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,001,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,001,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,110,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,891,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,644,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,320,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $17,170,339 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $19,491,129 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,313 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,472,816 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $178,481 | Year1Amt |
| Year2 | $733,693 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $912,174 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $151,709 | Year1Amt |
| Year2 | $623,639 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $775,348 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,491,129 | CurrentYearAmt |
| Year1 | $4,557,548 | Year1Amt |
| Year2 | $8,385,022 | Year2Amt |
| Year3 | $2,206,158 | Year3Amt |
| Total | $34,639,857 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,834,257 | CurrentYearAmt |
| Year1 | $888,645 | Year1Amt |
| Year2 | $1,322,513 | Year2Amt |
| Year3 | $2,206,158 | Year3Amt |
| Total | $6,251,573 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,656,872 | CurrentYearAmt |
| Year1 | $3,668,903 | Year1Amt |
| Year2 | $7,062,509 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $28,388,284 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,429,703 | CurrentYearAmt |
| Year1 | $729,171 | Year1Amt |
| Year2 | $740,750 | Year2Amt |
| Year3 | $754,653 | Year3Amt |
| Total | $4,654,277 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN KRIENS | ContributingManagerNm |
| Contributing Manager | SCOTT KRIENS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 WEST VAN BUREN STREET STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT BEST PRACTICES IN ACADEMIC, SOCIAL AND EMOTIONAL LEARNING | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $732,375 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100,933 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,510,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100,937 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,585,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,686,805 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INCOME REPORTED ON LINE 3E IS RELATED TO INTEREST ON MUNICIPAL BONDS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 1 | 2440 W EL CAMINO REAL 300 | MOUNTAIN VIEW | CA | 94040 | $433,145 | Yes (X) | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2 | 2440 W EL CAMINO REAL 300 | MOUNTAIN VIEW | CA | 94040 | $11,203,564 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $11,203,564 | FairMarketValueAmt |
| Received | 2015-01-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $152,964 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $152,964 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN MARKETABLE SECURITIES PMA 300418 | StockNm |
| EOY Book Value | $2,716,762 | EOYBookValueAmt |
| EOYFMV | $2,716,762 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOO HOLDINGS, LLC | FMV | $1,600,000 | $1,600,000 |
| BLUE NOTE VENTURES, LP | FMV | $208,140 | $208,140 |
| SILVERLAKE WATERMAN FUND, LP | FMV | $2,244,950 | $2,244,950 |
| WOLFF REAL ESTATE PARTNERS, LP | FMV | $3,068,610 | $3,068,610 |
| WOLFF INCOME PARTNERS, LP | FMV | $3,471,497 | $3,471,497 |
| LEGACY VENTURE VI, LP | FMV | $1,025,016 | $1,025,016 |
| KNOWLEDGE FACTOR | FMV | $499,999 | $499,999 |
| HEADSPACE | FMV | $218,750 | $218,750 |
| IF YOU CAN COMPANY | FMV | $0 | $0 |
| INTERAXON | FMV | $321,708 | $321,708 |
| MINDSIGHT MEDIA | FMV | $500,000 | $500,000 |
| EDGEWOOD | FMV | $3,739,314 | $3,739,314 |
| SPDR S&P | FMV | $4,751,598 | $4,751,598 |
| THORNBURG | FMV | $0 | $0 |
| WISDOM TREE | FMV | $0 | $0 |
| GRANDEUR | FMV | $1,442,717 | $1,442,717 |
| IVA INTERNATIONAL FUND | FMV | $5,978,355 | $5,978,355 |
| LYRICAL US VALUE FUND | FMV | $2,472,392 | $2,472,392 |
| ISHARES TR CORE S&P 500 ETF | FMV | $1,789,142 | $1,789,142 |
| ISHARES TR MSCI EAFE ETF | FMV | $0 | $0 |
| EMINDFUL | FMV | $125,017 | $125,017 |
| FPA CRESCENT | FMV | $9,865,642 | $9,865,642 |
| HENDERSON EUROPEAN | FMV | $4,342,766 | $4,342,766 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,828 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,828 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOBLU INTERNATIONAL NOTE | $169,889 | $176,684 | $176,684 |
| DEPOSITS | $127,497 | $226,106 | $226,106 |
| HAPPIFY NOTE | $0 | $53,178 | $53,178 |
| WISDOM LABS NOTE | $0 | $214,107 | $214,107 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $214,254 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE EXPENSE | $110,851 | $0 | $0 | $110,851 |
| BANK FEES | $85 | $0 | $0 | $85 |
| BOOKS, SUBSCRIPTIONS, AND REFERENCES | $8,124 | $0 | $0 | $8,124 |
| OFFICE EXPENSES | $87,304 | $0 | $0 | $87,304 |
| POSTAGE | $2,213 | $0 | $0 | $2,213 |
| TELECOMMUNICATIONS | $2,466 | $0 | $0 | $2,466 |
| REPAIRS & MAINTENANCE | $5,105 | $0 | $0 | $5,105 |
| MOVING | $696 | $0 | $0 | $696 |
| UTILITIES | $39,889 | $0 | $0 | $39,889 |
| REGISTRATION & LICENSE FEES | $2,739 | $0 | $0 | $2,739 |
| INVESTMENT FEES | $249,745 | $249,745 | $249,745 | $0 |
| MARKETING | $118,408 | $0 | $0 | $118,408 |
| LEGACY K-1 PASSTHROUGH PORTFOLIO DEDUCTIONS | $25,268 | $25,268 | $25,268 | $0 |
| BLUE NOTE VENTURES PASSTHROUGH PORTFOLIO DEDUCTIONS | $61,898 | $61,898 | $61,898 | $0 |
| AUTOMOBILE EXPENSES | $946 | $0 | $0 | $946 |
| EDUCATION | $395 | $0 | $0 | $395 |
| GLOO HOLDINGS PASSTHROUGH 59(E)(2) EXPENDITURES | $186,167 | $186,167 | $186,167 | $0 |
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH | $2,115 | $0 | $0 | $2,115 |
| N/D EXPENSES FROM PASSTHROUGH | $4,234 | $0 | $4,234 | $0 |
| NET RENTAL REAL ESTATE LOSS FROM PASSTHROUGH | $97,850 | $94,435 | $97,850 | $0 |
| ORDINARY LOSS FROM PASSTHROUGH | $798,150 | $798,094 | $798,150 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $316,381 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $316,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $316,381 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $226,319 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| BOY Book Value | $30,182 | BOYBookValueAmt |
| EOY Book Value | $48,336 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,161,567 | Amt |
| Net Investment Income | $36,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,469 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,125,098 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILICON VALLEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 W EL CAMINO REAL 300 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $214,704 | $0 | $214,704 | $0 |
| 4940 EXCISE TAXES | $20,000 | $0 | $0 | $20,000 |
Comments