OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OLANDER FAMILY FOUNDATION (EIN 94-3400451)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201632289349102023
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T21:37:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263742864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 FIRST STREET SUITE A | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940223674 | 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 | 943400451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLAN | BusinessNameControlTxt |
| Phone | 6509488737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON OLANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509488737 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK KNIGHTCPA | PreparerPersonNm |
| PTIN | P00957628 | PTIN |
| Phone | 6509488737 | PhoneNum |
| Preparation | 2016-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,916,911 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $136,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,519 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,164 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,164 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $253,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,612 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $771 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,809 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,612 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,099 | CashBOYAmt |
| Cash EOY | $39,721 | CashEOYAmt |
| Cash EOYFMV | $39,721 | CashEOYFMVAmt |
| Other Investments BOY | $3,230,564 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,232,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,877,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,298,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,272,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,916,911 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $30,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,268,663 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,222,157 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,268,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,222,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,298,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,272,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,268,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $3,222,157 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,222,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1300 SHS MEDTRONIC | P | 2015-01-27 | 2015-02-24 | $101,544 | $100,035 | $1,509 | $1,509 |
| 25 SHS HALYARD HEALTH INC | P | 2008-10-08 | 2015-08-07 | $755 | $522 | $233 | $233 |
| 25 SHS HALYARD HEALTH INC | P | 2008-10-16 | 2015-08-07 | $755 | $500 | $255 | $255 |
| 400 SHS KEYSIGHT TECH | P | 2007-08-29 | 2015-08-07 | $11,554 | $7,883 | $3,671 | $3,671 |
| 100 SHS KEYSIGHT TECH | P | 2008-07-08 | 2015-08-07 | $2,889 | $2,013 | $876 | $876 |
| 1300 SHS MEDTRONIC INC | P | 2002-08-13 | 2015-01-27 | $100,035 | $51,376 | $48,659 | $48,659 |
| 400 SHS TELEFLEX INC | P | 2002-08-13 | 2015-12-21 | $51,212 | $18,872 | $32,340 | $32,340 |
| .777 SH TOPBUILD | P | 2007-08-23 | 2015-06-30 | $21 | $20 | $1 | $1 |
| 1000 SHS WELLS FARGO | P | 2001-07-01 | 2015-12-21 | $52,975 | $25,000 | $27,975 | $27,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,509 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $203,290 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,642,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $219,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,729,328 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,133,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043200 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,727,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $197,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,632,988 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054239 | DistributionYr5Rt |
| Total Distribution | 0.220912 | TotalDistributionRt |
| Average Distribution | 0.044182 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,934,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $262,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $264,744 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $306,650 | 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 | $2,536 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,536 | SubtotalAmt |
| Tax Based On Investment Income | $2,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $1,969 | OverpaymentAmt |
| Applied To ES Tax | $1,969 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT & COMPANY CPA'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509488737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 FIRST ST A | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2013 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2011 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RON OLANDER | ||||||||
| 24191 SUMMERHILL | LOS ALTOS | CA | 94024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD | SAN JOSE | CA | 95113 | CFO/SECRETAR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,939,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,025,104 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,025,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,934,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,536 | TotalTaxAmt |
| Distributable Before Adj | $294,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $294,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $294,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $306,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,536 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $304,114 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $277,596 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Total For Prior Years | $20,260 | TotalForPriorYearsAmt |
| Qualifying Distributions | $306,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $277,596 | AppliedToYear1Amt |
| Applied To Prior Years | $20,260 | AppliedToPriorYearsAmt |
| Applied To Current Year | $8,794 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $285,406 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2ND CHANCE 4 PETS | |||||||
| 1484 POLLARD RD NO 444 | LOS GATOS | CA | 95032 | NONE | PUBLIC | SUPPORT | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1710 WEBSTER STREET | OAKLAND | CA | 94612 | NONE | PUBLIC | OPERATING | $250 |
| ASSISTANCE LEAGUE OF LOS ALTOS | |||||||
| 169 STATE STREET | LOS ALTOS | CA | 94022 | NONE | PUBLIC | SUPPORT | $6,000 |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | SUPPORT | $2,000 | |
| BEAR LEAGUE | |||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | SUPPORT | $2,000 | |
| BELLARMINE | |||||||
| 960 W HEDDING ST | SAN JOSE | CA | 95126 | NONE | SUPPORT | $2,500 | |
| BILLY JONES WILDCAT RAILROAD | |||||||
| PO BOX 234 | LOS GATOS | CA | 95031 | NONE | SUPPORT | $500 | |
| BLACH SCHOOL | |||||||
| 1120 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $4,000 | |
| CA STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | NONE | SUPPORT | $2,000 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | SUPPORT | $1,000 | |
| CARLMONT HIGHSCHOOL | |||||||
| 1400 ALAMEDA DE LAS PULGA | BELMONT | CA | 94002 | NONE | SUPPORT | $10,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | NONE | SUPPORT | $6,000 | |
| CHILDRENS THERAPY CENTER | |||||||
| 29-01 BERKSHIRE ROAD | FAIR LAWN | NJ | 07410 | NONE | SUPPORT | $3,000 | |
| CLAREMONT MCKENNA COLLEGE BILL ARCE | |||||||
| 500 EAST NINTH ST | CLAREMONT | CA | 91711 | NONE | SUPPORT | $7,000 | |
| COLLEGE OF ADAPTIVE ARTS | |||||||
| 1401 PARKMOOR AVE 260 | SAN JOSE | CA | 95126 | NONE | SUPPORT | $500 | |
| CPAC | |||||||
| PO BOX 414 | CARSON CITY | NV | 89702 | NONE | SUPPORT | $1,000 | |
| CRISTO REY HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | SUPPORT | $4,000 | |
| CROSSROADS BIBLE CHURCH | |||||||
| 7100 FAIR OAKS BLVD | CARMICHAEL | CA | 95608 | NONE | SUPPORT | $500 | |
| CSU FOUNDATION | |||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | NONE | SUPPORT | $1,000 | |
| EL CAMINO HOSPITAL FOUNDATION | |||||||
| 2500 GRANT RD PAR 116 | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $1,000 | |
| EXCELLENCE IN EDUCATION TRUCKEE | |||||||
| 11071 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $2,000 | |
| FHS CHOIR | |||||||
| 1279 SUNNYVALE SARATOGA R | SUNNYVALE | CA | 94087 | NONE | SUPPORT | $1,000 | |
| FOREVER YOUNG | |||||||
| 1424 S STAPLEY DR | MESA | AZ | 85204 | NONE | SUPPORT | $1,000 | |
| FRIENDS OF THE TRUCKEE LIBRARY | |||||||
| 10031 LEVON AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $1,000 | |
| GLIDE | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | SUPPORT | $1,000 | |
| GOLDEN GATE NATIONAL PARK CONSERVAN | |||||||
| BLDG 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | SUPPORT | $500 | |
| GOODWILL INDUSTRIES | |||||||
| 1080 NORTH 7TH STREET | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,000 | |
| GREEN MEADOW COMMUNITY SCHOLARSHIP | |||||||
| 303 PARKSIDE DRIVE | PALO ALTO | CA | 94306 | NONE | SUPPORT | $3,000 | |
| HIDDEN VILLA | |||||||
| 26870 MOODY RD | LOS ALTOS HILLS | CA | 94022 | NONE | SUPPORT | $1,000 | |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | SUPPORT | $1,000 | |
| HUMANE SOCIETY OF TRUCKEE | |||||||
| 10382 DONNER PASS RD 3 | TRUCKEE | CA | 96161 | NONE | SUPPORT | $7,500 | |
| JASPER RIDGE FARM | |||||||
| PO BOX 620924 | WOODSIDE | CA | 94062 | NONE | SUPPORT | $1,000 | |
| JEWISH HOME | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | NONE | SUPPORT | $2,250 | |
| JUNIOR STATESMEN FOUNDATION | |||||||
| 111 ANZA BLVD SUITE 109 | BURLINGAME | CA | 94010 | NONE | SUPPORT | $500 | |
| KIDS ZONE MUSEUM | |||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $5,000 | |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | SUPPORT | $1,000 | |
| LAUMC | |||||||
| 655 MAGDALENA AVE | LOS ALTOS | CA | 94024 | NONE | SUPPORT | $1,000 | |
| LAW FOUNDATION OF SILICON VALLEY | |||||||
| 152 N 3RD ST 3 | SAN JOSE | CA | 95112 | NONE | SUPPORT | $2,000 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | NONE | SUPPORT | $3,000 | |
| LOAVES AND FISHES | |||||||
| 358 NORTH MONTGOMERY ST | SAN JOSE | CA | 95134 | NONE | SUPPORT | $30,600 | |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $8,000 | |
| LOS ALTOS HIGH SCHOOL ATHLETICS | |||||||
| 1299 BRYANT AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $5,250 | |
| LOS ALTOS HISTORY MUSEUM | |||||||
| 51 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $500 | |
| MIDORI KAI | |||||||
| 5674 SONOMA DR | PLEASANTON | CA | 94566 | NONE | SUPPORT | $3,000 | |
| MIRACLE DISTRIBUTION CENTER | |||||||
| 3947 E LA PALMA AVE | ANAHEIM | CA | 92807 | NONE | SUPPORT | $300 | |
| MOUNTAIN VIEW HIGH SCHOOL | |||||||
| 2900 PARKWAY DR | EL MONTE | CA | 91732 | NONE | SUPPORT | $7,000 | |
| NATIONAL PARKS CONSERVANCY ASSOC | |||||||
| 1300 19TH ST NEW STE 300 | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 | |
| NCEFT | |||||||
| 880 RUNNYMEDE RD | WOODSIDE | CA | 94062 | NONE | SUPPORT | $1,000 | |
| NORDIC HERITAGE MUSEUM | |||||||
| 3014 NW 67TH ST | SEATTLE | WA | 98117 | NONE | SUPPORT | $1,000 | |
| NPCA | |||||||
| 1300 19TH ST NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | SUPPORT | $1,000 | |
| NRDS | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | SUPPORT | $1,500 | |
| OKIZU | |||||||
| 16 DIGITAL DRIVE | NOVATO | CA | 94949 | NONE | SUPPORT | $2,000 | |
| OMEGA BOYS CLUB | |||||||
| 1060 TENNESSEE ST | SAN FRANCISCO | CA | 94107 | NONE | SUPPORT | $3,000 | |
| PALO ALTO MUSEUM AND ZOO | |||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 94301 | NONE | SUPPORT | $1,000 | |
| PATHWAYS HOME HEALTH & HOSPICE | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | NONE | SUPPORT | $1,000 | |
| PENINSULA BOYS & GIRLS CLUB | |||||||
| 200 N QUEBEC ST | SAN MATEO | CA | 94401 | NONE | SUPPORT | $3,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | SUPPORT | $1,500 | |
| PROJECT MANA | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $3,000 | |
| PROJECT NIGHT NIGHT | |||||||
| 148 BEULAH ST | SAN FRANCISCO | CA | 94117 | NONE | SUPPORT | $1,000 | |
| PUBLIC INTEREST LAW FOUNDATION | |||||||
| 152 NORTH THIRD ST 3RD FL | SAN JOSE | CA | 95112 | NONE | SUPPORT | $3,000 | |
| RESCUE RANCH | |||||||
| PO BOX 7112 | BELLE CHASSE | LA | 70037 | NONE | SUPPORT | $5,000 | |
| RESPONSIBILITY | |||||||
| PO BOX 433199 | SAN YSIDRO | CA | 92143 | NONE | SUPPORT | $3,000 | |
| ROBERT LOUIS STEVENSON SCHOOL | |||||||
| 24 WEST 74TH ST | NEW YORK | NY | 10023 | NONE | SUPPORT | $5,000 | |
| SACRED HEART SCHOOL | |||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | NONE | SUPPORT | $5,000 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | SUPPORT | $500 | |
| SAN FRANCISCO ZOO | |||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | NONE | SUPPORT | $1,000 | |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 345 PARK AVE MS E-500 | SAN JOSE | CA | 95110 | NONE | SUPPORT | $10,000 | |
| SAN JOSE STATE UNIVERSITY | |||||||
| 150 E SAN FERNANDO ST | SAN JOSE | CA | 95112 | NONE | SUPPORT | $3,000 | |
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | SUPPORT | $500 | |
| SANTA CLARA LAW LIBRARY | |||||||
| 50 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $5,000 | |
| SEQUOIA HIGH SCHOOL | |||||||
| 1201 BREWSTER AVE | REDWOOD CITY | CA | 94062 | NONE | SUPPORT | $10,000 | |
| SIERRA WATCH | |||||||
| 409 SPRING ST | NEVADA CITY | CA | 95959 | NONE | SUPPORT | $1,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $5,000 | |
| SPCA | |||||||
| 1450 ROLLINS RD | SUNNYVALE | CA | 94085 | NONE | SUPPORT | $500 | |
| SPRINGER SCHOOL | |||||||
| 1120 ROSE AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $7,000 | |
| ST FRANCIS HIGH SCHOOL | |||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 94040 | NONE | SUPPORT | $3,000 | |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | SUPPORT | $2,000 | |
| STROKE AWARENESS FOUNDATION | |||||||
| 2105 S BSCOM AVE | CAMPBELL | CA | 95008 | NONE | SUPPORT | $11,500 | |
| TAHOE FOREST HOSPICE | |||||||
| 10083 LAKE AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $4,000 | |
| TAHOE FOREST HOSPITAL FOUNDATION | |||||||
| 10121 PINE AVE | TRUCKEE | CA | 96161 | NONE | SUPPORT | $5,000 | |
| TAHOE RIM TRAIL ASSOCIATION | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | SUPPORT | $1,500 | |
| TAHOE TRUCKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $2,000 | |
| THE BASIC FUND | |||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | NONE | SUPPORT | $3,000 | |
| THE FIRST TEE | |||||||
| 425 SOUTH LEGACY TRAIL | ST AUGUSTINE | FL | 32092 | NONE | SUPPORT | $5,000 | |
| THE KILGORIS PROJECT | |||||||
| 668 MEADOW LANE | LOS ALTOS | CA | 94022 | NONE | SUPPORT | $1,000 | |
| THE SPARTAN FOUNDATION | |||||||
| 1393 SOUTH 7TH STREET | SAN JOSE | CA | 95112 | NONE | SUPPORT | $5,500 | |
| THUNDERBIRD LODGE PRESERVATION SOCI | |||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | NONE | SUPPORT | $500 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | SUPPORT | $1,000 | |
| TRUCKEE COMMUNITY CHRISTMAS | |||||||
| PO BOX 2955 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $1,000 | |
| TRUCKEE DONNER HISTORICAL SOCIETY | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $1,000 | |
| TRUCKEE DONNER LAND TRUST | |||||||
| 10069 W RIVER ST C1 | TRUCKEE | CA | 96162 | NONE | SUPPORT | $5,000 | |
| TRUCKEE HIGH SCHOOL ATHLETICS | |||||||
| 11725 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | SUPPORT | $1,000 | |
| TRUCKEE TRAILS | |||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | NONE | SUPPORT | $1,000 | |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | NONE | SUPPORT | $10,000 | |
| UNIVERSITY OF SANTA CLARA | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | SUPPORT | $8,500 | |
| VASCULAR CURES | |||||||
| 555 PRICE AVE STE 180 | REDWOOD CITY | CA | 94063 | NONE | SUPPORT | $1,000 | |
| WIKIPEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | NONE | SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,929 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,519 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $138,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $115,519 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,612 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO |
| 7 | CHARITABLE ACTIVITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,675 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY STOCKS & CEDAR FAIR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,232,436 | BookValueAmt |
| EOYFMV | $5,877,190 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $771 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| LICENSE & FEES | $75 |
| NONDEDUCTIBLE EXPENSES | $135 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME - CEDAR FAI | Desc |
| Revenue And Expenses Per Books | $1,164 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,164 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE MS ACCT COST BASIS BY PREV UNKOWN BASIS | Desc |
| Amt | $25,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE PAYABLE | Desc |
| BOY Book Value | $30,000 | BOYBookValueAmt |
| EOY Book Value | $50,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $13,799 |
| STATE TAXES | $10 |
Comments