THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201633169349101258
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T14:48:28-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | 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 | 770140464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 4082865800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN L HALLGRIMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082865800 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | 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 | $853,315 | 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 | $173,949 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,910 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$1,389 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $31,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,158 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $219,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,746 | CashBOYAmt |
| Cash EOY | $4,807 | CashEOYAmt |
| Cash EOYFMV | $4,807 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $127,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,642 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $573,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $634,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $634,866 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $740,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $853,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $853,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $740,428 | RetainedEarningBOYAmt |
| Retained Earning EOY | $853,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $740,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $853,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $740,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $853,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $740,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $893,829 | SubtotalAmt |
| Other Decreases | $40,514 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $853,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| COLUMBIA ACORN FUND-Z | P | 2015-04-16 | $16,677 | $5,808 | $10,869 | $10,869 | |
| COLUMBIA ACORN FUND-Z | P | 2015-12-10 | $28,188 | $48,894 | -$20,706 | -$20,706 | 2015-04-15 |
| DODGE & COX FUND | P | 2015-04-16 | $16,613 | $11,033 | $5,580 | $5,580 | |
| DODGE & COX FUND | P | 2015-04-16 | $10,740 | $10,000 | $740 | $740 | 2014-11-17 |
| DODGE & COX FUND | P | 2015-11-18 | $104,819 | $103,575 | $1,244 | $1,244 | |
| M&T BK CORP 10 SHRS | P | 2015-04-29 | $1,092 | $842 | $250 | $250 | 2011-05-16 |
| PARAGON OFFSHORE PLC 33 SHRS | P | 2015-08-10 | $13 | $538 | -$525 | -$525 | 2011-03-18 |
| TELEFLEX INC | P | 2015-12-02 | $1,237 | $309 | $928 | $928 | 1999-12-13 |
| US BANCORP DEL | P | 2015-12-10 | $2,062 | $520 | $1,542 | $1,542 | 1993-10-15 |
| VALSPAR CORPORATION | P | 2015-12-03 | $16,835 | $6,438 | $10,397 | $10,397 | 2010-05-18 |
| CAPITAL GAINS DIVIDENDS | P | $20,839 | $20,839 | $20,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,158 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $628,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066826 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $463,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091824 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,938 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $378,212 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071225 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $351,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $307,418 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030772 | DistributionYr5Rt |
| Total Distribution | 0.287255 | TotalDistributionRt |
| Average Distribution | 0.057451 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $784,919 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,350 | 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 | $437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $437 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | STEVEN L HALLGRIMSON | IndividualWithBooksNm |
| Phone | 4082865800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | 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 | 0 | BusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIK L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROD LINER | ||||||||
| 1926 EUCALYPTUS | SAN CARLOS | CA | 94070 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $589,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,722 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $796,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $796,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $784,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $38,809 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,809 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,809 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $437 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,809 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,211 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,978 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,809 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,541 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,519 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,211 | ExcessFromYear3Amt |
| Excess From Year2 | $19,650 | ExcessFromYear2Amt |
| Excess From Year1 | $11,117 | ExcessFromYear1Amt |
| Excess From Current Year | $24,541 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L HALLGRIMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082865800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | |||||||
| 921 S 1ST STREET | SAN JOSE | CA | 95110 | NONE | PUBLIC | PUBLIC | $1,000 |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 400 NORTH CLAREMONT BOULEVARD | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| JEWISH HOME & SENIOR LIVING FOUNDATION | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PUBLIC | PUBLIC | $2,250 |
| ELLA GROFF SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC | PUBLIC | $2,000 |
| ISABELLA SCHREIBER RYFELL SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JUAN MIGUEL GARICA ROSARIO SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JAMIE HAN SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | EDUCATIONAL | $3,000 |
| SAN JOSE STATE UNIVERSITY SPARTAN FOUNDATION | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | ATHLETICS/EDUCATIONAL | $500 |
| SANTA CLARA UNIVERSITY BRONCO BENCH | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | ATHLETICS/EDUCATIONAL | $750 |
| SANTA CLARA COUNTY LAW LIBRARY | |||||||
| 360 N FIRST STREET | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $5,000 |
| STROKE AWARENESS FOUNDATION | |||||||
| 51 E CAMPBELL AVE SUITE 106-M | CAMPBELL | CA | 95008 | NONE | PUBLIC | PUBLIC | $1,000 |
| THE FIRST TEE OF MONTEREY | |||||||
| 1551 BEACON HILL DRIVE | SALINAS | CA | 93905 | NONE | PUBLIC | PUBLIC | $5,750 |
| UNIVERSITY OF CALIFORNIA BERKELEY - BOALT SCHOOL OF LAW | |||||||
| 2000 CENTER STREET SUITE 400 | BERKELEY | CA | 94704 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| ADOPT-A-FAMILY | |||||||
| 4001 N FIRST STREET | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $100 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 2101 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| JUNIOR STATESMEN FOUNDATION | |||||||
| 111 ANZA BLVD 109 | BURLINGAME | CA | 94010 | NONE | PUBLIC | EDUCATIONAL | $500 |
| POMONA COLLEGE | |||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| SAN JOSE SPORTS HALL OF FAME | |||||||
| 99 ALMADEN BLVD STE 975 | SAN JOSE | CA | 95113 | NONE | PUBLIC | PUBLIC | $5,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| WILLIAM ARCE FOUNDATION | |||||||
| 400 NORTH CLAREMONT BOULEVARD | CLAREMONT | CA | 917114015 | NONE | PUBLIC | ATHLETICS/EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,350 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,910 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,389 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,389 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,695 | TotalIncomeProducingActyAmt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||
| 1 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $48,894 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 2 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $100,075 | Yes (X) |
| STEVEN L HALLGRIMSON | ||||||
| 3 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $24,980 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITY - 1450SH COLUMBIA ACORN FUND CL Z | $48,894 | 2015-04-15 |
| 2 | PUBLICLY TRADED SECURITY - 577SH DODGE & COX STOCK FUND | $100,075 | 2015-10-28 |
| 3 | PUBLICLY TRADED SECURITY - 1299SH COLUMBIA ACORN FUND CL Z | $24,980 | 2015-12-18 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY ACCOUNTS | AT COST | $164,377 | $164,377 |
| CHARLES SCHWAB | AT COST | $456,446 | $456,446 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $14,043 | $14,043 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET DECREASE IN VALUE OF SECURITIES | Desc |
| Amt | $40,514 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $449 | $0 | $0 |
| REGISTRAR OF CHARITABLE TRUST FEES | $50 | $0 | $0 |
| BANK FEES | $194 | $0 | $0 |
| $1,389 | $1,389 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $138 | $0 | $0 |
| CA TAXES | $10 | $0 | $0 |
| FEDERAL TAXES | $52 | $0 | $0 |
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