EUSTACE-KWAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EUSTACE-KWAN FAMILY FOUNDATION (EIN 20-2865402)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-02
- IRS object ID
- 201600339349100610
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-02T18:26:34-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770420321 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN LEV FINANCIAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 MOORPARK AVENUE 118 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202865402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUSTACE-KWAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUST | BusinessNameControlTxt |
| Phone | 6505668381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 HANNA WAY | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940253583 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY KWAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6505668381 | PhoneNum |
| Signature | 2016-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A PODRID | PreparerPersonNm |
| PTIN | P00031353 | PTIN |
| Phone | 4085545875 | PhoneNum |
| Preparation | 2016-01-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,829,402 | 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 | $5,539,486 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $723,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $723,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $617,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,256,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,155,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,880,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,878,867 | 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 |
| Accounting Fees Rev And Expnss | $18,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,925,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,925,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,068,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,945,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,811,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,823,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $438,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,030,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,030,796 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $21,292,476 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,406,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,798,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,730,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,437,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,829,402 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $105,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $105,000 | 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 | $21,625,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,437,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,625,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,437,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,730,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,437,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,625,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,811,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,437,663 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,437,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3670.254 DFA EMERG MARKETS CORE EQ | P | 2014-07-14 | 2015-04-21 | $75,000 | $77,387 | -$2,387 | -$2,387 |
| 13802.939 DFA INTL CORE EQ | P | 2012-12-06 | 2015-04-21 | $175,000 | $140,326 | $34,674 | $34,674 |
| 11051.302 DFA INTL CORE EQ | P | 2005-11-23 | 2015-06-26 | $140,000 | $112,177 | $27,823 | $27,823 |
| 30613.605 DFA TA US CORE EQ | P | 2008-01-22 | 2015-04-21 | $450,000 | $252,870 | $197,130 | $197,130 |
| 33830.853 DFA TA US CORE EQ | P | 2008-01-22 | 2015-06-26 | $500,000 | $279,445 | $220,555 | $220,555 |
| 246650.888 DFA TWO YEAR GLOBAL FIX | P | 2013-12-02 | 2014-12-16 | $2,444,290 | $2,502,523 | -$58,233 | -$58,233 |
| 19527.962 PIMCO TOTAL RETURN INST | P | 2012-12-06 | 2015-06-26 | $206,000 | $226,850 | -$20,850 | -$20,850 |
| 45157.103PIMCO TOTAL RETURN INST | P | 2010-07-07 | 2015-08-12 | $480,000 | $508,032 | -$28,032 | -$28,032 |
| 3000 GOOGLE A | D | 2003-02-20 | 2014-11-04 | $1,658,966 | $451 | $1,658,515 | $1,658,515 |
| 3000 GOOGLE C | D | 2003-02-20 | 2014-11-04 | $1,682,827 | $449 | $1,682,378 | $1,682,378 |
| 1802 GOOGLE A | D | 2003-02-20 | 2015-09-29 | $1,126,599 | $270 | $1,126,329 | $1,126,329 |
| 1806 GOOGLE C | D | 2003-02-20 | 2015-09-29 | $1,076,979 | $270 | $1,076,709 | $1,076,709 |
| CAPITAL GAINS DIVIDENDS | P | $240,896 | $240,896 | $240,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,155,507 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,043,628 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,979,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.144522 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,821,935 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,675,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,305,122 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,999,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104779 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,970,934 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,179,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088864 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,547,011 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,179,643 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080659 | DistributionYr5Rt |
| Total Distribution | 0.533187 | TotalDistributionRt |
| Average Distribution | 0.106637 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,418,300 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,923,805 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,992,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,945,900 | 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 | $68,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $54,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,237 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6505668381 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 HANNA WAY | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940253583 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A EUSTACE | ||||||||
| 205 HANNA WAY | MENLO PARK | CA | 94025 | DIRECTOR, SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| KATHY A KWAN | ||||||||
| 205 HANNA WAY | MENLO PARK | CA | 94025 | DIRECTOR & PRESIDENT | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE ARE NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS WERE MADE DURING THE YEAR | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,602,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,233,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,835,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,835,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,418,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,370,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,370,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,237 | TotalTaxAmt |
| Distributable Before Adj | $1,302,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,302,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,302,678 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,945,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,945,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68,237 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,877,663 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,302,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $629,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $913,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,249,558 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,660,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,751,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,204,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,945,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,302,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,643,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,847,226 | 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 | $629,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,217,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $913,410 | ExcessFromYear4Amt |
| Excess From Year3 | $1,249,558 | ExcessFromYear3Amt |
| Excess From Year2 | $1,660,423 | ExcessFromYear2Amt |
| Excess From Year1 | $2,751,286 | ExcessFromYear1Amt |
| Excess From Current Year | $3,643,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT A EUSTACE | ContributingManagerNm |
| Contributing Manager | KATHY A KWAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIM HIGH | |||||||
| 2030 HARRISON STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | REDWOOD CITY SUMMERCAMP; MATCHING FUNDS FOR GENERAL OPERATING EXPENSE | $200,000 |
| ANITA BORG INSTITUTE | |||||||
| 1501 PAGE MILL ROAD | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES; MATCHING GRANT | $85,000 |
| DONALDINA CAMERON HOUSE | |||||||
| 920 SACRAMENTO STREET | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | OPERATING FUNDS FOR BAP PROGRAM; AFTER SCHOOL PROGRAM | $125,000 |
| CENTER FOR EXCELLENCE IN NON-PROFITS | |||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PUBLIC CHARITY | MAXIMIZE EFFECTIVENESS OF NON-PROFIT ORGANIZATIONS - FUND LEADERSHIP FELLOWS AND STRATEGIC PLANNING | $50,000 |
| DEANZA AUTOMOTIVE TECH | |||||||
| 21250 STEVENS CREEK BLVD | CUPERTINO | CA | 95014 | NONE | PUBLIC CHARITY | SCHOLORSHIPS FOR AUTO TECH PROGRAM | $40,000 |
| EAST PALO ALTO ACADEMY | |||||||
| 1050 MYRTLE ST | EAST PALO ALTO | CA | 94025 | NONE | PUBLIC CHARITY | TEACHER DEVELOPMENT - LEADERSHIP TEAM PROFESSIONAL DEVELOPMENT | $130,000 |
| EASTSIDE PREP | |||||||
| 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 |
| FAIR OAKS SCHOOL | |||||||
| 2950 FAIR OAKS AVENUE | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | FUND COMMUNITY SCHOOL COORDINATOR; PARENT ENGAGEMENT; SEAL; PROFESSIONAL DEVELOPEMENT ETC | $125,000 |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| 25 CHURCHILL AVENUE | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | SUPPORT COLLEGE EDUCATION FOR STUDENTS IN EAST PALO ALTO | $75,000 |
| GARFIELD SCHOOL (REDWOOD CITY SCHOOL DISTRICT) | |||||||
| 3600 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | FUND MENTAL HEALTH SPECIALIST; READING/ENGLISH COACH; STAFF DEVELOPMENT; CHROMEBOOKS | $160,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $85,000 |
| HAAS CENTER FOR PUBLIC SERVICE | |||||||
| 562 SALVATIERRA WALK | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | EDUCATION PARNTERSHIPS | $125,000 |
| HANDS ON BAY AREA | |||||||
| 135 BLUXOME STREET | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | SUPPORT FOR LIFT AND HANDS ON TOM0RROW PROGRAMS; ADMIN SUPPORT | $100,000 |
| HAWES SCHOOL | |||||||
| 909 ROOSEVELT AVE | REDWOOD CITY | CA | 94061 | NONE | PUBLIC CHARITY | PURCHASE IPAD CARDS; TEACHER DEVELOPMENT; SEAL IMPLEMENTATION | $100,000 |
| HEALTH CAREER CONNECTION | |||||||
| 300 FRANK OGAWA PLAZA STE 243 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES; INTERN STIPENDS | $75,000 |
| HENRY FORD SCHOOL | |||||||
| 2498 MASSACHUSETTS AVENUE | REDWOOD CITY | CA | 94061 | NONE | PUBLIC CHARITY | SUPPORT FOR SUMMER INSTITUTE; RESOOURCE TEACHER | $65,000 |
| HIDDEN VILLA | |||||||
| 26870 MOODY ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PUBLIC CHARITY | INTERN PROGRAM | $100,000 |
| JOB TRAIN INC | |||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | MATCHING GRANT; CURRICULUM/NEW PROGRAM DEVELOPMENT; COMMUNICATION PLANNING | $125,000 |
| KENNEDY MIDDLE SCHOOL | |||||||
| 2521 GOODWIN AVE | REDWOOD CITY | CA | 94061 | NONE | PUBLIC CHARITY | IMPROVE STUDENTS' SOCIAL, EMOTIONAL, ORGANIZATIONAL AND ADVOCACY SKILLS - PROVIDE CURRICULUM ASSESSMENT AND HARDWARE | $100,000 |
| MENLO - ATHERTON HIGH SCHOOL | |||||||
| 555 MIDDLEFIELD RD ATHERTON | ATHERTON | CA | 94027 | NONE | PUBLIC CHARITY | EDUCATION PARTNERSHIPS; FUNDING MYLIFE PROGAM WITH BOYS AND GIRLS CLUB | $90,000 |
| MENLO PARK SCHOOL DISTRICT | |||||||
| 181 ENCINAL AVE | ATHERTON | CA | 94027 | NONE | PUBLIC CHARITY | PRE-K SUMMER SCHOOL; DISTRICT WIDE GRANT FOR INSTRUCTIONAL AIDES, INSTRUCTION AND COACHING ETC | $205,000 |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 946121201 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $40,000 |
| QUESTBRIDGE | |||||||
| PO BOX 20054 | STANFORD | CA | 94309 | NONE | PUBLIC CHARITY | QUEST FOR EXCELLENCE AWARD BAY AREA - GENERAL SUPPORT | $35,000 |
| REDWOOD CITY 2020 | |||||||
| 400 DUANE ST ROOM 125 | REDWOOD CITY | CA | 94062 | NONE | PUBLIC CHARITY | STRATEGIC PLANNING TO DEVELOP COMMUNITY SCHOOL STRATEGY | $50,000 |
| ROOSEVELT SCHOOL | |||||||
| 2223 VERA AVENUE | REDWOOD CITY | CA | 94061 | NONE | PUBLIC CHARITY | SUMMER TRAINING AND ONGOING PROFESSIONAL DEVELOPMENT | $65,000 |
| SAINT FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | GRANT FOR SCHOOL - GENERAL OPERATING SUPPORT | $200,000 |
| SAN FRANCISCO STATE UNIVERSITY | |||||||
| 835 MARKET STREET 6TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | SUPPORT CAREER SERVICES AND BELBIN TEAM ASSESSMENT IN BUSINESS SCHOOL; PILOT FUNDING FOR LEADERSHIP PROGRAM | $380,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITY | MATCHING GRANT FOR CHILDREN'S PROGRAM; INCREASE SNAP PROGRAM THROUGH COMMUNITY OUTREACH | $220,000 |
| SELBY LANE SCHOOL | |||||||
| 170 SELBY LANE | ATHERTON | CA | 94027 | NONE | PUBLIC CHARITY | PROFESSIONAL DEVELOPMENT; AFTER SCHOOL PROGRAMS; PROVIDE HARDWARE | $120,000 |
| SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION | |||||||
| 1201 BREWSTER AVENUE | REDWOOD CITY | CA | 94062 | NONE | PUBLIC CHARITY | FUNDING FOR TEAM ASCENT AND ATLAS PROGRAMS; TEACHER DEVELOPMENT | $170,000 |
| UC BERKELEY SCHOOL OF PUBLIC HEALTH | |||||||
| 50 UNIVERSITY HALL | BERKELEY | CA | 94720 | NONE | PUBLIC CHARITY | SUPPORT CENTER OF LEADERSHIP/CAREER DEVELOPMENT WITH OPERATING EXPENSES AND ON-LINE TOOLS | $375,000 |
| UC BERKELEY CENTER FOR UNDERGRADUATE DIVERSITY | |||||||
| 230 B STEPHENS HALL | BERKELEY | CA | 94720 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT; ASSISTANCE WITH COMMUNICATIONS/DEVELOPMENT MATERIALS | $325,000 |
| UCF RESEARCH FOUNDATION | |||||||
| 12424 RESEARCH PARKWAY STE 250 | ORLANDO | FL | 32826 | NONE | PUBLIC CHARITY | SUPPORT COMPUTER SCIENCE PROGRAMMING TEAM; SCHOLARSHIPS, COACHES AND COMMUNITY OUTREACH | $350,000 |
| YEAR UP | |||||||
| 80 SUTTER STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | ELECTIVE COURSE DEVELOPMENT; EXPANSION OF CORE CURRICULUM | $35,000 |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94143 | NONE | PUBLIC CHARITY | LEADERSHIP DEVLOPMENT PROGRAM IN GLOBAL HEALTH SCIENCES | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,925,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,461 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,340,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,340,821 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT EUSTACE AND KATHY KWAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 HANNA WAY | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,539,486 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3000 GOOGLE A | $1,671,945 | 2014-10-30 |
| 1 | 3000 GOOGLE C | $1,644,465 | 2014-10-30 |
| 1 | 1802 GOOGLE A | $1,135,882 | 2015-09-28 |
| 1 | 1806 GOOGLE C | $1,087,194 | 2015-09-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP - MORGAN LEV FINANCIAL | $3,850 | $0 | $3,850 |
| AUDIT - DELUCCHI, HAWN | $14,275 | $0 | $14,275 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/ETFS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,406,867 | BookValueAmt |
| EOYFMV | $23,798,606 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA FILING/REGISTRATION FEES | $180 | $0 | $180 |
| WIRE FEES | $75 | $0 | $75 |
| SUPPLIES | $2,520 | $0 | $2,520 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $105,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES - BUCKINGHAM | CategoryTxt |
| Amt | $55,161 | Amt |
| Net Investment Income | $55,161 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT EUSTACE AND KATHY KWAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 HANNA WAY | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES - NET | CategoryTxt |
| Amt | $67,537 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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