STEPHENSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON FOUNDATION (EIN 94-3320092)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-22
- IRS object ID
- 202532959349100318
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-22T10:11:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET ST STE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943320092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6508543927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FRANKRIMERMAN 1801 PAGE MILL | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS AND BARBARA STEPHENSON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6508543927 | PhoneNum |
| Signature | 2025-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN E LOWRIE | PreparerPersonNm |
| PTIN | P01482162 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,018,206 | 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 |
| Interest On Sav Rev And Expnss | $354 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $354 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $766,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $766,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,134,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,369,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,134,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$301 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,901,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,901,258 | 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 |
| Other Prof Fees Rev And Expnss | $151,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,910 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,069 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $176,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,248,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,248,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,424,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,248,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $476,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,744,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,013,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,252,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,252,558 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $42,248 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42,248 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $42,248 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $42,248 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $19,209,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,452,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,733,113 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $625,427 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $624,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $990,287 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,890,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,371,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,018,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $20,890,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,371,271 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,890,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,371,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,890,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,371,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,890,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $476,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,476 | OtherIncreasesAmt |
| Subtotal | $21,371,271 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,371,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GROUP #3906 | 2024-01-01 | 2024-12-31 | $361,797 | $437,442 | -$75,645 | -$75,645 |
| CAPITAL GROUP #3906 | 2024-01-01 | 2024-12-31 | $2,127,251 | $1,928,600 | $198,651 | $198,651 |
| CAPITAL GROUP #3906 | 2024-01-01 | 2024-12-31 | $1,896,220 | $1,304,136 | $592,084 | $592,084 |
| CAPITAL GROUP #3906 | 2024-01-01 | 2024-12-31 | $622 | $622 | $622 | |
| FIDELITY #1371 | 2024-01-01 | 2024-12-31 | $963,869 | $922,238 | $41,631 | $41,631 |
| FIDELITY #1371 | 2024-01-01 | 2024-12-31 | $652,906 | $638,577 | $14,329 | $14,329 |
| SC FRANCHISE PARTNERS LP | 2024-01-01 | 2024-12-31 | $3,182 | -$3,182 | -$3,182 | |
| FIDELITY #1371 | 2024-01-01 | 2024-12-31 | $366,325 | $366,325 | $366,325 | |
| CAPITAL GROUP #3906 | 2024-01-01 | 2024-12-31 | $40 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,134,855 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,781 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,158 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,939 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $694 | EsPenaltyAmt |
| Tax Due | $0 | 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 | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508543927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA STEPHENSON | |||||||||
| C/O FRANK RIMERMAN CO 1801 PAGE | MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS F STEPHENSON | |||||||||
| C/O FRANK RIMERMAN CO 1801 PAGE | MILL ROAD | PALO ALTO | CA | 94304 | VICE PRESIDENT | 1.00 | $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 | $27,689,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,425,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,771 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,139,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,139,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,702,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,435,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,435,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,245 | TotalTaxAmt |
| Distributable Before Adj | $1,410,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,410,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,410,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,248,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,248,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,410,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,258,794 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,248,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,248,103 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $10,691 | Taxable2Amt |
| Undistributed Income CY | $1,410,855 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA STEPHENSON | ContributingManagerNm |
| Contributing Manager | THOMAS F STEPHENSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL STARS HELPING KIDS | |||||||
| 2901 TASMAN DRIVE SUITE 218 | SANTA CLARA | CA | 95054 | NONE | PUBLIC CHARITY | TO DISRUPT THE CYCLE OF POVERTY AND ENCOURAGE INNOVATION BY SEED FUNDING START-UP NONPROFITS IN THE BAY AREA. | $2,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO SUPPORT RESEARCH AND EDUCATION ON ISSUES OF GOVERNMENT, POLITICS, ECONOMICS AND SOCIAL WELFARE | $50,000 |
| AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS | |||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | NONE | PUBLIC CHARITY | TO SUPPORT FAMILES OF OFFICERS KILLED IN THE LINE OF DUTY. | $750 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | TO HELP SUPPORT IN FIGHTING HEART DISEASE AND STROKE. | $250 |
| ANTI CORRUPTION FOUNDATION | |||||||
| 85 BROAD ST ROOM 16-038 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO MAINTAIN AND BUILD UPON A STANDARD OF EXCELLENCE IN INVETIGATIONS EXPOSING TO CORRUPTION AND CRIMES. | $10,000 |
| ATHERTON POLICE OFFICERS ASSOCIATION | |||||||
| 2421 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | TO SUPPORT THE ATHERTON POLICE DEPARTMENT | $100 |
| ATHERTON POLICE OFFICERS ASSOCIATION | |||||||
| 2421 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | TO SUPPORT THE ATHERTON POLICE DEPARTMENT | $500 |
| BUSINESS EXECUTIVES FOR NATIONAL SOCIETY (BENS) | |||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | TO SUPPORT GOVERNMENT LEADERS IMPLEMENT SOLUTIONS TO THE MOST CHALLENGING PROBLEMS IN NATIONAL SECURITY. | $253 |
| CAL MATTERS | |||||||
| 1404 FRANKLIN ST 500 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE | $25,000 |
| COUNCIL OF AMERICAN AMBASSADORS | |||||||
| 888 SEVENTEENTH STREET NW SUITE 306 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | TO SUPPORT THE ROLE OF THE AMERICAN AMBASSADOR AND THE COUNTRY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AT EMBASSIES AROUND THE WORLD. | $1,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | TO SUPPORT ALZHEIMER'S RESEARCH | $25,000 |
| DELTA WATERFOWL FOUNDATION | |||||||
| 1412 BASIN AVENUE | BISMARCK | ND | 58502 | NONE | PUBLIC CHARITY | TO SUPPORT HABITAT CONSERVATION AND SECURE THE FUTURE OF WATEFOWL HUNTING. | $1,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 381202351 | NONE | PUBLIC CHARITY | TO SUPPORTS THE CONSERVATION, RESTORATION AND MANAGEMENT OF WETLANDS AND ASSOCIATED HABITATS FOR NORTH AMERICA'S WATERFOWL. | $2,500 |
| EASTSHORE ALLIANCE FC | |||||||
| 748 GILMAN STREET | BERKLEY | CA | 94710 | NONE | PUBLIC CHARITY | TO SUPPORT YOUTH SOCCER PLAYERS OF THE EAST BAY AREA. | $3,500 |
| EASTSHORE ALLIANCE FC | |||||||
| 748 GILMAN STREET | BERKLEY | CA | 94710 | NONE | PUBLIC CHARITY | TO SUPPORT YOUTH SOCCER PLAYERS OF THE EAST BAY AREA. | $5,000 |
| FOLDS OF HONOR | |||||||
| 8551 N 125TH E AVE SUITE 100 | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES | $50,000 |
| FOLDS OF HONOR | |||||||
| 8551 N 125TH E AVE SUITE 100 | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES | $100,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | TO SUPPORT HARVARD ATHLETICS BASEBALL | $5,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | NONE | PUBLIC CHARITY | TO SUPPORT HARVARD ATHLETICS FOOTBALL | $25,000 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | TO SUPPORT THE PROMOTION OF PERSONAL AND ECONOMIC LIBERTY, FREE ENTERPRISE, AND LIMITED GOVERNMENT. | $850,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1404 FRANKLIN ST 500 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE. | $15,000 |
| LELAND STANFORD JUNIOR UNIVERSITY (SIEPR) | |||||||
| 366 GALVEZ STREET | STANFORD | CA | 943056015 | NONE | PUBLIC CHARITY | TO HELP SUPPORT EARLY-CAREER ECONOMISTS | $25,000 |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | TO SUPPORT THE MISSION OF IMPROVING HEALTH AND WELL-BEING AND THE FUTURE OF HEALTH CARE. | $1,000 |
| POSTPARTUM SUPPORT CENTER | |||||||
| 4162 REDWOOD HIGHWAY | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | TO HELP PROVIDE DIRECT SUPPORT TO EXPECTANT AND NEW MOTHER AND THEIR CHILDREN IN MARIN AND SONOMA COUNTIES. | $10,000 |
| SINSA | |||||||
| 4162 REDWOOD HIGHWAY | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | SOCIAL WELFARE. | $5,000 |
| SPECIAL OLYMPICS | |||||||
| 3480 BURSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94523 | NONE | PUBLIC CHARITY | TO PROVIDE SPORTS TRAINING, EDUCATIONAL PROGRAMMING AND HEALTH RESOURCES TO SPECIAL OLYMPICS ATHLETES IN THE COMMUNITY. | $250 |
| SPIRIT OF AMERICA | |||||||
| 3033 WILSON BLVD SUITE 700 | ARLINGTON | VA | 222013868 | NONE | PUBLIC CHARITY | TO SUPPORTE TROOPS AND DIPLOMATS TO HELP THEM SAVE AND IMPROVE LIVES, PROMOTE VALUES SHARED BY AMERICANS AND OUR ALLIES, AND STRENGTHEN RELATIONSHIPS. | $10,000 |
| THE DAWN REDWOODS TRUST | |||||||
| ONE BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 949202053 | NONE | PUBLIC CHARITY | TO HELP PEOPLE IN THEIR TIMES OF NEED | $10,000 |
| UCLA CANCER CENTER FOUNDATION | |||||||
| 10833 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | TO SUPPORT DEDICATED TO CANCER RESEARCH AT UCLA. | $10,000 |
| WILMINGTON FRIENDS SCHOOL | |||||||
| 101 SCHOOL ROAD | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATION SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,248,103 | 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 | $354 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $766,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,134,855 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,901,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,901,258 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS (FIXED) HELD AT CAPITAL GUARDIAN | $3,692,724 | $3,531,920 |
| SECURITIES HELD AT CAPITAL GUARDIAN | $6,080,752 | $11,220,758 |
| SECURITIES HELD AT FIDELITY Y89-891371 | $9,678,655 | $11,980,216 |
| SEQUOIA CAPITAL - BARRACUDA STOCK | $219 | $219 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEQUOIA CAPITAL FRANCHISE PARTNERS, LP | FMV | $24,115 | $24,115 |
| CAPITAL GROUP ALTERNATIVE STRATEGIES (OFFSHORE) LP | AT COST | $600,000 | $966,172 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1S | Desc |
| Revenue And Expenses Per Books | -$301 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$301 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS - FMV ADJUSTMENT | Desc |
| Amt | $4,476 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $131,318 | $131,318 | $0 |
| PORTFOLIO DEDUCTIONS | $592 | $592 | $0 |
| ACCOUNTING FEES | $19,540 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $25,069 | Amt |
| Net Investment Income | $25,069 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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