FURP.ORG / PUBLIC DATA EXPLORER

RNR PARKER FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RNR PARKER FAMILY FOUNDATION (EIN 20-5947366)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-11
IRS object ID
201631029349100128
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-11T21:20:42-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474256081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE GAEL KNIGHT COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13150 ALMADEN EXPY SUITE 103AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205947366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RNR PARKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRNRPBusinessNameControlTxt
Phone4082571718PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121587 FLINTSHIRE STREETAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD PARKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082571718PhoneNum
Signature2016-04-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAEL D KNIGHT CPAPreparerPersonNm
PTINP01260773PTIN
Phone4082673105PhoneNum
Preparation2016-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$260,964FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,684NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$105,702GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,684CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,412TotalRevAndExpnssAmt
Total Net Invst Incm$53,412TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,054AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,887TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,091TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,296ExcessRevenueOverExpensesAmt
Net Investment Income$53,412NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,810CashBOYAmt
Cash EOY$22,408CashEOYAmt
Cash EOYFMV$22,408CashEOYFMVAmt
Other Investments BOY$225,012OtherInvestmentsBOYAmt
Other Investments EOY$248,710OtherInvestmentsEOYAmt
Other Investments EOYFMV$238,556OtherInvestmentsEOYFMVAmt
Total Assets BOY$237,822TotalAssetsBOYAmt
Total Assets EOY$271,118TotalAssetsEOYAmt
Total Assets EOYFMV$260,964TotalAssetsEOYFMVAmt
Other Liabilities BOY$250OtherLiabilitiesBOYAmt
Other Liabilities EOY$250OtherLiabilitiesEOYAmt
Total Liabilities BOY$250TotalLiabilitiesBOYAmt
Total Liabilities EOY$250TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$237,572RetainedEarningBOYAmt
Retained Earning EOY$270,868RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$237,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$270,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$237,822TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,118TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$237,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,296ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$270,868SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$270,868TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2010 SHS BLACKROCK EQ DIV AP2012-05-072015-05-04$50,351$38,773$11,578$11,578
2010 SHS BLACKROCK EQ DIV AP2012-05-072015-05-04$50,351$38,773$11,578$11,578
711 SHS PTNM DIVR INCOME TR CL CP2010-08-242015-11-30$4,998$5,470-$472-$472
FRCTL SHS PUTNAM DIVERSIFIEDP2010-08-242015-11-30$1$1$0$0
FRCTL SHS PTNM DIVR INC TR CL CP2010-08-242015-11-30$1$1$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$22,684CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,995AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$266,560NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048751DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,840AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$264,937NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044690DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,256AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$239,053NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051269DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,208AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$250,354NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048763DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,018AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$253,464NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047415DistributionYr5Rt
Total Distribution0.240888TotalDistributionRt
Average Distribution0.048178AverageDistributionRt
Net Vl Noncharitable Assets$274,774NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,238AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$534NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,772AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,068InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,068SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$8EsPenaltyAmt
Tax Due$1,076TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICH PARKERIndividualWithBooksNm
Phone4082571718PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121587 FLINTSHIRE STAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD PARKER
21587 FLINTSHIRE STCUPERTINOCA95014PRESIDENT10.00$0$0$0
ROXANNE PARKER
21587 FLINTSHIRE STCUPERTINOCA95014TREASURER10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$269,017AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,941AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$278,958TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$278,958AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,184CashDeemedCharitableAmt
Net Vl Noncharitable Assets$274,774NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,739MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,739MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Total Tax$1,068TotalTaxAmt
Distributable Before Adj$12,671DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,671DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,671DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,671DistributableAsAdjustedAmt
Undistributed Income PY$12,964UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$13,025QualifyingDistributionsAmt
Applied To Year1$12,964AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,610UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD PARKERContributingManagerNm
Contributing ManagerROXANNE PARKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALMADEN COUNTRY SCHOOL
6835 TRINIDAD DRSAN JOSECA95120NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATIONTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$400
AMERICAN CANCER SOCIETY
747 CAMDEN AVE STE BCAMPBELLCA95008NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATION, AWARENESS, & SERVI$250
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$250
CHURCH WORLD SERVICE CROP
2425 COLLEGE AVEBERKLEYCA94704NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR HUNGER RELIEF$250
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$400
FOOTHILL CONSERVANCY
PO BOX 1255PINE GROVECA95665NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$250
FOXWORTHY BAPTIST CHURCH
1774 FOXWORTHY AVESAN JOSECA95124NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$250
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA317093498NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR AFFORDABLE LOW INCOME HOUSING$250
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR IMPOVERISHED FAMILIES$250
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$250
LOS ALTOS METHODIST CHURCH
655 MAGDALENA AVELOS ALTOSCA94024NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$250
NATURE CONSERVANCY
4245 NORTH FAIRFAX DR STE 100ARLINGTONVA222031606NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATION, AWARENESS, & SERVICE$250
PEMBINA UMC
152 W RAMSAY STPEMBINAND58271NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$1,250
SECOND HARVEST
35 E WACKER DR 2000CHICAGOIL60601NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR HUNGER RELIEF$500
TRINITY UMC
583 EAST FREMONT AVESUNNYVALECA94087NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$500
UNION CHURCH
2090 STEVENS CREEK BLVDCUPERTINOCA95014NONEOTHER PUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT$2,100
WEST VALLEY COMMUNITY SERVICES
10104 VISTA DRIVECUPERTINOCA95014NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR COMMUNITY OUTREACH SERVICES$2,000
WILLIAMS WINS FOUNDATION
1150 RAJKOVICH WAYSAN JOSECA95120NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATION, AWARENESS, & SERVI$1,000
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTONDC200907180NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATION, AWARENESS, & SERVICE$275
MAYVILLE STATE UNIVERSITY
330 THIRD STREET NEMAYVILLEND58257NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATION.$1,250
SALVATION ARMY
615 SLATER LANEALEXANDRIAVA22313NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR PUBLIC BENEFIT.$250
LEIGH HIGH SCHOOL
5210 LEIGH AVESAN JOSECA95124NONEPUBLIC CHARITYTO PROVIDE SUPPORT FOR EDUCATION.$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,025TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,728RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,684RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$53,412RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,412TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number12LineNumberTxt
Relationship StatementINCOME FROM INVESTMENTS PROVIDES AVAILABLE RESOURCES FOR CHARITABLE GIVING PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,054Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK GLBL OPPTYSAT COST$225,479$217,677
PUTNAM DIV INCOMEAT COST$23,231$20,879

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescO/S CONTRIBUTIONSDesc
BOY Book Value$250BOYBookValueAmt
EOY Book Value$250EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt