SILICON VALLEY LUMINARY SOCIETY: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SILICON VALLEY LUMINARY SOCIETY (EIN 77-0484546)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-17
IRS object ID
201631699349100803
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)
Return2016-06-17T14:40:32-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770483462PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORTON & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12479 EAST BAYSHORE ROAD SUITE 285AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770484546EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SILICON VALLEY LUMINARY SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSILIBusinessNameControlTxt
Phone6503228242PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 LOWERY DRIVEAddressLine1Txt
CityATHERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAROLD C HOHBACHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503228242PhoneNum
Signature2016-04-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK MORTONPreparerPersonNm
PTINP00097139PTIN
Phone6503236665PhoneNum
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$121,275FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$195DividendsRevAndExpnssAmt
Dividends Net Invst Incm$195DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200TotalRevAndExpnssAmt
Total Net Invst Incm$200TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$85TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$85TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$48OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$48OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$133TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$133TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$133TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67ExcessRevenueOverExpensesAmt
Net Investment Income$200NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,873CashBOYAmt
Cash EOY$4,180CashEOYAmt
Cash EOYFMV$4,180CashEOYFMVAmt
Sav And Temp Cash Invst EOY$117,095SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$117,095SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$85,873TotalAssetsBOYAmt
Total Assets EOY$121,275TotalAssetsEOYAmt
Total Assets EOYFMV$121,275TotalAssetsEOYFMVAmt
Accounts Payable BOY$821AccountsPayableBOYAmt
Accounts Payable EOY$821AccountsPayableEOYAmt
Loans From Officers BOY$75,250LoansFromOfficersBOYAmt
Loans From Officers EOY$75,250LoansFromOfficersEOYAmt
Total Liabilities BOY$76,071TotalLiabilitiesBOYAmt
Total Liabilities EOY$76,071TotalLiabilitiesEOYAmt
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$9,802RetainedEarningBOYAmt
Retained Earning EOY$45,204RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,802TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,873TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,275TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,802TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$67ExcessRevenueOverExpensesAmt
Other Increases$35,335OtherIncreasesAmt
Subtotal$45,204SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,204TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$82AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,741NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.005563DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,926NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.006939DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,667AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,015NetVlNoncharitableAssetsYr3Amt
Distribution Yr322.831133DistributionYr3Rt
Adjusted Qlfy Distri Yr4$56,070AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,583NetVlNoncharitableAssetsYr4Amt
Distribution Yr415.648898DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,152AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$332NetVlNoncharitableAssetsYr5Amt
Distribution Yr5241.421687DistributionYr5Rt
Total Distribution279.914220TotalDistributionRt
Average Distribution55.982844AverageDistributionRt
Net Vl Noncharitable Assets$7,519NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$420,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$420,937AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$133QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$4TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HAROLD C HOHBACHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503228242PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 LOWERY DRIVEAddressLine1Txt
CityATHERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94027ZIPCd
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
HAROLD C HOHBACH
29 LOWERY DRIVEATHERTONCA94027PRESIDENT1.00$0$0$0
J CASEY MCGLYNN
440 COLERIDGE AVENUEPALO ALTOCA94301SECRETARY0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,634TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,634AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$376MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$376MinimumInvestmentReturnAmt
Tax Based On Investment Income$4TaxBasedOnInvestmentIncomeAmt
Total Tax$4TotalTaxAmt
Distributable Before Adj$372DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$372DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$372DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$133QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$133AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$372DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$80,135ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$55,891ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$91,466ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,507ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$244,999TotalExcessDistributionCyovAmt
Qualifying Distributions$133QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$133AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$239ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$239ExcessDistributionCyovAppCYAmt
Total Corpus$244,760TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$79,896ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$164,864ExcessDistriCyovToNextYrAmt
Excess From Year4$55,891ExcessFromYear4Amt
Excess From Year3$91,466ExcessFromYear3Amt
Excess From Year2$17,507ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$195RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$200RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INCOME FROM FUNDS TEMPORARILY INVESTED TO AUGMENT FUNDS AVAILABLE FOR
3CARRYING OUT CORPORATION'S SPECIFIC PURPOSE

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$48RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$48DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$35,335Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FRANCHISE TAX$45$0$45
CALIFORNIA SECRETARY OF STATE$40$0$40

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