DENNIS AND GLORIA OBRIEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND GLORIA OBRIEN FOUNDATION (EIN 52-2390855)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-03
- IRS object ID
- 201642169349101624
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-03T14:29:42-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVE 201 | AddressLine1Txt |
| City | EAST PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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 | 522390855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS AND GLORIA O'BRIEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 6503770300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 TOWER LANE SUITE 375 | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS O'BRIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503770300 | PhoneNum |
| Signature | 2016-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,741,808 | 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 | $988,204 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $616,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,807,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $616,129 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,691,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $703,230 | 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 |
| Legal Fees Rev And Expnss | $170 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $102 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $68 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,533 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $700 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $582 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $522,052 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $522,052 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $524,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,140,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $677,026 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $302,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,708 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,200 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $2,979,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,019,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,695,100 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,282,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,066,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,741,808 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,282,479 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,066,611 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,282,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,066,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,282,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,066,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,282,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,140,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,423,201 | SubtotalAmt |
| Other Decreases | $356,590 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,066,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $202,383 | $217,902 | -$15,519 | -$15,519 | |
| CHARLES SCHWAB | $238,112 | $229,497 | $8,615 | $8,615 | |
| SEVEN POST #1324 | $532,566 | $542,951 | -$10,385 | -$10,385 | |
| SEVEN POST #1324 | $445,649 | $468,807 | -$23,158 | -$23,158 | |
| SEVEN POST #1316 | $1,574,451 | $1,320,002 | $254,449 | $254,449 | |
| SEVEN POST #1316 | $1,813,217 | $1,411,875 | $401,342 | $401,342 | |
| LITIGATION SETTLEMENT | $246 | $246 | $246 | ||
| CAPITAL GAINS DIVIDENDS | $539 | $539 | $539 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $616,129 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $452,282 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,583,860 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $405,933 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,034,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $326,688 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,832,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067601 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $324,819 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,473,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,473 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,726,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032564 | DistributionYr5Rt |
| Total Distribution | 0.386333 | TotalDistributionRt |
| Average Distribution | 0.077267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,487,576 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $269,475 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,770 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $276,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $524,508 | 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 | $6,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $524 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,024 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,746 | 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 | TAMARA MCINERNEY | IndividualWithBooksNm |
| Phone | 6508556800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVENUE SUITE 201 | AddressLine1Txt |
| City | EAST PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS C O'BRIEN | ||||||||
| 950 TOWER LANE SUITE 1250 | FOSTER CITY | CA | 94404 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GLORIA A O'BRIEN | ||||||||
| 950 TOWER LANE SUITE 1250 | FOSTER CITY | CA | 94404 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN FRIMEL | ||||||||
| 950 TOWER LANE SUITE 1250 | FOSTER CITY | CA | 94404 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRIS O'BRIEN | ||||||||
| 950 TOWER LANE SUITE 1250 | FOSTER CITY | CA | 94404 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,400,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,540,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,540,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,487,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,770 | TotalTaxAmt |
| Distributable Before Adj | $167,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $524,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $524,508 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,770 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $517,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $54,433 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $273,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $619,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $524,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $356,899 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $976,563 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $976,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,433 | ExcessFromYear4Amt |
| Excess From Year3 | $86,725 | ExcessFromYear3Amt |
| Excess From Year2 | $204,819 | ExcessFromYear2Amt |
| Excess From Year1 | $273,687 | ExcessFromYear1Amt |
| Excess From Current Year | $356,899 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS C O'BRIEN | ContributingManagerNm |
| Contributing Manager | GLORIA A O'BRIEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOP'S ANNUAL APPEAL 2015 | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CATHOLIC CHARITIES CYO | |||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | SPONSORSHIP FOR CYO SUMMER CAMP CAMPERSHIP CAMPAIGN | $10,000 |
| SACRED HEART NATIVITY SCHOOLS | |||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPINAL CORD SOCIETY | |||||||
| 115 SOUTHWOOD DRIVE | SCOTTS VALLEY | CA | 95066 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ST FRANCIS OF ASSISI YOUTH CLUB | |||||||
| 1425 BAY ROAD | EAST PALO ALTO | CA | 94303 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST VINCENT'S SCHOOL FOR BOYS | |||||||
| 1 ST VINCENT DRIVE | SAN RAFAEL | CA | 94903 | NONE | PC | INTERIOR RENOVATION OF 5 GROUP HOMES AT ST. VINCENT'S SCHOOL FOR BOYS | $100,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171048 | NONE | PC | TUTORING PROGRAM | $138,792 |
| ST PATRICK'S SEMINARY | |||||||
| 320 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PC | DONATION TO CURHOUSE ROOF REPAIR | $1,110 |
| HEART OF SAN MATEO COUNTY | |||||||
| 139 MICHELL AVENUE SUITE 108 | SOUTH SAN FRANCISCO | CA | 94080 | NONE | PC | GENERAL SUPPORT | $1,250 |
| SACRED HEART SCHOOL | |||||||
| 150 VALAPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | MICHAEL E. MURPHY SCHOLARSHIP FUND | $5,000 |
| ST PIUS CHURCH | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL SUPPORT | $30,000 |
| KEITH FRASER MEMORIAL FUND | |||||||
| 2385 BUENA VISTA AVENUE | LIVERMORE | CA | 94550 | NONE | PC | GENERAL SUPPORT | $250 |
| SAINT APOLLINARIS CHURCH | |||||||
| 3700 LASSEN STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $500 |
| AMERICAN IRELAND CHURCH | |||||||
| 211 CONGRESS STREET | BOSTON | CA | 94558 | NONE | PC | GENERAL SUPPORT | $250 |
| CHAPEL OF IMMACULATE CONCEPTION | |||||||
| 3255 FOLSOM STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CATHOLIC WORKER HOUSE | |||||||
| 545 CASSIA STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST AUGUSTINE EDUCATIONAL FOUNDATION | |||||||
| 6301 PAIL HIGHWAY | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $250 |
| ST ANTHONY'S CHURCH (PADUA DINING ROOM) | |||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PC | PADUA DINING ROOM | $5,000 |
| ST ANNE'S HOME (LITTLE SISTERS OF THE POOR) | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $250 |
| ALAN L AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM | |||||||
| 345 SPEAR STREET SUITE 700 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SISTERS OF MERCY | |||||||
| 2300 ADELINE DRIVE | BURLINGAME | CA | 94010 | NONE | PC | GENERAL SUPPORT | $500 |
| JUNIPERO SERRA HIGH | |||||||
| 451 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PC | MEMORY OF LARRY ALARY | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $750 |
| CHILDREN'S INTERNATIONAL FUND | |||||||
| PO BOX 219357 | KANSAS CITY | MO | 64121 | NONE | PC | TWO CHILDREN SUPPORT | $750 |
| CHILD & FAMILY INSTITUTE OF MENLO PARK | |||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST FRANCIS CENTER | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOMINICAN SISTERS VISION OF HOPE | |||||||
| 1555 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST PIUS CHURCH | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | LIFEGUARD FUND - SCHOLARSHIP | $10,000 |
| RAVENSWOOD EDUCATION FUND | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL SUPPORT | $5,000 |
| QUEEN OF THE VALLEY HOSPITAL | |||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION BLVD | SAN JOSE | CA | 94539 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ST FRANCIS OF ASSISI YOUTH CLUB | |||||||
| 1425 BAY ROAD | EAST PALO ALTO | CA | 94303 | NONE | PC | GENERAL SUPPORT | $5,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ICA (IMMACULATE CONCEPTION ACADEMY) | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ST. MARY PATRICK'S SCHOLARSHIP FUND | $2,000 |
| HOMEAID OF NORTHERN CALIFORNIA | |||||||
| 6210 STONERIDGE MALL ROAD 5TH FLOOR | PLEASANTON | CA | 94558 | NONE | PC | GENERAL SUPPORT | $3,000 |
| HANNA BOYS CENTER | |||||||
| PO BOX 100 | SONOMA | CA | 95476 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST PIUS BUILDING FUND | |||||||
| 1100 WOODSIDE ROAD | REDWOOD CITY | CA | 94061 | NONE | PC | 5TH INSTALLMENT OF PLEDGE | $20,000 |
| NORTH COAST OPPORTUNITIES INC | |||||||
| 413 N STATE STREET | UKIAH | CA | 95482 | NONE | PC | RURAL COMMUNITIES CHILD CARE PROGRAM | $2,000 |
| HABITAT FOR HUMANITY GREATER SAN FRANCISCO | |||||||
| 645 HARRISON STREET SUITE 201 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $500 |
| REBUILDING TOGETHER PENINSULA | |||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ATHERTON POLICE OFFICERS' ASSOCIATION | |||||||
| 2421 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| PO BOX 45363 | SAN FRANCISCO | CA | 94145 | NONE | PC | 2ND OF 3 YEAR PLEAGE TO CERTIFIED NURSING ASSISTANT PROGRAM | $37,300 |
| ST PETER'S CATHOLIC SCHOOL | |||||||
| 1266 FLORIDA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALAMEDA BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 1069 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SACRED HEART SCHOOLS | |||||||
| 150 VALAPARAISO AVENUE | MENLO PARK | CA | 94025 | NONE | PC | ANNUAL FUND | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | GENERAL FUND | $1,000 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||
| 43326 MISSION BLVD | SAN JOSE | CA | 94539 | NONE | PC | PLEDGE FOR COMMUNITY AND WELLNESS CENTER AND SISTERS RESIDENCE | $10,000 |
| FLINTRIDGE SACRED HEART ACADEMY | |||||||
| 440 SAINT KATHERINE DRIVE LA CANADA | FLINTRIDGE | CA | 91011 | NONE | PC | PLEDGE FOR BUILDING FUND FOR 5 YEARS (2ND INSTALLMENT) | $20,000 |
| MARYKNOLL FATHERS AND BROTHERS | |||||||
| 16300 FOOTHILL BLVD | SAN LEANDRO | CA | 94578 | NONE | PC | SEEDING OF HOPE YOUTH PROGRAM | $5,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | SPONSORSHIP OF SCHOOLS FOR PCA WORKSHOPS - ST. CHARLES, ST. ANTHONY'S AND ST. PETERS | $15,000 |
| WASHINGTON HOSPITAL HEALTHCARE FOUNDATION | |||||||
| 2000 MOWRY AVE | FREMONT | CA | 94538 | NONE | PC | DONATION TO UPGRADE X-RAY MACHINE TO DIGITAL | $1,000 |
| COALITION TO SALUTE AMERICA'S HEROES | |||||||
| PO BOX 96440 | WASHINGTON | DC | 20090 | NONE | PC | 2015 WINTER EMERGENCY AID DRIVE | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 1 ST VINCENT DRIVE | SAN FRANCISCO | CA | 94903 | NONE | PC | PLUMBING SUPPLIES FOR ST. VINCENT SCHOOL FOR BOYS AND CYO CAMP | $12,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $522,052 | 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 | $275 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $616,129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $703,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,230 | 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 | O'BRIEN FAMILY TRUST OF 2001 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 TOWER LANE SUITE 375 | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $988,204 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $988,204 | FairMarketValueAmt |
| Received | 2015-06-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,575 | Amt |
| Net Investment Income | $2,287 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,288 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEVEN POST 1316 | $1,448,063 | $1,314,605 |
| SEVEN POST 1324 | $2,571,840 | $2,380,495 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $170 | LegalFeesAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT - DONATED SECURITIES | Desc |
| Amt | $356,590 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $582 | $582 | $0 |
| LIABILITY INSURANCE | $70 | $0 | $70 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,533 | Amt |
| Net Investment Income | $22,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA TAX AND FEE | $30 | $0 | $30 |
| FOREIGN TAXES PAID ON DIVIDENDS | $700 | $700 | $0 |
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