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BLUE HILLS EDUCATIONAL FUND: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BLUE HILLS EDUCATIONAL FUND (EIN 77-0496116)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-16
IRS object ID
201530479349200778
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-16T18:32:52-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270995027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YOUNG CRAIG CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12570 W EL CAMINO REAL 150AddressLine1
CityMOUNTAIN VIEWCity
StateCAState
ZIP Code94040ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770496116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE HILLS EDUCATIONAL FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone4087415752PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112300 DE SANKA AVENUEAddressLine1
CitySARATOGACity
StateCAState
ZIP Code95070ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANA TRUJILLOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4087415752PhoneNum
Signature2015-02-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENNIS A YOUNGPreparerPersonNm
PTINP00327034PTIN
Phone6502091800PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressHTTPS://WWW.FACEBOOK.COM/BLUEHILLSEDUCATIONALFUNDWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$165,378GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$160,040ContributionsGiftsGrantsEtcAmt
Investment Income$2,502InvestmentIncomeAmt
Sale Of Assets Gross$2,836SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$2,836GainOrLossFromSaleOfAssetsAmt
Total Revenue$165,378TotalRevenueAmt
Grants And Similar Amounts Paid$166,658GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$253PrintingPublicationsPostageAmt
Other Expenses Total$971OtherExpensesTotalAmt
Total Expenses$167,882TotalExpensesAmt
Excess Or Deficit For Year-$2,504ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$277,250NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$13,007OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$261,739NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$277,250BOYAmt
EOY$145,734EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$116,005EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$277,250BOYAmt
EOY$261,739EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$277,250BOYAmt
EOY$261,739EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeBHEF IS A PARENT-RUN VOLUNTEER ORGANIZATION, DEDICATED TO RAISING MONEY TO FUND INSTRUCTIONAL AIDES, MUSIC PROGRAMS, SCIENCE ENRICHMENT PROGRAMS, COMPUTER LABS, LIBRARY AIDES, AND OTHER PROGRAMS TO SUPPLEMENT STUDENTS' EDUCATIONAL EXPERIENCES AT BLUE HILLS ELEMENTARY SCHOOL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomBLUE HILLS EDUCATIONAL FUND PROVIDES INSTRUCTIONAL AIDES, MUSIC PROGRAMS, SCIENCE ENRICHMENT PROGRAMS, COMPUTER LABS, LIBRARY AIDES, AND OTHER PROGRAMS TO SUPPLEMENT STUDENTS' EDUCATIONAL EXPERIENCES AT BLUE HILLS ELEMENTARY SCHOOL.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$166,658ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$166,658TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANA TRUJILLO
PRESIDENT3.00$0$0$0
JAMIE CHAN
TREASURER3.00$0$0$0
ANGELINA PEARCE
SECRETARY3.00$0$0$0
CHRISTY TUM
DIRECTOR3.00$0$0$0
VICKI ZOU
DIRECTOR3.00$0$0$0
SUKHOON HONG
DIRECTOR3.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMIE CHANBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line112300 DE SANKA AVENUEAddressLine1
CitySARATOGACity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
Phone4082579282PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$128,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$157,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153,483CurrentTaxYearMinus1YearAmt
Current Tax Year$160,040CurrentTaxYearAmt
Total$758,666TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$128,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$157,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153,483CurrentTaxYearMinus1YearAmt
Current Tax Year$160,040CurrentTaxYearAmt
Total$758,666TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$758,666PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$4,264CurrentTaxYearMinus1YearAmt
Current Tax Year$5,338CurrentTaxYearAmt
Total$23,059TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$4,264CurrentTaxYearMinus1YearAmt
Current Tax Year$5,338CurrentTaxYearAmt
Total$23,059TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$136,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$162,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$157,747CurrentTaxYearMinus1YearAmt
Current Tax Year$165,378CurrentTaxYearAmt
Total$781,725TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97050PublicSupportCY509Pct
Public Support PY5090.98000PublicSupportPY509Pct
Investment Income CY0.02950InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 50. DESCRIPTION: DIVIDENDS. AMOUNT: 2,452. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,502.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL SUPPORT. GRANTEE NAME: CUPERTINO UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 10301 VISTA DRIVE CUPERTINO, CA 95014. GRANTEE RELATIONSHIP: LOCAL PUBLIC SCHOOL DISTRICT. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 250. DATE OF GIFT: 12/04/13. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL SUPPORT. GRANTEE NAME: CUPERTINO UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 10301 VISTA DRIVE CUPERTINO, CA 95014. GRANTEE RELATIONSHIP: LOCAL PUBLIC SCHOOL DISTRICT. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 500. DATE OF GIFT: 01/13/14. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL SUPPORT. GRANTEE NAME: CUPERTINO UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 10301 VISTA DRIVE CUPERTINO, CA 95014. GRANTEE RELATIONSHIP: LOCAL PUBLIC SCHOOL DISTRICT. PROPERTY DESCRIPTION: IPADS FOR STUDENT AND CLASSROOM USE. METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. METHOD USED TO DETERMINE FMV: PURCHASE PRICE. BOOK VALUE OF PROPERTY: 16,606. DATE OF GIFT: 06/12/14. AMOUNT GIVEN: 48,153.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOOL SUPPORT. GRANTEE NAME: CUPERTINO UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 10301 VISTA DRIVE CUPERTINO, CA 95014. GRANTEE RELATIONSHIP: LOCAL PUBLIC SCHOOL DISTRICT. PROPERTY DESCRIPTION: STAFF SALARIES FOR CLASSROOM AIDS, TUTORS, ETC.. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 117,755. DATE OF GIFT: 06/30/14. AMOUNT GIVEN: 117,755. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 166,658.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 500. DESCRIPTION: BANK FEES. AMOUNT: 34. DESCRIPTION: SUPPLIES. AMOUNT: 387. DESCRIPTION: FTB FILING FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 971.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -23,254. DESCRIPTION: UNREALIZED GAINS IN SCHWAB PORTFOLIO. AMOUNT: 10,327. DESCRIPTION: PENALTIES FTB. AMOUNT: -80. TOTAL TO FORM 990-EZ, LINE 20: -13,007.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SCHWAB PORTFOLIO. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 116,005.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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