THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-06
- IRS object ID
- 201543109349100759
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-06T18:08:26-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770140464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 4082865800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN L HALLGRIMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082865800 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE E ROE | PreparerPersonNm |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2015-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $740,428 | 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 | $191,803 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,881 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$1,175 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $17,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,007 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $219,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,900 | 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 |
| Taxes Rev And Expnss | $128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,902 | CashBOYAmt |
| Cash EOY | $39,746 | CashEOYAmt |
| Cash EOYFMV | $39,746 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,310 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,415 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $491,509 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $573,267 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $573,267 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $536,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $740,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $740,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $536,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $740,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $536,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $740,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $740,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $536,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,375 | OtherIncreasesAmt |
| Subtotal | $740,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $740,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS INC 100SH | P | 2007-01-19 | 2014-08-20 | $7,112 | $4,035 | $3,077 | $3,077 |
| BEMIS CO INC 100SH | P | 2009-12-07 | 2014-02-11 | $3,876 | $3,091 | $785 | $785 |
| CATO CORP 100SH | P | 2011-06-30 | 2014-02-11 | $2,728 | $2,889 | -$161 | -$161 |
| CDK GLOBAL INC .33SH | P | 2010-04-28 | 2014-10-01 | $10 | $6 | $4 | $4 |
| COLUMBIA LARGE CAP GROWTH FD CL Z 1031SH | P | 2014-05-30 | 2014-06-03 | $36,167 | $36,147 | $20 | $20 |
| COLUMBIA LARGE CAP GROWTH FD CL Z 1031SH | P | 2014-06-10 | 2014-10-17 | $35,817 | $36,621 | -$804 | -$804 |
| FLEXTRONICS INTL 100SH | P | 2006-10-13 | 2014-02-11 | $860 | $1,321 | -$461 | -$461 |
| MUTUAL SHARES FUND - CLASS Z | P | 2014-11-17 | $229 | $218 | $11 | $11 | |
| MUTUAL SHARES FUND - CLASS Z | P | 2014-11-17 | $12,216 | $8,335 | $3,881 | $3,881 | |
| PARAGON OFFSHORE PLC .33SH | P | 2011-03-18 | 2014-08-04 | $3 | $5 | -$2 | -$2 |
| T ROWE PRICE EQUITY INCOME FUND 1300.1SH | P | 2014-01-03 | 2014-01-06 | $42,266 | $42,305 | -$39 | -$39 |
| T ROWE PRICE INTL STOCK FUND 1170.401SH | P | 2014-01-03 | 2014-01-06 | $18,820 | $18,878 | -$58 | -$58 |
| T ROWE PRICE NEW ASIA FUND 269.814SH | P | 2014-11-17 | $4,765 | $2,677 | $2,088 | $2,088 | |
| DWS GLOBAL GROWTH FUND 983.846 | P | 2013-10-29 | 2014-07-07 | $30,135 | $28,089 | $2,046 | $2,046 |
| DWS GLOBAL GROWTH FUND 83.427 | P | 2014-01-03 | 2014-07-07 | $2,555 | $2,424 | $131 | $131 |
| CAPITAL GAINS DIVIDENDS | P | $6,489 | $6,489 | $6,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,007 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,570 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $463,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091824 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,938 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $378,212 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071225 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $351,402 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $307,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $241,060 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094582 | DistributionYr5Rt |
| Total Distribution | 0.315011 | TotalDistributionRt |
| Average Distribution | 0.063002 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $628,996 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,300 | 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 | $267 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $267 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $215 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $215 | TotalPaymentsAndCreditsAmt |
| Tax Due | $52 | 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 | STEVEN L HALLGRIMSON | IndividualWithBooksNm |
| Phone | 4082865800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIK L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 951132233 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROD LINER | ||||||||
| 1926 EUCALYPTUS | SAN CARLOS | CA | 94070 | VICE-PRESIDENT | 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 | $516,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,986 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $638,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $638,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $628,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $267 | TotalTaxAmt |
| Distributable Before Adj | $31,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,183 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $267 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $8,211 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,117 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,794 | 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 | $10,816 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,211 | ExcessFromYear2Amt |
| Excess From Year1 | $19,650 | ExcessFromYear1Amt |
| Excess From Current Year | $11,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L HALLGRIMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951133233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082865800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 1103 BRANHAM LANE | SAN JOSE | CA | 95118 | NONE | PUBLIC | PUBLIC | $300 |
| KAMMILLE MANALOTO SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MORAYAMA QUEZADAS SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 400 NORTH CLAREMONT BOULEVARD | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $25,000 |
| STROKE AWARENESS FOUNDATION | |||||||
| 51 E CAMPBELL AVE SUITE 106-M | CAMPBELL | CA | 95008 | NONE | PUBLIC | PUBLIC | $2,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| JEWISH HOME FOR THE AGED | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PUBLIC | PUBLIC | $1,000 |
| SANTA CLARA UNIVERSITY LAW SCHOOL | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| ROBERT LOUIS STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC | PUBLIC | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 921 S 1ST STREET | SAN JOSE | CA | 95110 | NONE | PUBLIC | PUBLICPUBLIC | $1,000 |
| SAN JOSE STATE UNIVERSITY SPARTAN FOUNDATION | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | ATHLETICS/EDUCATIONAL | $500 |
| REACH FOUNDATION | |||||||
| 4000 MIDDLEFIELD ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC | PUBLIC | $1,000 |
| THE FIRST TEE OF MONTEREY | |||||||
| 1551 BEACON HILL DRIVE | SALINAS | CA | 93905 | NONE | PUBLIC | PUBLIC | $1,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY - BOALT SCHOOL OF LAW | |||||||
| 2000 CENTER STREET SUITE 400 | BERKELEY | CA | 94704 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| SEMPERVIRENS FUND | |||||||
| 419 SOUTH SAN ANTONIO ROAD STE 211 | LOS ALTOS | CA | 94022 | NONE | PUBLIC | PUBLIC | $1,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,300 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,054 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,175 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,007 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,175 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,898 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN L HALLGRIMSON | |||||||
| 1 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $42,305 | Yes (X) | |
| STEVEN L HALLGRIMSON | |||||||
| 2 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $34,427 | Yes (X) | |
| STEVEN L HALLGRIMSON | |||||||
| 3 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $18,879 | Yes (X) | |
| STEVEN L HALLGRIMSON | |||||||
| 4 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $2,424 | Yes (X) | |
| STEVEN L HALLGRIMSON | |||||||
| 5 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $36,147 | Yes (X) | |
| STEVEN L HALLGRIMSON | |||||||
| 6 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $36,621 | Yes (X) | |
| STEVEN L HALLGRIMSON | |||||||
| 7 | TEN ALMADEN BLVD 11TH FLOOR | SAN JOSE | CA | 95113 | $20,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITY - 1300.1SH T ROWE PRICE EQUITY INCOME FUND | $42,305 | 2014-01-03 |
| 2 | PUBLICLY TRADED SECURITY - 621.992SH T ROWE PRICE INTL DISCOVERY FUND | $34,427 | 2014-01-03 |
| 3 | PUBLICLY TRADED SECURITY - 1170.401SH T ROWE PRICE INTL STOCK FUND | $18,879 | 2014-01-03 |
| 4 | PUBLICLY TRADED SECURITY - 83.427SH DWS GLOBAL GRWTH FUND | $2,424 | 2014-01-03 |
| 5 | PUBLICLY TRADED SECURITY - 1031SH COLUMBIA LARGE CAP GROWTH FD CL Z | $36,147 | 2014-05-30 |
| 6 | PUBLICLY TRADED SECURITY - 1031SH COLUMBIA LARGE CAP GROWTH FD CL Z | $36,621 | 2014-06-10 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY ACCOUNTS | AT COST | $164,984 | $164,984 |
| CHARLES SCHWAB | AT COST | $392,882 | $392,882 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | $15,401 | $15,401 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $1,800 | $0 | $0 |
| SECRETARY OF STATE FEES | $21 | $0 | $0 |
| REGISTRAR OF CHARITABLE TRUST FEES | $25 | $0 | $0 |
| BANK FEES | $95 | $0 | $0 |
| $1,175 | $1,175 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE IN VALUE OF SECURITIES | Desc |
| Amt | $29,375 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $118 | $0 | $0 |
| CA TAXES | $10 | $0 | $0 |
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