INNOVATE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INNOVATE FAMILY FOUNDATION (EIN 27-3980665)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349101244
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:19:56-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 273980665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Innovate Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | INNO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | timothy j ranzetta | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $13,682,542 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,204,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $193,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,912 | TotalNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $458 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $458 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $175,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $175,880 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,500 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $8,333 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $8,333 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $117 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,576 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $528 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $528 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,060 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $56,060 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $247,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $758,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $758,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,010,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,006,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$816,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $249,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $283,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,574 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $380,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $175,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $380,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $380,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,028,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,011,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,770,886 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $155,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $230,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $328,082 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,641,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,824,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,682,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,641,104 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,824,811 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,641,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,824,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,641,104 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,824,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,641,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$816,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,824,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,824,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $1,204,235 | $1,210,155 | -$5,920 | -$5,920 | |||
| NOTEDLY INC CONVERTIBLE PROMISSORY N/R | $50,000 | -$50,000 | -$50,000 | P | 2013-11-22 | 2014-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $958,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,703,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075429 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $413,841 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,791,323 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $202,362 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,398,007 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017754 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,057,344 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.12828 | TotalDistributionRt |
| Average Distribution | 0.03207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,371,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $428,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,498 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $431,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,006,668 | 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 | $2,498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,498 | SubtotalAmt |
| Tax Based On Investment Income | $2,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,708 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,403 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,111 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,613 | OverpaymentAmt |
| Applied To ES Tax | $2,500 | AppliedToESTaxAmt |
| Refund | $113 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy Ranzetta | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative | $53,559 |
| jessica Endlich | |||||
| 831 Richmond Avenue | SAN JOSE | CA | 95128 | PHILANTHROPIC | $60,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,773,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $586,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,575,529 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,575,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,371,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $668,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $668,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,498 | TotalTaxAmt |
| Distributable Before Adj | $666,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $666,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $666,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,006,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,006,668 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,498 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,004,170 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $666,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $235,719 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $1,006,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $235,719 | AppliedToYear1Amt |
| Applied To Current Year | $666,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,852 | RemainingDistriFromCorpusAmt |
| Total Corpus | $104,852 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $104,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $104,852 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Timothy Ranzetta | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA PUBLIC SCHOOLS INC | ||||||||||||
| PO BOX 21366 | SAN JOSE | CA | 95151 | N/A | PC | General & Unrestricted | $5,000 | |||||
| BASIC FUND | ||||||||||||
| 475 14TH ST STE 520 | OAKLAND | CA | 94612 | N/A | PC | 2011 Program and Scholarship initiative for 2013 and 2014 | $120,000 | |||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | ||||||||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Chris Bischof and helen kim endowment campaign | $100,000 | |||||
| FRESH LIFELINES FOR YOUTH INC | ||||||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Management Capacity Bulding Project | $50,000 | |||||
| IMPACTASSETS INC | ||||||||||||
| 7315 WISCONSIN AVE STE 1100W | BETHESDA | MD | 20814 | N/A | PC | FARM Fund | $100,000 | |||||
| IQRA FUND | ||||||||||||
| 405 EL CAMINO REAL 201 | MENLO PARK | CA | 94025 | N/A | PC | Scholarship fund | $50,000 | |||||
| JUMP MATH | ||||||||||||
| N/A | PC | to cover cost of materials for US pilot Program | $108,833 | ONE YONGE ST STE 1014 | TORONTO | Ontario | CA | M5E 1E5 | ||||
| MK LEVEL PLAYING FIELD INSTITUTE | ||||||||||||
| 2201 BROADWAY STE 101 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $100,000 | |||||
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | STEM Coordinators/Makerspace project | $50,000 | |||||
| UASPIRE INC | ||||||||||||
| 31 SAINT JAMES AVE STE 520 | BOSTON | MA | 02116 | N/A | PC | San Francisco Bay Area Program | $25,000 | |||||
| WISHBONEORG | ||||||||||||
| 2144 LEAVENWORTH ST | SAN FRANCISCO | CA | 94133 | N/A | PC | General & Unrestricted | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $758,833 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,992 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL-WLD EX-US SM | $290,736 | $286,495 |
| VANGUARD FTSE ALL-WORLD EX-US | $1,501,600 | $1,560,626 |
| VANGUARD FTSE EMERGING MARKETS | $235,955 | $204,223 |
| VANGUARD GROWTH ETF | $2,038,074 | $3,579,102 |
| VANGUARD SMALL-CAP GROWTH ETF | $274,132 | $435,914 |
| VANGUARD SMALL-CAP VALUE ETF | $348,661 | $547,005 |
| VANGUARD ST BOND ETF | $929,639 | $920,668 |
| VANGUARD TOTAL STOCK MARKET ET | $1,001,734 | $1,307,711 |
| VANGUARD VALUE ETF | $2,390,706 | $3,929,142 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLOOMBOARD, INC - SER A-2 PFD | $105,000 | $185,827 |
| EDSURGE PREFERRED STOCK - SERI | $50,000 | $49,980 |
| FORUS, INC. PREFERRED STOCK | $25,000 | $42,275 |
| MODERN GUILD PFD STOCK | $25,000 | $25,000 |
| OPMOSYS, INC. SERIES SEED PREF | $25,000 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $53,559 | $53,559 |
| Indemnification Insurance | $1,625 | $1,625 |
| Office Supplies | $851 | $851 |
| State or Local Filing Fees | $25 | $25 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (12 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| CAREER EAGLE INC | ||||||||||
| NONE | $25,000 | $25,000 | 2012-08 | 2016-04 | PRINCIPAL AND INTEREST COMPOUNDED ANNUALLY | 8.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| CIQ LABS INC | ||||||||||
| NONE | $50,000 | $50,000 | 2014-10 | 2015-10 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| CIRCUMVENTURE LEARNING INC | ||||||||||
| NONE | $50,000 | $50,000 | 2014-03 | 2016-03 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| EMICS INC | ||||||||||
| NONE | $50,000 | $50,000 | 2013-09 | 2016-06 | PRINCIPAL AND INTEREST | 5.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| FRONT ROW EDUCATION INC | ||||||||||
| NONE | $50,000 | $50,000 | 2014-04 | 2016-04 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| LIMELIGHT CORP (2014) | ||||||||||
| NONE | $25,000 | $25,000 | 2014-06 | 2015-06 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| LIMELIGHT CORP (2012) | ||||||||||
| NONE | $25,000 | $25,000 | 2012-11 | 2015-05 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| RAISE LABS INC | ||||||||||
| NONE | $25,000 | $25,000 | 2013-11 | 2015-02 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| SCHOOLMINT INC | ||||||||||
| NONE | $50,000 | $50,000 | 2014-04 | 2016-04 | PRINCIPAL AND INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| TUVALABS LLC | ||||||||||
| NONE | $30,000 | $30,000 | 2014-06 | 2015-09 | PRINCIPAL AND INTEREST COMPOUNDED ANNUALLY | 8.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| FORUS INC | ||||||||||
| NONE | $25,000 | $0 | 2013-02 | 2014-02 | PRINCIPAL AND INTEREST | 7.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
| NOTEDLY INC | ||||||||||
| NONE | $50,000 | $0 | 2013-11 | 2014-11 | INTEREST | 2.0 | NONE | NONE | NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ONLINE CURRICULUM FEEDBACK SVC | $2,303 | $2,303 |
| Philanthropic Consulting Srvcs | $171,343 | $171,343 |
| Website Development | $2,234 | $2,234 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $3,500 | Amt |
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