BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOWMAN FAMILY FOUNDATION (EIN 94-3380924)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-01-15
- IRS object ID
- 201300159349100400
- Schema version
- 2011v1.5
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-15T08:46:16-06:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943380924 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LAWRENCE BOWMAN | InCareOfName |
| Name Control | BOWM | NameControl |
| Phone | 6502873561 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT STREET | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE BOWMAN | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-12-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD H STIEGLITZ | Name |
| Phone | 2128403456 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2758267 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3381 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3381 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 56153 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56153 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 223229 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2411388 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 223229 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 18610 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 311373 | TotalRevenueAndExpenses |
| Total Net Investment Income | 282763 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4509 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2255 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2254 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10429 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5702 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4727 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 14948 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7957 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6981 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 505970 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 505970 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 520918 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7957 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 512951 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -209545 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 274806 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 0 | CashBOY |
| Cash EOY | 136933 | CashEOY |
| Cash EOYFMV | 136933 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1038259 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 164329 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 164329 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1973864 | InvestmentsGovtObligBOY |
| Investments Other BOY | 20000 | InvestmentsOtherBOY |
| Investments Other EOY | 2434000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2417005 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 40000 | OtherAssetsEOY |
| Other Assets EOYFMV | 40000 | OtherAssetsEOYFMV |
| Total Assets BOY | 3032123 | TotalAssetsBOY |
| Total Assets EOY | 2775262 | TotalAssetsEOY |
| Total Assets EOYFMV | 2758267 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Grants Payable BOY | 0 | GrantsPayableBOY |
| Grants Payable EOY | 0 | GrantsPayableEOY |
| Other Liabilities BOY | 47316 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 47316 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Retained Earnings BOY | 2984807 | RetainedEarningsBOY |
| Retained Earnings EOY | 2775262 | RetainedEarningsEOY |
| Total Net Assets BOY | 2984807 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2775262 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3032123 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2775262 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2984807 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -209545 | ExcessOfRevenueOverExpenses |
| Subtotal | 2775262 | Subtotal |
| Total Net Assets Fund Balances EOY | 2775262 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS/(LOSSES) | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 2411388 | GrossSalesPrice |
| Cost Or Other Basis | 2188159 | CostOrOtherBasis |
| Gain Or Loss | 223229 | GainOrLoss |
| Gains Minus Excess Or Losses | 223229 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 223229 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 387378 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3105739 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.12473 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 450259 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3479326 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.12941 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 580547 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4080395 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.142277 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1011872 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4051723 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.249739 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 692837 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3400062 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.203772 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.849928 | TotalDistributionRatio |
| Average Distribution Ratio | 0.169986 | AverageDistributionRatio |
| Net Noncharitable Assets | 2841250 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 482973 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2748 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 485721 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 512951 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2748 | InvestmentIncomeExciseTax |
| Subtotal | 2748 | Subtotal |
| Tax Based On Investment Income | 2748 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 6000 | TaxPaidWithExtension |
| Total Credits And Payments | 8000 | TotalCreditsAndPayments |
| Overpayment | 5252 | Overpayment |
| Amount Credited To Next Year | 2800 | AmountCreditedToNextYear |
| Amount To Be Refunded | 2452 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE BOWMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6502873561 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 GRANT ST 600 | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| LAWRENCE BOWMAN | ||||||
| 1875 s grant street suite 600 | san mateo | CA | 94402 | CEO/PRESIDENT & SECRETARY | 5.0 | 0 |
| CASSANDRA TRAINOR | ||||||
| 1875 s grant street suite 600 | san mateo | CA | 94402 | treasurer | 5.0 | 0 |
| DIANNY SHAW | ||||||
| 1875 S GRANT STREET SUITE 600 | SAN MATEO | CA | 94402 | TREASURER | 5.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1360501 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 700767 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 823250 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2884518 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2884518 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43268 | CashDeemedCharitable |
| Net Noncharitable Assets | 2841250 | NetNoncharitableAssets |
| Minimum Investment Return | 142063 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142063 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2748 | TaxBasedOnInvestmentIncome |
| Total Tax | 2748 | TotalTax |
| Distributable Amount Before Adj | 139315 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 139315 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 139315 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 512951 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 512951 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2748 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 510203 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 139315 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 523582 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 809320 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 580547 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 450259 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 387378 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2751086 | TotalExcessDistriCarryover |
| Qualifying Distributions | 512951 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Treated As Distri From Corpus | 512951 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 139315 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 139315 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3124722 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 384267 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2740455 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 809320 | ExcessFromYear4 |
| Excess From Year3 | 580547 | ExcessFromYear3 |
| Excess From Year2 | 450259 | ExcessFromYear2 |
| Excess From Year1 | 387378 | ExcessFromYear1 |
| Excess From Current Year | 512951 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE BOWMAN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 49ERS FOUNDATION | ||||||||
| 2695 FORDHAM STREET | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $12,500 | |
| CARE | ||||||||
| 777 FIRST AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 | |
| CHARITY WATER | ||||||||
| 200 VARICK STREET SUITE 201 | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 | |
| COLLEGE TRACK | ||||||||
| 4301 3RD STREET | SAN FRANCISCO | CA | 94124 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 | |
| KAUAI HUMANE SOCIETY | ||||||||
| 3-825 KAUMUALII HIGHWAY | LIHUE | HI | 96766 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 | |
| KAUAI POLICE ACTIVITIES LEAGUE | ||||||||
| 3990 KAANA STREET SUITE 200 | LIHUE | HI | 96766 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $4,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $20,000 | |
| MARINE CONSERVATION INSTITUTE | ||||||||
| 600 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $75,000 | |
| MID PACIFIC INSTITUTE | ||||||||
| 2445 KAALA STREET | HONOLULU | HI | 968222299 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $17,470 | |
| NARAL PRO-CHOICE SOUTH DAKOTA | ||||||||
| 401 E 8TH STREET SUITE 330G | SIOUX FALLS | SD | 57103 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 | |
| PALO ALTO CONCOURS | ||||||||
| 800 SAN ANTONIO ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $2,000 | |
| RAVENSWOOD CITIES IN SCHOOLS INC | ||||||||
| 2086 CLARK AVE | EAST PALO ALTO | CA | 943031916 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $30,000 | |
| REDWOOD CITY 330 SQUAD CLUB INC | ||||||||
| PO BOX 994 | REDWOOD CITY | CA | 94064 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $40,000 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $50,000 | |
| SAN JOSE 340 SQUAD CLUB | ||||||||
| 2020 JUNCTION AVE | SAN JOSE | CA | 95131 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $20,000 | |
| SAN MATEO COUNTY 100 CLUB | ||||||||
| 1630 SOUTH DELAWARE STREET | SAN MATEO | CA | 94402 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 | PO BOX 5275 |
| SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 | |
| SOUTH DAKOTA PUBLIC BROADCASTING | ||||||||
| 500 N DAKOTA AVE | VERMILLION | SD | 57069 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $4,000 | |
| SPECIAL OLYMPICS HAWAII | ||||||||
| PO BOX 3295 | HONOLULU | HI | 96801 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $12,500 | |
| SPECIAL OLYMPICS SOUTH DAKOTA | ||||||||
| 800 E I-90 LANE | SIOUX FALLS | SD | 57104 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $5,000 | |
| SPIRIT OF PEACE UNITED CHURCH OF CHRIST | ||||||||
| 6509 SOUTH CLIFF AVENUE | SIOUX FALLS | SD | 57108 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $6,000 | |
| STANFORD UNIVERSITY - GSB | ||||||||
| 295 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 | |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 | |
| THE OMEGA BOYS CLUB | ||||||||
| 1060 TEMMESSEE STREET | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $2,500 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 25745 BASSETT LANE | LOS ALTOS | CA | 94022 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $75,000 | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $25,000 | |
| YMCA OF SILICON VALLEY | ||||||||
| 1922 THE ALAMEDA 3RD FLOOR | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | GENERAL BUDGET | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 505970 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,381 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56,153 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $223,229 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $282,763 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 282763 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LARRY BOWMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT STREET | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX PREPARATION, PLANNING | $9,454 | 4727 | 4727 |
| CONSULTING FEES | $975 | 975 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | election to treat current year qualifying distributions out of corpus | Identifier |
| Return Reference | part x111 | ReturnReference |
| Explanation | pursuant to irc section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. amount of election: $512,951 | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VOX LEARNING TECHNOLOGY, INC. | AT COST | 20000 | 20000 |
| BCM ALL WEATHER FUND | AT COST | 2414000 | 2397005 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,509 | Amount |
| Net Investment Income | 2255 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2254 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSET | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 40000 | EOYBookValue |
| EOYFMV | 40000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Revenue And Expenses Per Books | 18610 | RevenueAndExpensesPerBooks |
Comments