THE STEVEN L HALLGRIMSON FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVEN L HALLGRIMSON FOUNDATION INC (EIN 77-0140464)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201342249349100809
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T17:07:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770164567 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770140464 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN L HALLGRIMSON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEV | NameControl |
| Phone | 4082865800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BOULEVARD 11TH FLOOR | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951132233 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN L HALLGRIMSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4082865800 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE E ROE | Name |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 404608 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7198 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6868 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 1323 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 1323 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 1323 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 961 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 961 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 961 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9485 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9155 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 534 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2111 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2645 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27030 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27030 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 29675 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 27030 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -20190 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9155 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 18084 | CashBOY |
| Cash EOY | 5657 | CashEOY |
| Cash EOYFMV | 5657 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 58822 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30385 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30385 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 286429 | InvestmentsOtherBOY |
| Investments Other EOY | 368566 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 368566 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 363335 | TotalAssetsBOY |
| Total Assets EOY | 404608 | TotalAssetsEOY |
| Total Assets EOYFMV | 404608 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 363335 | RetainedEarningsBOY |
| Retained Earnings EOY | 404608 | RetainedEarningsEOY |
| Total Net Assets BOY | 363335 | TotalNetAssetsBOY |
| Total Net Assets EOY | 404608 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 363335 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 404608 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 363335 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -20190 | ExcessOfRevenueOverExpenses |
| Other Increases | 61463 | OtherIncreases |
| Subtotal | 404608 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 404608 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 961 | GrossSalesPrice |
| Gain Or Loss | 961 | GainOrLoss |
| Gains Minus Excess Or Losses | 961 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 961 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9350 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 351402 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026608 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9460 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 307418 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.030772 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 241060 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.094582 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19120 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 261352 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073158 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 314346 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.093050 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.318170 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063634 | AverageDistributionRatio |
| Net Noncharitable Assets | 378212 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24067 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 92 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24159 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 27030 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 92 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 92 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 92 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 450 | TaxPaidWithExtension |
| Total Credits And Payments | 450 | TotalCreditsAndPayments |
| Overpayment | 358 | Overpayment |
| Amount Credited To Next Year | 358 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEVEN L HALLGRIMSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4082865800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951133233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 312186 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56474 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 15312 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 383972 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 383972 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5760 | CashDeemedCharitable |
| Net Noncharitable Assets | 378212 | NetNoncharitableAssets |
| Minimum Investment Return | 18911 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18911 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 92 | TaxBasedOnInvestmentIncome |
| Total Tax | 92 | TotalTax |
| Distributable Amount Before Adj | 18819 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 18819 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 18819 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 27030 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 27030 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 92 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26938 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18819 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 10003 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6193 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10816 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 27012 | TotalExcessDistriCarryover |
| Qualifying Distributions | 27030 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18819 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8211 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 35223 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 10003 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 25220 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6193 | ExcessFromYear4 |
| Excess From Year3 | 10816 | ExcessFromYear3 |
| Excess From Current Year | 8211 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | STEVEN L HALLGRIMSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN ALMADEN BLVD 11TH FLOOR | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951133233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4082865800 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF APPLICATION FOR GRANT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CLAREMONT MCKENNA COLLEGE | |||||||
| 400 NORTH CLAREMONT BOULEVARD | CLAREMONT | CA | 917114015 | NONE | PUBLIC | SCHOLARSHIP | $15,000 |
| BRIANNA CARROL SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $600 |
| YARITZA ALVAREZ SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $600 |
| CLAIRE CREMERS SEQUOIA HIGH SCHOOL | |||||||
| BROADWAY AND BREWSTER | REDWOOD CITY | CA | 94062 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SANTA CLARA UNIVERSITY BRONCO BASEBALL | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PUBLIC | ATHLETICS/EDUCATIONAL | $2,500 |
| YWCA | |||||||
| 375 S THRID STREET | SAN JOSE | CA | 95112 | NONE | PUBLIC | PUBLIC | $1,000 |
| EASTSIDE COLLEGE PREPATORY SCHOOL | |||||||
| 2101 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| SAN JOSE STATE UNIVERSITY SPARTAN FOUNDATION | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | ATHLETICS/EDUCATIONAL | $330 |
| SACRED HEART NATIVITY SCHOOL | |||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | NONE | PUBLIC | EDUCATIONAL | $500 |
| UNIVERSITY OF CALIFORNIA BERKELEY - BOALT SCHOOL OF LAW | |||||||
| 2000 CENTER STREET SUITE 400 | BERKELEY | CA | 94704 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| JEWISH HOME FOR THE AGED | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PUBLIC | PUBLIC | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | NONE | PUBLIC | PUBLIC | $500 |
| LOAVES & FISHES | |||||||
| 777 N 1ST STREET | SAN JOSE | CA | 95112 | NONE | PUBLIC | PUBLIC | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27030 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,198 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531120 | BusinessCode |
| Unrelated Business Income | $1,323 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $961 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $1,323 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,162 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9485 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY ACCOUNTS | AT COST | 116568 | 116568 |
| CHARLES SCHWAB | AT COST | 236023 | 236023 |
| TBI-SVIII PARTNERSHIP INTEREST | AT COST | 15975 | 15975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE EXPENSE | Description |
| Revenue And Expenses Per Books | 2111 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET INCREASE IN VALUE OF SECURITIES | Description |
| Amount | $61,463 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $49 | 0 | 0 |
| FEDERAL TAXES | $485 | 0 | 0 |
Comments