OLANDER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OLANDER FAMILY FOUNDATION (EIN 94-3400451)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349105402
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:57:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 933412123 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARDVARK TAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 STONERIDGE MALL RD SUITE 150 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943400451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLAN | BusinessNameControlTxt |
| Phone | 4083686138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BLVD 11TH FLOOR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON OLANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4083686138 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER SABER | PreparerPersonNm |
| PTIN | P01238845 | PTIN |
| Phone | 9252309380 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,725,479 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,071 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,071 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,594,765 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,631 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $293,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,976 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $143,211 | CashBOYAmt |
| Other Investments BOY | $4,896,321 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,779,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,725,479 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,039,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,779,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,725,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,039,532 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,779,824 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,039,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,779,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,039,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,779,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,039,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,447 | OtherIncreasesAmt |
| Subtotal | $4,779,824 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,779,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTE | P | 2025-04-16 | 2025-10-15 | $1,500,000 | $1,500,000 | $0 | $0 |
| COMCAST CORP CLASS A | P | 2023-08-10 | 2025-07-30 | $16,096 | $23,386 | -$7,290 | -$7,290 |
| UNITEDHEALTH GP INC | P | 2011-12-02 | 2025-05-15 | $78,669 | $14,748 | $63,921 | $63,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,631 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $92 | EsPenaltyAmt |
| Overpayment | $35,022 | OverpaymentAmt |
| Applied To ES Tax | $4,120 | AppliedToESTaxAmt |
| Refund | $30,902 | RefundAmt |
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 | AARDVARK TAX ADVISORS LLC | IndividualWithBooksNm |
| Phone | 4086426932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10020 N DE ANZA BLVD STE 101 | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RON OLANDER | ||||||||
| 24191 SUMMERHILL | LOS ALTOS | CA | 94024 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEVEN L HALLGRIMSON | ||||||||
| TEN ALMADEN BLVD | SAN JOSE | CA | 95113 | CFO/SECRETARY | 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 | $11,687,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,052,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,739,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,739,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,548,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $627,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $627,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,086 | TotalTaxAmt |
| Distributable Before Adj | $623,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $623,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $623,358 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $623,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $523,968 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $523,968 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $618,076 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 19 FOR LIFE FOUNDATION | |||||||
| PO BOX 18832 | SAN JOSE | CA | 95158 | NONE | PC | SUPPORT | $3,000 |
| 2ND CHANCE 4 PETS | |||||||
| PO BOX 136 | EAST BROOKFIELD | MA | 01515 | NONE | PC | SUPPORT | $2,000 |
| 303RD BOMB GROUP | |||||||
| 175 BOURNE AVENUE | POOLER | GA | 31322 | NONE | PC | SUPPORT | $750 |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | SUPPORT | $25,000 |
| BEAR LEAGUE | |||||||
| PO BOX 393 | HOMEWOOD | CA | 96141 | NONE | PC | SUPPORT | $1,000 |
| BLACH SCHOOL | |||||||
| 1120 COVINGTON ROAD | LOS ALTOS | CA | 94024 | NONE | PC | SUPPORT | $5,000 |
| CA STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | NONE | PC | SUPPORT | $2,000 |
| CAMINAR FAMILY & CHILDREN'S SERVICE | |||||||
| 2600 S EL CAMINO REAL | SAN MATEO | CA | 94403 | NONE | PC | SUPPORT | $5,000 |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | NONE | PC | SUPPORT | $5,000 |
| CHILDREN'S THERAPY CENTER | |||||||
| 1321 COLLEGE STREET | WOODLAND | CA | 95695 | NONE | PC | SUPPORT | $4,000 |
| CLAREMONT MCKENNA COLLEGE BILL ARCE | |||||||
| 500 EAST NINTH ST | CLAREMONT | CA | 91711 | NONE | PC | SUPPORT | $10,000 |
| COLLEGE OF ADAPTIVE ARTS | |||||||
| 14000 FRUITVALE AVE | SARATOGA | CA | 95070 | NONE | PC | SUPPORT | $5,000 |
| COLORADO STATE UNIVERSITY | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINGS | CO | 80523 | NONE | PC | SUPPORT | $3,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PC | SUPPORT | $1,500 |
| CRISTO REY HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | PC | SUPPORT | $6,000 |
| CSNK2AI FOUNDATION | |||||||
| 1929 VAN NESS AVENUE | SAN FRANCISCO | CA | 94109 | NONE | PC | SUPPORT | $1,500 |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NONE | PC | SUPPORT | $1,500 |
| EDUCATION TANZANIA FOUNDATION | |||||||
| PO BOX 852 | CAPITOLA | CA | 95010 | NONE | PC | SUPPORT | $1,500 |
| EL CAMINO HEALTH FOUNDATION | |||||||
| 2400 GRANT RD 1ST FL | MOUNTAIN VIEW | CA | 94040 | NONE | PC | SUPPORT | $4,000 |
| FAMILY HOUSE | |||||||
| 540 MISSION BLVD N | SAN FRANCISCO | CA | 94158 | NONE | PC | SUPPORT | $3,000 |
| FOCUS ON TANZANIAN COMMUNITIES | |||||||
| 14 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | NONE | PC | SUPPORT | $750 |
| FRIENDS OF FITZGERALD MARINE RESERV | |||||||
| PO BOX 669 | MOSS BEACH | CA | 94038 | NONE | PC | SUPPORT | $2,000 |
| FRIENDS OF THE PALO ALTO JR MUSEUM | |||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 94301 | NONE | PC | SUPPORT | $4,000 |
| FRIENDS OF THE TRUCKEE LIBRARY | |||||||
| 10031 LEVON AVE | TRUCKEE | CA | 96161 | NONE | PC | SUPPORT | $5,000 |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | NONE | PC | SUPPORT | $3,000 |
| GIANTS COMMUNITY FUND | |||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | NONE | PC | SUPPORT | $5,000 |
| GLIDE | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | PC | SUPPORT | $4,000 |
| GOLDEN GATE NATL PARKS CONSERVANCY | |||||||
| FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | NONE | PC | SUPPORT | $3,000 |
| HAPPY HOLLOW | |||||||
| 748 STORY RD | SAN JOSE | CA | 95112 | NONE | PC | SUPPORT | $2,500 |
| HIDDEN VILLA | |||||||
| 26870 MOODY RD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | SUPPORT | $2,500 |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | PC | SUPPORT | $3,000 |
| HUMANE SOCIETY OF TRUCKEE | |||||||
| 10382 DONNER PASS RD 3 | TRUCKEE | CA | 96161 | NONE | PC | SUPPORT | $20,000 |
| ICELANDIC ROOTS | |||||||
| 2843 27TH ST S | FARGO | ND | 58103 | NONE | PC | SUPPORT | $5,000 |
| JASPER RIDGE FARM | |||||||
| PO BOX 620924 | WOODSIDE | CA | 94062 | NONE | PC | SUPPORT | $16,000 |
| JW HOUSE | |||||||
| 3850 E HOMESTEAD RD | SANTA CLARA | CA | 95051 | NONE | PC | SUPPORT | $1,000 |
| KIDS ZONE MUSEUM | |||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | NONE | PC | SUPPORT | $20,000 |
| KILGORIS PROJECT | |||||||
| 4546 EL CAMINO REAL B10 | LOS ALTOS | CA | 94022 | NONE | PC | SUPPORT | $4,000 |
| KIVA | |||||||
| 875 HOWARD ST 340 | SAN FRANCISCO | CA | 94103 | NONE | PC | SUPPORT | $500 |
| LACF MVLA SCHOLARS | |||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | NONE | PC | SUPPORT | $10,000 |
| LAW FOUNDATION SILICON VALLEY | |||||||
| 4 N 2ND ST SUITE 1300 | SAN JOSE | CA | 95113 | NONE | PC | SUPPORT | $2,500 |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | NONE | PC | SUPPORT | $6,000 |
| LOAVES AND FISHES | |||||||
| 358 NORTH MONTGOMERY ST | SAN JOSE | CA | 95134 | NONE | PC | SUPPORT | $15,000 |
| LOS ALTOS EDUCATIONAL FOUNDATION | |||||||
| 201 CONVINGTON RD | LOS ALTOS | CA | 94024 | NONE | PC | SUPPORT | $5,000 |
| LOS ALTOS HISTORY MUSEUM | |||||||
| 51 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | PC | SUPPORT | $1,000 |
| LOS ALTOS HS ATHLETIC DEPT | |||||||
| 201 ALMOND AVENUE | LOS ALTOS | CA | 94022 | NONE | PC | SUPPORT | $8,000 |
| LOVED TWICE | |||||||
| 5627 TELEGRAPH AVE STE 37 | OAKLAND | CA | 94609 | NONE | PC | SUPPORT | $1,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | PC | SUPPORT | $3,000 |
| MENDOCINO LAND TRUST | |||||||
| PO BOX 2058 | FORT BRAGG | CA | 95437 | NONE | PC | SUPPORT | $1,000 |
| MIDORI KAI | |||||||
| 5674 SONOMA DR | PLEASANTON | CA | 94566 | NONE | PC | SUPPORT | $7,500 |
| MIRACLE DISTRIBUTION CENTER | |||||||
| 3947 E LA PALMA AVE | ANAHEIM | CA | 92807 | NONE | PC | SUPPORT | $1,000 |
| MOUNTAIN VIEW MONTESSORI | |||||||
| 2246 W EL CAMINO REAL | MOUNTIAN VIEW | CA | 94040 | NONE | PC | SUPPORT | $3,500 |
| MUTTVILLE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | PC | SUPPORT | $5,000 |
| NATIONAL CTR FOR EQUINE FAC THERAPY | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | NONE | PC | SUPPORT | $5,000 |
| NATIONAL PARKS CONSERVANCY ASSOC | |||||||
| 1300 19TH ST NEW STE 300 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT | $1,000 |
| NAVAL POSTGRADUATE SCH FOUNDATION | |||||||
| 283 COTTAGE WAY | MONTEREY | CA | 93943 | NONE | PC | SUPPORT | $2,000 |
| NEVADA COUNTY SEARCH&RESCUE | |||||||
| 950 MAIDU AVE | NEVADA CITY | CA | 95959 | NONE | PC | SUPPORT | $1,000 |
| NORDIC HERITAGE MUSEUM | |||||||
| 2655 NW MARKET ST | SEATTLE | WA | 98107 | NONE | PC | SUPPORT | $2,000 |
| OKIZU | |||||||
| 16 DIGITAL DRIVE | NOVATO | CA | 94949 | NONE | PC | SUPPORT | $3,500 |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 701 EAST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | PC | SUPPORT | $5,000 |
| PARENTS HELPING PARENTS | |||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | PC | SUPPORT | $5,000 |
| PATHWAYS HOME HEALTH & HOSPICE | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | NONE | PC | SUPPORT | $5,000 |
| PENINSULA HUMANE SOCIETY | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | NONE | PC | SUPPORT | $4,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | SUPPORT | $7,500 |
| PINK RIBBON GOOD | |||||||
| 350 HULS DRIVE | DAYTON | OH | 45315 | NONE | PC | SUPPORT | $15,000 |
| PROJECT NIGHT NIGHT | |||||||
| 1026 KENSINGTON AVE | GROSSE POINTE PARK | MI | 48230 | NONE | PC | SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | NONE | PC | SUPPORT | $5,000 |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | PC | SUPPORT | $3,500 |
| SAN FRANCISCO CAMPUS JEWISH LIVING | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | NONE | PC | SUPPORT | $5,000 |
| SAN FRANCISCO ZOO | |||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | NONE | PC | SUPPORT | $10,000 |
| SAN JOSE AUTHORITY HALL OF FAME | |||||||
| 408 ALMADEN BLVD | SAN JOSE | CA | 95110 | NONE | PC | SUPPORT | $10,000 |
| SAN JOSE STATE UNIVERSITY - WOMEN'S GOLF | |||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PC | SUPPORT | $10,000 |
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | PC | SUPPORT | $3,500 |
| SANDY HOOK PROMISE ACTION FUND | |||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | NONE | PC | SUPPORT | $2,500 |
| SAVE THE BAY | |||||||
| 560 14TH ST 400 | OAKLAND | CA | 94612 | NONE | PC | SUPPORT | $1,000 |
| SEMPERVIRENS FUND | |||||||
| 419 S SAN ANTONIO RD | LOS ALTOS | CA | 94022 | NONE | PC | SUPPORT | $2,500 |
| SIERRA COMMUNITY HOUSE | |||||||
| 265 BEAR ST | KINGS BEACH | CA | 96143 | NONE | PC | SUPPORT | $6,000 |
| SIERRA WATCH | |||||||
| 409 SPRING ST | NEVADA CITY | CA | 95959 | NONE | PC | SUPPORT | $3,500 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL 30 | MOUNTAIN VIEW | CA | 94040 | NONE | PC | SUPPORT | $5,000 |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | NONE | PC | SUPPORT | $3,500 |
| SPECIAL OLYMPICS NORTHERN CA | |||||||
| 3480 BUSKIRK AVE | PLEASANT HILL | CA | 94523 | NONE | PC | SUPPORT | $25,000 |
| STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE RD | PEBBLE BEACH | CA | 93953 | NONE | PC | SUPPORT | $2,500 |
| STROKE AWARENESS FOUNDATION | |||||||
| 2105 S BSCOM AVE | CAMPBELL | CA | 95008 | NONE | PC | SUPPORT | $2,500 |
| SUNNYVALE COMMUNITY SERVICES | |||||||
| 725 KIFER RD | SUNNYVALE | CA | 94086 | NONE | PC | SUPPORT | $6,000 |
| TAHOE FOREST HEALTH SYS FOUNDATION | |||||||
| 11075 DONNER PASS RD | TAHOE | CA | 96161 | NONE | PC | SUPPORT | $10,000 |
| TAHOE FUND | |||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | NONE | PC | SUPPORT | $3,000 |
| TAHOE RIM TRAIL ASSOCIATION | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | PC | SUPPORT | $5,000 |
| TAHOE TRUCKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | NONE | PC | SUPPORT | $5,000 |
| TAHOE TRUCKEE EXCELLENCE IN EDUCATI | |||||||
| 11071 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | PC | SUPPORT | $10,000 |
| THUNDERBIRD LAKE TAHOE | |||||||
| GEO WHITTELL RD | NEW WASHOE CITY | NV | 89704 | NONE | PC | SUPPORT | $1,000 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | SUPPORT | $5,000 |
| TRUCKEE COMMUNITY CARES | |||||||
| PO BOX 2955 | TRUCKEE | CA | 96160 | NONE | PC | SUPPORT | $8,000 |
| TRUCKEE DONNER HISTORICAL SOCIETY | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | NONE | PC | SUPPORT | $2,000 |
| TRUCKEE DONNER LAND TRUST | |||||||
| 10069 W RIVER ST C1 | TRUCKEE | CA | 96162 | NONE | PC | SUPPORT | $10,000 |
| TRUCKEE TRAILS | |||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | NONE | PC | SUPPORT | $4,000 |
| TURNING WHEELS THERAPY | |||||||
| 225 WEST ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | PC | SUPPORT | $3,000 |
| UC DAVIS ATHLETICS | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | PC | SUPPORT | $7,500 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | SUPPORT | $10,000 |
| UNIVERSITY OF SANTA CLARA | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | SUPPORT | $6,750 |
| VASCULAR CURES | |||||||
| 274 REDWOOD SHORES PWY 7 | REDWOOD CITY | CA | 94065 | NONE | PC | SUPPORT | $2,500 |
| WESTERN FLYER FOUNDATION | |||||||
| 10928 CLAM WAY | MOSS LANDING | CA | 95039 | NONE | PC | SUPPORT | $1,500 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST STE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT | $500 |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,250 | 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 | $27,071 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $293,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,976 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | SALE OF INVESTMENT ASSETS PROVIDE INCOME RELATED TO CHARITABLE ACTIVITIES | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,365 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY BROKERAGE ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,779,824 | BookValueAmt |
| EOYFMV | $12,725,479 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $316 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY C/O BALANCE ADJ TO ACTUAL | Desc |
| Amt | $23,447 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $39,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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