THE EMILY BENATAR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE EMILY BENATAR FOUNDATION (EIN 47-2369180)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-26
- IRS object ID
- 202611469349100806
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T10:43:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880627707 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYAN D BLYTHE CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 POST STREET 240 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | 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 | 472369180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EMILY BENATAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 6503874990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2522 WEBSTER STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRELL BENATAR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6503874990 | PhoneNum |
| Signature | 2026-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN D BLYTHE | PreparerPersonNm |
| PTIN | P01058857 | PTIN |
| Phone | 6503741847 | PhoneNum |
| Preparation | 2026-05-19 | PreparationDt |
| 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 | $13,244,459 | 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 | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$222,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,353 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $20,118 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$66,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,908 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,118 | 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 | $2,722 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,361 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,361 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,438 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,313 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$562,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,118 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,247,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,016,393 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,016,393 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $300 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $300 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $6,375,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,049,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,961,603 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $272,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $266,163 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $266,163 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,894,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,332,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,244,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,894,826 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,332,516 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,894,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,332,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,894,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,332,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,894,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$562,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,332,516 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,332,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NIKE INC - 1251 SHS | P | 2025-01-02 | $94,645 | $155,530 | -$60,885 | -$60,885 |
| ILLUMINA - 1393 SHS | P | 2025-03-03 | $123,788 | $280,557 | -$156,769 | -$156,769 |
| INVANTI ECONOMIC RESILIENCE FUND I, L.P | P | 2025-12-31 | $4,715 | -$4,715 | -$4,715 | |
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$222,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,760 | 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 | $12,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,466 | OverpaymentAmt |
| Applied To ES Tax | $12,466 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | HTTPS://WWW.EMILYBENATAR.COM/ | WebsiteAddressTxt |
| Individual With Books | DARRELL BENATAR | IndividualWithBooksNm |
| Phone | 6503874990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2522 WEBSTER STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DARRELL BENATAR | ||||||||
| 2522 WEBSTER STREET | PALO ALTO | CA | 94301 | SECRETARY, TREASURER | 1.00 | $0 | $0 | $0 |
| ISABEL BENATAR | ||||||||
| 2314 SE SHERMAN ST | PORTLAND | OR | 972145560 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA BENATAR | ||||||||
| 2522 WEBSTER STREET | PALO ALTO | CA | 94301 | PRESIDENT | 1.00 | $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 | $11,403,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,510,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $269,205 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,182,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,182,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,984,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $649,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $649,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $294 | TotalTaxAmt |
| Distributable Before Adj | $648,954 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $648,954 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $648,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $379,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $648,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,809 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,234 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $451,181 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $379,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $379,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $269,294 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $269,294 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,887 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $181,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $142,653 | ExcessFromYear3Amt |
| Excess From Year2 | $39,234 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADA'S CAFE | |||||||
| 3700 MIDDLEFIELD RD | PALO ALTO | CA | 94303 | NONE | PC | GENERAL & UNRESTRICTED | $7,500 |
| BAY AREA FRIENDSHIP CIRCLE | |||||||
| 3921 FABIAN WAY A023 | PALO ALTO | CA | 94303 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| BRIGHT MINDS AFRICA | |||||||
| 77 PLUMAS ST | BRISBANE | CA | 94005 | NONE | PC | GENERAL & UNRESTRICTED | $253,290 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| CAMP KESEM NATIONAL | |||||||
| 440 N BARRANCA AVE 2273 | COVINA | CA | 91723 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| CHILD ADVOCATES OF SILICON VALLEY | |||||||
| 1800 HAMILTON AVE SUITE 200 | SAN JOSE | CA | 95125 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVE | EAST PALO ALTO | CA | 94303 | NONE | PC | GENERAL & UNRESTRICTED | $2,100 |
| HELP MYANMAR | |||||||
| 1453 MARIN AVE | ALBANY | CA | 94706 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| HOSPICARE | |||||||
| 172 EAST KING ROAD | ITHACA | NY | 14850 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| INSIGHT MEDITATION CENTER OF THE PENINSULA | |||||||
| 108 BIRCH ST | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL & UNRESTRICTED | $6,400 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON ROAD-SUITE H | WARRINGTON | PA | 18976 | NONE | PC | GENERAL & UNRESTRICTED | $535 |
| KAREN CRESPO | |||||||
| 1710 E STUART AVE | WEST COVINA | CA | 91791 | NONE | I | PAYMENT OF MEDICAL EXPENSES - AMPUTEE | $3,418 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| LILY OF THE VALLEY | |||||||
| 11419 WESTONHILL DRIVE | SAN DIEGO | CA | 92126 | NONE | I | ASSISTED LIVING FOR KEVIN DECICO | $1,500 |
| MENDOCINO LAND TRUST | |||||||
| 435 N MAIN ST SUITE B | FORT BRAGG | CA | 95437 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| NEW VENTURE FUND | |||||||
| 1828 L ST NW 400-A | WASHINGTON | DC | 20036 | NONE | PC | GENERAL & UNRESTRICTED | $10,000 |
| PALO ALTO ART CENTER FOUNDATION | |||||||
| 1313 NEWELL ROAD | PALO ALTO | CA | 94303 | NONE | PC | GENERAL & UNRESTRICTED | $40,000 |
| PHILANTHROPIC VENTURES FOUNDATION - AFGHAN FAMILY RESETTLEMENT | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| PHILANTHROPIC VENTURES FOUNDATION - LESEDI SCHOOLS & CLINIC | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | PC | GENERAL & UNRESTRICTED | $1,080 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| PORTLAND FRIENDS OF THE DHAMMA | |||||||
| 1404 SE 25TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| RESIDENT IMPACT PROJECT | |||||||
| 13240 S SUNSET STREAM WAY | DRAPER | UT | 84020 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| SATI CENTER FOR BUDDHIST STUDIES | |||||||
| 108 BIRCH ST | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL & UNRESTRICTED | $50 |
| SF-MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL & UNRESTRICTED | $15,000 |
| TAHOE FUND | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| THE MMRF | |||||||
| 383 MAIN AVENUE 7TH FLOOR | NORWALK | CT | 06851 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| UNIONDOCS CENTER FOR DOCUMENTARY ART | |||||||
| 352 ONDERDONK AVE | RIDGEWOOD | NY | 11385 | NONE | PC | GENERAL & UNRESTRICTED | $100 |
| VARIOUS CHARITIES - HOTEL SLO LLC PASSTHROUGH | |||||||
| 580 SECOND STREET SUITE 260 | OAKLAND | CA | 94607 | NONE | PC | GENERAL & UNRESTRICTED | $226 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,349 | 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 | $291 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$222,368 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| 1604 MORRO STREET, LLC | $513 | ||
| HOTEL SLO, LLC | -$9,559 | ||
| HOTEL SLO, LLC-LOSS DISALLOWED | $8,281 | ||
| TRANSDIGM GROUP - NONDIVIDEND DISTRIBUTION | 14 | $20,118 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$765 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$65,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$66,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,900 | Amt |
| Net Investment Income | $12,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM | $445,181 | $1,015,608 |
| APPLE INC | $47,741 | $625,278 |
| BERKSHIRE HATHAWAY INC DEL | $234,864 | $472,491 |
| HOME DEPOT INC | $99,484 | $137,640 |
| ALPHABET INC | $422,860 | $1,407,248 |
| ANALOG DEVICES INC | $262,891 | $416,292 |
| BOOKING HOLDINGS INC | $286,466 | $637,284 |
| BROADRIDGE FINL SOLU | $289,098 | $420,899 |
| CHIPOTLE MEXICAN GRL | $243,813 | $279,350 |
| FASTENAL CO | $152,445 | $231,711 |
| FERRARI N V | $232,250 | $325,213 |
| FIRST AMER FINL | $185,379 | $187,085 |
| HOME DEPOT INC | $197,560 | $212,998 |
| IDEX CORP | $214,746 | $172,602 |
| LANDSTAR SYS INC | $183,460 | $142,982 |
| MASIMO CORP | $287,924 | $225,394 |
| MASTERCARD INC | $443,718 | $683,914 |
| N V R INC | $223,825 | $306,296 |
| NETFLIX INC | $354,968 | $949,789 |
| NINTENDO LTD | $248,649 | $422,646 |
| PAYCHEX INC | $256,826 | $239,616 |
| PERIMETER SOLUTIONS SA | $159,743 | $765,774 |
| SERVICE NOW INC | $261,858 | $440,421 |
| VEEVA SYS INC | $203,629 | $215,417 |
| LINDE PLC | $235,985 | $217,459 |
| ROPER TECHNOLOGIES INC | $420,081 | $342,750 |
| THERMO FISHER SCIENTIFIC | $109,869 | $121,685 |
| TRANSDIGM GROUP INC | $344,347 | $345,761 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1604 MORRO STREET LLC | AT COST | $4,900 | $4,900 |
| INVANTI ECONOMIC RESILIENCE FUND I, L.P. | AT COST | $61,263 | $61,263 |
| SURGE BIO-TECH COMPANY | AT COST | $200,000 | $200,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,722 | LegalFeesAmt |
| Net Investment Income | $1,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,361 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $88,815 | $88,815 | $0 | $0 |
| ADR FEES | $1,299 | $1,299 | $0 | $0 |
| MISCELLANEOUS | $730 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 1604 MORRO STREET, LLC | $513 | $0 |
| HOTEL SLO, LLC | -$9,559 | $0 |
| HOTEL SLO, LLC-LOSS DISALLOWED | $8,281 | $0 |
| TRANSDIGM GROUP - NONDIVIDEND DISTRIBUTION | $20,118 | $20,118 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES - 2024 EXTENSION | $10,000 | $10,000 | $0 | $0 |
| FILING FEES-DE | $25 | $0 | $0 | $0 |
| FOREIGN TAXES | $1,313 | $1,313 | $0 | $0 |
| FILING FEES-RRF-1 | $100 | $0 | $0 | $0 |