GROUSBECK FAM FOUNDATION II 05182011: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GROUSBECK FAM FOUNDATION II 05182011 (EIN 30-6284985)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-03-21
- IRS object ID
- 202440819349100614
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-21T12:24:33-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUSBECK FAMILY FOUNDATION II | BusinessNameLine1Txt |
| Business Name Line2 | DATED MAY 18 2011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % H IRVING GROUSBECK | InCareOfNm |
| Business Name Control | GROU | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST Suite STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD GROUSBECK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6505210383 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | GROUSBECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,273,892 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,439,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,439,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,326 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $174,291 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $126,825 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,830,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,679,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $109,424 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $41,744 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $41,744 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,434 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $873 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $98,747 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $49,373 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,687 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,848 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $305,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,817,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,817,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,122,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,896,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,517,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,051 | CashBOYAmt |
| Cash EOY | $9,106 | CashEOYAmt |
| Cash EOYFMV | $9,106 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,186,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,775,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,775,948 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,352,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,352,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,381,307 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,306,137 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,425,686 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,107,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,854,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,563,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,273,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $46,854,403 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,563,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,854,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,563,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,854,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,563,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,854,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $772 | OtherIncreasesAmt |
| Subtotal | $46,563,371 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,563,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| K-1 STCG | P | $5,126 | -$5,126 | -$5,126 | |
| K-1 LTCG | P | $7,976 | $7,976 | $7,976 | |
| K-1 1231 GAIN | P | $58,753 | $58,753 | $58,753 | |
| K-1 1256 GAIN | P | $51,285 | $51,285 | $51,285 | |
| VANGUARD 9224 ST COVERED | P | $566 | -$562 | -$562 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,326 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,097 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,097 | SubtotalAmt |
| Tax Based On Investment Income | $21,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,505 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $37,505 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,408 | OverpaymentAmt |
| Applied To ES Tax | $16,408 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H IRVING GROUSBECK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153922123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| H IRVING GROUSBECK | ||||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | TRUSTEE | 0 | $0 | $0 | $0 |
| SUSANNE GROUSBECK | ||||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | TRUSTEE | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX | ServiceTypeTxt |
| Compensation | $109,424 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,263,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,801,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,088,421 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,153,934 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,153,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $767,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,386,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,519,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,519,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,097 | TotalTaxAmt |
| Distributable Before Adj | $2,498,234 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,498,234 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,498,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,896,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,896,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,498,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,859,704 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,222,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,072,918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $725,790 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,880,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,896,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,896,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $602,072 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $602,072 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,278,473 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,257,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,020,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,222,133 | ExcessFromYear4Amt |
| Excess From Year3 | $1,072,918 | ExcessFromYear3Amt |
| Excess From Year2 | $725,790 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H IRVING GROUSBECK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL RD BLDG 1 STE 210 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6505210383 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL PROCEDURES HAVE BEEN ESTABLISHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRC SECTION 501(C)(3) DEFINED PURPOSE AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACKNOWLEDGE ALLIANCE | ||||||
| 2483 OLD MIDDLEFIELD WAY | STE 201 | MOUNTAIN VIEW | CA | 94043 | GENERAL | $30,000 |
| AFRICAN LEADERSHIP FOUNDATION | ||||||
| PO BOX 26730 | SAN FRANCISCO | CA | 94126 | GENERAL | $100,000 | |
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||
| 2946 BROADWAY STREET | STE B | REDWOOD CITY | CA | 94062 | GENERAL | $50,000 |
| ALL FIVE | ||||||
| 1391 CHILCO ST | MENLO PARK | CA | 94025 | GENERAL | $50,000 | |
| AMHERST COLLEGE | ||||||
| PO BOX 5000 | AMHERST | MA | 01002 | GENERAL | $150,000 | |
| ASURION COMPASSION FUND | ||||||
| 648 GRASSMERE PARK | STE 300 | NASHVILLE | TN | 37211 | GENERAL | $20,000 |
| BALD PEAK COMMUNITY FUND | ||||||
| PO BOX 201 | MELVIN VILLAGE | NH | 038500201 | GENERAL | $5,000 | |
| BOYS AND GIRLS CLUB OF THE PENINSULA | ||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | GENERAL | $50,000 | |
| BRING ME A BOOK FOUNDATION | ||||||
| 1045 TERRA BELLA AVE | MOUNTAIN VIEW | CA | 94043 | GENERAL | $10,000 | |
| DEERFIELD ACADEMY | ||||||
| PO BOX 306 | DEERFIELD | MA | 02342 | GENERAL | $10,000 | |
| EAST PALO ALTO ACADEMY FOUNDATION | ||||||
| PO BOX 50803 | PALO ALTO | CA | 94303 | GENERAL | $40,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||
| 2 MARINA BLVD | BLDG C | SAN FRANCISCO | CA | 94123 | GENERAL | $20,000 |
| FAMILY CONNECTIONS | ||||||
| PO BOX 358 | SAN CARLOS | CA | 94070 | GENERAL | $30,000 | |
| HARVARD BUSINESS SCHOOL | ||||||
| DEVELOPMENT OPERATIONS | SOLDIERS FIELD | BOSTON | MA | 02163 | GENERAL | $5,000 |
| MARANYUNDO SCHOOL | ||||||
| 9 WATERHOUSE ST | CAMBRIDGE | MA | 02138 | GENERAL | $15,000 | |
| MENLO COLLEGE | ||||||
| 1000 EL CAMINO REAL | ATHERON | CA | 94027 | GENERAL | $25,000 | |
| PENINSULA BRIDGE | ||||||
| PO BOX 963 | MENLO PARK | CA | 94026 | GENERAL | $65,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | GENERAL | $200,000 | |
| PROJECT HEALTHY CHILDREN | ||||||
| 125 CAMBRIDGE PAR KR | STE 31 | CAMBRIDGE | MA | 021402314 | GENERAL | $80,000 |
| READING PARTNERS | ||||||
| 108 GRAND AVE | 800 | OAKLAND | CA | 946123203 | GENERAL | $5,000 |
| RESURGE INTERNATIONAL | ||||||
| 145 N WOLFE RD | SUNNYVALE | CA | 94086 | GENERAL | $25,000 | |
| SECOND HARVEST FOOD BANK | ||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | GENERAL | $25,000 | |
| SMITH COLLEGE | ||||||
| PO BOX 340029 | BOSTON | MA | 02241 | GENERAL | $265,000 | |
| ST FRANCIS CENTER | ||||||
| 1835 S HOPE ST | LOS ANGELES | CA | 90015 | GENERAL | $33,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||
| 655 KNIGHT WAY | STANFORD | CA | 943057298 | GENERAL | $150,000 | |
| STANFORD UNIVERSITY | ||||||
| 356 GALVAZ ST | STANFORD | CA | 943055018 | GENERAL | $68,000 | |
| THE PENINSULA COLLEGE FUND | ||||||
| 330 TWIN DOLPHIN DR | STE 131 | REDWOOD CITY | CA | 94065 | GENERAL | $35,000 |
| AMERICAN RED CROSS | ||||||
| 1663 MARKET STREET | SAN FRANCISCO | CA | 94103 | GENERAL | $20,000 | |
| HABITAT FOR HUMANITY GREATER SAN FRANCISCO | ||||||
| 300 MONTGOMERY STREET | STE 450 | SAN FRANCISCO | CA | 94104 | GENERAL | $30,000 |
| KIPP PUBLIC SCHOOL NORTHERN CALIFORNIA | ||||||
| 1000 BROADWAY STE 460 | OAKLAND | CA | 94607 | GENERAL | $100,000 | |
| BRACE YOURSELF INITIATIVE | ||||||
| 21606 DEVONSHIRE ST UNIT 3964 | 2 | CHATSWORTH | CA | 91313 | GENERAL | $1,000 |
| SHINE TOGETHER | ||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | GENERAL | $10,000 | |
| METO INC | ||||||
| 724 F ST NE | WASHINGTON | DC | 200025240 | GENERAL | $50,000 | |
| SOUTH COUNTY COMPASSION CENTER | ||||||
| PO BOX 233 | GILROY | CA | 95021 | GENERAL | $25,000 | |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | ||||||
| 25283 CABOT RD 101 | LAGUNA HILLS | CA | 92653 | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,817,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,439,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $47,466 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $103,812 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $151,278 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,679,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,830,393 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $109,424 | Amt |
| Net Investment Income | $36,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,475 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX | $22,200,000 | $23,955,408 |
| CONSTELLATION SOFTWARE INC | $1,063,774 | $2,256,000 |
| TOPICUS COM INC | $88,857 | $120,219 |
| LUMINE GROUP INC | $0 | $49,680 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVERSIFIED PARTNERSHIPS | $556,137 | $675,686 | $3,357,531 |
| NOTE RECEIVABLE | $1,750,000 | $1,750,000 | $1,750,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $32,848 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,848 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME | $154,040 | $94,168 |
| RENTAL INCOME | -$23,443 | -$10,868 |
| ROYALTIES | $14,993 | $14,993 |
| OTHER PORTFOLIO INCOME | $20,528 | $20,320 |
| CANCELLATION OF DEBT | $80 | $80 |
| OTHER INCOME | $8,024 | $8,132 |
| FEDERAL REFUND | $69 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - NO TAX EFFECT | Desc |
| Amt | $772 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,434 | Amt |
| Net Investment Income | $873 | NetInvestmentIncomeAmt |