GROUSBECK FAM FOUNDATION II 05182011: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GROUSBECK FAM FOUNDATION II 05182011 (EIN 30-6284985)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-15
- IRS object ID
- 202521059349101112
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T14:52:24-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | 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 | 2023-12-01 | 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 | C/O BAKER TILLY 3 LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD GROUSBECK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,567,145 | 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 | $8,824,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,947,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,947,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$78,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,844,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,539,105 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $269,321 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $284,068 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,963,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,770,841 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $95,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,819 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,819 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $34,962 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $34,962 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $143,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,038 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $170,083 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $85,041 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $42,521 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $148,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,287 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $609,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,737,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,737,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,346,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,828,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,616,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,469,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,106 | CashBOYAmt |
| Cash EOY | $9,077 | CashEOYAmt |
| Cash EOYFMV | $9,077 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,775,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,940,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,940,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,352,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,352,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,077,964 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,425,686 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,634,976 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,539,265 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,563,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,937,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,567,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $46,563,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,937,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,563,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,937,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,563,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,937,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,563,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,616,455 | ExcessRevenueOverExpensesAmt |
| Subtotal | $55,179,826 | SubtotalAmt |
| Other Decreases | $242,303 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,937,523 | 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 |
|---|---|---|---|---|---|
| STCG - K-1 | P | $861 | -$861 | -$861 | |
| LTCG - K-1 | P | $53,258 | -$53,258 | -$53,258 | |
| SECTION 1231 GAIN - K-1 | P | $10,050 | $10,050 | $10,050 | |
| SECTION 1256 LOSS - K-1 | P | $9,870 | -$9,870 | -$9,870 | |
| 44519 SHS SNOWFLAKE | D | $241,194 | $8,593,044 | $8,593,044 | $8,834,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,539,105 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145,529 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $145,529 | SubtotalAmt |
| Tax Based On Investment Income | $145,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $156,408 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $156,408 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,879 | OverpaymentAmt |
| Applied To ES Tax | $10,879 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | 6503654646 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BAKER TILLY 3 LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | 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 | ||||||||
| C/O BAKER TILLY 3 LAGOON DR | REDWOOD CITY | CA | 94065 | TRUSTEE | 0 | $0 | $0 | $0 |
| SUSANNE GROUSBECK | ||||||||
| C/O BAKER TILLY 3 LAGOON DR | REDWOOD CITY | CA | 94065 | 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 | C/O BAKER TILLY 3 LAGOON DRIVE STE | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX | ServiceTypeTxt |
| Compensation | $75,587 | 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 | $31,129,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,292,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,823,398 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,245,263 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,245,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $978,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,266,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,213,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,213,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145,529 | TotalTaxAmt |
| Distributable Before Adj | $3,067,800 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,067,800 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,067,800 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,828,340 | 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 | $1,828,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,067,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,222,133 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,072,918 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $725,790 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,020,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,828,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,828,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,239,460 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,239,460 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,781,381 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,982,673 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,798,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,072,918 | ExcessFromYear4Amt |
| Excess From Year3 | $725,790 | ExcessFromYear3Amt |
| 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKNOWLEDGE ALLIANCE | |||||||
| 2483 OLD MIDDLEFIELD WAY | STE 201 | MOUNTAIN VIEW | CA | 94043 | PC | GENERAL | $30,000 |
| ALDER GRADUATE SCHOOL OF EDUCATION | |||||||
| 2946 BROADWAY STREET | STE B | REDWOOD CITY | CA | 94062 | PC | GENERAL | $50,000 |
| ALL FIVE | |||||||
| 1391 CHILCO ST | MENLO PARK | CA | 94025 | PC | GENERAL | $50,000 | |
| AMHERST COLLEGE | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | PC | GENERAL | $150,000 | |
| ASURION COMPASSION FUND | |||||||
| 648 GRASSMERE PARK | STE 300 | NASHVILLE | TN | 37211 | PC | GENERAL | $20,000 |
| BALD PEAK COMMUNITY FUND | |||||||
| PO BOX 201 | MELVIN VILLAGE | NH | 038500201 | PC | GENERAL | $5,000 | |
| BOYS AND GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | PC | GENERAL | $50,000 | |
| EAST PALO ALTO ACADEMY FOUNDATION | |||||||
| PO BOX 50803 | PALO ALTO | CA | 94303 | PC | GENERAL | $40,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | |||||||
| 2 MARINA BLVD | BLDG C | SAN FRANCISCO | CA | 94123 | PC | GENERAL | $20,000 |
| FAMILY CONNECTIONS | |||||||
| PO BOX 358 | SAN CARLOS | CA | 94070 | PC | GENERAL | $30,000 | |
| HARVARD BUSINESS SCHOOL | |||||||
| DEVELOPMENT OPERATIONS | SOLDIERS FIELD | BOSTON | MA | 02163 | PC | GENERAL | $5,000 |
| MARANYUNDO SCHOOL | |||||||
| 9 WATERHOUSE ST | CAMBRIDGE | MA | 02138 | PC | GENERAL | $15,000 | |
| MENLO COLLEGE | |||||||
| 1000 EL CAMINO REAL | ATHERON | CA | 94027 | PC | GENERAL | $25,000 | |
| PENINSULA BRIDGE | |||||||
| PO BOX 963 | MENLO PARK | CA | 94026 | PC | GENERAL | $65,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | PC | GENERAL | $200,000 | |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE RD | SUNNYVALE | CA | 94086 | PC | GENERAL | $25,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | GENERAL | $25,000 | |
| SMITH COLLEGE | |||||||
| PO BOX 340029 | BOSTON | MA | 02241 | PC | GENERAL | $150,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 943057298 | PC | GENERAL | $150,000 | |
| STANFORD UNIVERSITY | |||||||
| 356 GALVAZ ST | STANFORD | CA | 943055018 | PC | GENERAL | $68,000 | |
| THE PENINSULA COLLEGE FUND | |||||||
| 330 TWIN DOLPHIN DR | STE 131 | REDWOOD CITY | CA | 94065 | PC | GENERAL | $35,000 |
| HABITAT FOR HUMANITY GREATER SAN FRANCISCO | |||||||
| 300 MONTGOMERY STREET | STE 450 | SAN FRANCISCO | CA | 94104 | PC | GENERAL | $30,000 |
| KIPP PUBLIC SCHOOL NORTHERN CALIFORNIA | |||||||
| 1000 BROADWAY STE 460 | OAKLAND | CA | 94607 | PC | GENERAL | $100,000 | |
| SHINE TOGETHER INC | |||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | PC | GENERAL | $10,000 | |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD 101 | LAGUNA HILLS | CA | 92653 | PC | GENERAL | $20,000 | |
| TIFFIN UNIVERSITY | |||||||
| 155 MIAMI STREET | TIFFIN | OH | 44883 | PC | GENERAL | $10,000 | |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA STREET | HONOLULU | HI | 96814 | PC | GENERAL | $5,000 | |
| HAWAIIAN ISLANDS LAND TRUSTS | |||||||
| 126 QUEEN STREET SUITE 306 | HONOLULU | HI | 96813 | PC | GENERAL | $334,000 | |
| LIFE MINISTRIES | |||||||
| 1124 East Gurley Street | PRESCOTT | AZ | 86301 | PC | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,737,000 | 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 | $1,947,667 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$24,465 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$78,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14,747 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $284,068 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$39,212 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,153,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,114,120 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HAROLD I GROUSBECK | ||||||
| 1 | C/O BAKER TILLY 3 LAGOON DRIVE | REDWOOD CITY | CA | 94065 | $4,565,994 | Yes (X) |
| HAROLD I GROUSBECK | ||||||
| 2 | C/O BAKER TILLY 3 LAGOON DRIVE | REDWOOD CITY | CA | 94065 | $1,532,305 | Yes (X) |
| HAROLD I GROUSBECK | ||||||
| 3 | C/O BAKER TILLY 3 LAGOON DRIVE | REDWOOD CITY | CA | 94065 | $1,411,350 | Yes (X) |
| HAROLD I GROUSBECK | ||||||
| 4 | C/O BAKER TILLY 3 LAGOON DRIVE | REDWOOD CITY | CA | 94065 | $1,315,026 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $95,458 | Amt |
| Net Investment Income | $31,819 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,819 | 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 | $31,618,010 |
| CONSTELLATION SOFTWARE INC | $1,063,774 | $3,219,151 |
| TOPICUS COM INC | $88,857 | $154,403 |
| LUMINE GROUP INC | $0 | $86,400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVERSIFIED PARTNERSHIPS | $675,686 | -$115,024 | $2,789,265 |
| NOTE RECEIVABLE | $1,750,000 | $1,750,000 | $1,750,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - BOOK ONLY | Desc |
| Amt | $242,303 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $148,313 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $148,287 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME | $273,378 | $273,033 |
| RENTAL INCOME | -$26,235 | -$10,858 |
| ROYALTIES | $4,355 | $4,355 |
| OTHER PORTFOLIO INCOME | $5,417 | $5,132 |
| CANCELLATION OF DEBT | $12 | $12 |
| REFUNDS | $12,394 | $12,394 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,000 | Amt |
| Disbursements Charitable Prps | $17,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,989 | $1,038 |
| EXCISE TAX | $140,000 | $0 |