HOWARD AND BETTY WHITE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND BETTY WHITE FOUNDATION (EIN 77-0250057)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-29
- IRS object ID
- 202431209349101023
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T16:36:36-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201980979 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD RUTTENBERG & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 Airport Blvd Suite 130 | AddressLine1Txt |
| City | Burlingame | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770250057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & BETTY WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 6503222121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DRIVE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCI COGGINS | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCI | PersonFirstNm |
| Person Last | COGGINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD RUTTENBERG | PreparerPersonNm |
| PTIN | P00145738 | PTIN |
| Phone | 6503425272 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $19,016,596 | 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 |
| Dividends Rev And Expnss | $341,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $341,545 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $341,545 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $154,739 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $154,739 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $154,739 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$154,739 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $340,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $340,239 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $91,163 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$8,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,970 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $518,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,075 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $277,969 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $14,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $104 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $104 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $167,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167,015 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $181,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $946,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $946,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,128,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $948,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$610,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,681 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $277,969 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $659,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $659,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $121,450 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,450 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $121,450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $121,450 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,831,893 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,347,020 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,233,145 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $712,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $592,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,906,116 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $782,521 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $761,550 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $725,412 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,477,946 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,742,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,367,948 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $394 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,837 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,837 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,838,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,228,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,016,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,838,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,228,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,838,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,228,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,838,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,228,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,838,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$610,654 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,228,332 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,228,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VAR PUBLICLY TRADED SECURITIES | P | 2023-06-29 | 2023-06-30 | $91,163 | $91,163 | $91,163 |
| VAR PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2023-06-30 | $249,076 | $249,076 | $249,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $340,239 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $91,163 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,694 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,694 | SubtotalAmt |
| Tax Based On Investment Income | $4,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,146 | OverpaymentAmt |
| Applied To ES Tax | $19,146 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | MARCI COGGINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503222121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DR STE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| MARCI COGGINS | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | Secretary | 1.00 | $0 |
| EDDIE DOVE | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | CEO | 1.00 | $0 |
| MARY MCDOWELL | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | CFO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,138,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $346,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,130,151 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,614,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,614,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,335,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $916,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $916,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,694 | TotalTaxAmt |
| Distributable Before Adj | $912,072 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $912,072 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $912,072 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $948,335 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $948,335 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $912,072 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $946,831 | UndistributedIncomePYAmt |
| Qualifying Distributions | $948,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $946,831 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,504 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $910,568 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 747 CAMDEN AVESTE B | CAMPBELL | CA | 95008 | N/A | PC | GENERAL | $30,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HEUBNER ROAD | SAN ANTONIO | TX | 78258 | N/A | PC | GENERAL | $25,620 |
| CITY TEAM MINISTRIES | |||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | N/A | PC | GENERAL | $10,000 |
| COMPASSION BRIDGES | |||||||
| 375 LOS PADRES BLVD | SANTA CLARA | CA | 95050 | N/A | PC | GENERAL | $20,000 |
| DENISON UNIVERSITY VARSITY D FOOTBA | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | N/A | PC | GENERAL | $15,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLR | NEW YORK | NY | 10006 | N/A | PC | GENERAL | $15,000 |
| HOPE UNLIMITED | |||||||
| 3130 ALPINE RD STE 288-125 | PORTOLA VALLEY | CA | 94028 | N/A | PC | GENERAL | $95,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL | $20,000 |
| LUCILLE PACKARD CHILDRENS FUND | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | PC | GENERAL | $8,000 |
| MA BOYS VARSITY BASKETBALL | |||||||
| 555 MIDDLEFIELD ROAD | MENLO PARK | CA | 94027 | N/A | PC | GENERAL | $15,000 |
| MENLO ATHERTON FOOTBALL ASSOCIATION | |||||||
| 184 CATALPA DR | MENLO PARK | CA | 94027 | N/A | PC | GENERAL | $15,000 |
| MERCY SHIPS | |||||||
| 15862 HIGHWAY 110 NORTH | LINDALE | TX | 75771 | N/A | PC | GENERAL | $120,000 |
| MOUNT HERMAN FUND | |||||||
| 37 CONFERENCE DRIVE | MT HERMAN | CA | 95041 | N/A | PC | GENERAL | $15,000 |
| PATHWAYS HOSPICE FOUNDATION | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | N/A | PC | GENERAL | $40,000 |
| PENINSULA BALL FOUNDATION | |||||||
| 318 W OAKWOOD BLVD | REDWOOD CITY | CA | 94061 | N/A | PC | GENERAL | $35,000 |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVE | SAN MATEO | CA | 94401 | N/A | PC | GENERAL | $15,000 |
| PENINSULA HUMANE SOCIETY | |||||||
| 1450 ROLLINS ROAD | BURLINGAME | CA | 94010 | N/A | PC | GENERAL | $30,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44189 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | GENERAL | $35,000 |
| RIEKES CENTER | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 95025 | N/A | PC | GENERAL | $25,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | N/A | PC | GENERAL | $37,620 |
| YOUNG LIFE | |||||||
| 1258 35TH STREET | SAN FRANCISCO | CA | 94122 | N/A | PC | GENERAL | $20,000 |
| YOUTH REACH | |||||||
| 428 WOODSTOCK DRIVE | STOCKTON | CA | 95207 | N/A | PC | GENERAL | $85,620 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL | $20,000 |
| PENINSULA VOLUNTEERS INC | |||||||
| 800 MIDDLE AVENUE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $15,000 |
| HOPE INSTITUTE | |||||||
| 919 JEFFERSON STREET | JEFFERSON | TN | 37760 | N/A | PC | GENERAL | $50,000 |
| NEW COMMUNITY CHURCH | |||||||
| 1100 MIDDLE AVENUE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $5,000 |
| PETS IN NEED | |||||||
| 871 5TH AVENUE | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL | $15,000 |
| YOUNG LIFE WOODLEAF | |||||||
| 3107 SHELBY STREET | HARLAN | IA | 51537 | N/A | PC | GENERAL | $40,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2290 N 1ST STREET STE 212 | SAN JOSE | CA | 95131 | N/A | PC | GENERAL | $20,000 |
| JOB TRAIN | |||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $10,000 |
| MAHS FOUNDATION FOR THE FUTURE | |||||||
| 555 MIDDLEFIELD ROAD | ATHERTON | CA | 94026 | N/A | PC | GENERAL | $10,000 |
| OAK GROVE CHRISTIAN MISNISTIES | |||||||
| 59 PASA ROBLES AVENUE | LOS ALTOS | CA | 94022 | N/A | PC | GENERAL | $15,000 |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | N/A | PC | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $946,860 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $341,545 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$154,739 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $340,239 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FROM K-1'S OTHER INCOME | -$8,977 |
| FROM K-1'S ROYALTY INCOME | $7 |
| MISCELLANEOUS INCOME |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $518,075 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,075 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
| 4 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
| 7 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
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) |
|---|---|---|
| Amt | $14,750 | Amt |
| Net Investment Income | $13,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $394 | BOYBookValueAmt |
| EOY Book Value | $2,837 | EOYBookValueAmt |
| EOYFMV | $2,837 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $167,015 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $167,015 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FROM K-1'S OTHER INCOME | -$8,977 | -$8,977 |
| FROM K-1'S ROYALTY INCOME | $7 | $7 |