HRH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HRH FOUNDATION (EIN 94-3381908)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202431289349102963
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T17:40:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943381908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HRHF | BusinessNameControlTxt |
| Phone | 6506008134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 OLIVE STREET | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY HAGEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6506008134 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARRY | PersonFirstNm |
| Person Last | HAGEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HAENEL | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $49,598,034 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,404,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,404,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,608,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,236,084 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,640,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,640,722 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $56,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,459,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,459,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,538,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,459,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,640,722 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,511,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,077,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,077,329 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $40,718,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,254,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,520,705 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $44,230,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,332,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,598,034 | 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 | $33,647,862 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $33,647,861 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,582,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,684,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,230,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,332,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,230,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,332,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,230,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,332,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,332,248 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 17,833 SHS DODGE & COX BALANCE FUND | P | 2021-01-01 | 2023-11-02 | $1,700,000 | $1,372,212 | $327,788 | $327,788 |
| CAPITAL GAIN DIVIDENDS | P | 2021-01-01 | 2023-12-31 | $908,296 | $908,296 | $908,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,236,084 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,000 | 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 | $21,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,706 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL HAENEL CPA | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRCO 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY R HAGEY | ||||||||
| 936 OLIVE STREET | MENLO PARK | CA | 94025 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHIRLEY HAGEY | ||||||||
| 936 OLIVE STREET | MENLO PARK | CA | 94025 | SECRETARY AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| WHITNEY WEIBEL | ||||||||
| 401 CORRAL DE TIERRA | SALINAS | CA | 93908 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HANK HAGEY | ||||||||
| 7 TOKENEKE TRAIL | DARIEN | CT | 06820 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL CRITTENDEN | ||||||||
| 6408 BOONE DRIVE | CASTRO VALLEY | CA | 94552 | CFO AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| SOPHY HAGEY | ||||||||
| 16651 LEMOLO SHORE DR NE | POULSBO | WA | 98370 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SANDY MANLEY | ||||||||
| 259 WATER ST | NEWBURYPORT | MA | 01950 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,331,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,964,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,295,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,295,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $724,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,571,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,378,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,378,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,706 | TotalTaxAmt |
| Distributable Before Adj | $2,341,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,341,858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,341,858 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,459,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,459,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,341,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $983,417 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,459,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $983,417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,475,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $866,275 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY R HAGEY | ContributingManagerNm |
| Contributing Manager | SHIRLEY HAGEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALGALITA MARINE RESEARCH INSTITUTE | ||||||||
| 148 N MARINE DRIVE | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY | ||||||||
| PO BOX 5906 | SALISBURY | MA | 01952 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| BOYS & GIRLS CLUB OF STAMFORD | ||||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| CALIFORNIA ACADEMY OF SCIENCE | ||||||||
| 55 MUSIC CONCOURSE ROAD | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| CHILD & FAMILY INSTITUTE | ||||||||
| 330 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| COASTAL TRAILS COALITION | ||||||||
| PO BOX 1016 | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL (EASTSIDE PREP) | ||||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | GENERAL OPERATING PURPOSES | $84,000 | |
| ECUMENICAL HUNGER PROGRAM | ||||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 123 MISSION STREET 28TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| EVERY CHILD COUNTSPERC | ||||||||
| PO BOX 232 | GRAND ISLE | VT | 05458 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| FAMILIES AGAINST MANDATORY MINIMUMS (FAMM) | ||||||||
| 1100 H ST NW SUITE 1000 | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| GLOBAL AIDS INTERFAITH ALLIANCE | ||||||||
| 66 FRANKLIN ST | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATING PURPOSES | $125,000 | |
| GLOBAL FUND FOR WOMEN | ||||||||
| PO BOX 97309 | WASHINGTON DC | DC | 20090 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| HOME FOR LITTLE WANDERERS | ||||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90032 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| HUNGER COALITION | ||||||||
| 110 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL OPERATING PURPOSES | $105,000 | |
| JEANNIE GEIGER WOMEN'S CRISIS CENTER | ||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| LIFEMOVES | ||||||||
| 2550 GREAT AMERICA WAY SUITE 201 | SANTA CLARA | CA | 94054 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| LUCILLE PACKARD FOUNDATION (CHILDREN'S HOSPITAL) | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | GENERAL OPERATING PURPOSES | $125,000 | |
| LYNN HOUSE CALIFORNIA WOMEN'S RECOVERY INC | ||||||||
| 1590 ADAMS AVENUE 4-127 | COSTA MESA | CA | 92651 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| MEDSHARE INTERNATIONAL | ||||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| MY VERY OWN BED | ||||||||
| 34 13TH AVE NE SUITE 106 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| THE NATURE CONSERVANCY | ||||||||
| PO BOX 2770 | HAILEY | ID | 83333 | NONE | PC | GENERAL OPERATING PURPOSES | $650,000 | |
| NOLS FUND | ||||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON DC | DC | 20036 | NONE | PC | GENERAL OPERATING PURPOSES | $60,000 | |
| OPEN ARMS OF MINNESOTA | ||||||||
| 2500 BLOOMINGTON | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| OUR NEIGHBOR'S TABLE (ONT) | ||||||||
| 194 MAIN STREET | AMESBURY | MA | 01913 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| OUTDOORS FOR ALL FOUNDATION | ||||||||
| 6344 NE 74TH STREET SUITE 102 | SEATTLE | WA | 98115 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| PERSON TO PERSON | ||||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| PLANNED PARENTHOOD MAR MONTE | ||||||||
| 1605 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| PLANNED PARENTHOOD NATIONAL | ||||||||
| 123 WILLIAMS 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| POLLENATOR PARTNERSHIP | ||||||||
| 423 WASHINGTON STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| PRICELESS PETS | ||||||||
| 15350 FAIRFIELD RANCH ROAD SUITE I | CHINO HILLS | CA | 91709 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| RAILS TO TRAILS CONSERVENCY | ||||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON DC | DC | 20037 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| RANCHO CIELO | ||||||||
| 710 OLD STAGE RD | SALINAS | CA | 93908 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| RISE ABOVE FOUNDATION | ||||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| ROOT (ROOTNSORG) | ||||||||
| 35 CONGRESS STEET SUITE 2350 | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| SAVE OUR YOUTH | ||||||||
| 2045 MEYER PL BLDG E | COSTA MESA | CA | 92627 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| SECOND HARVET HEARTLAND | ||||||||
| 7101 WINNETKA AVE N | BROOKLYNPARK | MN | 55428 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | FLOOR |
| ST LEO'S FOOD CONNECTIONEMERGENCY | ||||||||
| 701 S 13TH | TACOMA | WA | 98405 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| STILL SHE RISESTHE BRONX DEFENDERS | ||||||||
| 360 E 161ST STREET | BRONX | NY | 10451 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| TEN STRANDS | ||||||||
| 330 IGNACIO BLVD SUITE 201 | NOVATO | CA | 94949 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| THE ADVOCATES | ||||||||
| PO BOX 3216 | HAILEY | ID | 83333 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| THISTLE FARMS | ||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| TIDELINES INSTITUTE (FORMERLY INIAN ISLANDS INSTITUTE) | ||||||||
| PO BOX 225 | GUSTAVUS | AK | 99826 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| TRIANGLE COMMUNITY CENTER | ||||||||
| 650 WEST AVENUE | NORWALK | CT | 06820 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| TROUT UNLIMITED | ||||||||
| PO BOX 7400 | WOOLY BUGGER | WV | 25438 | NONE | PC | GENERAL OPERATING PURPOSES | $30,000 | |
| VIDA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| WE ARE ALL CRIMINALS | ||||||||
| PO BOX 8953 | MINNEAPOLIS | MN | 55418 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| WOOD RIVER LAND TRUST | ||||||||
| 119 E BUILLION STREET | HAILEY | ID | 83333 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| YWCA OF GREATER NEWBURYPORT | ||||||||
| 13 MARKET STREET | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING PURPOSES | $15,000 | |
| ART DIVISION | ||||||||
| PO BOX 57630 | LOSANGELES | CA | 90057 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| BASIC FUND | ||||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING PURPOSES | $25,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATING PURPOSES | $40,000 | |
| MIDNIGHT MISSION | ||||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,459,000 | 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 | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,404,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,236,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,640,722 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,640,722 | 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 | $23,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DODGE & COX BALANCED FUND | StockNm |
| EOY Book Value | $40,254,919 | EOYBookValueAmt |
| EOYFMV | $45,520,705 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $55,801 | $0 | $0 |
| GOVERNMENT FEES | $200 | $0 | $0 |