JEAN & E FLOYD KVAMME FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEAN & E FLOYD KVAMME FOUNDATION (EIN 77-0359484)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-15
- IRS object ID
- 202423209349107607
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:52:41-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 1 EMBARCADERO CENTER SUITE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770359484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEAN & E FLOYD KVAMME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 4083952829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67360 | AddressLine1Txt |
| City | SCOTTS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E FLOYD KVAMME | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4083952829 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN P MCAULIFFE | PreparerPersonNm |
| PTIN | P00184925 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,004,505 | 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 | $14,531,105 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,467 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,467 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,635,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,446,411 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,535,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,503,264 | 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 | $9,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,885 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,659,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,659,028 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,826,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,776,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,498,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,295,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $714,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $714,790 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,295,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,004,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,004,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,810,815 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,810,815 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$11,515,383 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$11,806,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,295,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,004,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,295,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,004,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,295,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $406 | OtherIncreasesAmt |
| Subtotal | $1,004,505 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,004,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - STIFEL #0366 | P | 2024-06-30 | $3,757,249 | $3,757,096 | $153 | $153 |
| PUBLICLY TRADED SECURITIES - STIFEL #0366 | P | 2024-06-30 | $7,878,637 | $4,432,379 | $3,446,258 | $3,446,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,446,411 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,625 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,625 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,492 | 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 | $50,492 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,867 | OverpaymentAmt |
| Applied To ES Tax | $1,867 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | E FLOYD KVAMME | IndividualWithBooksNm |
| Phone | 4083952829 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2494 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E FLOYD KVAMME | ||||||||
| 19490 GLEN UNA DRIVE | SARATOGA | CA | 95070 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD KVAMME | ||||||||
| 19490 GLEN UNA DRIVE | SARATOGA | CA | 95070 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAMON KVAMME | ||||||||
| 19490 GLEN UNA DRIVE | SARATOGA | CA | 95070 | TRUSTEE | 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 | $760,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,136,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,897,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,897,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,853,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,625 | TotalTaxAmt |
| Distributable Before Adj | $94,072 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,072 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,072 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,776,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,776,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,072 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,465,868 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $773,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,901,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,354,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,919,041 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,414,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,776,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,072 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,682,636 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,096,925 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $14,673,802 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,423,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,821,446 | ExcessFromYear2Amt |
| Excess From Year1 | $11,919,041 | ExcessFromYear1Amt |
| Excess From Current Year | $14,682,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 FOLD STUDIO | |||||||
| 7325 US 93 S SUITE 100 | LAKESIDE | MT | 59922 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $30,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $2,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $25,000 | |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $200,000 | |
| CENTER FOR EDUCATION REFORM | |||||||
| 1455 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | IRC 501(C)(3) PUBLIC | EDUCATION | $25,000 | 403 |
| CITY TEAM MINISTRIES | |||||||
| 2306 ZANKER RD | SAN JOSE | CA | 95131 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $1,000,000 | |
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | IRC 501(C)(3) PUBLIC | EDUCATION | $10,000 | |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $200,000 | |
| EASE PD | |||||||
| 3848 VIENNA DRIVE | APTOS | CA | 95003 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $1,000 | |
| ELAM MINISTRIES | |||||||
| 5755 NORTH POINT PARKWAY SUITE 217 | ALPHARETTA | GA | 30022 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $100,000 | |
| EMMAUS INN MINISTRIES | |||||||
| PO BOX 98 | NEW ALMADEN | CA | 95042 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $250,000 | |
| EQUIPPING TO SERVE BRAZIL | |||||||
| PO BOX 2426 | OAKDALE | CA | 95361 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $15,000 | |
| FAITH & FREEDOM | |||||||
| PO BOX 957736 | DULUTH | GA | 300959529 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $265 | |
| FAR EAST BROADCASTING | |||||||
| PO BOX 1 | LA MIRADA | CA | 90637 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $5,000 | |
| FRIENDS OF FORMAN CHRISTAN COLLEGE | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $150,000 | |
| FRONTIERS | |||||||
| PO BOX 60730 | PHOENIX | AZ | 85082 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $50,000 | |
| GALCOM INT'L | |||||||
| PO BOX 270956 | TAMPA | FL | 33688 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $25,000 | |
| GATEWAY BIBLE CHURCH | |||||||
| 5000 GRANITE CREEK ROAD | SCOTTS VALLEY | CA | 95066 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $500,000 | |
| GLOBAL MEDIA OUTREACH | |||||||
| PO BOX 208867 | DALLAS | TX | 75320 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $25,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $200 | |
| HOPE HEALS | |||||||
| 4279 ROSWELL RD NE SUITE 208 270 | ATLANTA | GA | 30342 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $100,000 | |
| HOPE SERVICES | |||||||
| 30 LAS COLINAS LANE | SAN JOSE | CA | 95119 | IRC 501(C)(3) PUBLIC | EDUCATION | $1,000 | |
| IJM | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | IRC 501(C)(3) PUBLIC | EDUCATION | $750,000 | |
| IMPACT FRANCE | |||||||
| 1100 PEACHTREE STREET NE SUITE 200 | ATLANTA | GA | 30309 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $800,000 | |
| JEWS FOR JESUS | |||||||
| 60 HAIGHT STREET | SAN FRANCISCO | CA | 94102 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $20,000 | |
| JONI & FRIENDS | |||||||
| PO BOX 3333 | AGOURA HILLS | CA | 91376 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $2,852,163 | |
| LONE TREE BIBLE RANCH | |||||||
| 132 BASE RD | CAPITAN | NM | 88316 | PRIVATE OPERATING FO | SOCIAL IMPROVEMENT | $30,000 | |
| LUIS PALAU ASSOCIATION | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $250,000 | |
| MACULAR DEGENERATION RESEARCH | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 010610515 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $200 | |
| MAILBOX CLUB | |||||||
| 404 EAGER ROAD | VALDOSTA | GA | 31602 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $4,000 | |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $689,000 | |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $6,000 | |
| MILITARY COMMUNITY YOUTH MINISTRY | |||||||
| 540 N CASCADE SUITE 300 | COLORADO SPRINGS | CO | 80903 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $5,000 | |
| MISSION AVIATION FELLOWSHIP | |||||||
| PO BOX 47 | NAMPA | ID | 83653 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $30,000 | |
| MISSON OF GRACE | |||||||
| 7013 MERGANSER CT | LAKE WORTH | FL | 33463 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $300,000 | |
| MOUNT HERMON | |||||||
| 37 CONFERENCE DRIVE | FELTON | CA | 95018 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $1,000,000 | |
| NEW GENERATIONS | |||||||
| 3027 LANDOVER BLVD | SPRING HILL | FL | 34608 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $100,000 | |
| ONE ANOTHER MINISTRIES | |||||||
| PO BOX 77160 | CORONA | CA | 92877 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $2,500 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $2,500 | |
| PACIFIC RESEARCH INSTITURE | |||||||
| PO BOX 60485 | PASADENA | CA | 91116 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $12,000 | |
| PARTNERS INTERNATIONAL | |||||||
| PO BOX 117567 | ATLANTA | CA | 30368 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $50,000 | |
| PREGNANCY RESOURCE CENTER | |||||||
| 305 5TH AVE S SUITE 170 | ST CLOUD | MN | 56301 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $50,000 | |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $1,500,000 | |
| SALVATION ARMY | |||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $1,000,000 | |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $1,203,200 | |
| SPOKEN WORLDWIDE | |||||||
| 12655 N CENTRAL EXPY SUITE 600 | DALLAS | TX | 75243 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $60,000 | |
| SPONDYLITIS ASSOCIATION OF AMERICA | |||||||
| 16430 VENTURA BLVD SUITE 300 | ENCINO | CA | 91436 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $25,000 | |
| TRINITY FORUM | |||||||
| 1015 18TH STREET NW SUITE 201 | WASHINGTON | DC | 20036 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $20,000 | |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | IRC 501(C)(3) PUBLIC | EDUCATION | $550,000 | |
| WORLD TEAM MISSIONS | |||||||
| 1431 STUCKERT ROAD | WARRINGTON | PA | 18976 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $30,000 | |
| WYCLIFF BIBLE TRANSLATORS | |||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $50,000 | |
| YOUNG LIFE CAPERNAUM PROJECT | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $250,000 | |
| YOUNG LIFE WOODLEAF CAMP | |||||||
| 11359 LA PORTE RD | CHALLENGE | CA | 95925 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $50,000 | |
| TOPIC WORLD OUTREACH | |||||||
| PO BOX B | MARIETTA | GA | 30061 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $15,000 | |
| PAMF PHILANTHROPY | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $2,000 | |
| MISSION BRIDGE | |||||||
| 14230 SEQUOIA ROAD | SANTA CLARITA | CA | 91387 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $25,000 | |
| JUNGLE AVIATION AND RELAY SERVICE | |||||||
| PO BOX 248 | WAXHAW | NC | 28173 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $50,000 | |
| FULLER THEOLOGICAL SEMINARY | |||||||
| 135 N OAKLAND DRIVE | PASADENA | CA | 91182 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $6,000 | |
| BRIDGES COMMUNITY CHURCH | |||||||
| 625 MAGDALENA | LOS ALTOS | CA | 94024 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $10,000 | |
| LICHEN OAKS ADAPTIVE RIDING CENTER | |||||||
| 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | PRIVATE OPERATING FO | SOCIAL IMPROVEMENT | $120,000 | |
| BNY MELLON CHARITABLE GIFT FUND | |||||||
| 201 WASHINGTON STREET SUITE | BOSTON | MA | 02108 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $25,000 | 024-0062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,659,028 | 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 | $16,467 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,386 | ExclusionAmt |
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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,539 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| E FLOYD KVAMME | |||||||
| 1 | 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | $2,002,218 | Yes (X) | |
| E FLOYD KVAMME | |||||||
| 2 | 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | $3,925,587 | Yes (X) | |
| E FLOYD KVAMME | |||||||
| 3 | 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | $3,500,000 | Yes (X) | |
| E FLOYD KVAMME | |||||||
| 4 | 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | $3,000,000 | Yes (X) | |
| E FLOYD KVAMME | |||||||
| 5 | 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | $100,000 | Yes (X) | |
| E FLOYD KVAMME | |||||||
| 6 | 110 QUAIL HOLLOW ROAD | FELTON | CA | 95018 | $2,003,300 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 75,872 SHARES OF HARMONIC INC. AND 13,494 SHARES OF POWER INTEGRATIONS INC. | $2,002,218 | 2024-02-07 |
| 2 | 122,625 SHARES OF HARMONIC INC. AND 21,108 SHARES OF POWER INTEGRATIONS INC. | $3,925,587 | 2023-07-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,885 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,885 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NOTICE OF CONDUIT ELECTION | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VI), 170(B)(1)(F)(II), AND 4942(H)(2). QUALIFYING DISTRIBUTIONS OUT OF CORPUS WERE MADE WITHIN 2 MONTHS AND 15 DAYS FOLLOWING THE CLOSE OF THE 2023 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2023 TAX YEAR AND THERE IS NO REMAINING UNDISTRIBUTABLE INCOME FOR THE 2023 TAX YEAR; THEREFORE, THE FOUNDATION IS A CONDUIT PRIVATE FOUNDATION AND THE FOUNDATION QUALIFIES AS A 50% CHARITY.SEE STATEMENT ATTACHED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL NICOLAUS - #4788-0366 | StockNm |
| EOY Book Value | $714,790 | EOYBookValueAmt |
| EOYFMV | $714,790 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT WORK | $80,940 | $0 | $80,940 |
| BANK FEES | $75 | $0 | $75 |
| REIMBURSED EXPENSES | $17,574 | $0 | $17,574 |
| POSTAGE FEES | $9,206 | $0 | $9,206 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - NO TAX EFFECT | Desc |
| Amt | $406 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES STIFEL #4788-0366 | CategoryTxt |
| Amt | $5,095 | Amt |
| Net Investment Income | $5,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA REGISTRY CHARITABLE TRUSTS | $200 | $0 | $0 |
| FEDERAL TAX | $44,974 | $0 | $0 |