JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION (EIN 20-2029688)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-14
- IRS object ID
- 202341049349100434
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T17:16:50-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIA PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 130 | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202029688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND REBECCA MORGAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6509418802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MORGAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6509418802 | PhoneNum |
| Signature | 2023-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MORGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A BOLYARD | PreparerPersonNm |
| PTIN | P01270323 | PTIN |
| Phone | 4082148570 | PhoneNum |
| Preparation | 2023-04-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $22,529,605 | 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 | $7,934 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,934 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,301 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $25,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,716 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $189,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $64,193 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,096 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,096 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,664 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,332 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,332 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $26,646 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,323 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,323 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,870 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,435 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,435 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,891 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,184,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,184,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,422,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,302,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,232,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,213,739 | CashBOYAmt |
| Cash EOY | $8,449,096 | CashEOYAmt |
| Cash EOYFMV | $8,449,096 | CashEOYFMVAmt |
| US Government Obligations EOY | $4,015,776 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,966,234 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,645 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $858,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,389,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,055,630 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,084,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,865,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,529,605 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $13,865 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,865 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,084,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,852,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,084,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,852,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,084,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,865,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,084,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,232,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,852,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,852,112 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,477 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $15,477 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,477 | OverpaymentAmt |
| Applied To ES Tax | $15,477 | 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 | 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 |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509418802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | 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 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | PRESIDENT/CEO | 1.0 | $0 | $0 | $0 |
| JAMES MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | CFO / CHAIRMAN | 1.0 | $0 | $0 | $0 |
| LINDA VERHULP | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | SECRETARY | 20.0 | $62,500 | $11,250 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| LINDA VERHULP | |||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | EXECUTIVE DIRECTOR | 20.0 | $62,500 | $11,250 |
| MARY SMITH | |||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | DIRECTOR OF FINANCE | 20.0 | $34,770 | $4,224 |
| 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 | $2,257,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,832,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,486,480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,576,565 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,576,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $353,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,222,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,161,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,161,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,161,146 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,161,146 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,161,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,302,728 | 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 | $1,302,728 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,161,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $185,897 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,302,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,897 | AppliedToYear1Amt |
| Applied To Current Year | $1,116,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $44,315 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REBECCA MORGAN | ContributingManagerNm |
| Contributing Manager | JAMES MORGAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THEATRE WORKS | ||||||||
| 500 CASTRO STREET | MOUNTAIN VIEW | CA | 94041 | NONE | PC | PUBLIC CHARITY | $500 | |
| CREATIVE LIVES | ||||||||
| PO BOX 23 | THETFORD | VT | 05074 | NONE | PC | PUBLIC CHAIRTY | $149,500 | |
| ALF SILICON VALLEY | ||||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | PC | PUBLIC CHARITY | $50,000 | SUITE 280 |
| FEATHER LAND TRUST | ||||||||
| PO BOX 1826 | QUINCY | CA | 95971 | NONE | PC | PUBLIC CHARITY | $100,000 | |
| CALMATTERS | ||||||||
| 1017 L STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC CHARITY | $175,000 | SUITE 261 |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | PUBLIC CHARITY | $25,000 | 5TH FLOOR |
| TEEN SUCCESS | ||||||||
| 600 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | PUBLIC CHARITY | $410,400 | FOURTH FLOOR |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| CA COUNCIL ON SCIENCE & TECHNOLOGY | ||||||||
| 1100 11TH STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| CA CHARTER SCHOOL ASSOCIATES | ||||||||
| 250 EAST 1ST STREET | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC CHARITY | $50,000 | SUITE 1000 |
| NORAL PRO-CHOICE FOUNDATION | ||||||||
| 1725 EYE STREET NW | WASHINGTON DC | DC | 20006 | NONE | PC | PUBLIC CHARITY | $10,000 | SUITE 900 |
| WORKING PARTNERSHIPS USA | ||||||||
| 2302 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | PC | PUBLIC CHARITY | $9,000 | |
| LOS ALTOS ROTARY ENDOWNMENT | ||||||||
| PO BOX 794 | LOS ALTOS | CA | 94023 | NONE | PC | PUBLIC CHARITY | $5,000 | |
| PRESIDO PERFORMING ARTS | ||||||||
| 2902 LYON STREET | SAN FRANCISCO | CA | 94123 | NONE | PC | PUBLE CHARITY | $25,000 | |
| PLUMAS CRISIS INTERVENTION | ||||||||
| 175 MAIN STREET | QUINCY | CA | 95971 | NONE | PC | PUBLIC CHARITY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,184,400 | 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 | $7,934 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,493 | 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 | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| 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 MISC | Desc |
| Exclusion | $25,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,143 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,664 | Amt |
| Net Investment Income | $26,332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,332 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APPLIED MATERIALS | StockNm |
| EOY Book Value | $12,086 | EOYBookValueAmt |
| EOYFMV | $58,645 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,015,776 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,966,234 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HS GROUP | AT COST | $1,863,926 | $2,248,137 |
| LEGACY VENTURES IX | AT COST | $690,099 | $1,612,215 |
| IMPACT VENTURE | AT COST | $510,071 | $395,039 |
| LEGACY VENTURE VII | $3,306,989 | $3,480,216 | |
| POMONA | $17,934 | $17,921 | |
| STARWOOD REAL ESTATE | $2,000,000 | $2,302,102 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $296 | $148 | $148 |
| OFFICE EXPENSE | $14,392 | $7,196 | $7,196 |
| ADVERTSING | $7,500 | $3,750 | $3,750 |
| BROCKERAGE FEES | $5,595 | $2,797 | $2,798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $25,716 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,716 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| IRS - BALANCE DUE 5-31-2018 |
| IRS |
| IRS |