SHARON & BOB FORD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHARON & BOB FORD FOUNDATION (EIN 87-3495360)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202531329349102708
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:57:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880583367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING STREET TAX RESOURCES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CENTURY HILL DRIVE SUITE 104 | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873495360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON & BOB FORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 2125495544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO RCM PO BOX 5016 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FORD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125495544 | PhoneNum |
| Signature | 2025-05-12 | 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 | WILLIAM SULLIVAN | PreparerPersonNm |
| PTIN | P02263405 | PTIN |
| Phone | 5183278353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,106,099 | 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 | $99,513 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,035,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,915,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$852,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,833 | 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 |
| Legal Fees Rev And Expnss | $283 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $283 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,499 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,217 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,144,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $186,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,402 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,551,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,115,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,030,697 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,737,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,190,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,106,099 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $582,632 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,272,371 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $582,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,272,371 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,155,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,918,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,155,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,918,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,737,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,190,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,155,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,144,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,010,992 | SubtotalAmt |
| Other Decreases | $92,490 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,918,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED | $2,743,557 | $2,547,372 | $196,185 | $196,185 | |
| PUBLICLY TRADED - OPTIONS | $4,171,963 | $5,404,050 | -$1,232,087 | -$1,232,087 | |
| CAPITAL GAINS DIVIDENDS | $107 | $107 | $107 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,035,795 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,055 | 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 | $1,055 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $344 | OverpaymentAmt |
| Applied To ES Tax | $344 | 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 | DE | 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 | ROCKEFELLER CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 2125495544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5016 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT LOUIS FORD | ||||||||
| CO RCM PO BOX 5016 | NEW YORK | NY | 101855016 | DIRECTOR, VP | 1.00 | $0 | $0 | $0 |
| DR SHARON ULLMAN FORD | ||||||||
| CO RCM PO BOX 5016 | NEW YORK | NY | 101855016 | DIRECTOR, PRESIDENT, SECRETARY, TREASU | 1.00 | $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 | $5,253,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,359,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,359,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,279,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $711 | TotalTaxAmt |
| Distributable Before Adj | $263,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $259,047 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $221,308 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $221,308 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,739 | 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 | $225,509 | 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 | ROBERT LOUIS FORD | ContributingManagerNm |
| Contributing Manager | DR SHARON ULLMAN FORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF NORTHERN CALIFORNIA | |||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $5,000 | |
| ACTION AGAINST HUNGER USA | |||||||
| 1 WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $4,000 | |
| ACVS FOUNDATION INC | |||||||
| 19785 CRYSTAL ROCK DR SUITE 305 | GERMANTOWN | MD | 20874 | PC | GENERAL SUPPORT | $1,000 | |
| ALZHEIMER'S RESEARCH AND PREVENTION FOUNDATION | |||||||
| PO BOX 30783 | TUCSON | AZ | 857510783 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | GENERAL SUPPORT | $10,000 | |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 100658314 | PC | GENERAL SUPPORT | $1,000 | |
| BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT | |||||||
| PO BOX 3316 | REDWOOD CITY | CA | 94064 | PC | GENERAL SUPPORT | $1,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $2,000 | |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY STREET 520 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $2,000 | |
| CAZADERO PERFORMING ARTS CAMP INC | |||||||
| 5385 CAZADERO HWY | CAZADERO | CA | 95421 | PC | GENERAL SUPPORT | $3,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $10,000 | |
| CORAL REEF ALLIANCE | |||||||
| 548 MARKET STREET 29802 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $3,000 | |
| DIABETES ACTION RESEARCH & EDUCATION FDN | |||||||
| PO BOX 34635 | BETHESDA | MD | 20827 | PC | GENERAL SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $3,000 | 2700 |
| HEALTHY CITIES TUTORING INC | |||||||
| 828 CHESTNUT ST | SAN CARLOS | CA | 94070 | PC | GENERAL SUPPORT | $1,500 | |
| IGNATIAN CORPORATION SAINT IGNATIUS HIGH SCHOOL | |||||||
| 1911 WEST 30TH ST | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $47 | |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL CENTER FOR EQUINE FACILITATED THERAPY | |||||||
| 880 RUNNYMEDE RD | WOODSIDE | CA | 94062 | PC | GENERAL SUPPORT | $2,000 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $5,000 | |
| NYCLU FOUNDATION | |||||||
| 125 BROAD ST STE 19 | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $5,000 | |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW STE 800 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $3,000 | |
| OCEANA | |||||||
| 1025 CONNECTICUT AVENUE NW 200 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $10,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | PC | GENERAL SUPPORT | $10,000 | |
| PREVENT CANCER FOUNDATION | |||||||
| 333 JOHN CARLYLE STREET 635 | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 101 THE CITY DR S | ORANGE | CA | 92868 | PC | GENERAL SUPPORT | $375 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC DAVIS SCHOOL OF VETERINARY MED | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | PC | GENERAL SUPPORT | $1,125 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | PC | GENERAL SUPPORT | $3,000 | |
| SAN CARLOS EDUCATIONAL FOUNDATION | |||||||
| PO BOX 1214 | SAN CARLOS | CA | 94070 | PC | GENERAL SUPPORT | $250 | |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $10,000 | |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | PC | GENERAL SUPPORT | $7,000 | |
| SEMPERVIRENS FUND | |||||||
| PO BOX 1417 | LOS ALTOS | CA | 940231417 | PC | GENERAL SUPPORT | $3,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | PC | GENERAL SUPPORT | $500 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | PC | GENERAL SUPPORT | $51,500 | |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | PC | GENERAL SUPPORT | $2,000 | |
| THE DIAN FOSSEY GORILLA FUND INTERNATIONAL | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | PC | GENERAL SUPPORT | $2,000 | |
| THE JEWISH HOME AND SENIOR LIVING FOUNDATION | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | PC | GENERAL SUPPORT | $750 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $4,000 | |
| TUFTS UNIVERSITY | |||||||
| 108 PACKARD AVE 2ND FLOOR | MEDFORD | MA | 02155 | PC | GENERAL SUPPORT | $1,500 | |
| VILLAGE ENTERPRISE FUND INC | |||||||
| 1180 SAN CARLOS AVE 222 | SAN CARLOS | CA | 94070 | PC | GENERAL SUPPORT | $5,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $11,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINTON | DC | 20037 | PC | GENERAL SUPPORT | $10,000 | |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 2450 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,547 | 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 | $72 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,035,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$951,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$951,960 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT FORD AND SHARON FORD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 GOLDEN OAK DR | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $99,513 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300 SHARES OF MICROSOFT CORP (MSFT) | NoncashPropertyDesc |
| Fair Market Value | $99,513 | FairMarketValueAmt |
| Received | 2024-11-29 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (86 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $21,947 | $23,179 |
| ABBVIE INC COM USD 0.01 | $17,716 | $19,700 |
| ADOBE INC COM | $29,069 | $44,468 |
| ADVANCED MICRO DEVICES INC | $39,736 | $60,395 |
| AES CORP COM USD 0.01 | $6,644 | $4,576 |
| ALPHABET INC CAP STK CL A | $213,879 | $341,160 |
| AMAZON.COM INC | $156,566 | $263,268 |
| AMERICAN EXPRESS CO COM USD 0.20 | $15,527 | $30,173 |
| AMGEN INC | $27,468 | $27,021 |
| APOLLO GLOBAL MGMT INC COM | $13,119 | $33,591 |
| APPLE INC | $193,181 | $301,025 |
| ARES CAPITAL CORP COM | $7,412 | $8,170 |
| ARTISAN PARTNERS ASSET MANAGEMENT INC | $651 | $665 |
| BAIN CAP SPECIALTY FIN INC COM STK | $13,922 | $17,566 |
| BLACKSTONE INC | $41,342 | $87,278 |
| BLUE OWL CAPITAL INC COM CL A | $12,451 | $16,741 |
| BROADCOM INC COM | $78,068 | $186,668 |
| CARLYLE GROUP INC COM | $57,985 | $109,395 |
| CATERPILLAR INC COM | $8,663 | $7,981 |
| CITIGROUP INC | $36,112 | $58,331 |
| COINBASE GLOBAL INC COM CL A | $89,679 | $124,150 |
| CORNING INC | $167 | $257 |
| CROWDSTRIKE HLDGS INC CL A | $74,151 | $205,296 |
| DELL TECHNOLOGIES INC CL C | $4,991 | $4,296 |
| DOMINION ENERGY INC COM | $39,617 | $44,732 |
| EOS ENERGY ENTERPRISES INC COM CL A | $2,504 | $7,290 |
| FLUENCE ENERGY INC COM CL A | $31,271 | $28,584 |
| FORTINET INC COM USD 0.001 | $63,808 | $122,824 |
| FREEPORT-MCMORAN INC COM USD | $12,662 | $9,972 |
| FS KKR CAP CORP COM | $1,145 | $1,275 |
| GLENCORE PLC | $15,486 | $15,048 |
| GOLDMAN SACHS GROUP INC COM USD0.01 | $32,910 | $58,665 |
| GSK PLC SPON ADS EACH REP 2 ORD SHS | $17,312 | $16,930 |
| IMPERIAL BRANDS PLC SPON ADR EACH REPR 1 | $16,685 | $21,794 |
| INTEL CORP | $39,756 | $26,215 |
| JPMORGAN CHASE & CO | $39,687 | $72,067 |
| LOCKHEED MARTIN CORP COM USD 1.00 | $20,239 | $21,940 |
| LYFT INC CL A COM | $5,034 | $6,450 |
| META PLATFORMS INC CLASS A COMMON STOCK | $95,881 | $352,016 |
| METLIFE INC COM USD 0.01 | $21,993 | $25,350 |
| MICROSOFT CORP | $165,481 | $337,096 |
| NEWMONT CORP COM | $11,936 | $11,557 |
| NEXTERA ENERGY INC | $24,705 | $21,658 |
| NVIDIA CORPORATION COM | $77,455 | $644,752 |
| OKTA INC | $8,429 | $7,644 |
| ORACLE CORP | $41,250 | $48,617 |
| PALANTIR TECHNOLOGIES INC CL A | $33,669 | $294,957 |
| PALO ALTO NETWORKS INC COM USD 0.0001 | $91,470 | $218,352 |
| PFIZER INC | $10,205 | $9,587 |
| POWELL INDUSTRIES, INC | $28,716 | $39,275 |
| PRUDENTIAL FINANCIAL INC | $1,932 | $2,100 |
| RIO TINTO ADR EACH REP 1 ORD | $57,899 | $56,341 |
| RTX CORPORATION COM USD1.00 | $35,167 | $47,314 |
| SALESFORCE INC COM | $29,867 | $35,911 |
| SENTINELONE INC CL A | $66,423 | $99,900 |
| SERVICENOW INC COM USD 0.001 | $47,635 | $106,012 |
| SNAP INC CL A | $48,887 | $44,157 |
| SOFI TECHNOLOGIES INC | $7,566 | $15,400 |
| SUPER MICRO COMPUTER INC | $9,036 | $3,048 |
| TAIWAN SEMICONDUCTOR MANUFACTURING | $58,831 | $79,385 |
| TESLA INC COM | $166,471 | $323,072 |
| VERIZON COMMUNICATIONS INC | $8,055 | $9,118 |
| WORKDAY INC COM USD 0.001 CL A | $18,092 | $25,803 |
| BNY MELLON INT STOCK I | $55,701 | $53,758 |
| FS MULTI-STRATEGY ALTERNATIVES FUND I | $66,385 | $65,810 |
| JANUS HENDERSON MULTI-SECTOR INCME I | $45,643 | $44,864 |
| TOUCHSTONE FLEXIBLE INCOME FUND CL Y | $44,310 | $43,975 |
| ALLSPRING SHORT TERM HIGH INCOME INSTL | $54,029 | $53,716 |
| COLUMBIA SHORT TERM BOND I | $54,918 | $54,766 |
| LOOMIS SAYLES INVST GRADE BOND CL Y | $45,938 | $44,396 |
| LORD ABBETT SHORT DURATION HIGH YLD I | $54,368 | $53,649 |
| PUTNAM SHORT TERM MUNI INCOME CL Y | $1 | $1 |
| TOUCHSTONE ARES CREDIT OPPORTUNITY CL Y | $54,921 | $54,635 |
| INVESCO EXCHANGE TRADED FD TR S&P500 | $122,880 | $122,237 |
| INVESCO QQQ TR UNIT SER 1 | $135,023 | $205,275 |
| ISHARES CORE S&P SMALL-CAP E | $90,870 | $104,440 |
| ISHARES RUSSELL 2000 ETF | $90,018 | $114,271 |
| ISHARES TR ISHARES SEMICDTR | $105,105 | $168,549 |
| ISHARES TR US INDUSTRIALS | $38,943 | $46,084 |
| J P MORGAN EXCHANGE TRADED FD EQUITY | $78,225 | $92,104 |
| SELECT SECTOR SPDR TR ENERGY | $7,069 | $6,421 |
| SELECT SECTOR SPDR TR FINANCIAL | $100 | $97 |
| SELECT SECTOR SPDR TRUST TECHNOLOGY | $82,541 | $143,882 |
| SPDR S&P500 ETF TRUST TRUST UNIT | $105,060 | $137,197 |
| ISHARES GOLD TR ISHARES NEW ISIN | $63,563 | $79,216 |
| AB ACTIVE ETFS INC SHORT DURATION H | $54,247 | $53,796 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEE | CategoryTxt |
| Legal Fees | $283 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $283 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENTS | $2,928 |
| DIFFERENTIAL OF CONTRIBUTED STOCK | $89,562 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $582,632 | BOYBookValueAmt |
| EOY Book Value | $1,272,371 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $32,499 | $32,499 | $0 |
| BILL PAY FEE | $347 | $0 | $347 |
| ADMINISTRATION FEES | $22,870 | $0 | $22,870 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $112 | Amt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |