JEAN & E FLOYD KVAMME FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEAN & E FLOYD KVAMME FOUNDATION (EIN 77-0359484)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202201319349105545
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T16:01:30-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 STE 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 | 2020-07-01 | 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 | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | FLOYD KVAMME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN P MCAULIFFE | PreparerPersonNm |
| PTIN | P00184925 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,010,782 | 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 | $10,419,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $283,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,122,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,602,710 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,871 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,871 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,033,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,897,042 | 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 | $6,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,810 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,264 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,395,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,395,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,616,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,406,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $416,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,841,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $979,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,647,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,647,557 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,109,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,804,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,363,225 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,089,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,452,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,010,782 | 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 | -$721,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$358,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,089,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,452,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,089,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,452,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,089,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $416,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,506,302 | SubtotalAmt |
| Other Decreases | $54,098 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,452,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - STIFEL #9191 | P | 2020-07-01 | 2021-06-30 | $289,709 | $262,043 | $27,666 | $27,666 |
| PUBLICLY TRADED SECURITIES - STIFEL #9191 | P | 2020-06-30 | 2021-06-30 | $164,101 | $167,097 | -$2,996 | -$2,996 |
| PUBLICLY TRADED SECURITIES - STIFEL #8329 | P | 2020-07-01 | 2021-06-30 | $2,417 | $2,240 | $177 | $177 |
| PUBLICLY TRADED SECURITIES - STIFEL #8329 | P | 2020-06-30 | 2021-06-30 | $25,930 | $15,005 | $10,925 | $10,925 |
| PUBLICLY TRADED SECURITIES - STIFEL #9882 | P | 2020-07-01 | 2021-06-30 | $19,676 | $12,144 | $7,532 | $7,532 |
| PUBLICLY TRADED SECURITIES - STIFEL #9882 | P | 2020-06-30 | 2021-06-30 | $25,106 | $11,941 | $13,165 | $13,165 |
| PUBLICLY TRADED SECURITIES - STIFEL #0183 | P | 2020-07-01 | 2021-06-30 | $8,611,000 | $8,635,225 | -$24,225 | -$24,225 |
| PUBLICLY TRADED SECURITIES - STIFEL #1129 | P | 2020-07-01 | 2021-06-30 | $24,257 | $16,183 | $8,074 | $8,074 |
| PUBLICLY TRADED SECURITIES - STIFEL #1129 | P | 2020-06-30 | 2021-06-30 | $31,713 | $19,386 | $12,327 | $12,327 |
| PUBLICLY TRADED SECURITIES - STIFEL #8015 | P | 2020-07-01 | 2021-06-30 | $66,927 | $51,318 | $15,609 | $15,609 |
| PUBLICLY TRADED SECURITIES - STIFEL #8015 | P | 2020-06-30 | 2021-06-30 | $30,513 | $23,629 | $6,884 | $6,884 |
| PUBLICLY TRADED SECURITIES - STIFEL #7797 | P | 2020-07-01 | 2021-06-30 | $99,318 | $81,872 | $17,446 | $17,446 |
| PUBLICLY TRADED SECURITIES - STIFEL #7797 | P | 2020-06-30 | 2021-06-30 | $137,073 | $85,515 | $51,558 | $51,558 |
| 130,000 SHARES OF POWER INTEGRATIONS INC. | P | 2020-06-30 | 2021-06-30 | $10,594,918 | $7,136,350 | $3,458,568 | $3,458,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,602,710 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143,274 | 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 | $143,274 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $955 | EsPenaltyAmt |
| Overpayment | $88,918 | OverpaymentAmt |
| Applied To ES Tax | $88,918 | 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 67360 | AddressLine1Txt |
| City | SCOTTS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95067 | 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 | ||||||||
| PO BOX 67360 | SCOTTS VALLEY | CA | 95067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD KVAMME | ||||||||
| PO BOX 67360 | SCOTTS VALLEY | CA | 95067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAMON KVAMME | ||||||||
| PO BOX 67360 | SCOTTS VALLEY | CA | 95067 | 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 | $11,983,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $738,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,721,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,721,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,530,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $626,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $626,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,401 | TotalTaxAmt |
| Distributable Before Adj | $573,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $573,110 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $573,110 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,406,323 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,406,323 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,406,323 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $994,519 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $239,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $510,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,465,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $773,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,983,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,406,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $573,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,833,213 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,817,111 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $994,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,822,592 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $239,390 | ExcessFromYear4Amt |
| Excess From Year3 | $510,303 | ExcessFromYear3Amt |
| Excess From Year2 | $1,465,868 | ExcessFromYear2Amt |
| Excess From Year1 | $773,818 | ExcessFromYear1Amt |
| Excess From Current Year | $9,833,213 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $50,000 | |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $200,000 | |
| THE CENTER FOR EDUCATION REFORM | |||||||
| 1455 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | IRC 501(C)(3) PUBLIC | EDUCATION | $20,000 | 462 |
| CITY TEAM MINISTRIES | |||||||
| 2306 ZANKER RD | SAN JOSE | CA | 95131 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $350,000 | |
| 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 | |
| ELAM MINISTRIES | |||||||
| 5755 NORTH POINT PARKWAY SUITE 217 | ALPHARETTA | GA | 30022 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $60,000 | |
| EMMAUS INN MINISTRIES | |||||||
| PO BOX 98 | NEW ALMADEN | CA | 95042 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $150,000 | |
| ETHICS AND PUBLIC POLICY CENTER | |||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 20036 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $20,000 | |
| EQUIPPING TO SERVE BRAZIL | |||||||
| PO BOX 2426 | OAKDALE | CA | 95361 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $10,000 | |
| FAR EAST BROADCASTING | |||||||
| PO BOX 1 | LA MIRADA | CA | 90637 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $10,000 | |
| FRIENDS OF FORMAN CHRISTAN COLLEGE | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $210,000 | |
| FRONTIERS | |||||||
| PO BOX 60730 | PHOENIX | AZ | 85082 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $60,000 | |
| GALCOM INT'L | |||||||
| PO BOX 270956 | TAMPA | FL | 33688 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $12,000 | |
| GATEWAY BIBLE CHURCH | |||||||
| 5000 GRANITE CREEK ROAD | SCOTTS VALLEY | CA | 95066 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $350,000 | |
| 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 | $400 | |
| HOPE SERVICES | |||||||
| 30 LAS COLINAS LANE | SAN JOSE | CA | 95119 | IRC 501(C)(3) PUBLIC | EDUCATION | $1,000 | |
| ICTA | |||||||
| PO BOX 237 | DACULA | GA | 30019 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $10,000 | |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 2227 | ARLINGTON | VA | 22202 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $200,000 | |
| JEWS FOR JESUS | |||||||
| 60 HAIGHT STREET | SAN FRANCISCO | CA | 94102 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $51,000 | |
| JONI & FRIENDS | |||||||
| PO BOX 3333 | AGOURA HILLS | CA | 91376 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $900,000 | |
| LICHEN OAKS ADAPTIVE RIDING CENTER | |||||||
| 114 QUAIL HOLLOW RD | FELTON | CA | 75771 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $25,000 | |
| LUIS PALAU ASSOCIATION | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $115,000 | |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $600,000 | |
| MILITARY COMMUNITY YOUTH MINISTRY | |||||||
| 540 N CASCADE SUITE 300 | COLORADO SPRINGS | CO | 80903 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $4,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $1,000 | |
| MISSION AVIATION FELLOWSHIP | |||||||
| PO BOX 47 | NAMPA | ID | 83653 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $7,000 | |
| MOUNT HERMON | |||||||
| 37 CONFERENCE DRIVE | FELTON | CA | 95018 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $500,000 | |
| NEW GENERATIONS | |||||||
| 650B FREMONT AVENUE 175 | LOS ALTOS | CA | 94024 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $175,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $5,000 | |
| PACIFIC RESEARCH INSTITURE | |||||||
| PO BOX 60485 | PASADENA | CA | 91116 | IRC 501(C)(3) PUBLIC | SOCIAL IMPROVEMENT | $24,000 | |
| PARTNERS INTERNATIONAL | |||||||
| PO BOX 117567 | ATLANTA | CA | 30368 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $60,000 | |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $200,000 | |
| RZIM | |||||||
| 3755 MANSELL ROAD | ALPHARETTA | GA | 30022 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $5,000 | |
| SALVATION ARMY | |||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $5,000 | |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $1,200,000 | |
| SPOKEN WORLDWIDE | |||||||
| 12655 N CENTRAL EXPY SUITE 600 | DALLAS | TX | 75243 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $100,000 | |
| SPONDYLITIS ASSOCIATION OF AMERICA | |||||||
| 16430 VENTURA BLVD SUITE 300 | ENCINO | CA | 91436 | IRC 501(C)(3) PUBLIC | HEALTH AND WELLNESS | $50,000 | |
| THE MAILBOX CLUB | |||||||
| 404 EAGER ROAD | VALDOSTA | GA | 31602 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $4,000 | |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | IRC 501(C)(3) PUBLIC | EDUCATION | $4,300,000 | |
| WORLD OUTREACH MINISTRIES | |||||||
| PO BOX B | MARIETTA | GA | 30061 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $12,000 | |
| YOUNG AT HEART PROJECT | |||||||
| 18488 PROSPECT RD 11 | SARATOGA | CA | 95070 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $4,000 | |
| YOUNG LIFE CAPERNAUM PROJECT | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | IRC 501(C)(3) PUBLIC | RELIGIOUS | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,395,400 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,439 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,871 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $319,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $613,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,895 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E FLOYD KVAMME | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19490 GLEN UNA DRIVE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,419,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 130,000 SHARES OF POWER INTEGRATION INC. | NoncashPropertyDesc |
| Fair Market Value | $10,419,500 | FairMarketValueAmt |
| Received | 2021-03-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,810 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,810 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STIFEL NICOLAUS #8015 | $187,240 | $266,613 |
| STIFEL NICOLAUS #0183 | $7,047,721 | $6,898,855 |
| STIFEL NICOLAUS #8329 | $175,721 | $269,370 |
| STIFEL NICOLAUS #9191 | $1,147,629 | $1,386,767 |
| STIFEL NICOLAUS #9882 | $173,050 | $302,862 |
| STIFEL NICOLAUS #1129 | $190,365 | $300,008 |
| STIFEL NICOLAUS #7797 | $695,732 | $1,610,881 |
| STIFEL NICOLAUS #2218 | $1,187,189 | $1,327,869 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT - NO TAX EFFECT | Desc |
| Amt | $54,098 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT WORK | $1,600 | $0 | $1,600 |
| BANK FEES | $60 | $0 | $60 |
| OFFICE SUPPLIES | $118 | $0 | $118 |
| REIMBURSED EXPENSES | $2,150 | $0 | $2,150 |
| LEGAL FEES | $150 | $0 | $150 |
| FILING FEES | $35 | $0 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $28 | $28 | $28 |
| LIQUIDATIONS AND MERGERS | $10,843 | $10,843 | $10,843 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES STIFEL #8267-9191 | $11,365 | $11,365 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #2790-8329 | $2,428 | $2,428 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #8890-9882 | $2,510 | $2,510 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #2113-0183 | $18,310 | $18,310 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #3081-2218 | $3,102 | $3,102 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #6129-1129 | $2,299 | $2,299 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #2104-8015 | $2,552 | $2,552 | $0 |
| INVESTMENT MANAGEMENT FEES STIFEL #4368-7797 | $12,698 | $12,698 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $155,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |