STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION (EIN 77-0524641)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-14
- IRS object ID
- 202231349349100413
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-14T10:12:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 SUMMIT BOULEVARD SUITE 120 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770524641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN S SMITH AND PAULA K SMITH FAMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6508883611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SAND HILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN S SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508883611 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA T DOTSON | PreparerPersonNm |
| PTIN | P00645864 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,095,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,627 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,484 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $567 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $446 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $446 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,215 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,827 | CashBOYAmt |
| Cash EOY | $14,313 | CashEOYAmt |
| Cash EOYFMV | $14,313 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,237 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,020,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $638,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,004,294 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,048,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $730,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,095,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,048,477 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $730,476 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,048,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $730,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,048,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $730,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,048,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,248 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,057,725 | SubtotalAmt |
| Other Decreases | $327,249 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $730,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-10-28 | AcquiredDt |
| Sold | 2021-05-14 | SoldDt |
| Gross Sales Price | $131,122 | GrossSalesPriceAmt |
| Cost Or Other Basis | $84,495 | CostOrOtherBasisAmt |
| Gain Or Loss | $46,627 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46,627 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $879 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $879 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $610 | 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 | $610 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $271 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508883611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SAND HILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN S SMITH | ||||||||
| 321 MELVILLE AVENUE | PALO ALTO | CA | 94301 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PAULA K SMITH | ||||||||
| 321 MELVILLE AVENUE | PALO ALTO | CA | 94301 | SECRETARY | 10.00 | $10,200 | $0 | $0 |
| EDWARD V POLLACK | ||||||||
| 2038 BAKER STREET | SAN FRANCISCO | CA | 94115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCIA H POLLACK | ||||||||
| 2038 BAKER STREET | SAN FRANCISCO | CA | 94115 | DIRECTOR | 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 | $1,017,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,021,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,021,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,006,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $879 | TotalTaxAmt |
| Distributable Before Adj | $49,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,378 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,079 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,076 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $377,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $379,046 | 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 | $110,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $268,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,821 | ExcessFromYear4Amt |
| Excess From Year3 | $76,079 | ExcessFromYear3Amt |
| Excess From Year2 | $71,557 | ExcessFromYear2Amt |
| Excess From Year1 | $47,076 | ExcessFromYear1Amt |
| Excess From Current Year | $1,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EASTSIDE COLLEGE PREPARATORY SCHOOL | ||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | PC | EDUCATION | $5,000 |
| REDEEMER LUTHERAN SCHOOL | ||||||
| 468 GRAND STREET | REDWOOD CITY | CA | 94062 | PC | EDUCATION | $3,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PC | GLOBAL/HUMAN RIGHTS | $2,500 |
| HOOVER INSTITUTE | ||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | EDUCATION | $2,000 |
| LIFE MOVES | ||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PC | COMMUNITY | $1,500 |
| SAN CARLOS SCHOOL FOUNDATION | ||||||
| PO BOX 1214 | SAN CARLOS | CA | 94070 | PC | EDUCATION | $1,250 |
| GIANTS COMMUNITY FUND | ||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | PC | COMMUNITY | $1,000 |
| ECUMENICAL HUNGER PROGRAM | ||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | PC | COMMUNITY | $1,000 |
| PALO ALTO COMMUNITY FUND | ||||||
| PO BOX 50634 | PALO ALTO | CA | 94303 | PC | COMMUNITY | $1,000 |
| BOYS AND GIRLS CLUB OF PENINSULA | ||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | PC | COMMUNITY | $1,000 |
| YMCA SILICON VALLEY | ||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | PC | COMMUNITY | $1,000 |
| RAINFOREST TRUST | ||||||
| PO BOX 841 | WARRENTON | VA | 20188 | PC | CONSERVATION | $1,000 |
| MONTEREY BAY AQUARIUM | ||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PC | CONSERVATION | $1,000 |
| WILDLIFE CONSERVATION NETWORK | ||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | PC | CONSERVATION | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 2470 ALVIN AVENUE | SAN JOSE | CA | 95121 | PC | EDUCATION | $1,000 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | EDUCATION | $1,000 |
| FACING HISTORY AND OURSELVES | ||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | PC | EDUCATION | $1,000 |
| YEAR UP | ||||||
| 80 SUTTER STREET | SAN FRANCISCO | CA | 94107 | PC | EDUCATION | $1,000 |
| IMMIGRATION EQUALITY | ||||||
| 40 EXCHANGE PLACE 1705 | NEW YORK | NY | 10006 | PC | GLOBAL/HUMAN RIGHTS | $1,000 |
| IT GETS BETTER PROJECT | ||||||
| 7190 SUNSET BLVD SUITE 504 | LOS ANGELES | CA | 90046 | PC | GLOBAL/HUMAN RIGHTS | $1,000 |
| RONALD MCDONALD HOUSE | ||||||
| 110 NORTH CARPENTER STREET | CHICAGO | CA | 60607 | PC | HEALTH | $1,000 |
| HOSPICE OF THE VALLEY | ||||||
| 4850 UNION AVENUE | SAN JOSE | CA | 95124 | PC | HEALTH | $1,000 |
| FISHER CENTER FOR ALZHEIMERS RESEARCH | ||||||
| PO BOX 220 | NEW YORK | NY | 10150 | PC | HEALTH | $1,000 |
| ADOLESCENT COUNSELING SERVICE | ||||||
| 643 BAIR ISLAND ROAD SUITE 402 | REDWOOD CITY | CA | 94063 | PC | HEALTH | $1,000 |
| GUIDE DOGS FOR THE BLIND | ||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | PC | HEALTH | $1,000 |
| BRENNAN CENTER FOR JUSTICE | ||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | PC | HUMAN RIGHTS | $1,000 |
| PALO ALTO MEDICAL FOUNDATION | ||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94306 | PC | MEDICAL | $1,000 |
| ADA'S CAF | ||||||
| 3700 MIDDLEFIELD ROAD | PALO ALTO | CA | 94063 | PC | COMMUNITY | $565 |
| PALO ALTO JUNIOR MUSEUM & ZOO | ||||||
| PO BOX 676 | PALO ALTO | CA | 94302 | PC | ARTS, MUSEUMS | $500 |
| KQED | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | COMMUNITY | $500 |
| SPUR | ||||||
| 654 MISSION STREET | SAN FRANCISCO | CA | 94105 | PC | COMMUNITY | $500 |
| PENINSULA OPEN SPACE TRUST | ||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PC | CONSERVATION | $500 |
| CALIFORNIA STATE PARKS | ||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | PC | CONSERVATION | $500 |
| PURSUIT OF EXCELLENCE | ||||||
| 1249 PINE STREET | PALO ALTO | CA | 94301 | PC | EDUCATION | $500 |
| FRIENDS OF THE CHILDREN | ||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | PC | EDUCATION | $500 |
| FOUNDATION FOR A COLLEGE EDUCATION | ||||||
| PO BOX 50518 | PALO ALTO | CA | 94303 | PC | EDUCATION | $500 |
| OREGON STATE UNIVERSITY FOUNDATION | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | EDUCATION | $500 |
| PANETTA INSTITUTE | ||||||
| 100 CAMPUS CENTER BLDG 86E | SEASIDE | CA | 93955 | PC | EDUCATION | $500 |
| TEACH FOR AMERICA | ||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | PC | EDUCATION | $500 |
| INFINITE FAMILY | ||||||
| 5951 RIVERDALE AVENUE 1204 | BRONX | NY | 10471 | PC | GLOBAL/HUMAN RIGHTS | $500 |
| NATIONAL PKU ALLIANCE | ||||||
| 2809 E HAMILITON AVENUE | EAU CLARIE | WI | 54701 | PC | HEALTH | $500 |
| BOOMER ISIASON FOUNDATION | ||||||
| PO BOX 28819 | NEW YORK | NY | 10087 | PC | HEALTH | $500 |
| SF MOMA | ||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PC | ARTS, MUSEUMS | $300 |
| ENVIRONMENTAL VOLUNTEERS | ||||||
| 1210 HOMESTEAD ROAD | SANTA CLARA | CA | 95050 | PC | CONSERVATION | $267 |
| GAMBLE GARDEN | ||||||
| 1431 WAVERLY STREET | PALO ALTO | CA | 94301 | PC | COMMUNITY | $250 |
| ASSOCIATION FOR SENIOR DAY HEALTH | ||||||
| PO BOX 60455 | PALO ALTO | CA | 94306 | PC | COMMUNITY | $250 |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUTAIN VIEW | CA | 94040 | PC | EDUCATION | $250 |
| BAY AREA CANCER CONNECTION | ||||||
| 2335 EL CAMINO REAL | PALO ALTO | CA | 94306 | PC | HEALTH | $250 |
| OREGON HUMANE SOCIETY | ||||||
| 1067 NE COLUMBIA BOULEVARD | PORTLAND | OR | 97211 | PC | COMMUNITY | $200 |
| JUNIOR LEAGUE OF PALO ALTO | ||||||
| 555 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | PC | COMMUNITY | $150 |
| CANTOR ART MUSEUM | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | ARTS, MUSEUMS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,832 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,484 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $567 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $638,926 | BookValueAmt |
| EOYFMV | $1,004,294 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $327,249 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $785 | $0 | $0 |
| INVESTMENT FEES | $6,723 | $6,723 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,218 | $0 | $0 |
| PAYROLL TAX | $892 | $446 | $446 |