HILLTOP GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILLTOP GROUP CHARITABLE FOUNDATION (EIN 20-0499862)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-31
- IRS object ID
- 202213049349100901
- Schema version
- 2021v4.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-31T07:10:13-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680095377 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perotti & Carrade CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 McInnis Pkwy Ste 200 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | 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 | 200499862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLTOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 4154359846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C PRICE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C | PersonFirstNm |
| Person Last | PRICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENIS E CARRADE | PreparerPersonNm |
| PTIN | P00009708 | PTIN |
| Phone | 4154618500 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $8,156,210 | 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 |
| Interest On Sav Rev And Expnss | $9,301 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,301 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,301 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $138,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,362 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $138,362 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $296,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,085,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $296,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $675 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $444,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,209 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $148,338 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,321 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,391 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $77 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $419,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $148,338 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,385 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,444,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,336,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,370,877 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,446,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,626,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,744,948 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,936,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,002,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,156,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,936,551 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,002,935 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,936,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,002,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,936,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,002,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,936,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,384 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,002,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,002,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 240000.000 GOLDMAN SACHS BK | P | 2018-04-30 | 2021-05-03 | $240,000 | $240,000 | ||
| VANGUARD CAP. GAIN DISTRIBUTIONS | P | 2014-01-01 | 2021-12-31 | $11,750 | $11,750 | $11,750 | |
| 2154.920 VANGUARD - INTER-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $21,809 | $21,403 | $406 | $406 |
| 918.771 VANGUARD - INTER-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $9,417 | $9,127 | $290 | $290 |
| 1061.856 VANGUARD LONG-TERM INVEST-GR ADM | P | 2021-01-01 | 2021-12-31 | $12,126 | $11,451 | $675 | $675 |
| 428.217 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $4,719 | $4,590 | $129 | $129 |
| 438.811 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $4,818 | $4,721 | $97 | $97 |
| 7326.115 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $80,441 | $78,820 | $1,621 | $1,621 |
| 454.842 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $4,994 | $4,894 | $100 | $100 |
| 171.108 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $1,875 | $1,841 | $34 | $34 |
| 440.273 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2021-12-31 | $4,790 | $4,738 | $52 | $52 |
| 634.232 VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2014-01-01 | 2021-12-31 | $14,568 | $13,535 | $1,033 | $1,033 |
| 2587.365 VANGUARD - TOTAL INTL STOCK IX ADMIRAL | P | 2014-01-01 | 2021-12-31 | $89,161 | $68,532 | $20,629 | $20,629 |
| 1594.614 VANGUARD - TOTAL INTL STOCK IX ADMIRAL | P | 2014-01-01 | 2021-12-31 | $55,062 | $42,413 | $12,649 | $12,649 |
| 3084.294 VANGUARD - TOTAL BOND MKT INDEX ADM | P | 2014-01-01 | 2021-12-31 | $34,637 | $33,569 | $1,068 | $1,068 |
| 2412.404 VANGUARD - TOTAL BOND MKT INDEX ADM | P | 2014-01-01 | 2021-12-31 | $27,501 | $26,263 | $1,238 | $1,238 |
| 1201.113 VANGUARD - TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2021-12-31 | $124,399 | $60,828 | $63,571 | $63,571 |
| 410.477 VANGUARD - TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2021-12-31 | $42,513 | $20,788 | $21,725 | $21,725 |
| 638.085 VANGUARD - TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2021-12-31 | $66,087 | $32,315 | $33,772 | $33,772 |
| 51.142 VANGUARD - TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2021-12-31 | $5,297 | $2,590 | $2,707 | $2,707 |
| 2094.852 VANGUARD - TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2021-12-31 | $229,449 | $106,449 | $123,000 | $123,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $296,546 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $675 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,828 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,828 | SubtotalAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,725 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $1,880 | OverpaymentAmt |
| Applied To ES Tax | $1,880 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLTOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154359846 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| C PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | President | 0.00 | $0 |
| A PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | Vice President | 0.00 | $0 |
| J PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,015,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,084,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,084,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,963,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $392,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $392,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $392,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,817 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $338,817 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $392,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $330,093 | UndistributedIncomePYAmt |
| Qualifying Distributions | $338,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $330,093 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,724 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $383,618 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C PRICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA CO COMM FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ALZHEIMER'S ASSN OF NO CA | |||||||
| 4340 REDWOOD HWY STE 314 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $3,000 |
| AMERICAN RED CROSS BAY AREA | |||||||
| 1663 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $15,000 |
| AUTISTRY STUDIOS INC | |||||||
| 44 DU BOIS ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $500 |
| BEST FRIENDS FOUNDATION | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BLUE STAR MOMS | |||||||
| PO BOX 2537 | SAN RAMON | CA | 94583 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAL STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY ST STE 520 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CANAL COMMUNITY ALLIANCE | |||||||
| 91 LARKSPUR ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHARITY NAVIGATOR | |||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $500 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY ACTION MARIN | |||||||
| 555 NORTHGATE DR STE 201 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLDSPRING | KY | 41076 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EQUINE RESCUE CENTER OF BAY AREA | |||||||
| PO BOX 246 | LOCKWOOD | CA | 93932 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF CONTRA COSTASOLANO | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GILEAD HOUSE | |||||||
| 1024 7TH ST | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HAMILTON FAMILY CENTER | |||||||
| 273 9TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $7,500 |
| HOMELESS CAT NETWORK | |||||||
| PO BOX 6 | SAN CARLOS | CA | 94070 | NONE | PC | GENERAL SUPPORT | $500 |
| HOMEWARD BOUND OF MARIN | |||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOSPICE BY THE BAY | |||||||
| 17 E SIR FRANCIS DRAKE BLVD | LARKSPUR | CA | 94939 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HUCKELBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD STE 107 | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $5,000 |
| INTERNATIONAL RHINO FUND | |||||||
| 201 MAIN ST STE 2600 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KQED | |||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LARKIN ST YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LEGAL AID OF MARIN | |||||||
| 1401 LOS GAMOS DR STE 101 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $2,000 |
| LEGAL ASSISTANCE TO THE ELDERLY INC | |||||||
| 1663 MISSION ST STE 225 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LIFEHOUSE INC | |||||||
| 899 NORTHGATE DR SUITE 500 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MARIN AGRICULTURE LAND TR | |||||||
| PO BOX 809 | PT REYES STATION | CA | 94956 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MARIN CENTER FOR INDEPENDENT LIVING | |||||||
| 710 FOURTH STREET | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MARIN COMMUNITY CLINIC | |||||||
| 6090 REDWOOD BLVD SUITE G | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 111 SUTTER ST 20TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $5,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $3,000 |
| OPERATION ACCESS | |||||||
| 1119 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $3,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38TH ST STE 4E | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAPHAEL HOUSE OF SF INC | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $2,000 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE ROAD | SUNNYVALE | CA | 94086 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $15,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SONOMA HUMANE SOCIETY | |||||||
| PO BOX 1296 | SANTA ROSA | CA | 95402 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SPCA MONTEREY | |||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SPECIAL OPERATION WARRIOR | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST VINCENTS COMMUNITY DINING ROOM | |||||||
| PO BOX 150527 | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SWORDS TO PLOWSHARES | |||||||
| 1060 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TIBURON PENINSULA GREEN TEAM | |||||||
| 1474 VISTAZO WEST | TIBURON | CA | 94920 | NONE | PC | GENERAL SUPPORT | $2,000 |
| VIVALON | |||||||
| 930 TAMALPAIS AVENUE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL SUPPORT | $2,500 |
| COMMUNITY FOUNDATION SONOMA COUNTY | |||||||
| 120 STONY POINT RD 220 | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MUTTVILLE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL SUPPORT | $3,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $15,000 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY RD | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BUCKELEW PROGRAMS | |||||||
| 201 ALAMEDA DEL PRADO 103 | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WARRIOR CANINE CONNECTION | |||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE OAKLAND ZOO | |||||||
| 9777 GOLF LINKS RD | OAKLAND | CA | 94605 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNITED WAY OF NORTHERN CA | |||||||
| 2280 BENTON DR BUILDING B | REDDING | CA | 96003 | NONE | PC | GENERAL SUPPORT | $5,000 |
| OREGON FOOD BANK | |||||||
| 7900 NORTHEAST 33RD DR | PORTLAND | OR | 97211 | NONE | PC | GENERAL SUPPORT | $13,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL SUPPORT | $10,000 |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SOUTHWEST YAMHILL ST STE 100 | PORTLAND | OR | 97205 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SAN FRANCISCO SPCA | |||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SAN FRANCISCO AIDS FOUNDATION | |||||||
| 1035 MARKET ST STE 400 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,301 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $296,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $444,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $444,209 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,480 | Amt |
| Net Investment Income | $2,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,240 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $77 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $77 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,321 | Amt |
| Net Investment Income | $19,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE | $13,906 | |
| FOREIGN TAXES | $3,391 | $3,391 |
| REGISTRY OF CHARITABLE TR | $150 |