HOWARD AND BETTY WHITE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND BETTY WHITE FOUNDATION (EIN 77-0250057)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-21
- IRS object ID
- 202243559349100019
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-21T13:07:23-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201980979 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD RUTTENBERG & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 Airport Blvd Suite 130 | AddressLine1Txt |
| City | Burlingame | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770250057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & BETTY WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 6503222121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DRIVE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCI COGGINS | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6503222121 | PhoneNum |
| Signature | 2022-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCI | PersonFirstNm |
| Person Last | COGGINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD RUTTENBERG | PreparerPersonNm |
| PTIN | P00145738 | PTIN |
| Phone | 6503425272 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $18,335,395 | 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 | $309,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,096 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $309,096 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $62,033 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $62,033 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $62,033 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$62,033 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $916,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,045,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $916,894 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,618 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$27,619 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$27,619 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,136,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,136,338 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $274,681 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $150 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $246,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $246,867 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $254,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $610,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $610,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $865,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $611,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $271,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $882,946 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $274,681 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,345 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,450 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,450 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,866,933 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,831,893 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,739,055 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $749,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $712,437 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,690,631 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,190,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $782,521 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $730,300 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,746,965 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,477,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,141,220 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,269 | OtherAssetsBOYAmt |
| Other Assets EOY | $394 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $394 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,567,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,838,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,335,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,567,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,838,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,567,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,838,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,567,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,838,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,567,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $271,076 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,838,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,838,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VAR PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2022-06-30 | $2,322,939 | $2,128,182 | $194,757 | $194,757 |
| VAR FROM K1'S | P | 2022-06-29 | 2022-06-30 | $27,618 | $27,618 | $27,618 | |
| VAR FROM K1'S | P | 2000-01-01 | 2022-06-30 | $222,848 | $222,848 | $222,848 | |
| VAR FROM K1'S | P | 2000-01-01 | 2022-06-30 | $471,671 | $471,671 | $471,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $916,894 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,618 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,273 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,273 | SubtotalAmt |
| Tax Based On Investment Income | $12,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,113 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,113 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,840 | OverpaymentAmt |
| Applied To ES Tax | $23,840 | 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 | false | 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 | MARCI COGGINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503222121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DR STE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 |
|---|---|---|---|---|---|---|
| MARCI COGGINS | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | Secretary | 1.00 | $0 |
| EDDIE DOVE | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | CEO | 1.00 | $0 |
| MARY MCDOWELL | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | CFO | 1.00 | $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 | $13,599,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,870,299 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,491,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,491,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,199,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $959,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $959,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,273 | TotalTaxAmt |
| Distributable Before Adj | $947,706 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $947,706 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $947,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $611,870 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $611,870 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $947,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $610,995 | UndistributedIncomePYAmt |
| Qualifying Distributions | $611,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $610,995 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $875 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $946,831 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 747 CAMDEN AVESTE B | CAMPBELL | CA | 95008 | N/A | PC | GENERAL | $20,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HEUBNER ROAD | SAN ANTONIO | TX | 78258 | N/A | PC | GENERAL | $20,000 |
| CITY TEAM MINISTRIES | |||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | N/A | PC | GENERAL | $10,000 |
| COMPASSION BRIDGES | |||||||
| 400 N WINCHESTER BLVD | SANTA CLARA | CA | 95050 | N/A | PC | GENERAL | $20,000 |
| DENISON UNIVERSITY VARSITY D FOOTBA | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | N/A | PC | GENERAL | $9,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLR | NEW YORK | NY | 10006 | N/A | PC | GENERAL | $10,000 |
| HOPE UNLIMITED | |||||||
| 3130 ALPINE RD STE 288-125 | PORTOLA VALLEY | CA | 94028 | N/A | PC | GENERAL | $60,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL | $15,000 |
| LUCILLE PACKARD CHILDRENS FUND | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | PC | GENERAL | $8,000 |
| MA BOYS VARSITY BASKETBALL | |||||||
| 555 MIDDLEFIELD ROAD | MENLO PARK | CA | 94027 | N/A | PC | GENERAL | $9,000 |
| MENLO ATHERTON FOOTBALL ASSOCIATION | |||||||
| 184 CATALPA DR | MENLO PARK | CA | 94027 | N/A | PC | GENERAL | $9,000 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | N/A | PC | GENERAL | $76,665 |
| MOUNT HERMAN FUND | |||||||
| PO BOX 413 | MT HERMAN | CA | 95041 | N/A | PC | GENERAL | $9,000 |
| PATHWAYS HOSPICE FOUNDATION | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | N/A | PC | GENERAL | $21,665 |
| PENINSULA BALL FOUNDATION | |||||||
| PO BOX 1032 | MENLO PARK | CA | 94026 | N/A | PC | GENERAL | $25,000 |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVE | SAN MATEO | CA | 94401 | N/A | PC | GENERAL | $8,000 |
| PENINSULA HUMANE SOCIETY | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | N/A | PC | GENERAL | $25,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL | $15,000 |
| RIEKES CENTER | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 95025 | N/A | PC | GENERAL | $56,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | N/A | PC | GENERAL | $30,000 |
| YOUNG LIFE | |||||||
| 1265 BEECH STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL | $15,000 |
| YOUTH REACH | |||||||
| PO BOX 1924 | LODI | CA | 95241 | N/A | PC | GENERAL | $60,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL | $10,000 |
| PENINSULA VOLUNTEERS INC | |||||||
| 800 MIDDLE AVENUE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $8,000 |
| HOPE INSTITUTE | |||||||
| 9801 FAIR OAKS BLVD STE 100 | FAIR OAKS | CA | 95628 | N/A | PC | GENERAL | $30,000 |
| NEW COMMUNITY CHURCH | |||||||
| 1100 MIDDLE AVENUE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $5,000 |
| PETS IN NEED | |||||||
| 3281 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PC | GENERAL | $2,000 |
| YOUNG LIFE WOODLEAF | |||||||
| 11359 LA PORTE ROAD | CHALLENGE | CA | 95925 | N/A | PC | GENERAL | $24,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $610,995 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $309,096 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$62,033 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $916,894 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FROM K-1'S OTHER INCOME | -$21,250 |
| FROM K-1'S ROYALTY INCOME | $16 |
| MISCELLANEOUS INCOME | -$6,385 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,136,338 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,136,338 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
| 4 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
| 7 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
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) |
|---|---|---|
| Amt | $7,250 | Amt |
| Net Investment Income | $6,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $1,269 | BOYBookValueAmt |
| EOY Book Value | $394 | EOYBookValueAmt |
| EOYFMV | $394 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISOR FEES | $183,162 | $183,162 |
| PARTNERSHIP PORTFOLIO DEDUCTIONS | $63,705 | $63,705 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FROM K-1'S OTHER INCOME | -$21,250 | -$21,250 |
| FROM K-1'S ROYALTY INCOME | $16 | $16 |
| MISCELLANEOUS INCOME | -$6,385 | -$6,385 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL AND STATE INCOME TAXES | CategoryTxt |
| Amt | $150 | Amt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |