STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION (EIN 77-0524641)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-03
- IRS object ID
- 202113379349100711
- Schema version
- 2020v4.1
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-03T12:44:44-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 60 S MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| 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 | 321 MELVILLE AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN S SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508883611 | PhoneNum |
| Signature | 2021-12-03 | 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 | SHELLEY CHEN | PreparerPersonNm |
| PTIN | P00529935 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Preparation | 2021-12-03 | 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 | 2020 | 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 | $1,048,477 | 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 | $24,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,450 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $30,316 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,766 | 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 | $10,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,384 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $692 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,384 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,766 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,766 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $801 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,373 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,733 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,567 | CashBOYAmt |
| Cash EOY | $3,827 | CashEOYAmt |
| Cash EOYFMV | $3,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,929 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $572,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $568,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $568,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $419,935 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,358 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $452,358 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,023,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,048,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,048,477 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,023,794 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,048,477 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,023,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,048,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,023,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,048,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,023,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,416 | OtherIncreasesAmt |
| Subtotal | $1,048,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,048,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| REALIZED CAPITAL GAINS | P | 2020-01-01 | 2020-12-31 | $24,389 | $24,389 | $24,389 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-01-01 | 2020-02-02 | $5,927 | $5,927 | $5,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,316 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $608 | 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 | $608 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 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 | PAULA K SMITH | IndividualWithBooksNm |
| Phone | 6503873801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 MELVILLE AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | 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 | $953,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $975,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $975,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $953,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $603 | TotalTaxAmt |
| Distributable Before Adj | $47,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $110,583 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,557 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $424,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,107 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $448,009 | 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 | $94,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $353,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,583 | ExcessFromYear4Amt |
| Excess From Year3 | $71,821 | ExcessFromYear3Amt |
| Excess From Year2 | $76,079 | ExcessFromYear2Amt |
| Excess From Year1 | $71,557 | ExcessFromYear1Amt |
| Excess From Current Year | $23,107 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILITIES UNITED | |||||||
| 350 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | PC | TO SUPPORT THE EDUCATION SYSTEM | $250 | |
| ADOLESCENT COUNSELING SERVICE | |||||||
| BAYPORT MARINA PLAZA 643 BAIR | REDWOOD CITY | CA | 94063 | PC | TO SUPPORT HEALTHCARE | $1,000 | ISLAND RD UNIT 402 |
| ASSOCIATION FOR SENIOR DAY HEALTH | |||||||
| 101 MONTGOMERY STREET SUITE 2150 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT THE COMMUNITY | $250 | |
| AVENIDAS | |||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE COMMUNITY | $500 | |
| BAY AREA CANCER CONNECTION | |||||||
| 2335 EL CAMINO REAL | PALO ALTO | CA | 94306 | PC | TO SUPPORT HEALTHCARE | $250 | |
| BAY AREA CANCER CONNECTION | |||||||
| 2335 EL CAMINO REAL | PALO ALTO | CA | 94306 | PC | TO SUPPORT HEALTHCARE | $250 | |
| BOOMER ISIASON FOUNDATION | |||||||
| PO BOX 28819 | NEW YORK | NY | 10087 | PC | TO SUPPORT HEALTHCARE | $500 | |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | PC | TO SUPPORT HUMAN RIGHTS | $1,000 | |
| CALIFORNIA STATE PARKS | |||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | PC | TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS | $500 | |
| CARING BRIDGE | |||||||
| PO BOX 6032 | ALBERTLEA | MN | 56007 | PC | TO SUPPORT HEALTHCARE | $250 | |
| CATHOLIC CHARITIES OF SAN JOSE | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| CENTER FOR HUMANE TECHNOLOGY | |||||||
| 77 VAN NESS AVENUE 101-1601 | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| EDWARDS CENTER | |||||||
| PO BOX 6269 | ALOHA | OR | 97007 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| ENVIRONMENAL VOLUNTEERS | |||||||
| 1210 HOMESTEAD ROAD | SANTA CLARA | CA | 95050 | PC | TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS | $250 | |
| EVERYTOWN FOR GUN SAFETY ACTION FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| FACING HISTORY | |||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | PC | TO SUPPORT THE EDUCATION SYSTEM | $1,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | PC | TO SUPPORT THE EDUCATION SYSTEM | $1,000 | |
| FIRST GRADUATE | |||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT THE EDUCATION SYSTEM | $1,000 | |
| FISHER CENTER FOR ALZHEIMERS RESEARCH | |||||||
| PO BOX 220 | NEW YORK | NY | 10150 | PC | TO SUPPORT HEALTHCARE | $1,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| PO BOX 50518 | PALO ALTO | CA | 94303 | PC | TO SUPPORT THE EDUCATION SYSTEM | $500 | |
| FRIENDS OF THE CHILDREN | |||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | PC | TO SUPPORT THE EDUCATION SYSTEM | $500 | |
| FRIENDS OF THE PALO ALTO JR MUSEUM & ZOO | |||||||
| 1451 MIDDLEFIELD ROAD | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE FINE ARTS | $500 | |
| GAMBLE GARDEN | |||||||
| 1431 WAVERLY STREET | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE COMMUNITY | $500 | |
| GIANTS COMMUNITY FUND | |||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| HELP A MOTHER OUT | |||||||
| 101 BROADWAY SUITE 250 | OAKLAND | CA | 94607 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| HOOVER INSTITUTE | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | TO SUPPORT THE EDUCATION SYSTEM | $1,000 | |
| HOOVER INSTITUTE | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | TO SUPPORT THE EDUCATION SYSTEM | $1,000 | |
| HOSPICE OF THE VALLEY | |||||||
| 4850 UNION AVENUE | SAN JOSE | CA | 95124 | PC | TO SUPPORT HEALTHCARE | $1,000 | |
| IMMIGRATION EQUALITY | |||||||
| 40 EXCHANGE PLACE 1705 | NEW YORK | NY | 10005 | PC | TO SUPPORT GLOBAL HUMAN RIGHTS | $1,000 | |
| INFINITE FAMILY | |||||||
| 5951 RIVERDALE AVENUE 1204 | BRONX | NY | 10471 | PC | TO SUPPORT GLOBAL HUMAN RIGHTS | $500 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PC | TO SUPPORT GLOBAL HUMAN RIGHTS | $2,500 | |
| IT GETS BETTER PROJECT | |||||||
| 7190 SUNSET BLVD SUITE 504 | LOS ANGELES | CA | 90046 | PC | TO SUPPORT GLOBAL HUMAN RIGHTS | $1,000 | |
| JUNIOR LEAGUE OF PALO ALTO | |||||||
| 555 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | PC | TO SUPPORT THE COMMUNITY | $150 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | TO SUPPORT THE COMMUNITY | $500 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | TO SUPPORT THE COMMUNITY | $500 | |
| LIFE MOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PC | TO SUPPORT THE COMMUNITY | $1,500 | |
| LIFE MOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PC | TO SUPPORT THE COMMUNITY | $1,500 | |
| NATIONAL PKU ALLIANCE | |||||||
| 2809 E HAMILITON AVENUE | EAU CLAIRE | WI | 54701 | PC | TO SUPPORT HEALTHCARE | $500 | |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | PC | TO SUPPORT THE COMMUNITY | $300 | |
| OREGON STATE ALUMNI ASSOCIATION | |||||||
| 204 CH2M HILL ALUMNI CENTER | CORVALIS | OR | 97331 | PC | TO SUPPORT THE EDUCATION SYSTEM | $500 | |
| PALO ALTO COMMUNITY FUND | |||||||
| PO BOX 50634 | PALO ALTO | CA | 94303 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| PALO ALTO MUSEUM | |||||||
| PO BOX 676 | PALO ALTO | CA | 94302 | PC | TO SUPPORT THE FINE ARTS | $500 | |
| PALO ALTO UNIFIED SCHOOL DISTRICT | |||||||
| 25 CHURCHILL AVENUE | PALO ALTO | CA | 94306 | PC | TO SUPPORT THE EDUCATION SYSTEM | $500 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS | $500 | |
| PKU | |||||||
| 2809 E HAMILITON AVENUE | EAU CLAIRE | WI | 54701 | PC | TO SUPPORT HEALTHCARE | $500 | |
| PLANNED PARENTHOOD MAR MONTE | |||||||
| 2470 ALVIN AVENUE | SAN JOSE | CA | 95121 | PC | TO SUPPORT HUMAN RIGHTS | $1,000 | |
| PURSUIT OF EXCELLENCE | |||||||
| 1249 PINE STREET | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE EDUCATION SYSTEM | $500 | |
| RAINFOREST TRUST | |||||||
| PO BOX 841 | WARRENTON | VA | 20188 | PC | TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS | $1,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | PC | TO SUPPORT HEALTHCARE | $1,000 | |
| SPUR | |||||||
| 654 MISSION STREET | SAN FRANCISCO | CA | 94105 | PC | TO SUPPORT THE COMMUNITY | $500 | |
| SAN CARLOS EDUCATION FOUNDATION | |||||||
| PO BOX 1214 | SAN CARLOS | CA | 94070 | PC | TO SUPPORT THE EDUCATION SYSTEM | $3,000 | |
| SILICON VALLEY COMMUNITY FOUND | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PC | TO SUPPORT THE COMMUNITY | $500 | |
| THE VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NW SUITE 700 | WASHINGTON | DC | 20036 | PC | TO SUPPORT HUMAN RIGHTS | $5,000 | |
| TEACH FOR AMERICA | |||||||
| 315 W 36TH STREET | NEW YORK | NY | 10018 | PC | TO SUPPORT THE EDUCATION SYSTEM | $500 | |
| THAT MAN MAY SEE | |||||||
| 490 ILLINOIS STREET 3RD FLOOR | SAN FRANCISCO | CA | 94158 | PC | TO SUPPORT HEALTHCARE | $1,000 | |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | PC | TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS | $1,000 | |
| YEAR UP | |||||||
| 45 MILK STREET | BOSTON | MA | 02109 | PC | TO SUPPORT THE EDUCATION SYSTEM | $1,000 | |
| YMCA SILICON VALLEY | |||||||
| 80 SARATOGA AVENUE | SANTA CLARA | CA | 95051 | PC | TO SUPPORT THE COMMUNITY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,450 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,450 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,450 | 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 | 4 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PREPARATION | $776 | $388 | $776 |
| TAX PREPARATION AND FILING FEE | $608 | $304 | $608 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | AMOUNT SET ASIDE NECESSARY TO FUND CHARITABLE EXPENDITURES. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $452,358 | EOYBookValueAmt |
| EOYFMV | $452,358 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $568,363 | EOYBookValueAmt |
| EOYFMV | $568,363 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $70,416 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER STREET ADVISORS | CategoryTxt |
| Amt | $4,766 | Amt |
| Net Investment Income | $4,766 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,766 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $290 | $145 | $290 |
| FOREIGN TAXES PAID | $229 | $229 | $229 |
| PAYROLL TAXES PAID | $854 | $427 | $854 |