HOEFER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOEFER FAMILY FOUNDATION (EIN 36-6065404)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-22
- IRS object ID
- 202121739349100907
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-22T13:59:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810742089 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RGP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3478 BUSKIRK AVE STE 308 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | 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 | 366065404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOEFER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOEF | BusinessNameControlTxt |
| Phone | 6502122240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7487 | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940107487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT HOEFER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6502122240 | PhoneNum |
| Signature | 2021-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KURT | PersonFirstNm |
| Person Last | HOEFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARD PYNN | PreparerPersonNm |
| PTIN | P00184378 | PTIN |
| Phone | 9259540100 | PhoneNum |
| Preparation | 2021-06-10 | PreparationDt |
| 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 |
| 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 | $7,063,736 | 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 | $124,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,081 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,244 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,054 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,305 | CashBOYAmt |
| Cash EOY | $10,953 | CashEOYAmt |
| Cash EOYFMV | $10,953 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $669,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,222 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,638,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,731,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,696,380 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $239,181 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $239,181 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $239,181 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,012 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,588,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,098,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,063,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,747,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,747,419 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,840,658 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,351,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,588,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,098,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,588,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,098,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,588,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,361,845 | SubtotalAmt |
| Other Decreases | $262,967 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,098,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES - CHARLES SCHWAB 5405 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $95,072 | GrossSalesPriceAmt |
| Cost Or Other Basis | $118,131 | CostOrOtherBasisAmt |
| Gain Or Loss | -$23,059 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$23,059 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,059 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,778 | 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 | $2,778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,105 | OverpaymentAmt |
| Applied To ES Tax | $1,105 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURT HOEFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502122240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7487 | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN HOEFER | ||||||||
| PO BOX 7487 | BURLINGAME | CA | 940117487 | PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| CRAIG HOEFER | ||||||||
| PO BOX 7487 | BURLINGAME | CA | 940117487 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KURT HOEFER | ||||||||
| PO BOX 7487 | BURLINGAME | CA | 940117487 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| GLADYS HOEFER | ||||||||
| PO BOX 7487 | BURLINGAME | CA | 940117487 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN HOEFER JR | ||||||||
| PO BOX 7487 | BURLINGAME | CA | 940117487 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELANIE HOEFER | ||||||||
| PO BOX 7487 | BURLINGAME | CA | 940117487 | SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS BEGUN TO ACQUIRE A COLLECTION OF ARTWORK OF PAINTERS USING THE PLEIN AIR APPROACH TO PAINTING WHO PAINTED CALIFORNIA SCENES FROM APPROXIMATELY THE POST GOLD RUSH ERA TO 1940. WHEN A SUFFICIENT NUMBER OF PAINTINGS HAVE BEEN ACQUIRED, THE FOUNDATION WILL SEEK TO EXHIBIT THEM AS A STAND ALONE COLLECTION IN PUBLIC ART MUSEUMS AND LIBRARIES IN ORDER TO HELP EDUCATE THE GENERAL PUBLIC ABOUT THIS FORM OF WELL KNOWN AND APPRECIATED PAINTING. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $5,458,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $203,912 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,072,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,072,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,981,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,673 | TotalTaxAmt |
| Distributable Before Adj | $297,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $297,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $297,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,466 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,466 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314,410 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,466 | QualifyingDistributionsAmt |
| Applied To Year1 | $314,410 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $290,354 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,000 | |
| ARCS FOUNDATION NORTHERN CALIFORNIA CHAPTER | ||||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 941290405 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,500 | |
| BURLINGAME LIBRARY FOUNDATION | ||||||||
| 480 PRIMROSE ROAD | BURLINGAME | CA | 94010 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DR GOLDEN GATE | SAN FRANCISCO | CA | 94118 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | PARK |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||||
| 2015 STEINER ST | SAN FRANCISCO | CA | 94115 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,500 | |
| CALIFORNIA STATE RAILROAD MUSEUM FOUNDATION | ||||||||
| 111 I STREET | SACRAMENTO | CA | 95814 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| CATHEDRAL SCHOOL FOR BOYS | ||||||||
| 1275 SACRAMENTO STREET | SAN FRANCISCO | CA | 941081910 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,000 | |
| COFAM (FINE ARTS MUSEUMS FOUNDATION) | ||||||||
| 50 HAGIWARA TEA GARDEN | SAN FRANCISCO | CA | 94118 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $15,000 | |
| CRYSTAL SPRINGS UPLANDS SCHOOL | ||||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,500 | |
| DUMBARTON HOUSE | ||||||||
| 2715 Q STREET NW | WASHINGTON | DC | 20007 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,000 | |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 941081910 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,000 | |
| FAMILY FOUNDATION CHARITABLE TRUST | ||||||||
| 417 FULTON ROAD | SAN MATEO | CA | 94402 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,000 | |
| FILOLI | ||||||||
| 86 CANADA ROAD | WOODSIDE | CA | 94062 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| HAPPY HOLLOW FOUNDATION | ||||||||
| 1300 SENTER ROAD | SAN JOSE | CA | 95112 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| HILLSBOROUGH BEAUTIFICATION FOUNDATION | ||||||||
| 1600 FLORIBUNDA AVENUE | HILLSBOROUGH | CA | 94010 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| HILLSBOROUGH SCHOOLS FOUNDATION | ||||||||
| 300 EL CERRITO AVE | HILLSBOROUGH | CA | 94010 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| HOSPITAL DE LA FAMILIA FOUNDATION | ||||||||
| PO BOX 12981 | BERKELEY | CA | 94712 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $500 | |
| MEALS ON WHEELS OF ALAMEDA COUNTY | ||||||||
| 1721 BROADWAY | OAKLAND | CA | 94612 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $500 | |
| MEALS ON WHEELS SAN FRANCISCO | ||||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $500 | |
| MILLS PENINSULA HOSPITAL FOUNDATION | ||||||||
| 1783 EL CAMINO REAL | BURLINGAME | CA | 94019 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $20,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $7,500 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY SUITE 4 | NAPA | CA | 94558 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA RESIDENT STATE OF CALIF | ||||||||
| 2645 GOUGH STREET | SAN FRANCISCO | CA | 94123 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| PENINSULA FAMILY SERVICE | ||||||||
| 24 2ND AVE | SAN MATEO | CA | 94401 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,500 | |
| SACRAMENTO CHILDRENS HOUSE | ||||||||
| 2750 SUTTERVILLE RD | SACRAMENTO | CA | 95820 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $15,000 | |
| SAMARITAN HOUSE | ||||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| SAN FRANCISCO BALLET AUXILIARY | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,200 | |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| WAR MEMORIAL OPERA HOUSE 301 VAN | SAN FRANCISCO | CA | 94102 | NONE | IRC 509(A)(2) | GENERAL OPERATIONS | $1,000 | NESS AVE |
| SAN FRANCISCO ZOOLOGICAL SOCIETY | ||||||||
| 1 ZOO ROAD | SAN FRANCISCO | CA | 941081910 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| SAN MATEO COUNTY HEALTH FOUNDATION | ||||||||
| 222 WEST 39TH AVENUE | SAN MATEO | CA | 94403 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $50,000 | |
| SAVE THE AMERICAN RIVER ASSOCIATION | ||||||||
| 8836 GREENBACK LANE SUITE C | ORANGEVALE | CA | 95662 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| SFMOMA | ||||||||
| 151 3RD STREET | SAN FRANCISCO | CA | 94103 | NONE | IRC 509(A)(2) | GENERAL OPERATIONS | $20,000 | |
| SONOMA VALLEY MUSEUM OF ART | ||||||||
| PO BOX 322 | SONOMA | CA | 94576 | NONE | IRC 509(A)(2) | GENERAL OPERATIONS | $2,500 | |
| STANFORD BUCK CARDINAL CLUB | ||||||||
| 641 E CAMPUS DRIVE | STANFORD | CA | 943056105 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,500 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | PALO ALTO | CA | 943056105 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS & ATHLETICS | $5,000 | |
| STUDENTS RISING ABOVE | ||||||||
| PO BOX 192492 | SAN FRANCISCO | CA | 941192492 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $3,000 | |
| THE DAWN REDWOODS CHARITABLE TRUST | ||||||||
| ONE BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 94920 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,000 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 608 | GARRISON | NY | 10524 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,000 | |
| TULANE UNIVERSITY | ||||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,000 | |
| UCLA FOUNDATION | ||||||||
| 110 WESTWOOD PLAZA SUTIE F301 | LOS ANGELES | CA | 90095 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $2,500 | |
| UNIVERSITY OF ALABAMA | ||||||||
| OFFICE OF PARENT PROGRAMS BOX | TUSCALOOSA | AL | 35486 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $1,000 | 870101 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVE SUITE 401 | BERKELEY | CA | 94704 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $20,000 | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $6,500 | |
| WINERIES OF SANTA CLARA VALLEY | ||||||||
| PO BOX 562 | SAN MARTIN | CA | 95046 | NONE | IRC 509(A)(1) | GENERAL OPERATIONS | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,200 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,059 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,109 | 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 | $4,325 | Amt |
| Net Investment Income | $1,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,244 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMBEV SA, 10,000 SHS | $44,197 | $30,600 |
| AMERICAN EXPRESS, 2000 SHS | $70,058 | $241,820 |
| BLACKROCK INC, 250 SHS | $97,193 | $180,385 |
| BOOKING HLDGS, 100 SHS | $166,529 | $222,727 |
| BROOKFIELD ASSET MGT CL A 6000 SHS | $187,788 | $371,430 |
| CHARLES SCHWAB CORP, 3200 SHS | $98,931 | $169,728 |
| CHEVRON CORP, 2000 SHS | $125,565 | $168,900 |
| COSTCO WHOLESALE CO, 2000 SHS | $105,674 | $753,560 |
| COTY INC, CL A, 4000 SHS | $114,304 | $28,080 |
| CREDIT SUISSE GROUP AG F, 7000 SHS | $92,595 | $89,600 |
| DELTA AIR LINES, 6000 SHS | $112,952 | $241,260 |
| EXPEDIA GROUP INC, 1400 SHS | $169,204 | $185,360 |
| FOX CORP, 4000 SHS | $140,433 | $116,480 |
| GILEAD SCIENCES INC, 2500 SHS | $258,314 | $145,650 |
| HALLIBURTON CO HLDG, 2000 SHS | $60,649 | $37,800 |
| HONEYWELL INTL INC, 1000 SHS | $27,968 | $212,700 |
| ISHARES CORE S&P 500, 1850 SHS | $292,208 | $694,472 |
| ISHARES MSCI EMERGING, 2000 SHS | $132,665 | $174,960 |
| JPMORGAN CHASE & CO, 3000 SHS | $145,768 | $381,210 |
| LOWES COMPANIES, 1000 SHS | $112,639 | $160,510 |
| OCCIDENTAL PETROL CO, 2000 SHS | $76,832 | $34,620 |
| OCCIDENTAL PETROL 27 WTS, 250 SHS | $0 | $1,703 |
| ORACLE, 3000 SHS | $101,690 | $194,070 |
| RESIDIO TECHNOLOGIES, 6166 SHS | $91,397 | $131,089 |
| SLACK TECHNOLOGIES INC, 2000 SHS | $51,690 | $84,480 |
| TAIWAIN SEMICONDUCTOR, 2500 SHS | $98,325 | $272,600 |
| TEXTAINER GROUP HLDG, 4000 SHS | $100,113 | $76,720 |
| UBS GROUP AG, 8000 SHS | $94,754 | $113,040 |
| UNITED CONTL HLDGS, 3000 SHS | $150,654 | $129,750 |
| UNITED HEALTH CARE GRP, 1000 SHS | $52,926 | $350,680 |
| WALT DISNEY CO, 800 SHS | $107,309 | $271,770 |
| WELLS FARGO BANK, 10000 SHS | $161,616 | $301,800 |
| YUHE INTL INC, 2000 SHS | $14,887 | $0 |
| WALT DISNEY CO, 700 SHS | $73,695 | $126,826 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FINE ART | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $239,181 | BookValueAmt |
| EOYFMV | $239,181 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR OVERSTATED COST BASIS ADJUSTMENT | Desc |
| Amt | $262,967 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ART STORAGE | $1,137 | $284 | $853 |
| DOMAIN & EMAIL FEES | $21 | $5 | $16 |
| GOVERNMENT FILING FEES | $60 | $0 | $60 |
| MISCELLANEOUS | $40 | $40 | $0 |
| POST OFFICE BOX RENTAL | $202 | $0 | $202 |
| PUBLICATIONS | $2,114 | $2,114 | $0 |
| TELEPHONE AND FAX | $1,188 | $297 | $891 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY - PRIOR YEAR | CategoryTxt |
| Amt | $2,054 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |