TRIMBERGER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRIMBERGER FAMILY FOUNDATION (EIN 77-0529005)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202123129349101627
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T17:26:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770297075 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOGIES SKIRTICH & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 KARAMEOS DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | 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 | 770529005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIMBERGER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIM | BusinessNameControlTxt |
| Phone | 4088795061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 LAKE RIDGE SHRS E | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89519 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M TRIMBERGER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4088795061 | PhoneNum |
| Signature | 2021-11-08 | 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 | TRIMBERGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN A LOGIES | PreparerPersonNm |
| PTIN | P01411139 | PTIN |
| Phone | 4087731387 | PhoneNum |
| Preparation | 2021-11-08 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,671,817 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $203,740 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $80,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,583 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $80,859 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,007 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,637 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $456,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,596 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,502 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $838 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,537 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,828 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $25,828 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,828 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,251 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,251 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,451 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,451 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,917 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,917 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $268,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,585 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,859 | CashBOYAmt |
| Cash EOY | $57,808 | CashEOYAmt |
| Cash EOYFMV | $57,808 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,359,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,650,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,593,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,000,903 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $932,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,020,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,372,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,640,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,671,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,372,261 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,640,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,372,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,640,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,372,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,640,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,372,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $268,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,640,846 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,640,846 | 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 |
|---|---|---|---|---|---|---|---|
| 145 SHS JOHNSON & JOHNSON | P | 2019-11-08 | 2020-03-18 | $19,187 | $19,114 | $73 | $73 |
| .1 SHS SIEMENS AG | P | 2020-11-24 | 2020-11-24 | $5,040 | $5,040 | $5,040 | |
| 3,569 SHS SOCIETE GENERALE | P | 2019-11-08 | 2020-02-20 | $23,925 | $22,401 | $1,524 | $1,524 |
| 13 SHS AMAZON | P | 2013-05-29 | 2020-11-30 | $41,032 | $3,463 | $37,569 | $37,569 |
| .3478 SHS BANCO SANTANDER SA IAM | P | 2017-04-19 | 2020-12-14 | $1 | $2 | -$1 | -$1 |
| 714 SHS BASF SE | P | 2020-02-13 | $11,942 | $18,279 | -$6,337 | -$6,337 | |
| 1,223 SHS BRCLY FI ENHNC GBL TLD | P | 2020-05-07 | $88,316 | $115,764 | -$27,448 | -$27,448 | |
| 614 SHS CISCO SYSTEMS | P | 2020-11-20 | $38,932 | $22,095 | $16,837 | $16,837 | |
| 1,275 SHS GENERAL ELECTRIC CO | P | 2020-02-14 | $16,382 | $29,605 | -$13,223 | -$13,223 | |
| 843 HSBC HLDGS PLC | P | 2020-02-20 | $30,367 | $38,759 | -$8,392 | -$8,392 | |
| 515 SHS JOHNSON & JOHNSON | P | 2020-03-18 | $75,164 | $51,844 | $23,320 | $23,320 | |
| 105 SHS MICROSOFT CORP | P | 2010-04-26 | 2020-01-17 | $17,451 | $3,297 | $14,154 | $14,154 |
| .5 SHS OTIS WORLDWIDE CORP | P | 2013-09-11 | 2020-04-03 | $24 | $28 | -$4 | -$4 |
| 2,008 SHS PFIZER INC | P | 2020-03-18 | $68,466 | $56,505 | $11,961 | $11,961 | |
| 215 SHS PROCTER & GAMBLE | P | 2020-03-18 | $25,328 | $17,618 | $7,710 | $7,710 | |
| 1,389 SHS SOCIETE GENERALE | P | 2017-04-20 | 2020-02-20 | $9,311 | $13,652 | -$4,341 | -$4,341 |
| 3,042 SHS SOFTBANK CORP | P | 2020-02-19 | $73,815 | $58,971 | $14,844 | $14,844 | |
| 3,439 SHS SUMITOMO MITSUI FINL | P | 2020-02-27 | $31,123 | $36,206 | -$5,083 | -$5,083 | |
| 615 SHS UBS ENHANCED LARGE CAP | P | 2020-05-26 | $201,113 | $80,858 | $120,255 | $120,255 | |
| 2,960 SHS UBS GROUP AG | P | 2020-02-21 | $38,449 | $58,979 | -$20,530 | -$20,530 | |
| 2,000 SHS XILINX INC | D | 2020-07-23 | $207,819 | $203,740 | $4,079 | $4,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,007 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,637 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $3,098 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | LOGIESSKIRTICH CO | IndividualWithBooksNm |
| Phone | 4087731387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 KARAMEOS DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | 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 M TRIMBERGER | ||||||||
| 2840 LAKE RIDGE SHRS E | RENO | NV | 89519 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| LAURA M TRIMBERGER | ||||||||
| 2840 LAKE RIDGE SHRS E | RENO | NV | 89519 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| STEPHEN M TRIMBERGER | ||||||||
| 2840 LAKE RIDGE SHRS E | RENO | NV | 89519 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| LAURA M TRIMBERGER | ||||||||
| 2840 LAKE RIDGE SHRS E | RENO | NV | 89519 | V.P./SECRETARY/TREASURER | 8.00 | $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 | STUDENT EDUCATIONAL PROGRAMS, FOCUSING IN THE AREAS OF SCIENCE AND TECHNOLOGY, INCLUDING RELATED ADMINISTRATIVE EXPENSES. | Description1Txt |
| Expenses1 | $110,307 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM-RELATED INVESTMENTS WERE MADE DURING THE YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,593,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,029,181 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,660,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,660,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,590,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,307 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,307 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,585 | CurrentYearAmt |
| Year1 | $67,567 | Year1Amt |
| Year2 | $76,730 | Year2Amt |
| Year3 | $40,533 | Year3Amt |
| Total | $240,415 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,247 | CurrentYearAmt |
| Year1 | $57,432 | Year1Amt |
| Year2 | $65,221 | Year2Amt |
| Year3 | $34,453 | Year3Amt |
| Total | $204,353 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $110,307 | CurrentYearAmt |
| Year1 | $132,794 | Year1Amt |
| Year2 | $112,687 | Year2Amt |
| Year3 | $84,252 | Year3Amt |
| Total | $440,040 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1,500 | Year2Amt |
| Year3 | $100 | Year3Amt |
| Total | $1,600 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $110,307 | CurrentYearAmt |
| Year1 | $132,794 | Year1Amt |
| Year2 | $111,187 | Year2Amt |
| Year3 | $84,152 | Year3Amt |
| Total | $438,440 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $153,029 | CurrentYearAmt |
| Year1 | $129,944 | Year1Amt |
| Year2 | $113,449 | Year2Amt |
| Year3 | $98,211 | Year3Amt |
| Total | $494,633 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $172,007 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $252,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,872 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEPHEN M LAURA M TRIMBERGER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 LAKE RIDGE SHRS E | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $203,740 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000 SHARES XILINX, INC | NoncashPropertyDesc |
| Fair Market Value | $203,740 | FairMarketValueAmt |
| Received | 2020-07-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,375 | Amt |
| Net Investment Income | $838 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $838 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,537 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB EQUITY PORTFOLIO | StockNm |
| EOY Book Value | $2,650,896 | EOYBookValueAmt |
| EOYFMV | $3,593,780 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB OTHER PORTFOLIO | AT COST | $897,141 | $985,844 |
| CHARLES SCHWAB OTHER PORTFOLIO | AT COST | $35,001 | $34,385 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $85 | $0 | $0 | $85 |
| INSURANCE AND MEDICAL BENEFITS | $45,803 | $0 | $0 | $0 |
| OFFICE SUPPLIES AND EXPENSES | $8,032 | $0 | $0 | $8,032 |
| EDUCATIONAL PROGRAMS | $37,874 | $0 | $0 | $37,874 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $25,828 | $25,828 | $25,828 | $0 |
| PROGRAM FUNDING MANAGEMENT FEES | $25,828 | $0 | $0 | $25,828 |
| STEERING COMMITTEE FEES | $24,000 | $0 | $0 | $24,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M LAURA M TRIMBERGER | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $1,585 | $1,585 | $1,585 | $0 |
| FOREIGN TAXES | $3,666 | $3,666 | $3,666 | $0 |