HILLTOP GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HILLTOP GROUP CHARITABLE FOUNDATION (EIN 20-0499862)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-01
- IRS object ID
- 202131829349100013
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-01T11:53:09-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680095377 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perotti & Carrade CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 McInnis Pkwy Ste 200 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200499862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLTOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 4154359846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C PRICE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C | PersonFirstNm |
| Person Last | PRICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENIS E CARRADE | PreparerPersonNm |
| PTIN | P00009708 | PTIN |
| Phone | 4154618500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $7,745,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,056 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,056 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,056 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $117,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,337 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $117,337 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $876,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,894,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $876,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,010,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,010,202 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $133,393 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,334 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,334 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,716 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $681,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $987,052 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $133,393 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,498 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,568,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,444,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,078,211 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,663,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,446,888 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,621,859 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,254,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,936,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,745,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,254,974 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,254,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,936,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,254,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,936,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,254,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $681,577 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,936,551 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,936,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FD INC INTERMED TERM | P | 2014-01-01 | 2020-12-31 | $4,823 | $4,823 | $4,823 | |
| 50.00 AMAZON.COM | P | 2011-11-15 | 2020-04-23 | $119,838 | $109,012 | $109,012 | $10,826 |
| 75.00 AMAZON.COM | P | 2011-11-15 | 2020-04-23 | $179,685 | $163,447 | $163,447 | $16,238 |
| 50.00 AMAZON.COM | P | 2012-02-17 | 2020-04-23 | $119,790 | $110,687 | $110,687 | $9,103 |
| 50.00 AMAZON.COM | P | 2012-02-17 | 2020-04-23 | $119,823 | $110,720 | $110,720 | $9,103 |
| 50.00 AMAZON.COM | P | 2012-02-17 | 2020-04-23 | $119,826 | $110,723 | $110,723 | $9,103 |
| 50.00 AMAZON.COM | P | 2012-02-17 | 2020-04-23 | $119,829 | $110,726 | $110,726 | $9,103 |
| 240000 CITIBANK NATIONAL ASSOCIATION | P | 2018-04-30 | 2020-05-04 | $240,000 | $240,000 | ||
| 3390.416 VANGUARD INTER-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-03-17 | $33,463 | $279 | $279 | $33,184 |
| 939.236 VANGUARD INTER-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-09-22 | $10,003 | $719 | $719 | $9,284 |
| 415.770 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-01-28 | $4,482 | $42 | $42 | $4,440 |
| 3519.345 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-03-17 | $37,199 | -$384 | -$384 | $37,583 |
| 376.502 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-04-28 | $4,032 | $11 | $11 | $4,021 |
| 401.042 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-08-05 | $4,411 | $114 | $114 | $4,297 |
| 567.336 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-09-22 | $6,241 | $161 | $161 | $6,080 |
| 401.850 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2014-01-01 | 2020-11-03 | $4,408 | $102 | $102 | $4,306 |
| 3496.036 VANGUARD TOT INTL BOND IX ADMIRAL | P | 2014-01-01 | 2020-03-17 | $56,161 | $4,712 | $4,712 | $51,449 |
| 353.015 VANGUARD TOT INTL BOND IX ADMIRAL | P | 2014-01-01 | 2020-03-17 | $7,942 | $666 | $666 | $7,276 |
| 760.052 VANGUARD TOT INTL BOND IX ADMIRAL | P | 2014-01-01 | 2020-09-22 | $17,679 | $1,702 | $1,702 | $15,977 |
| 2221.845 VANGUARD TOT INTL BOND IX ADMIRAL | P | 2014-01-01 | 2020-06-04 | $59,612 | $956 | $956 | $58,656 |
| 1135.463 VANGUARD TOT INTL STOCK IX ADMIRAL | P | 2014-01-01 | 2020-06-04 | $30,464 | $488 | $488 | $29,976 |
| 3731.489 VANGUARD TOT INTL STOCK IX ADMIRAL | P | 2014-01-01 | 2020-09-22 | $104,295 | $5,731 | $5,731 | $98,564 |
| 9174.727 VANGUARD TOTAL BOND MKT INDEX ADM | P | 2014-01-01 | 2020-03-17 | $102,206 | $4,477 | $4,477 | $97,729 |
| 1641.773 VANGUARD TOTAL BOND MKT INDEX ADM | P | 2014-01-01 | 2020-09-22 | $19,127 | $1,387 | $1,387 | $17,740 |
| 1158.470 VANGUARD TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2020-06-04 | $88,994 | $30,979 | $30,979 | $58,015 |
| 1361.557 VANGUARD TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2020-06-04 | $104,595 | $36,409 | $36,409 | $68,186 |
| 37.474 VANGUARD TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2020-06-04 | $2,879 | $1,002 | $1,002 | $1,877 |
| 2102.739 VANGUARD TOTAL STOCK MKT IDX ADM | P | 2014-01-01 | 2020-09-22 | $172,656 | $67,118 | $67,118 | $105,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $876,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,720 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,720 | SubtotalAmt |
| Tax Based On Investment Income | $13,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,845 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,845 | TotalPaymentsAndCreditsAmt |
| Overpayment | $125 | OverpaymentAmt |
| Applied To ES Tax | $125 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLTOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154359846 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| C PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | President | 0.00 | $0 |
| A PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | Vice President | 0.00 | $0 |
| J PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,035,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,093,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,093,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,986,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $349,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $349,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,720 | TotalTaxAmt |
| Distributable Before Adj | $335,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $335,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,415 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $305,415 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $305,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $299,884 | UndistributedIncomePYAmt |
| Qualifying Distributions | $305,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $299,884 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,531 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $330,093 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C PRICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA CO COMM FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ALZHEIMER'S ASSN OF NO CA | |||||||
| 4340 REDWOOD HWY STE 314 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN RED CROSS BAY AREA | |||||||
| 1663 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AUTISTRY STUDIOS INC | |||||||
| 44 DU BOIS ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $500 |
| BEST FRIENDS FOUNDATION | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BLUE STAR MOMS | |||||||
| PO BOX 2537 | SAN RAMON | CA | 94583 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAL STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY ST STE 520 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL SUPPORT | $500 |
| CANAL COMMUNITY ALLIANCE | |||||||
| 91 LARKSPUR ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | NONE | PC | GENERAL SUPPORT | $300 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY ACTION MARIN | |||||||
| 555 NORTHGATE DR STE 201 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLDSPRING | KY | 41076 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $7,500 |
| ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EQUINE RESCUE CENTER OF BAY AREA | |||||||
| PO BOX 300 | SAN MIGUEL | CA | 95914 | NONE | PC | GENERAL SUPPORT | $500 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF CONTRA COSTASOLANO | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GILEAD HOUSE | |||||||
| 1024 7TH ST | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HAMILTON FAMILY CENTER | |||||||
| 273 9TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOMELESS CAT NETWORK | |||||||
| PO BOX 6 | SAN CARLOS | CA | 94070 | NONE | PC | GENERAL SUPPORT | $500 |
| HOMEWARD BOUND OF MARIN | |||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOSPICE BY THE BAY | |||||||
| 17 E SIR FRANCIS DRAKE BLVD | LARKSPUR | CA | 94939 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HUCKELBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD STE 107 | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $2,500 |
| INTERNATIONAL RHINO FUND | |||||||
| 201 MAIN ST STE 2600 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KQED | |||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | NONE | PC | GENERAL SUPPORT | $3,000 |
| LARKIN ST YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LEGAL AID OF MARIN | |||||||
| 1401 LOS GAMOS DR STE 101 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEGAL ASSISTANCE TO THE ELDERLY INC | |||||||
| 1663 MISSION ST STE 225 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $1,500 |
| LIFEHOUSE INC | |||||||
| 899 NORTHGATE DR SUITE 500 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MARIN AGRICULTURE LAND TR | |||||||
| PO BOX 809 | PT REYES STATION | CA | 94956 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MARIN CENTER FOR INDEPENDENT LIVING | |||||||
| 710 FOURTH STREET | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MARIN COMMUNITY CLINIC | |||||||
| 6090 REDWOOD BLVD SUITE G | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 111 SUTTER ST 20TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $3,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $2,000 |
| OPERATION ACCESS | |||||||
| 1119 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38TH ST STE 4E | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAPHAEL HOUSE OF SF INC | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $2,000 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE ROAD | SUNNYVALE | CA | 94086 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY SACRAMENTO | |||||||
| PO BOX 348000 | SACRAMENTO | CA | 95834 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $15,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SONOMA HUMANE SOCIETY | |||||||
| PO BOX 1296 | SANTA ROSA | CA | 95402 | NONE | PC | GENERAL SUPPORT | $4,000 |
| SPCA MONTEREY | |||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SPECIAL OPERATION WARRIOR | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST VINCENTS COMMUNITY DINING ROOM | |||||||
| PO BOX 150527 | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SWORDS TO PLOWSHARES | |||||||
| 1060 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TIBURON PENINSULA GREEN TEAM | |||||||
| 1474 VISTAZO WEST | TIBURON | CA | 94920 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VIVALON | |||||||
| 930 TAMALPAIS AVENUE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $3,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL SUPPORT | $2,500 |
| COMMUNITY FOUNDATION SONOMA COUNTY | |||||||
| 120 STONY POINT RD 220 | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MUTTVILLE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 1851 HERITAGE LANE STE 150 | SACRAMENTO | CA | 95815 | NONE | PC | GENERAL SUPPORT | $7,500 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY RD | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BUCKELEW PROGRAMS | |||||||
| 201 ALAMEDA DEL PRADO 103 | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WARRIOR CANINE CONNECTION | |||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE OAKLAND ZOO | |||||||
| 9777 GOLF LINKS RD | OAKLAND | CA | 94605 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNITED WAY OF NORTHERN CA | |||||||
| 2280 BENTON DR BUILDING B | REDDING | CA | 96003 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SALVATION ARMY DISASTER RELIEF | |||||||
| 8495 SE MONTEREY AVE | HAPPY VALLEY | OR | 97086 | NONE | PC | GENERAL SUPPORT | $5,000 |
| OREGON FOOD BANK | |||||||
| 7900 NORTHEAST 33RD DR | PORTLAND | OR | 97211 | NONE | PC | GENERAL SUPPORT | $15,000 |
| UNITED WAY OF THE MID-WILLAMETTE VA | |||||||
| 455 BILLER AVE NE | SALEM | OR | 97301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,056 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,337 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $876,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,010,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,010,202 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,334 | Amt |
| Net Investment Income | $17,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,716 | $3,716 |
| FTB | $10 | |
| REGISTRY OF CHARITABLE TR | $50 |