JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION (EIN 20-2029688)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-11-08
- IRS object ID
- 202133129349101623
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T17:07:33-06:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIA PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 130 | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202029688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND REBECCA MORGAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6509418802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MORGAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6509418802 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MORGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK BOLYARD | PreparerPersonNm |
| PTIN | P01270323 | PTIN |
| Phone | 4082148570 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $22,656,471 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$253 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $11,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25,187 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $29,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $579,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $579,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$598,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,657 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,993,180 | CashBOYAmt |
| Cash EOY | $21,213,739 | CashEOYAmt |
| Cash EOYFMV | $21,213,739 | CashEOYFMVAmt |
| Corporate Stock BOY | $12,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,065 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $677,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $858,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,373,667 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,682,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,084,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,656,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,682,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,084,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,682,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,084,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,682,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,084,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,682,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$598,083 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,084,724 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,084,724 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $162 | SubtotalAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,639 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $15,639 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,477 | OverpaymentAmt |
| Applied To ES Tax | $15,477 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509418802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1742 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REBECCA MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | PRESIDENT/CEO | 0.25 | $0 | $0 | $0 |
| JAMES MORGAN | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | CFO / CHAIRMAN | 0.5 | $0 | $0 | $0 |
| LINDA VERHULP | ||||||||
| PO BOX 1742 | LOS ALTOS | CA | 94023 | SECRETARY | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,577,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $450,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,071,568 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,071,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,740,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,087,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $162 | TotalTaxAmt |
| Distributable Before Adj | $1,086,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,086,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,086,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $579,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $579,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $579,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,086,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $321,466 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $321,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $579,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $579,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $321,466 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $321,466 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $185,897 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REBECCA MORGAN | ContributingManagerNm |
| Contributing Manager | JAMES MORGAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THEATRE WORKS | ||||||||
| 500 CASTRO STREET | MOUNTAIN VIEW | CA | 94041 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| CREATIVE LIVES | ||||||||
| PO BOX 23 | THETFORD | VT | 05074 | NONE | PC | PUBLIC CHAIRTY | $150,000 | |
| ALF SILICON VALLEY | ||||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | PC | PUBLIC CHARITY | $50,000 | SUITE 280 |
| PLANNED PARENTHOOD MAR MONTE | ||||||||
| 2470 ALVIN AVENUE | SAN JOSE | CA | 95121 | NONE | PC | PUBLIC CHARITY | $50,000 | SUITE 60 |
| CALMATTERS | ||||||||
| 1017 L STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC CHARITY | $50,000 | SUITE 261 |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | PUBLIC CHARITY | $25,000 | 5TH FLOOR |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||
| 1030 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | PUBLIC CHARITY | $25,000 | SUITE 200 EAST |
| STANFORD UNIVERSITY | ||||||||
| 641 EAST CAMPUS DRIVE | STANFORD | CA | 94305 | NONE | PC | PUBLIC CHARITY | $2,500 | |
| NATIONAL APHASIA ASSOC | ||||||||
| PO BOX 87 | SCARSDALE | NY | 10583 | NONE | PC | PUBLIC CHARITY | $10,000 | |
| HOOVER INSTITUTE | ||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | PUBLIC CHARITY | $5,000 | |
| GLAUCOMA RESEARCH FDN | ||||||||
| 251 POST STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | PUBLIC CHARITY | $10,000 | SUITE 600 |
| COMPUTER HISTORY MUSEUM | ||||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | NONE | PC | PUBLIC CHARITY | $25,000 | |
| WOMEN IN CA POLITICS | ||||||||
| 161 FORTADO CIRCLE | SACRAMENTO | CA | 958311606 | NONE | PC | PUBLIC CHARITY | $50,000 | |
| ACCION | ||||||||
| 10 FAWCETT STREET | CAMBRIDGE | MA | 02138 | NONE | PC | PUBLIC CHARITY | $5,000 | SUITE 204 |
| BRING ME A BOOK FDN | ||||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PC | PUBLE CHARITY | $15,000 | SUITE 101 |
| CPMC FDN | ||||||||
| PO BOX 7999 | SAN FRANCISCO | CA | 94120 | NONE | PC | PUBLIC CHARITY | $1,000 | |
| ALZHEIMERS ASSOC | ||||||||
| 2290 N 1ST STREET | SAN JOSE | CA | 95131 | NONE | PC | PUBLIC FOUNDATION | $5,000 | SUITE 101 |
| UNIVERSITY OF CO | ||||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | NONE | PC | PUBLIC CHARITY | $1,000 | SUITE 725 |
| CA COUNCIL ON SCIENCE | ||||||||
| 1130 K STREET | SACRAMENTO | CA | 95184 | NONE | PC | PUBLIC CHARITY | $50,000 | SUITE 280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $504 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,657 | 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 | $4,800 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APPLIED MATERIALS | StockNm |
| EOY Book Value | $12,086 | EOYBookValueAmt |
| EOYFMV | $69,065 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HS GROUP | AT COST | $278,800 | $793,568 |
| LEGACY VENTURES IX | AT COST | $580,099 | $580,099 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $265 |
| OTHER DEDUCTIONS - LEGACY IX | $24,922 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| IRS - BALANCE DUE 5-31-2018 |
| IRS |
| IRS |