ROSE MARIE PIPER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROSE MARIE PIPER FOUNDATION (EIN 20-3389111)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-04
- IRS object ID
- 202021569349100027
- Schema version
- 2019v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-04T13:49:16-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680401016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey M Dreyer CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 West Napa Street Suite A | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203389111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rose Marie Piper Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 7072272334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1256 Bragg Street | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Heidi Stovall | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey M Dreyer | PreparerPersonNm |
| PTIN | P00039630 | PTIN |
| Phone | 7079382273 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,087,310 | 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 | $166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $786,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,175 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $783 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $782 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,917 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,998 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,905 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $398 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $108 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,696 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $180,536 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $180,536 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,304,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,187,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,187,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $529,105 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $666,675 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $666,675 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,890,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,087,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,087,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,890,800 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,890,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,087,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,890,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,087,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,890,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $237,321 | OtherIncreasesAmt |
| Subtotal | $2,087,310 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,087,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley a/c 047754 - See Attached | P | 2019-01-01 | 2019-07-01 | $62,306 | $63,078 | -$772 | -$772 |
| Morgan Stanley a/c 047754 - See Attached | P | 2000-01-01 | 2019-07-01 | $622,305 | $622,049 | $256 | $256 |
| Morgan Stanley a/c 047754 - See Attached | P | 2019-01-01 | 2019-07-01 | $3,792 | $4,002 | -$210 | -$210 |
| Morgan Stanley a/c 047754-Acc Mark Disc | P | 2000-01-01 | 2019-07-01 | $902 | -$902 | -$902 | |
| Morgan Stanley a/c 047820 - See Attached | P | 2019-01-01 | 2019-07-01 | $25,584 | $28,889 | -$3,305 | -$3,305 |
| Morgan Stanley a/c 047820 - See Attached | P | 2000-01-01 | 2019-07-01 | $53,456 | $58,194 | -$4,738 | -$4,738 |
| Morgan Stanley a/c 047754 - Wash Sales | P | 2019-01-01 | 2019-07-01 | $89 | $89 | $89 | |
| Morgan Stanley a/c 047754 - Wash Sales | P | 2000-01-01 | 2019-07-01 | $30 | $30 | $30 | |
| Capital Gain Dividends | $18,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,327 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,198 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,061,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,589 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,044,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,533 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,985,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,039,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,670 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,165,944 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05294 | DistributionYr5Rt |
| Total Distribution | 0.248111 | TotalDistributionRt |
| Average Distribution | 0.049622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,020,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $572 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,890 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,143 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,143 | SubtotalAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $463 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heidi Stovall | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072272334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1469 Nut Tree Court | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Heidi Stovall | ||||||
| 1469 Nut Tree Court | Sonoma | CA | 95476 | Treasurer | 0.00 | $0 |
| Richard Caselli | ||||||
| 19329 Orange Avenue | Sonoma | CA | 95476 | President | 0.00 | $0 |
| Laurence Adams | ||||||
| 1256 Bragg Street | Sonoma | CA | 95476 | Vice President | 0.00 | $0 |
| Vince Albano | ||||||
| 1005 Ray Court | Sonoma | CA | 95476 | Director | 0.00 | $0 |
| Jo Ann Anderson | ||||||
| 175 Vineyard Circle | Sonoma | CA | 95476 | Secretary | 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 | $1,882,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,051,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,051,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,020,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,143 | TotalTaxAmt |
| Distributable Before Adj | $99,874 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,874 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,890 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $97,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,874 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $90,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,890 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,890 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,984 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,984 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,365 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $88,365 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $88,365 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Rose Marie Piper Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 West Napa Street | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7079380311 | RecipientPhoneNum |
| Form And Info And Materials | Application Form and required attachements:1. Name, address, contact name and title.2. Verification of tax exempt status.3. List of Board members and percent who donate money to the organization.4. List key staff members, titles and functions.5. Copy of last Form 990.6. Most recent audited financial statements.7. Detailed budget of project for which funds are sought.8. Give Mission Statement or charitable purpose.9. Title and description of project.All recipients must submit and accounting of project implementation and use of funds by June 1 of the year following the grant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | September 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | One-half of the Foundation's yearly grants must be made to the Boys and Girls Club of Sonoma Valley, CA. The other half must be given to 501(c)(3) organizations serving the youth of Sonoma Valley. No grants may be made to organizations affiliated with a public or private school. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys and Girls Club of Sonoma Valle | |||||||
| 100 West Verano Avenue | Sonoma | CA | 95476 | None | NA | Youth Activities | $22,000 |
| Sonoma Valley Girls Softball | |||||||
| PO Box 657 | Vineburg | CA | 95487 | None | NA | Youth Activities | $10,000 |
| Pets Lifeline | |||||||
| 19686 Eighth Street East | Sonoma | CA | 95476 | None | NA | Youth Activities | $15,000 |
| Sonoma Valley Teen Services | |||||||
| 17440 Sonoma Highway | Sonoma | CA | 95476 | None | NA | Youth Activities | $10,000 |
| Art Escape | |||||||
| 17474 Highway 12 | Sonoma | CA | 95476 | None | NA | Youth Activities | $15,000 |
| Sonoma Conservatory of Dance | |||||||
| 561 Broadway Suite B | Sonoma | CA | 95476 | None | NA | Youth Activities | $10,000 |
| Social Advocates for Youth | |||||||
| 1055 Brioadway Suite E | Sonoma | CA | 95476 | None | NA | Youth Activities | $10,000 |
| Sonoma Stack | |||||||
| PO Box 1951 | Sonoma | CA | 95476 | None | NA | Youth Activities | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,327 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,175 | 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 | Tax Preparation Fees | CategoryTxt |
| Amt | $1,565 | Amt |
| Net Investment Income | $783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $782 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A/C 047754 - See Attached | $97,771 | $97,771 |
| A/C 047754 - See Attached | $518,363 | $518,363 |
| 25M Lexmark International Inc | $24,510 | $24,510 |
| 25M HSBC Finance Corp Regs | $26,031 | $26,031 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A/C 047820 - See Attached | $264,807 | $264,807 |
| A/C 047820 - See Attached | $526,802 | $526,802 |
| A/C 047820 - See Attached | $395,794 | $395,794 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $180,536 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $180,536 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Filing Fees | $35 | $17 | $18 |
| Foreign ADR Fees | $290 | $290 | |
| Postage | $181 | $91 | $90 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $15,917 | Amt |
| Net Investment Income | $15,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Tax | $93 | |
| Foreign Tax on Dividends | $1,905 | $1,905 |