HOWARD AND BETTY WHITE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND BETTY WHITE FOUNDATION (EIN 77-0250057)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-05
- IRS object ID
- 201923099349100542
- Schema version
- 2018v3.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T13:56:43-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201980979 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD RUTTENBERG & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 Airport Blvd Suite 130 | AddressLine1Txt |
| City | Burlingame | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770250057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & BETTY WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 6503222121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DRIVE | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCI COGGINS | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD RUTTENBERG | PreparerPersonNm |
| PTIN | P00145738 | PTIN |
| Phone | 6503425272 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,822,204 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $574,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $574,884 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $574,884 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $429,948 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $429,948 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $429,948 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $429,948 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $537,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,563,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $537,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,015 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,597,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,542,179 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,004,840 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $15,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,550 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,072 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $11,072 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $654,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $654,677 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $681,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $668,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $829,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $829,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,510,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $668,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $842,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $873,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,004,840 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,938 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $993,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,749 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,835,689 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,386,473 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,436,677 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,724,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,762,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,429,755 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $909,921 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $915,584 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $916,757 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,510,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,821,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,830,786 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $904 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,007,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,093,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,822,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,007,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,093,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,007,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,093,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,007,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,093,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,007,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,445 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,093,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,093,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| VAR FROM K-1 | P | 2019-06-29 | 2019-06-30 | $6,203 | -$6,203 | -$6,203 | |
| VAR FROM K-1 | P | 2019-06-29 | 2019-06-30 | $18,492 | -$18,492 | -$18,492 | |
| VAR FROM K-1 | P | 2000-01-01 | 2019-06-30 | $9,625 | -$9,625 | -$9,625 | |
| VAR FROM K-1 | P | 2000-01-01 | 2019-06-30 | $18,276 | $18,276 | $18,276 | |
| VAR FROM K-1 | P | 2000-01-01 | 2019-06-30 | $108,370 | $108,370 | $108,370 | |
| VAR FROM K-1 | P | 2000-01-01 | 2019-06-30 | $407,924 | $407,924 | $407,924 | |
| VAR PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2019-06-30 | $29,931 | $193,224 | $193,224 | $223,155 |
| VAR PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2019-06-30 | $2,961,999 | -$156,135 | -$156,135 | $2,805,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $537,339 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$24,695 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $820,204 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,992,071 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04827 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $839,107 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,746,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $856,152 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,067,487 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $849,886 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,609,508 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $782,602 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,053,967 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04589 | DistributionYr5Rt |
| Total Distribution | 0.242691 | TotalDistributionRt |
| Average Distribution | 0.048538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,872,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $867,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $876,219 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $842,122 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,471 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,471 | SubtotalAmt |
| Tax Based On Investment Income | $17,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,791 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | MARCI COGGINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503222121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DR STE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| MARCI COGGINS | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | Secretary | 1.00 | $0 |
| EDDIE DOVE | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | CEO | 1.00 | $0 |
| MARY MCDOWELL | ||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 940253478 | CFO | 1.00 | $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 | $17,526,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $615,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,144,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,144,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,872,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $893,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $893,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,471 | TotalTaxAmt |
| Distributable Before Adj | $876,141 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $876,141 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $876,141 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $842,122 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $842,122 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $842,122 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $876,141 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $829,303 | UndistributedIncomePYAmt |
| Qualifying Distributions | $842,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $829,303 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,819 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $863,322 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 747 CAMDEN AVESTE B | CAMPBELL | CA | 95008 | N/A | PC | GENERAL | $35,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HEUBNER ROAD | SAN ANTONIO | TX | 78258 | N/A | PC | GENERAL | $23,500 |
| CARDINAL NEWMAN HIGH SCHOOL SCHOLAR | |||||||
| 50 URSULINE ROAD | SANTA ROSA | CA | 95403 | N/A | PC | GENERAL | $14,500 |
| CITY TEAM MINISTRIES | |||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | N/A | PC | GENERAL | $30,000 |
| COMPASSION BRIDGES | |||||||
| 400 N WINCHESTER BLVD | SANTA CLARA | CA | 95050 | N/A | PC | GENERAL | $28,000 |
| DENISON UNIVERSITY VARSITY D FOOTBA | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | N/A | PC | GENERAL | $23,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLR | NEW YORK | NY | 10006 | N/A | PC | GENERAL | $12,500 |
| HOPE UNLIMITED | |||||||
| 3130 ALPINE RD STE 288-125 | PORTOLA VALLEY | CA | 94028 | N/A | PC | GENERAL | $121,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL | $25,000 |
| LUCILLE PACKARD CHILDRENS FUND | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | PC | GENERAL | $20,000 |
| MA BOYS VARSITY BASKETBALL | |||||||
| 555 MIDDLEFIELD ROAD | MENLO PARK | CA | 94027 | N/A | PC | GENERAL | $17,000 |
| MENLO ATHERTON FOOTBALL ASSOCIATION | |||||||
| 184 CATALPA DR | MENLO PARK | CA | 94027 | N/A | PC | GENERAL | $17,000 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | N/A | PC | GENERAL | $40,000 |
| MOUNT HERMAN FUND | |||||||
| PO BOX 413 | MT HERMAN | CA | 95041 | N/A | PC | GENERAL | $20,500 |
| PATHWAYS HOSPICE FOUNDATION | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | N/A | PC | GENERAL | $35,000 |
| PENINSULA BALL FOUNDATION | |||||||
| PO BOX 1032 | MENLO PARK | CA | 94026 | N/A | PC | GENERAL | $25,000 |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVE | SAN MATEO | CA | 94401 | N/A | PC | GENERAL | $15,000 |
| PENINSULA HUMANE SOCIETY | |||||||
| 12 AIRPORT BLVD | SAN MATEO | CA | 94401 | N/A | PC | GENERAL | $20,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL | $15,000 |
| RIEKES CENTER | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 95025 | N/A | PC | GENERAL | $48,000 |
| SAMARITAN HOUSE REDWOOD CITY | |||||||
| 114 5TH AVENUE | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL | $5,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | GENERAL | $20,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | N/A | PC | GENERAL | $27,000 |
| YOUNG LIFE | |||||||
| 1265 BEECH STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL | $118,000 |
| YOUTH REACH | |||||||
| PO BOX 1924 | LODI | CA | 95241 | N/A | PC | GENERAL | $44,500 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL | $10,000 |
| PENINSULA VOLUNTEERS INC | |||||||
| 800 MIDDLE AVENUE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $5,000 |
| HOPE INSTITUTE | |||||||
| 9801 FAIR OAKS BLVD STE 100 | FAIR OAKS | CA | 95628 | N/A | PC | GENERAL | $10,000 |
| NEW COMMUNITY CHURCH | |||||||
| 1100 MIDDLE AVENUE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $829,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $574,884 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $429,948 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $537,339 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FROM K-1'S OTHER INCOME | $54,936 |
| FROM K-1'S ROYALTY INCOME | $79 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,597,194 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,597,194 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
| 4 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
| 7 | INCOME USED TO HELP MAINTAIN THE FOUNDATION'S FUND BALANCE |
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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $904 | BOYBookValueAmt |
| EOY Book Value | $2,480 | EOYBookValueAmt |
| EOYFMV | $2,480 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISOR FEES | $151,892 | $151,892 |
| PARTNERSHIP PORTFOLIO DEDUCTIONS | $440 | $440 |
| PARTNERSHIP PORTFOLIO DEDUCTIONS | $502,345 | $502,345 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FROM K-1'S OTHER INCOME | $54,936 |
| FROM K-1'S ROYALTY INCOME | $79 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,500 | Amt |
| Net Investment Income | $13,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL AND STATE INCOME TAXES | CategoryTxt |
| Amt | $11,072 | Amt |
| Disbursements Charitable Prps | $11,072 | DisbursementsCharitablePrpsAmt |