JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND REBECCA MORGAN CHARITABLE FOUNDATION (EIN 20-2029688)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-07-31
- IRS object ID
- 201942129349100819
- 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
- 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 | 2019-07-31T15:35:59-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | 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 | 333 W EL CAMINO REAL STE 315 | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940871975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | 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 | 2019-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK BOLYARD | PreparerPersonNm |
| PTIN | P01270323 | PTIN |
| Phone | 4082148570 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.78.168.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 77394920192125000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B2370150CF414EB2664EB60E084D825AC47DA840 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2370150CF414EB2664EB60E084D825AC47DA840 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,334,065 | 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 | $416,165 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $416,165 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,484,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,753,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,753,418 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,920,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,188,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $164,899 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,797 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $170,296 | 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 | $570,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $740,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $570,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,179,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,188,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,825,642 | CashBOYAmt |
| Cash EOY | $22,176,148 | CashEOYAmt |
| Cash EOYFMV | $22,176,148 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,281,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,345 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $826,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $924,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,138,572 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,932,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,112,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,334,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $20,932,876 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,112,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,932,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,112,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,932,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,112,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,932,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,179,464 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,112,340 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,112,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | AMAT STOCK - 93,871 SHS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2019-06-11 | SoldDt |
| Gross Sales Price | $4,753,923 | GrossSalesPriceAmt |
| Cost Or Other Basis | $505 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,753,418 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,753,418 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,753,418 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $897,064 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,436,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038277 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $635,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,338,401 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $940,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,066,335 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $966,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,714,989 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,957,981 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061123 | DistributionYr5Rt |
| Total Distribution | 0.308432 | TotalDistributionRt |
| Average Distribution | 0.061686 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,050,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,421,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,473,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $570,389 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,775 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $103,775 | SubtotalAmt |
| Tax Based On Investment Income | $103,775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $125,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,225 | OverpaymentAmt |
| Applied To ES Tax | $21,225 | 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 |
| 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 | $218,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,220,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $962,675 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,401,542 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,401,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,050,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,152,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,152,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,775 | TotalTaxAmt |
| Distributable Before Adj | $1,048,751 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,048,751 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,048,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $570,389 | 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 | $570,389 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $570,389 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,048,751 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $180,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $966,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $321,466 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,468,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $570,389 | QualifyingDistributionsAmt |
| Applied To Current Year | $570,389 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $478,362 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $478,362 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $990,404 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $990,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $668,938 | ExcessFromYear4Amt |
| Excess From Year3 | $321,466 | ExcessFromYear3Amt |
| 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | ||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | PUBLIC CHARITY | $5,000 | |
| CREATIVE LIVES | ||||||||
| PO BOX 23 | THETFORD | VT | 05074 | NONE | PC | PUBLIC CHAIRTY | $91,889 | |
| FOOTHILL DEANZA | ||||||||
| 12345 EL MONTE RD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | PUBLIC CHARITY | $56,000 | |
| NATURE CONSRVANCY | ||||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | $225,000 | SUITE 100 | |
| BENS BUSINESS EXECUTIVE | ||||||||
| 1030 15TH STREET NW | WASHINGTON DC | DC | 20005 | NONE | PUBLIC CHARITY | $25,000 | SUITE 200 EAST | |
| GLAUCOMA RESEARCH FOUNDATION | ||||||||
| 251 POST STREET | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | $2,500 | SUITE 600 | |
| PRESIDIO PERFORMING ARTS FOUNDATION | ||||||||
| PO BOX 29066 | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | $5,000 | ||
| CALMATTERS | ||||||||
| 1017 L STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | $10,000 | SUITE 261 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | $25,000 | 5TH FLOOR | |
| TEEN SUCCESS | ||||||||
| 508 VALLEY WAY | MILIPITAS | CA | 95035 | NONE | PUBLIC CHARITY | $25,000 | ||
| CA COUNCIL ON SCIENCE & TECHNOLOGY | ||||||||
| 1130 K STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | $100,000 | SUITE 280 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,389 | 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 | $416,165 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,174 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,484,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,920,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,920,149 | 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 | $3,600 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APPLIED MATERIALS - 129466 SHS | StockNm |
| EOY Book Value | $12,086 | EOYBookValueAmt |
| EOYFMV | $19,345 | 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 | $865,503 | $1,079,969 |
| LEGACY VENTURES IX | AT COST | $58,603 | $58,603 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CA FTB | $10 |
| CA ATTORNEY GENERAL | $150 |
| BANK CHARGES | $233 |
| OTHER DEDUCTIONS - LEGACY IX | $1,404 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| IRS - BALANCE DUE 5-31-2018 | $14,899 |
| IRS | $25,000 |
| IRS | $125,000 |