HILLTOP GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HILLTOP GROUP CHARITABLE FOUNDATION (EIN 20-0499862)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-30
- IRS object ID
- 201942429349100319
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-30T13:46:48-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680095377 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEROTTI AND CARRADE CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 LARKSPUR LNDNG CIR 358 | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200499862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLTOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 4154359846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C PRICE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENIS E CARRADE | PreparerPersonNm |
| PTIN | P00009708 | PTIN |
| Phone | 4154618500 | PhoneNum |
| 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 | $5,717,334 | 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 | $9,744 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,744 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,876,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $348,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,982 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,642 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,643 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,664 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,312 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $71 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $71 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,575 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,759 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,011,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,586,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,910,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,286,363 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,768,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,794,962 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,307,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,367,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,717,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,307,003 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,367,410 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,307,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,367,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,307,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,367,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,307,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,407 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,367,410 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,367,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1874.797 VANGUARD - INTER-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-04-26 | $17,604 | $18,362 | -$758 | -$758 |
| 5165.422 VANGUARD - INTER-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-04-26 | $48,503 | $50,589 | -$2,086 | -$2,086 |
| 19656.404 VANGUARD - INTER-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-04-26 | $184,574 | $192,512 | -$7,938 | -$7,938 |
| 883.040 VANGUARD - INTER-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-09-05 | $8,318 | $8,643 | -$325 | -$325 |
| 418.325 VANGUARD - SHORT-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-01-25 | $4,430 | $4,475 | -$45 | -$45 |
| 422.362 VANGUARD - SHORT-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-05-03 | $4,418 | $4,512 | -$94 | -$94 |
| 424.078 VANGUARD - SHORT-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-08-02 | $4,432 | $4,530 | -$98 | -$98 |
| 421.214 VANGUARD - SHORT-TERM INVEST-GR ADM | P | 2014-12-31 | 2018-10-23 | $4,385 | $4,499 | -$114 | -$114 |
| 8997.298 VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2014-12-31 | 2018-04-26 | $195,871 | $184,507 | $11,364 | $11,364 |
| 529.557 VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2014-12-31 | 2018-09-05 | $11,560 | $10,863 | $697 | $697 |
| 3124.128 VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2014-12-31 | 2018-01-18 | $99,972 | $82,222 | $17,750 | $17,750 |
| 553.086 VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2014-12-31 | 2018-01-18 | $17,699 | $14,556 | $3,143 | $3,143 |
| 17086.432 VANGUARD - TOTAL BOND MKT INDEX ADM | P | 2014-12-31 | 2018-04-26 | $177,528 | $181,937 | -$4,409 | -$4,409 |
| 1816.187 VANGUARD - TOTAL BOND MKT INDEX ADM | P | 2014-12-31 | 2018-09-05 | $18,925 | $19,334 | -$409 | -$409 |
| 998.963 VANGUARD - TOTAL STK MKT IDX ADM | P | 2014-12-31 | 2018-01-18 | $69,598 | $45,363 | $24,235 | $24,235 |
| 1082.981 VANGUARD - TOTAL STK MKT IDX ADM | P | 2014-12-31 | 2018-01-18 | $75,451 | $49,178 | $26,273 | $26,273 |
| 422.622 VANGUARD - TOTAL STK MKT IDX ADM | P | 2014-12-31 | 2018-01-18 | $29,444 | $19,191 | $10,253 | $10,253 |
| 3179.712 VANGUARD - TOTAL STK MKT IDX ADM | P | 2014-12-31 | 2018-09-05 | $231,197 | $155,354 | $75,843 | $75,843 |
| VANGUARD - CAPITAL GAIN DIVIDENDS | P | 2014-12-31 | 2018-12-31 | $192 | $192 | $192 | |
| 1439.659 FIDELITY - VOYA GLOBAL REAL ESTATE CLASS | P | 2018-01-01 | 2018-04-25 | $23,423 | $24,225 | -$802 | -$802 |
| 39864.000 FIDELITY - VOYA GLOBAL REAL ESTATE CLASS | P | 2014-12-31 | 2018-04-25 | $648,587 | $611,745 | $36,842 | $36,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,514 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$802 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,004 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,390,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $259,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,045,493 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05147 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $260,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,251,969 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04951 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $256,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,350,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04785 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $241,688 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,150,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04693 | DistributionYr5Rt |
| Total Distribution | 0.242688 | TotalDistributionRt |
| Average Distribution | 0.048538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,148,945 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $298,457 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,721 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $262,964 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,527 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,527 | SubtotalAmt |
| Tax Based On Investment Income | $6,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $3,185 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLTOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154359846 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | TIBURON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
|---|---|---|---|---|---|---|
| C PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | President | 0.00 | $0 |
| A PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | Vice President | 0.00 | $0 |
| J PRICE | ||||||
| PO BOX 1027 | TIBURON | CA | 94920 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,229,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,242,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,242,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,148,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $307,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $307,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,527 | TotalTaxAmt |
| Distributable Before Adj | $300,920 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $300,920 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $300,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,964 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $262,964 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $262,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $259,288 | UndistributedIncomePYAmt |
| Qualifying Distributions | $262,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $259,288 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,676 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $297,244 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C PRICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA CO COMM FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALZHEIMER'S ASS'N OF NO CA | |||||||
| 4340 REDWOOD HWY STE 31 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN RED CROSS BAY AREA | |||||||
| 1663 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AUTISTRY STUDIOS INC | |||||||
| 137 BARBAREE WAY | TIBURON | CA | 94920 | NONE | PC | GENERAL SUPPORT | $500 |
| BELVEDERE COMMUNITY FDTN | |||||||
| 90 BOX 484 | TIBURON | CA | 94920 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BEST FRIENDS FOUNDATION | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BLUE STAR MOMS | |||||||
| PO BOX 2537 | SAN RAMON | CA | 94583 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAL STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO ST SUITE 110 | SAN FRANCISCO | CA | 94133 | NONE | PC | GENERAL SUPPORT | $500 |
| CALIFORNIA VETERINARY MEDICAL FOUND | |||||||
| 1400 RIVER PARK DR STE 101 | SACRAMENTO | CA | 95815 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CANAL COMMUNITY ALLIANCE | |||||||
| 91 LARKSPUR ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | NONE | PC | GENERAL SUPPORT | $200 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | NONE | PC | GENERAL SUPPORT | $12,500 |
| COMMUNITY ACTION MARIN | |||||||
| 29 MARY STREET | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $7,500 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLDSPRING | KY | 41076 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EQUINE RESCUE CENTER OF BAY AREA | |||||||
| PO BOX 300 | SAN MIGUEL | CA | 95914 | NONE | PC | GENERAL SUPPORT | $500 |
| FAMILY SERVICE AGENCY OF MARIN | |||||||
| 1401 LOS GAMOS DRIVE STE 240 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF CONTRA COSTASOLANO | |||||||
| PO BOX 6324 | CONCORD | CA | 94527 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF THE EARTH | |||||||
| 2150 ALLSTON WAY SUITE 240 | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT | $2,000 |
| GILEAD HOUSE | |||||||
| 1024 7TH ST | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HAMILTON COLLEGE ANNUAL FD | |||||||
| 198 COLLEGE HILL RD | CLINTON | NY | 13323 | NONE | PC | GENERAL SUPPORT | $500 |
| HAMILTON FAMILY CENTER | |||||||
| 273 9TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOMELESS CAT NETWORK | |||||||
| PO BOX 6 | SAN CARLOS | CA | 94070 | NONE | PC | GENERAL SUPPORT | $750 |
| HOMEWARD BOUND OF MARIN | |||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOSPICE BY THE BAY | |||||||
| 17 E SIR FRANCIS DRAKE BLVD | LARKSPUR | CA | 94939 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HUCKELBERRY YOUTH PROGRAMS INC | |||||||
| 3310 GEARY STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $2,500 |
| INTERNATIONAL RHINO FUND | |||||||
| 201 MAIN ST STE 2600 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 ELWOOD DRIVE | AMES | IA | 50010 | NONE | PC | GENERAL SUPPORT | $500 |
| KQED | |||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | NONE | PC | GENERAL SUPPORT | $2,000 |
| LARKIN ST YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LEGAL AID OF MARIN | |||||||
| 30 N SAN PEDRO ROAD STE 220 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEGAL ASSISTANCE TO THE ELDERLY INC | |||||||
| 701 SUTTER STREET 2ND FLOOR | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $1,500 |
| LIFEHOUSE INC | |||||||
| 899 NORTHGATE DR SUITE 500 | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LOOMIS CHAFFEE SCHOOL | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | NONE | PC | GENERAL SUPPORT | $250 |
| MARIN AGRICULTURE LAND TR | |||||||
| PO BOX 809 | PT REYES STATION | CA | 94956 | NONE | PC | GENERAL SUPPORT | $7,500 |
| MARIN AIDS PROJECT | |||||||
| 910 IRWIN ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MARIN CENTER FOR INDEPENDENT LIVING | |||||||
| 710 FOURTH STREET | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MARIN COMMUNITY CLINIC | |||||||
| 6090 REDWOOD BLVD SUITE G | NOVATO | CA | 94945 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MENLO COLLEGE | |||||||
| 1000 EL CAMINO REAL | ATHERTON | CA | 94027 | NONE | PC | GENERAL SUPPORT | $250 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 111 SUTTER ST 20TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NORTHFIELD MT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | NORTHFIELD | MA | 01354 | NONE | PC | GENERAL SUPPORT | $500 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $3,000 |
| OPERATION ACCESS | |||||||
| 1119 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $2,500 |
| OPERATION RAINBOW INC | |||||||
| 4200 PARK BLVD SUITE 157 | OAKLAND | CA | 94602 | NONE | PC | GENERAL SUPPORT | $3,000 |
| PHYSICIANS FOR SOCIAL RESPONSIBLITY | |||||||
| 1111 14TH ST NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38TH ST STE 4E | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAPHAEL HOUSE OF SF INC | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL SUPPORT | $2,000 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE ROAD | SUNNYVALE | CA | 94086 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY SACRAMENTO | |||||||
| PO BOX 348000 | SACRAMENTO | CA | 95834 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SAN FRANCISCO FOOD BANK | |||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | NONE | PC | GENERAL SUPPORT | $13,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SONOMA HUMANE SOCIETY | |||||||
| PO BOX 1296 | SANTA ROSA | CA | 95402 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SPCA MONTEREY | |||||||
| 1002 MONTEREY SALINAS HWY | SALINAS | CA | 93908 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPECIAL OPERATION WARRIOR | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SRJC FOUNDATION WRESTLING TRUST | |||||||
| 1501 MENDOCINO AVE | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL SUPPORT | $300 |
| ST VINCENTS COMMUNITY DINING ROOM | |||||||
| PO BOX 150527 | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SWORDS TO PLOWSHARES | |||||||
| 1060 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE FORGOTTEN INTERNATIONAL | |||||||
| PO BOX 192066 | SAN FRANCISCO | CA | 94119 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TIBURON PENINSULA GREEN TEAM | |||||||
| 2 TAMALPAIS AVE | BELVEDERE | CA | 94920 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WHISTLESTOP | |||||||
| 930 TAMALPAIS AVENUE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WORLD WIDELIFE FUND | |||||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY FOUNDATION SONOMA | |||||||
| 120 STONY POINT RD 220 | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MUTTVILLE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| PO BOX 62596 | BALTIMORE | MD | 21264 | NONE | PC | GENERAL SUPPORT | $2,500 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY RD | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST 1250 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,744 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $348,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,982 | 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 | $3,285 | Amt |
| Net Investment Income | $1,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,643 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $71 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $71 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,664 | Amt |
| Net Investment Income | $17,664 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE | $2,933 | |
| FOREIGN TAXES | $3,312 | $3,312 |
| FTB | $10 | |
| REGISTRY OF CHARITABLE TR | $50 |