FEDERICO AND ELVIA FAGGIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FEDERICO AND ELVIA FAGGIN FOUNDATION INC (EIN 45-1027778)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349101977
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:17:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451027778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERICO AND ELVIA FAGGIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEDE | BusinessNameControlTxt |
| Phone | 6509414079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27910 ROBLE BLANCO | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FEDERICO FAGGIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6507349946 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVERT J OFFEREINS | PreparerPersonNm |
| PTIN | P00231153 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,133,311 | 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 | $278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $278 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,584,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,507,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,584,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,753,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,752,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,172 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,172 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,721 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,019 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $747,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $747,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $825,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $754,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $927,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,680,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,739 | CashBOYAmt |
| Cash EOY | $34,430 | CashEOYAmt |
| Cash EOYFMV | $34,430 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,393,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,466,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,186,409 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,783,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,609,611 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,911,969 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,184,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,111,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,133,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,184,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,111,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,184,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,111,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,184,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,111,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,184,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $927,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,111,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,111,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OPPENHEIMER #01375383 | P | 2023-01-01 | 2024-12-31 | $1,492,064 | $131,893 | $1,360,171 | $1,360,171 |
| OPPENHEIMER #01381373 | P | 2024-01-01 | 2024-12-31 | $361,548 | $359,982 | $1,566 | $1,566 |
| OPPENHEIMER #01381373 | P | 2023-01-01 | 2024-12-31 | $346,247 | $189,094 | $157,153 | $157,153 |
| OPPENHEIMER #01385192 | P | 2024-01-01 | 2024-12-31 | $12,480 | $12,436 | $44 | $44 |
| OPPENHEIMER #01385192 | P | 2023-01-01 | 2024-12-31 | $26,350 | $19,849 | $6,501 | $6,501 |
| OPPENHEIMER #01385200 | P | 2024-01-01 | 2024-12-31 | $39,352 | $42,604 | -$3,252 | -$3,252 |
| OPPENHEIMER #01385200 | P | 2023-01-01 | 2024-12-31 | $229,222 | $167,285 | $61,937 | $61,937 |
| CAPITAL GAINS DIVIDENDS | P | $242 | $242 | $242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,584,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $559 | OverpaymentAmt |
| Applied To ES Tax | $559 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FAGGINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509414079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27910 ROBLE BLANCO | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| FEDERICO FAGGIN | ||||||||
| 27910 ROBLE BLANCO | LOS ALTOS HILLS | CA | 94022 | CHIEF EXECUTIVE OFFICER | 0.00 | $0 | $0 | $0 |
| ELVIA FAGGIN | ||||||||
| 27910 ROBLE BLANCO | LOS ALTOS HILLS | CA | 94022 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,063,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,090,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,090,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,909,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $595,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $595,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,361 | TotalTaxAmt |
| Distributable Before Adj | $572,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $572,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $572,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $754,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $754,149 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $572,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $112,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $312,615 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $424,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $754,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $572,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,052 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $606,812 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $606,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,145 | ExcessFromYear4Amt |
| Excess From Year2 | $312,615 | ExcessFromYear2Amt |
| Excess From Current Year | $182,052 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FEDERICO FAGGIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27910 ROBLE BLANCO | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509414079 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSALS FROM PROSPECTIVE RECIPIENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO CHARITABLE AND EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMPUTER MUSEUM | |||||||
| 2023 STADIUM DRIVE SUITE 1-A | BOZEMAN | MT | 59715 | NONE | PUBLIC | PUBLIC | $30,000 |
| CENTER FOR MINDFUL SELF COMPASSION | |||||||
| 10601 TIERRASANTA BLVD STE 205 | SAN DIEGO | CA | 92124 | NONE | PUBLIC | PUBLIC | $7,000 |
| COTTONWEED RESEARCH FOUNDATION | |||||||
| PO BOX 3426 | GALLUP | NM | 87305 | NONE | PUBLIC | PUBLIC | $10,500 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | NONE | PUBLIC | PUBLIC | $7,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PUBLIC | PUBLIC | $85,000 |
| UC IRVINE | |||||||
| 243 HUMANITIES BLDG | IRVINE | CA | 92697 | NONE | PUBLIC | PUBLIC | $7,000 |
| UC SANTA CRUZ | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | PUBLIC | PUBLIC | $125,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1410 NE CAMPUS PKWY | SEATTLE | WA | 98195 | NONE | PUBLIC | PUBLIC | $330,000 |
| CEDAR CREEK INSTITUTE | |||||||
| 4 CEDAR CREEK RD | EARLYSVILLE | VA | 22936 | NONE | PUBLIC | PUBLIC | $50,000 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH STREET | CLAREMONT | CA | 91711 | NONE | PUBLIC | PUBLIC | $3,500 |
| LEVERAGE RESEARCH | |||||||
| 456 MAPLEWOOD LANE SUITE 12B | SUNNYVALE | CA | 94086 | NONE | PUBLIC | PUBLIC | $85,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE 402CP | BOSTON | MA | 02115 | NONE | PUBLIC | PUBLIC | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $747,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,547 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,584,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,753,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,753,187 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER COMMON STOCKS | StockNm |
| EOY Book Value | $4,466,853 | EOYBookValueAmt |
| EOYFMV | $7,186,409 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPPENHEIMER MONEY MARKET FUNDS | AT COST | $173,814 | $173,814 |
| DRAIOS, INC | AT COST | $75,000 | $303,000 |
| PEAXY, INC | AT COST | $4,737,026 | $653,703 |
| ALCHERA, INC | AT COST | $367,806 | $367,806 |
| V-NOVA INTERNATIONAL | AT COST | $2,362,775 | $2,362,775 |
| PIITECH | AT COST | $100,000 | $100,000 |
| ALKEON INNOVATION | AT COST | $793,190 | $950,871 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,172 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,172 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $65 | $0 | $65 |
| MISCELLANEOUS | $667 | $0 | $667 |
| MANAGEMENT FEES | $63,424 | $63,424 | $0 |
| ADR FEES | $595 | $595 | $0 |
| WEBSITE | $1,245 | $0 | $1,245 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,417 | $5,417 | $0 |
| FEDERAL TAXES | $2,304 | $2,304 | $0 |