HOUSE FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOUSE FAMILY FOUNDATION (EIN 52-2207366)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-17
- IRS object ID
- 201612919349100331
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T18:28:48-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Costantini Immer & Reynolds | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W San Fernando St Suite 495 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522207366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 4088667296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5205 PROSPECT ROAD SUITE 135-158 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HOUSE | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2016-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Costantini | PreparerPersonNm |
| PTIN | P00290373 | PTIN |
| Phone | 4082956200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,840,658 | 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 | $387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $387 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $331,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $331,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,887,039 | GrossSalesPriceAmt |
| Total Rev And Expnss | $306,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,628 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,346 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,346 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $392 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,599 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $310,211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $304,940 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $436,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $307,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,808 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,186,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $307,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,847,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,879,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,876,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,308,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,308,928 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,679,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,724,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,691,924 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,197,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,839,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,839,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,752,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,873,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,840,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,752,778 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,873,409 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,752,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,873,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,752,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,873,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,752,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,879,369 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,873,409 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,873,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULES | P | 2000-01-01 | 2015-12-31 | $5,848,909 | $5,911,731 | -$62,822 | -$62,822 |
| Capital Gain Dividends | $38,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,692 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $985,038 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,955,685 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $600,882 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,468,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03254 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $770,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,015,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04530 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,644,593 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,010,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,742,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,715,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09838 | DistributionYr5Rt |
| Total Distribution | 0.330897 | TotalDistributionRt |
| Average Distribution | 0.066179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,239,216 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,008,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,008,761 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,847,808 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $245 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $245 | SubtotalAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,032 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,032 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,787 | OverpaymentAmt |
| Applied To ES Tax | $23,787 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK COSTANTINI CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082956200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W SAN FERNANDO ST 495 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID HOUSE | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | President & CEO | 5.00 | $0 |
| ROBERT HOUSE | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | Treasurer | 2.00 | $0 |
| SHELLEY CARGILL | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | Secretary | 2.00 | $0 |
| ROBERT OLSEN | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | Vice President | 2.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOYCE HOUSE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5205 PROSPECT ROAD SUITE 135-158 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC. DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,000 | CompensationAmt |
| Employee Benefits | $3,346 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,155,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,796,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,518,547 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,471,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,471,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,239,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $761,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $761,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $761,716 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $761,716 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $761,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,847,808 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,847,808 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $245 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,847,563 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $761,716 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $870,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $846,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $61,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,778,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,847,808 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $761,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,086,092 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,864,152 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $870,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,993,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $846,500 | ExcessFromYear4Amt |
| Excess From Year1 | $61,285 | ExcessFromYear1Amt |
| Excess From Current Year | $3,086,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID HOUSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | NONE | N/A | GENERAL | $565,000 |
| EASTSIDE COLLEGE PREP SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | N/A | GENERAL | $57,000 |
| THE TECH MUSEUM OF INNOVATION | |||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | NONE | N/A | GENERAL | $150,000 |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND | HOUGHTON | MI | 49931 | NONE | N/A | GENERAL | $2,605,500 |
| KRAUSE CENTER FOR INNOVATION | |||||||
| 12345 EL MONTE ROAD | LOS ALTOS | CA | 94022 | NONE | N/A | GENERAL | $50,000 |
| MONTALVO ARTS CENTER | |||||||
| PO BOX 158 | SARATOGA | CA | 95070 | NONE | N/A | GENERAL | $5,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | N/A | GENERAL | $10,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 426 17TH STREET SUITE 300 | OAKLAND | CA | 94612 | NONE | N/A | GENERAL | $30,000 |
| BOYS GIRLS CLUB OF SILICON VALLEY | |||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | N/A | GENERAL | $100,000 |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| 2160 EUCLID AVENUE | EAST PALO ALTO | CA | 94303 | NONE | N/A | GENERAL | $10,000 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | N/A | GENERAL | $25,000 |
| SILICON VALLEY EDUCATION FOUNDATION | |||||||
| 1400 PARKMOOR AVE SUITE 200 | SAN JOSE | CA | 95126 | NONE | N/A | GENERAL | $115,000 |
| ALEARN | |||||||
| 3777 STEVENS CREEK BLVD | SANTA CLARA | CA | 95051 | NONE | N/A | GENERAL | $20,000 |
| SCIENCE IS ELEMENTARY | |||||||
| 650 ROSEWOOD CT | LOS ALTOS | CA | 94024 | NONE | N/A | GENERAL | $5,000 |
| REETHS PUFFER ELEMENTARY SCHOOL | |||||||
| 1404 N GETTY | NORTH MUSKEGON | MI | 49445 | NONE | N/A | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,750,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,241 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $306,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,936 | 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 | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $392 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $392 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $95 | $95 | |
| DUES & MEMBERSHIPS | $750 | $750 | |
| OUTSIDE SERVICES | $237 | $237 | |
| PARTNERSHIP PASS-THROUGH LOSSES | $160,251 | $160,251 | |
| PARTNERSHIP PORTFOLIO DEDUCTIONS | $8,250 | $8,250 | |
| PAYROLL PROCESSING FEES | $2,273 | $2,273 | |
| PORTFOLIO MANAGEMENT FEES | $136,344 | $136,344 | |
| TELEPHONE | $1,162 | $1,162 | |
| WORKERS COMP EXPENSE | $849 | $849 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $31,347 | ||
| FILING FEES | $185 | $185 | |
| FOREIGN WITHHOLDING TAXES | $10 | $10 | |
| PAYROLL TAXES | $6,414 | $6,414 |