STELLAR SOLUTIONS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STELLAR SOLUTIONS FOUNDATION (EIN 77-0485705)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349102842
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T19:01:01-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S MARKET STREET SUITE 500 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770485705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STELLAR SOLUTIONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEL | BusinessNameControlTxt |
| Phone | 6504739869 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 CAMBRIDGE AVENUE NO 204 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943061555 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN E FORD | PersonNm |
| Person Title | SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 4082795566 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY DAILY | PreparerPersonNm |
| PTIN | P01407416 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Preparation | 2016-11-10 | PreparationDt |
| 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 | $573,362 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,229 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,229 | 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 |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $166 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,790 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,459 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | -$750 | AcctRcvblAmt |
| Acct Rcvbl BOY | -$860 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | -$750 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | -$750 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $521,576 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $522,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $491,653 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $613,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $604,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $573,362 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,050 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,550 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $32,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,550 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $581,257 | RetainedEarningBOYAmt |
| Retained Earning EOY | $570,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $570,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $613,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $604,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $570,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $570,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ST - SEE ATTACHMENT B | P | 2015-01-01 | 2015-12-31 | $87,775 | $92,111 | -$4,336 | -$4,336 |
| WELLS FARGO LT - SEE ATTACHMENT B | P | 2014-01-01 | 2015-12-31 | $252,336 | $266,711 | -$14,375 | -$14,375 |
| CAPITAL GAINS DIVIDENDS | P | $16,277 | $16,277 | $16,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,434 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $593,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.361511 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,730 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $643,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.398978 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $218,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $522,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.417317 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $240,777 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $507,902 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.474062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $238,810 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $462,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.516013 | DistributionYr5Rt |
| Total Distribution | 2.167881 | TotalDistributionRt |
| Average Distribution | 0.433576 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $580,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $251,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $251,810 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $204 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $204 | TotalPaymentsAndCreditsAmt |
| Overpayment | $176 | OverpaymentAmt |
| Applied To ES Tax | $176 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STELLAR SOLUTIONS FOUNDATION | IndividualWithBooksNm |
| Phone | 6504739869 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 CAMBRIDGE AVENUE 204 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943061555 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CELESTE V FORD | ||||||||
| 235 NATHHORST AVENUE | PORTOLA VALLEY | CA | 94028 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KEVIN E FORD | ||||||||
| 235 NATHHORST AVENUE | PORTOLA VALLEY | CA | 94028 | SECRETARY AND TREASURER | 0.00 | $0 | $0 | $0 |
| ANN C PERT | ||||||||
| 546 30TH AVENUE | SAN MATEO | CA | 94403 | DIRECTOR | 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 | $512,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $589,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $589,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $580,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28 | TotalTaxAmt |
| Distributable Before Adj | $29,009 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,009 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,009 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $209,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $215,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $192,809 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $225,131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,035,444 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180,316 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,215,760 | 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 | $215,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $999,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $215,580 | ExcessFromYear4Amt |
| Excess From Year3 | $192,809 | ExcessFromYear3Amt |
| Excess From Year2 | $225,131 | ExcessFromYear2Amt |
| Excess From Year1 | $186,070 | ExcessFromYear1Amt |
| Excess From Current Year | $180,316 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CELESTE V FORD | ContributingManagerNm |
| Contributing Manager | KEVIN E FORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT A | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 CAMBRIDGE AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943061555 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE USE | GrantOrContributionPurposeTxt |
| Amt | $204,650 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,229 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,795 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STELLAR SOLUTIONS INC | ||||||
| 1 | 250 CAMBRIDGE AVENUE 204 | PALO ALTO | CA | 943061555 | $100,000 | Yes (X) |
| STELLAR SOLUTIONS INC | ||||||
| 2 | 250 CAMBRIDGE AVENUE 204 | PALO ALTO | CA | 943061555 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN PARTNERS FDS | AT COST | $0 | $0 |
| BLACKROCK FDS II | AT COST | $20,315 | $20,088 |
| BLAIR WILLIAM FDS | AT COST | $0 | $0 |
| DELAWARE GROUP ADVISOR | AT COST | $49,342 | $50,604 |
| DEUTSCHE SECS TR ENHANCED COMMODITY STRAT | AT COST | $14,258 | $14,308 |
| DEUTSCHE SECS TR GLOBAL REAL ESTATE | AT COST | $15,616 | $15,162 |
| DREYFUS INTL FDS INC | AT COST | $0 | $0 |
| EATON VANCE GLOBAL | AT COST | $16,023 | $15,066 |
| FUNDVANTAGE TR GOTHAM ABSOLUTE RETURN | AT COST | $25,604 | $24,348 |
| GABELLI EQUITY SER FD | AT COST | $32,397 | $29,224 |
| GOLDMAN SACHS TR | AT COST | $5,035 | $5,035 |
| HARRIS ASSOC INVT TR | AT COST | $0 | $0 |
| HEARTLAND GROUP INC | AT COST | $0 | $0 |
| HOTCHKIS & WILEY FDS | AT COST | $24,096 | $18,993 |
| JANUS INVT FD | AT COST | $0 | $0 |
| JOHN HANCOCK ABSOLUTE | AT COST | $16,631 | $15,319 |
| JP MORGAN TR I | AT COST | $61,830 | $59,113 |
| LAZARD FDS INC INTL EQUITY PORT INSTL | AT COST | $42,716 | $39,048 |
| MAINTSTAY LARGE CAP | AT COST | $0 | $0 |
| NATIONWIDE MUT FDS NEW | AT COST | $0 | $0 |
| NATIXIS FDS TR II ASG GLBL ALTERNATIVES | AT COST | $21,119 | $19,642 |
| NATIXIS FDS TR II ASG MANAGED FUTURES | AT COST | $0 | $0 |
| NEUBERGER BERMAN ALTERNATIVE FDS | AT COST | $0 | $0 |
| OPPENHEIMER DEV MKTS | AT COST | $28,657 | $24,074 |
| PIMCO FDS PAC INVT - COMMODITY | AT COST | $0 | $0 |
| PRINCIPAL FDS INC HIGH YIELD FD INSTL CL | AT COST | $21,210 | $19,511 |
| PUTNAM ABSOLUTE RETURN | AT COST | $0 | $0 |
| ROWE T PRICE EQUITY | AT COST | $8,188 | $10,150 |
| RS INVT TR SMALL CAP GROWTH FD CL Y | AT COST | $31,940 | $28,944 |
| TCW | AT COST | $55,395 | $53,718 |
| VIRTUS EMERGING MARKETS OPPORTUNITIES FND CL I | AT COST | $32,615 | $29,306 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $3,580 | $1,790 | $1,790 |
| STATE FILING FEES | $10 | $0 | $10 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STELLAR SOLUTIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 CAMBRIDGE AVENUE 204 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $166 | $166 | $0 |
| FEDERAL ESTIMATES | $750 | $0 | $0 |