WAITTE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WAITTE FOUNDATION (EIN 77-0527049)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-03
- IRS object ID
- 201531549349100513
- Schema version
- 2014v5.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-03T14:51:19-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fournier McDermott & Lamb LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2155 S Bascom Ave Suite 105 | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770527049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Waitte Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAIT | BusinessNameControlTxt |
| Phone | 4083999168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Glenridge Avenue | AddressLine1Txt |
| City | Los Gatos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Waitte | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Geoffrey L Lamb CPA | PreparerPersonNm |
| PTIN | P00438610 | PTIN |
| Phone | 4083716883 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,397,881 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $54,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,509 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54,509 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $836,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,193 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,349 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $210,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,869 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,111 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,111 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,203 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $703 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,296 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,869 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,710,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,692,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,849,221 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $403,399 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $506,258 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,864 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,158,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,241,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,397,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,066,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,066,250 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,907,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,824,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,158,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,241,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,158,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,241,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,158,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,865 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,241,394 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,241,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $30,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,193 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,349 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,119,521 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,082,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,149,546 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04679 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $98,790 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,082,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,061 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,927,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05660 | DistributionYr5Rt |
| Total Distribution | 0.25499 | TotalDistributionRt |
| Average Distribution | 0.05100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,254,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $114,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,028 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $117,393 | 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 | $2,028 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,028 | SubtotalAmt |
| Tax Based On Investment Income | $2,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,292 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,292 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,264 | OverpaymentAmt |
| Applied To ES Tax | $3,264 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.ag.ca.gov/charities/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geoffrey L Lamb CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083716883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2155 S Bascom Ave Ste 105 | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | 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 | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Carol E Waitte | |||||||
| 19 Glenridge Ave | Los Gatos | CA | 95030 | Dir/Pres | 10.00 | $0 | $5,984 |
| Barry K Waitte | |||||||
| 19 Glenridge Ave | Los Gatos | CA | 95030 | Dir/Treas | 6.00 | $0 | $8,127 |
| Tobey E D Fitch | |||||||
| 19 Glenridge Ave | Los Gatos | CA | 95030 | Director | 4.00 | $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 | $2,245,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,289,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,289,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,254,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,028 | TotalTaxAmt |
| Distributable Before Adj | $110,718 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,718 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,393 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $117,393 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,028 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $115,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,718 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $6,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,393 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,675 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,212 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,485 | ExcessFromYear2Amt |
| Excess From Year1 | $5,878 | ExcessFromYear1Amt |
| Excess From Current Year | $6,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carol E Waitte | ContributingManagerNm |
| Contributing Manager | Barry K Waitte | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Opportunity InternationalInc | |||||||
| 2122 York Rd Ste 340 | Oak Brook | IL | 60523 | None | Public | Microlending Program | $30,000 |
| Vashon Youth and Family Svcs | |||||||
| PO Box 237 | Vashon | WA | 98070 | None | Public | Human services | $3,000 |
| Second Harvest Food Bank | |||||||
| 750 Curtner Ave | San Jose | CA | 95125 | none | Public | Community Programs | $1,500 |
| Creativity Explored | |||||||
| 3245 16th Street | San Francisco | CA | 94103 | None | Public | Community Programs | $1,000 |
| St Helena Hospital Foundation | |||||||
| 10 Woodland Road | St Helena | CA | 94574 | None | Public | Community Programs | $10,000 |
| Children's Health Initiative | |||||||
| 645 South Bascom | San Jose | CA | 95128 | None | Public | Community Programs | $5,000 |
| Clinic Ole Foundation | |||||||
| 1141 Pear Tree Lane Suite 100 | Napa | CA | 94558 | None | Public | Community Programs | $3,500 |
| Boys Girls Clubs of America | |||||||
| 60 Benton Way | American Canyon | CA | 94503 | None | Public | Community Programs | $10,000 |
| EHC Lifebuilders | |||||||
| 507 Valley Way | Milpitas | CA | 95035 | None | Public | Human Services | $1,500 |
| Montalvo Arts Center | |||||||
| PO Box 158 | Saratoga | CA | 95071 | None | Public | Community Programs | $500 |
| Teen Force | |||||||
| 4525 Union Ave | San Jose | CA | 95124 | None | Public | Community Programs | $4,500 |
| Museums of Los Gatos | |||||||
| 4 Tait Avenue | Los Gatos | CA | 95030 | None | Public | Community Programs | $1,500 |
| PlayWrite Inc | |||||||
| PO Box 13420 | Portland | OR | 97213 | None | Public | Community Programs | $6,000 |
| Northwest Earth Institute | |||||||
| 107 SE Washington St 235 | Portland | OR | 97214 | None | Public | Community Programs | $2,000 |
| Spoon Foundation | |||||||
| 135 SE Main St Suite 201 | Portland | OR | 97214 | None | Public | Community Programs | $6,000 |
| Outside In | |||||||
| 1132 SW 13th Avenue | Portland | OR | 97205 | None | Public | Human services | $1,500 |
| Rotary Foundation - District 5170 | |||||||
| 20660 Stevens Creek Blvd 313 | Cupertino | CA | 95014 | None | Public | Community Programs | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,193 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $210,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,713 | 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 | $5,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,975 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Ca Attorney General Registry | $50 | |
| CA Secretary of State | $20 | |
| Other Misc | $1,381 | $552 |
| supplies | $349 | $209 |
| Telephone | $3,250 | $3,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bernstein inv mgmt fees | CategoryTxt |
| Amt | $7,203 | Amt |
| Net Investment Income | $7,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Calif FTB | $10 | |
| Foreign tax w/h on divids | $703 | $703 |
| IRS | $1,500 |