STRATEGY STUDIO / PUBLIC DATA EXPLORER

CLOVER FOUNDATION OF SANTA CLARA COUNTY: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CLOVER FOUNDATION OF SANTA CLARA COUNTY (EIN 94-2744667)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-12
IRS object ID
201423169349101167
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-12T16:11:51-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1226 AIRPORT PARKWAYAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942744667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLOVER FOUNDATION OF SANTA CLARABusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCLOVBusinessNameControlTxt
Phone4082574745PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2013AddressLine1
CityCUPERTINOCity
StateCAState
ZIP Code950152013ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID PECKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082574745PhoneNum
Signature2014-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LEEPreparerPersonNm
PTINP00156212PTIN
Phone4088556770PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$91,864FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,162ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$83InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$83InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$83InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,245TotalRevAndExpnssAmt
Total Net Invst Incm$83TotalNetInvstIncmAmt
Total Adj Net Incm$83TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,652OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$17,652OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,652TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,652TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$22,402TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,843ExcessRevenueOverExpensesAmt
Net Investment Income$83NetInvestmentIncomeAmt
Adjusted Net Income$83AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,577CashBOYAmt
Cash EOY$2,867CashEOYAmt
Cash EOYFMV$2,867CashEOYFMVAmt
Sav And Temp Cash Invst BOY$77,444SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,997SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$79,021TotalAssetsBOYAmt
Total Assets EOY$91,864TotalAssetsEOYAmt
Total Assets EOYFMV$91,864TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$79,021RetainedEarningBOYAmt
Retained Earning EOY$91,864RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$79,021TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,864TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$79,021TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$91,864TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$79,021TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,843ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$91,864SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,864TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$2TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://THECLOVERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksHANS TOENSFELDTIndividualWithBooksNm
Phone4082574745PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121640 FITZGERALD DRIVEAddressLine1
CityCUPERTINOCity
StateCAState
ZIP Code95014ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID PECK
6517 CRYSTAL SPRINGS DRIVESAN JOSECA95120PRESIDENT1.00$0$0$0
MARY M BARTLETT
800 FOSTER ROADLOS GATOSCA95030SECRETARY1.00$0$0$0
HANS TOENSFELDT
21640 FITZGERALD DRIVECUPERTINOCA95014TREASURER1.00$0$0$0
JOHN J HAGGERTY
20362 GLASGOW DRIVECUPERTINOCA95070DIRECTOR1.00$0$0$0
COLLEEN HAGGERTY
634 EAST MCKINLEY AVENUESUNNYVALECA94086DIRECTOR1.00$0$0$0
DAVID DUARTE
4631 ROTHERHAVEN WAYSAN JOSECA95111DIRECTOR1.00$0$0$0
BRIAN REVINO
13670 COLONY AVENUESAN MARTINCA95046DIRECTOR1.00$0$0$0
VICKY BOSWORTH
21610 MT EDEN ROADSARATOGACA95070DIRECTOR1.00$0$0$0
BRUCE MCLEOD
PO BOX 32654SAN JOSECA95152DIRECTOR1.00$0$0$0
JOSEPH MARTIN
C/O ANN SOBRATO HIGH SCHOOLMORGAN HILLCA95037DIRECTOR1.00$0$0$0
JANICE MORGAN
80 N BASCOM AVENUESAN JOSECA95128DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,443AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$85,443TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$85,443AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,282CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,161NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,208MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,208MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$4,206DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,206DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,206DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,402ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,402QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,402AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,206DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$22,402QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,206AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,196RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,196TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,196ExcessDistriCyovToNextYrAmt
Excess From Current Year$18,196ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID PECKContributingManagerNm
Contributing ManagerHANS TOENSFELDTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAVAILABLE UPON REQUESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1AVAILABLE UPON REQUESTAddressLine1
CityAVAILABLE UPON REQUESTCity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4088556770RecipientPhoneNum
Form And Info And MaterialsALL REQUIREMENTS FOR OUR LIVESTOCK LOANS AND SCHOLARSHIPS ARE DETAILED ON OUR WEB SITE: THECLOVERFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesALL REQUIREMENTS FOR OUR LIVESTOCK LOANS AND SCHOLARSHIPS ARE DETAILED ON OUR WEB SITE.SubmissionDeadlinesTxt
Restrictions On AwardsALL REQUIREMENTS FOR OUR LIVESTOCK LOANS AND SCHOLARSHIPS ARE DETAILED ON OUR WEB SITE: THECLOVERFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STEVEN BAIRD
18330 MURPHY SPRINGS DRIVEMORGAN HILLCA95037SUPPORT FOR AGRICULTURE EDUCATION$1,500
CLAYTON CARLSON
636 MIRAMONTE AVENUEMORGAN HILLCA95037SUPPORT FOR AGRICULTURE EDUCATION$1,000
KENNETH MCDEVITT
8705 BISHOP COURTGILROYCA95020SUPPORT FOR AGRICULTURE EDUCATION$750
SABRINA RICE
17815 ELM ROADMORGAN HILLCA95037SUPPORT FOR AGRICULTURE EDUCATION$500
HALEY GAUSE
3367 ONSLOW WAYSAN JOSECA95132SUPPORT FOR AGRICULTURE EDUCATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER BUSINESS EXPENSE$764$0$0$764
ED VARGAS LIVESTOCK FUND$3,950$0$0$3,950
SANTA CLARA COUNTY FAIR$478$0$0$478
YOUTH GALA$12,460$0$0$12,460