HOWARD AND BETTY WHITE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND BETTY WHITE FOUNDATION (EIN 77-0250057)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-22
- IRS object ID
- 202523569349100102
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-22T09:43:54-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941223416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S D MAYER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 BOREL AVENUE 512 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770250057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & BETTY WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 6503222121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DRIVE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCI COGGINS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6503222121 | PhoneNum |
| Signature | 2025-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD RUTTENBERG | PreparerPersonNm |
| PTIN | P00145738 | PTIN |
| Phone | 6505745000 | PhoneNum |
| Preparation | 2025-12-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,992,511 | 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 | $132,846 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132,846 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $324,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,843 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $462 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $462 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$78,788 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $702,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,683,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $702,720 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,165,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,165,675 | 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 | $16,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4,515 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,515 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $79,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $79,250 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179,627 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,288,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,288,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,568,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,290,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$402,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $887,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $383,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,415 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,450 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,033,963 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,259,824 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,240,962 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $605,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $592,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,362,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $790,754 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $569,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $574,689 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,825,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,875,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,768,713 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,119 | OtherAssetsBOYAmt |
| Other Assets EOY | $40 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,641,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,342,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,992,511 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $233,923 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $337,455 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $233,923 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $337,455 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,408,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,005,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,408,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,005,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,641,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,342,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,408,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$402,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,005,335 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,005,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2000-01-01 | 2025-06-30 | $956,210 | $544,524 | $411,686 | $411,686 | |
| HEDGE FUNDS | 2010-01-01 | 2025-06-30 | $701,368 | $430,000 | $271,368 | $271,368 | P |
| FROM K1'S | 2010-01-01 | 2025-06-30 | $5,931 | -$5,931 | -$5,931 | P | |
| FROM K1'S | 2010-01-01 | 2025-06-30 | $21,893 | $21,893 | $21,893 | P | |
| SEC 1231 FROM K1'S | 2010-01-01 | 2025-06-30 | $3,704 | $3,704 | $3,704 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $702,720 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,082 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,082 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,747 | OverpaymentAmt |
| Applied To ES Tax | $4,747 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARCI COGGINS | IndividualWithBooksNm |
| Phone | 6503222121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 BURGESS DRIVE STE 200 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARCI COGGINS | ||||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 94025 | SECRETARY | 1.00 | $0 | $0 | $0 |
| EDDIE DOVE | ||||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 94025 | CEO | 1.00 | $0 | $0 | $0 |
| MARY MCDOWELL | ||||||||
| 431 BURGESS DR STE 200 | MENLO PARK | CA | 94025 | CFO | 1.00 | $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 | $14,375,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $670,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,256,901 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,303,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,303,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,983,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,049,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,049,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,335 | TotalTaxAmt |
| Distributable Before Adj | $1,036,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,036,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,036,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,290,102 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,290,102 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,036,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $955,119 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,290,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $955,119 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $334,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $701,856 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 2290 N 1ST STREET | SAN JOSE | CA | 95131 | N/A | CASH | GENERAL | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 747 CAMDEN AVE STE B | CAMPBELL | CA | 95008 | N/A | CASH | GENERAL | $26,000 |
| BIBLE STUDY FELLOESHIP | |||||||
| 19001 HEUBNER ROAD | SAN ANTONIO | TX | 78258 | N/A | CASH | GENERAL | $30,000 |
| CITY TEAM MINISTRIES | |||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | N/A | CASH | GENERAL | $20,373 |
| COMPASSION BRIDGES | |||||||
| 375 LOS PADRES BLVD | SANTA CLARA | CA | 95050 | N/A | CASH | GENERAL | $10,000 |
| DENISON UNIVERSITY VARSITY FOOTBALL | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | N/A | CASH | GENERAL | $15,373 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLR | NEW YORK | NY | 10006 | N/A | CASH | GENERAL | $15,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | N/A | CASH | GENERAL | $20,000 |
| HOPE INSITIUTE | |||||||
| 919 JEFFERSON STREET | JEFFERSON | TN | 37760 | N/A | CASH | GENERAL | $30,000 |
| HOPE UNLIMITED | |||||||
| 3130 ALPINE ROAD STE 280-125 | PORTOLA VALLEY | CA | 94028 | N/A | CASH | GENERAL | $130,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| 1235 S CLARK STREET STE 1400 | ARLINGTON | VA | 22202 | N/A | CASH | GENERAL | $10,000 |
| JOB TRAIN | |||||||
| 1200 OBRIAN DRIVE | MENLO PARK | CA | 94025 | N/A | CASH | GENERAL | $15,000 |
| LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | CASH | GENERAL | $5,000 |
| MENLO ATHERTON FOOTBALL ASSOCIATION | |||||||
| 184 CATALPA DR | MENLO PARK | CA | 94027 | N/A | CASH | GENERAL | $15,000 |
| MENLO PARK PRESBYTERIAN CHURCH | |||||||
| 950 SANTA CRUZ AVENUE | MENLO PARK | CA | 94026 | N/A | CASH | GENERAL | $5,000 |
| MENLO PARK PRESBYTERIAN CHURCH | |||||||
| 950 SANTA CRUZ AVENUE | MENLO PARK | CA | 94026 | N/A | CASH | GENERAL | $333,333 |
| MERCY SHIPS | |||||||
| 15862 HIGHWAY 110 NORTH | LINDALE | TX | 75771 | N/A | CASH | GENERAL | $120,000 |
| MT HERMON FUND | |||||||
| 37 CONFERENCE DRIVE | MT HERMAN | CA | 95041 | N/A | CASH | GENERAL | $10,000 |
| OAK GROVE CHRISTIAN MINISTRY | |||||||
| 59 PASA ROBLES AVENUE | LOS ALTOS | CA | 94022 | N/A | CASH | GENERAL | $17,000 |
| PATHWAYS HOSPICE FOUNDATION | |||||||
| 585 MARY AVE | SUNNYVALE | CA | 94085 | N/A | CASH | GENERAL | $25,000 |
| PENINSULA BALL FOUNDATION | |||||||
| 318 W OAKWOOD BLVD | REDWOOD CITY | CA | 94061 | N/A | CASH | GENERAL | $40,000 |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVE | SAN MATEO | CA | 94401 | N/A | CASH | GENERAL | $15,000 |
| PENINSULA HUMANE SOCIETY | |||||||
| 1450 ROLLINS ROAD | BURLINGAME | CA | 94010 | N/A | CASH | GENERAL | $30,000 |
| PENINSULA VOLUNTEERS INC | |||||||
| 800 MIDDLE AVE | MENLO PARK | CA | 94025 | N/A | CASH | GENERAL | $20,000 |
| PETS IN NEED | |||||||
| 871 5TH AVENUE | REDWOOD CITY | CA | 94063 | N/A | CASH | GENERAL | $15,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44189 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | CASH | GENERAL | $35,000 |
| REIKES CENTER | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 95025 | N/A | CASH | GENERAL | $20,000 |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | N/A | CASH | GENERAL | $25,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | N/A | CASH | GENERAL | $40,000 |
| STANFORD WOMENS CANCER CENTER | |||||||
| 900 BLAKE WILBUR DRIVE | PALO ALTO | CA | 94304 | N/A | CASH | GENERAL | $18,000 |
| SUTTER CARE AT HOME | |||||||
| 1670 S AMPHLETT STE 300B | SAN MATEO | CA | 94402 | N/A | CASH | GENERAL | $10,000 |
| YOUNG LIFE SF | |||||||
| 1258 35TH STREET | SAN FRANCISCO | CA | 94122 | N/A | CASH | GENERAL | $3,373 |
| YOUNG LIFE WOODLEAF | |||||||
| 3107 SHELBY STREET | HARLAN | IA | 51537 | N/A | CASH | GENERAL | $45,000 |
| YOUTH REACH | |||||||
| 428 WOODSTOCK DRIVE | STOCKTON | CA | 95207 | N/A | CASH | GENERAL | $95,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,288,452 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $132,846 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $324,843 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$78,788 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,804 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $702,720 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,086,425 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,086,425 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME USED TO HELP MAINTAIN THE FOUNDATIONS FUND BALANCE |
| 4 | INCOME USED TO HELP MAINTAIN THE FOUNDATIONS FUND BALANCE |
| 7 | INCOME USED TO HELP MAINTAIN THE FOUNDATIONS FUND BALANCE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,500 | Amt |
| Net Investment Income | $14,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $569,342 | EOYBookValueAmt |
| EOYFMV | $574,689 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $592,909 | EOYBookValueAmt |
| EOYFMV | $4,362,692 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,259,824 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,240,962 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | AT COST | $5,171,721 | $5,171,721 |
| MUTUAL FUNDS | AT COST | $4,638,984 | $8,536,992 |
| INVESTMENT IN REIT | AT COST | $1,064,555 | $1,060,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $1,119 | BOYBookValueAmt |
| EOY Book Value | $40 | EOYBookValueAmt |
| EOYFMV | $40 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $177,905 | $177,905 | $0 |
| BANK FEES | $272 | $272 | $0 |
| MISCELLANEOUS EXPENSE | $1,450 | $1,450 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $17 | $17 | $17 |
| OTHER PARTNERSHIP INCOME | $4,787 | $4,787 | $4,787 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BOOK/TAX DIFFERENCES | Desc |
| BOY Book Value | $233,923 | BOYBookValueAmt |
| EOY Book Value | $337,455 | EOYBookValueAmt |