HOUSE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOUSE FAMILY FOUNDATION (EIN 52-2207366)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-11
- IRS object ID
- 201433159349100748
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T15:22:07-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Costantini Danna Immer & Reynolds CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W San Fernando St Suite 495 | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522207366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 4088667296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5205 PROSPECT ROAD SUITE 135-158 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95129 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HOUSE | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Costantini | PreparerPersonNm |
| PTIN | P00290373 | PTIN |
| Phone | 4082956200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,442,594 | 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 | $1,837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $376,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $376,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $627,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,399,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $627,372 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,005,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,005,424 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,766 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,766 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $236 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $236 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $43,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,561 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161,702 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,319 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $317,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $164,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $484,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $484,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $801,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $164,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $840,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,281,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,551,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,551,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,826,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,875,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,768,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,237,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,122,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,122,240 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,345,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,549,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,442,594 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,345,492 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,549,146 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,345,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,549,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,345,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,549,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,345,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,654 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,549,146 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,549,146 | 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 |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULES | P | 2010-01-01 | 2013-07-01 | $6,270,657 | $5,772,255 | $498,402 | $498,402 |
| Capital Gain Dividends | |||||||
| $128,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $627,372 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $770,782 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,015,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,644,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,010,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10272 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,742,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,715,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09838 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,617,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,677,662 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $804,746 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,788,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04524 | DistributionYr5Rt |
| Total Distribution | 0.38312 | TotalDistributionRt |
| Average Distribution | 0.07662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,468,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,415,102 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,423,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $600,882 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,813 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,813 | SubtotalAmt |
| Tax Based On Investment Income | $16,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,752 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,939 | OverpaymentAmt |
| Applied To ES Tax | $3,939 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK COSTANTINI CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082956200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W SAN FERNANDO ST 495 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID HOUSE | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | President & CEO | 5.00 | $0 |
| ROBERT HOUSE | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | Treasurer | 2.00 | $0 |
| SHELLEY CARGILL | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | Secretary | 2.00 | $0 |
| ROBERT OLSEN | ||||||
| 5205 PROSPECT RD STE 135-158 | SAN JOSE | CA | 95129 | Vice President | 2.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOYCE HOUSE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5205 PROSPECT ROAD SUITE 135-158 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC. DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,000 | CompensationAmt |
| Employee Benefits | $2,766 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,179,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,890,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,679,674 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,749,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,749,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $281,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,468,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $923,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $923,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,813 | TotalTaxAmt |
| Distributable Before Adj | $906,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $906,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $906,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,882 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $600,882 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $600,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $906,593 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $677,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $870,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $846,500 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,393,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $600,882 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $600,882 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $305,711 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $305,711 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,088,144 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,088,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $371,369 | ExcessFromYear4Amt |
| Excess From Year3 | $870,275 | ExcessFromYear3Amt |
| Excess From Year2 | $846,500 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID HOUSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | NONE | N/A | GENERAL | $65,000 |
| BOYS GIRLS CLUB OF PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | N/A | GENERAL | $65,000 |
| MCMILLAN SCHOOL | |||||||
| 2885 HYDE PARK ROAD | MUSKEGON | MI | 49445 | NONE | N/A | GENERAL | $2,500 |
| GIRLS INC ALAMEDA COUNTY | |||||||
| 13666 EAST 14TH STREET | SAN LEANDRO | CA | 94578 | NONE | N/A | GENERAL | $25,000 |
| EASTSIDE COLLEGE PREP SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | N/A | GENERAL | $51,000 |
| THE TECH MUSEUM OF INNOVATION | |||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | NONE | N/A | GENERAL | $100,000 |
| KRAUSE CENTER FOR INNOVATION | |||||||
| 12345 EL MONTE ROAD | LOS ALTOS | CA | 94022 | NONE | N/A | GENERAL | $50,000 |
| COMMUNITY FDN FOR MUSKEGON CTY | |||||||
| 425 W WESTERN AVE STE 200 | MUSKEGON | MI | 49440 | NONE | N/A | GENERAL | $20,000 |
| MONTALVO ARTS CENTER | |||||||
| PO BOX 158 | SARATOGA | CA | 95070 | NONE | N/A | GENERAL | $5,000 |
| SACRED HEART COMMUNITY CENTER | |||||||
| 1381 S FIRST STREET | SAN JOSE | CA | 95110 | NONE | N/A | GENERAL | $1,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 426 17TH STREET SUITE 300 | OAKLAND | CA | 94612 | NONE | N/A | GENERAL | $43,500 |
| KOMEN GRAND RAPIDS RACE FOR THE CUR | |||||||
| 25 SHELDON BLVD SW | GRAND RAPIDS | MI | 49503 | NONE | N/A | GENERAL | $1,000 |
| CHILDREN'S CREATIVITY MUSEUM | |||||||
| 221 4TH STREET | SAN FRANCISCO | CA | 94103 | NONE | N/A | GENERAL | $25,000 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | N/A | GENERAL | $10,000 |
| ASPIRANETMOUSE SQUAD OF CA | |||||||
| 400 OYSTER POINT BLVD SUITE 501 | SOUTH SAN FRANCISCO | CA | 94080 | NONE | N/A | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $484,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,837 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $627,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,005,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $2,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $236 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $236 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $95 | $95 | |
| CERTIFICATION FEES | $56 | $56 | |
| DUES & MEMBERSHIPS | $725 | $725 | |
| OUTSIDE SERVICES | $1,866 | $1,866 | |
| PARTNERSHIP PORTFOLIO DEDUCTIONS | $18,147 | $18,147 | |
| PAYROLL PROCESSING FEES | $2,124 | $2,124 | |
| PORTFOLIO MANAGEMENT FEES | $161,551 | $161,551 | |
| Rental Expenses | $240 | $240 | |
| TELEPHONE | $1,059 | $1,059 | |
| WORKERS COMP EXPENSE | $1,158 | $1,158 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $36,112 | ||
| FILING FEES | $210 | $210 | |
| FOREIGN WITHHOLDING TAXES | $749 | $749 | |
| PAYROLL TAXES | $6,351 | $6,351 |