BRUNER FAM FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRUNER FAM FOUNDATION INC (EIN 77-0498665)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-09
- IRS object ID
- 201322219349100607
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-09T12:20:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770164567 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770498665 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRUN | NameControl |
| Phone | 6509490200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 GARCIA AVENUE | AddressLine1 |
| City | HALF MOON BAY | City |
| State | CA | State |
| ZIP Code | 94019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL BRUNER | Name |
| Title | PRESIDENT/DIRECTOR | Title |
| Phone | 6509490200 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE E ROE | Name |
| PTIN | P00231152 | PTIN |
| Phone | 4083542205 | Phone |
| Date Prepared | 2013-08-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 558533 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5200 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5200 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4941 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4600 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13339 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 346877 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13339 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 383 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 383 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 23863 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23522 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 7 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 305 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 332 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32832 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8969 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 23522 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 106210 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 39560 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39560 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 430445 | InvestmentsOtherBOY |
| Investments Other EOY | 518973 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 518973 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 536655 | TotalAssetsBOY |
| Total Assets EOY | 558533 | TotalAssetsEOY |
| Total Assets EOYFMV | 558533 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 536655 | RetainedEarningsBOY |
| Retained Earnings EOY | 558533 | RetainedEarningsEOY |
| Total Net Assets BOY | 536655 | TotalNetAssetsBOY |
| Total Net Assets EOY | 558533 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 536655 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 558533 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 536655 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8969 | ExcessOfRevenueOverExpenses |
| Other Increases | 30847 | OtherIncreases |
| Subtotal | 558533 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 558533 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| FIDELITY - NATIONAL FINANCIAL SERVICES | 149053 | 146983 | 2070 | 2070 | |
| FIDELITY - NATIONAL FINANCIAL SERVICES | 53770 | 52144 | 1626 | 1626 | |
| TD AMERITRADE | 143902 | 134411 | 9491 | 9491 | |
| CAPITAL GAINS DIVIDENDS | 152 | 152 | 152 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13339 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15170 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 576089 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026333 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 38519 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 566073 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068046 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33408 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 611059 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054672 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 642335 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025688 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 645821 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.018271 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.193010 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038602 | AverageDistributionRatio |
| Net Noncharitable Assets | 560851 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 21650 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 235 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 21885 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 235 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 235 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 235 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 235 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL BRUNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6509490200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 GARCIA AVENUE | AddressLine1 |
| City | HALF MOON BAY | City |
| State | CA | State |
| ZIP Code | 94019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MIKE BRUNER | ||||||||
| 339 GARCIA AVENUE | HALF MOON BAY | CA | 940191886 | PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| MELANIE BRUNER | ||||||||
| 339 GARCIA AVENUE | HALF MOON BAY | CA | 940191886 | SECRETARY/DIRECTOR | 0.00 | 0 | 0 | 0 |
| STEVEN HALLGRIMSON | ||||||||
| TEN ALMADEN BOULEVARD 11TH FLOOR | SAN JOSE | CA | 951132233 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 511316 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58076 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 569392 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 569392 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8541 | CashDeemedCharitable |
| Net Noncharitable Assets | 560851 | NetNoncharitableAssets |
| Minimum Investment Return | 28043 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28043 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 235 | TaxBasedOnInvestmentIncome |
| Total Tax | 235 | TotalTax |
| Distributable Amount Before Adj | 27808 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 27808 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 27808 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 32500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 235 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 32265 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 27808 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 379 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 379 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 27808 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4692 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5071 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5071 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 379 | ExcessFromYear2 |
| Excess From Current Year | 4692 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1999-08-23 | DateOfRuling |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE BRUNER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MIKE BRUNER BRUNER FAMILY FOUNDATIO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 GARCIA AVENUE | AddressLine1 |
| City | HALF MOON BAY | City |
| State | CA | State |
| ZIP Code | 940191886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6509490200 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION BAY AREA CHAPTER | ||||||||
| 565 COMMERIAL STREET 2ND FLOOR | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC | RESEARCH | $5,000 | |
| ALZHEIMER'S RESEARCH | ||||||||
| 1060 LA AVENIDA | MOUNTAIN VIEW | CA | 94043 | N/A | PUBLIC | RESEARCH | $1,000 | |
| BAY AREA BLUES SOCIETY | ||||||||
| 408 13TH STREET 512 | OAKLAND | CA | 94612 | N/A | PUBLIC | EDUCATION | $500 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 5 3RD STREET SUITE 815 | SAN FRANCISCO | CA | 94103 | N/A | PUBLIC | RESEARCH | $8,500 | |
| COMMUNITY UNITED METHODIST CHURCH | ||||||||
| 777 MIRAMONTES STREET | HALF MOON BAY | CA | 94019 | N/A | PUBLIC | PUBLIC | $2,000 | |
| NORTHERN CALIFORNIA OLYMPIANS | ||||||||
| 2607 POST STREET B | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC | EDUCATION | $500 | |
| HALF MOON BAY HIGH SCHOOL | ||||||||
| LEWIS FOSTER DRIVE | HALF MOON BAY | CA | 94019 | N/A | PUBLIC | EDUCATION | $2,000 | |
| REBEKAH CHILDREN'S SERVICE | ||||||||
| 290 IOOF AVENUE | GILROY | CA | 95020 | N/A | PUBLIC | COMMUNITY SERVICES | $2,500 | |
| STROKE AWARENESS FOUNDATION | ||||||||
| 1400 PARKMOOR SUITE 230 | SAN JOSE | CA | 95126 | N/A | PUBLIC | RESEARCH | $2,000 | |
| STANFORD UNIVERSITY ATHLETIC DEPARTMENT | ||||||||
| STANFORD UNIVERSITY DEPT OF | STANFORD | CA | 943056105 | N/A | PUBLIC | EDUCATION | $5,000 | ATHLETICS - 326 GALVEZ STREET |
| SENIOR COASTSIDERS | ||||||||
| 535 KELLY STREET | HALF MOON BAY | CA | 94019 | N/A | PUBLIC | COMMUNITY SERVICES | $500 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO ROAD 300 | MOUNTAIN VIEW | CA | 94040 | N/A | PUBLIC | EDUCATION | $500 | |
| SWIM ACROSS AMERICA | ||||||||
| ONE INTERNATIONAL PLACE SUITE 4600 | BOSTON | MA | 02110 | N/A | PUBLIC | CANCER RESEARCH | $2,000 | |
| YOSEMITE CONSERVANCY | ||||||||
| PO BOX 230 | EL PORTAL | CA | 95318 | N/A | PUBLIC | PUBLIC | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,200 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,941 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $383 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,339 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,863 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23863 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | FMV | 458764 | 458764 |
| TD AMERITRADE (THINKORSWIM, INC.) | FMV | 60209 | 60209 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TD AMERITRADE | Description |
| Revenue And Expenses Per Books | 383 | RevenueAndExpensesPerBooks |
| Net Investment Income | 383 | NetInvestmentIncome |
| Adjusted Net Income | 383 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET INCREASE IN VALUE OF SECURITIES | Description |
| Amount | $30,847 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $249 | 0 | 0 |
| STATE TAXES | $56 | 0 | 0 |