BRUNER FAM FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRUNER FAM FOUNDATION INC (EIN 77-0498665)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-08
- IRS object ID
- 201113129349100806
- Schema version
- 2010v3.4
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T12:50:44-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE E ROE | Name |
| Phone | 4083542205 | Phone |
| Date Prepared | 2011-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 594821 | 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 | 5367 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5367 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7723 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7723 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -30046 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2235357 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -16956 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13090 | 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 |
| Accounting Fees Rev And Expnss | 1450 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 106 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 18 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1624 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 40274 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 38650 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -57230 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13090 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 169942 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 61346 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 61346 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 445590 | InvestmentsOtherBOY |
| Investments Other EOY | 533475 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 533475 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 615532 | TotalAssetsBOY |
| Total Assets EOY | 594821 | TotalAssetsEOY |
| Total Assets EOYFMV | 594821 | 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 | 615532 | RetainedEarningsBOY |
| Retained Earnings EOY | 594821 | RetainedEarningsEOY |
| Total Net Assets BOY | 615532 | TotalNetAssetsBOY |
| Total Net Assets EOY | 594821 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 615532 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 594821 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 615532 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -57230 | ExcessOfRevenueOverExpenses |
| Other Increases | 36519 | OtherIncreases |
| Subtotal | 594821 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 594821 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY - NATIONAL FINANCIAL SERVICES LLC | P | 387535 | 384420 | 3115 | 3115 |
| FIDELITY - NATIONAL FINANCIAL SERVICES LLC | P | 6403 | 10086 | -3683 | -3683 |
| THINKORSWIM - TD AMERITRADE | P | 1841359 | 1870897 | -29538 | -29538 |
| CAPITAL GAINS DIVIDENDS | P | 60 | 60 | 60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -30046 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33408 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 611059 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054672 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 642335 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.025688 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 645821 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.018271 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 622353 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045794 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 557614 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.032280 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.176705 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035341 | AverageDistributionRatio |
| Net Noncharitable Assets | 566073 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20006 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 131 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20137 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 38650 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 131 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 131 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 131 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 379 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 379 | TotalCreditsAndPayments |
| Overpayment | 248 | Overpayment |
| Amount Credited To Next Year | 248 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 718 BELDON DRIVE | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | 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 | 398890 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 175803 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 574693 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 574693 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8620 | CashDeemedCharitable |
| Net Noncharitable Assets | 566073 | NetNoncharitableAssets |
| Minimum Investment Return | 28304 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28304 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 131 | TaxBasedOnInvestmentIncome |
| Total Tax | 131 | TotalTax |
| Distributable Amount Before Adj | 28173 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 28173 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 28173 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 38650 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 38650 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 131 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 38519 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28173 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 3039 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3039 | TotalExcessDistriCarryover |
| Qualifying Distributions | 38650 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 28173 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10477 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 13516 | 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 | 13516 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 3039 | ExcessFromYear1 |
| Excess From Current Year | 10477 | 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 (15 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 | PUBLIC | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 747 CAMDEN AVENUE STE B | CAMPBELL | CA | 95008 | N/A | PUBLIC | SPORTS ACTIVITIES | $250 | |
| COMMUNITY UNITED METHODIST CHURCH | ||||||||
| 777 MIRAMONTES STREET | HALF MOON BAY | CA | 94019 | N/A | PUBLIC | PUBLIC | $1,000 | |
| EAST PALO ALTO TEEN HOME | ||||||||
| 2265 OAKWOOD DRIVE | EAST PALO ALTO | CA | 94303 | N/A | PUBLIC | PUBLIC | $250 | |
| HALF MOON BAY HIGH SCHOOL | ||||||||
| LEWIS FOSTER DRIVE | HALF MOON BAY | CA | 94019 | N/A | PUBLIC | EDUCATION | $1,000 | |
| JOB TRAIN | ||||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 94025 | N/A | PUBLIC | EDUCATION | $2,600 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 221 MAIN STREET | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC | PUBLIC | $500 | |
| LIVE THE DREAM FOUNDATION OF SILICON VALLEY | ||||||||
| PO BOX 611573-1292 | SAN JOSE | CA | 95161 | N/A | PUBLIC | PUBLIC | $750 | |
| SHULE MANDELA ACADEMY | ||||||||
| PO BOX 50714 | EAST PALO ALTO | CA | 94303 | N/A | PUBLIC | EDUCATION | $500 | |
| STANFORD UNIVERSITY - IAN M CRIBBS MEMORIAL FUND | ||||||||
| STANFORD UNIVERSITY - DEPARTMENT OF | STANFORD | CA | 943056105 | N/A | PUBLIC | EDUCATION/SPORTS ACTIVITIES | $1,000 | ATHLETICS 326 GALVEZ STREET |
| SWIM ACROSS AMERICA | ||||||||
| ONE INTERNATIONAL PLACE SUITE 4600 | BOSTON | MA | 02110 | N/A | PUBLIC | PUBLIC | $25,000 | |
| HABITAT FOR HUMANITY GREATER SF | ||||||||
| 645 HARRISON STREET STE 201 | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC | PUBLIC | $500 | |
| MAVERICKS SWIMMING ASSOCIATION | ||||||||
| PO BOX 521 | HALF MOON BAY | CA | 94019 | N/A | PUBLIC | SPORTS ACTIVITIES | $500 | |
| ONE EAST PALO ALTO | ||||||||
| 17980-B BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PUBLIC | PUBLIC | $300 | |
| WALDEN WEST FOUNDATION | ||||||||
| 15555 SANBORN ROAD | SARATOGA | CA | 95070 | N/A | PUBLIC | EDUCATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38650 | 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 | $5,367 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,723 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$30,046 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$16,956 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -16956 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $1,450 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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 | 421827 | 421827 |
| THINKORSWIM, INC. | FMV | 111648 | 111648 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE EXPENSES | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET INCREASE IN VALUE OF SECURITIES | Description |
| Amount | $36,519 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $8 | 0 | 0 |
| STATE TAXES | $10 | 0 | 0 |