FANE AND CORIE OPPERMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FANE AND CORIE OPPERMAN FOUNDATION (EIN 85-4361520)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349103472
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:34:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261508234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER ACCOUNTANTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 SARATOGA AVE STE 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854361520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FANE AND CORIE OPPERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FANE | BusinessNameControlTxt |
| Phone | 8314399615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SPREADING OAK DRIVE | AddressLine1Txt |
| City | SCOTTS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORIE OPPERMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8314399615 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW WHEELER CPA | PreparerPersonNm |
| PTIN | P00759706 | PTIN |
| Phone | 4082521800 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,493,649 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,441,955 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $89 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,295 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,295 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,554 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,656,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,938 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,384 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,133 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,421,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,805 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,384 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,457 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,673,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,237,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,237,665 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $239,349 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $249,527 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $249,527 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,948,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,493,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,493,649 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,946,259 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,493,149 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,946,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,493,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,948,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,493,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,946,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,421,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $125,805 | OtherIncreasesAmt |
| Subtotal | $5,493,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,493,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | APPLE INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2006-08-04 | AcquiredDt |
| Sold | 2025-12-05 | SoldDt |
| Gross Sales Price | $179,096 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,542 | CostOrOtherBasisAmt |
| Gain Or Loss | $177,554 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $177,554 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,554 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | 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 | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,158 | TaxDueAmt |
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 | Yes (1) | 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 | CORIE OPPERMAN | IndividualWithBooksNm |
| Phone | 8314399615 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SPREADING OAK DRIVE | AddressLine1Txt |
| City | SCOTTS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95066 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| FANE OPPERMAN | ||||||||
| 333 SPREADING OAK DRIVE | SCOTTS VALLEY | CA | 95066 | OFFICER | 1.00 | $0 | $0 | $0 |
| CORIE OPPERMAN | ||||||||
| 333 SPREADING OAK DRIVE | SCOTTS VALLEY | CA | 95066 | OFFICER | 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 | $2,835,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $244,907 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,119,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,119,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,072,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,958 | TotalTaxAmt |
| Distributable Before Adj | $150,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,675 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,134 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,134 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,882 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,882 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,882 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CSMUB COLLEGE OF BUSINESS | ||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | PC | DONATON | $30,000 |
| GATEWAY SCHOOL | ||||||
| 126 EUCALYPTUS AVENUE | SANTA CRUZ | CA | 95060 | PC | DONATION | $20,000 |
| MACALESTER COLLEGE | ||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | PC | DONATION | $10,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||
| PO BOX 412926 | BOSTON | MA | 02241 | PC | DONATION | $62,500 |
| RACE TO ERASE MS | ||||||
| 1875 CENTURY PARK E | LOS ANGELES | CA | 90067 | PC | DONATION | $1,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 4001 N FIRST STREET | SAN JOSE | CA | 95134 | PC | DONATION | $1,000 |
| UNITED WAY OF MONTEREY COUNTY | ||||||
| 232 MONTEREY ST STE 100 | SALINAS | CA | 93901 | PC | DONATION | $20,000 |
| UNIVERSITY CORP AT MONTEREY | ||||||
| 5108 4TH AVE | SEASIDE | CA | 93955 | PC | DONATION | $30,000 |
| CHILDRENS CANCER RESEARCH FUND | ||||||
| 1650 W 82ND ST STE 400 | MINNEAPOLIS | MN | 55431 | PC | DONATION | $10,000 |
| YORK SCHOOL | ||||||
| 9501 YORK RD | MONTEREY | CA | 93940 | PC | DONATION | $20,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN | ||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | PC | DONATION | $10,000 |
| BONE HEALTH AND OSTEOPOROSIS FOUNDATION | ||||||
| 251 18TH ST S STE 630 | ARLINGTON | VA | 222023528 | PC | DONATION | $200 |
| MUSEUM OF ARTS AND DESIGN | ||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PC | DONATION | $250 |
| MONTEREY BAY AQUARIUM | ||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PC | DONATION | $3,500 |
| CABRILLO FESTIVAL OF CONTEMPORARY MUSIC | ||||||
| 147 SOUTH RIVER STREET STE 232 | SANTA CRUZ | CA | 95060 | PC | DONATION | $300 |
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | PC | DONATION | $500 |
| HARVARD UNIVERSITY | ||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | PC | DONATION | $1,000 |
| DOMINICAN HOSPITAL FOUNDATION | ||||||
| 555 SOQUEL DR | SANTA CRUZ | CA | 96065 | PC | DONATION | $2,000 |
| PALO ALTO MEDICAL FOUNDATION | ||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | PC | DONATION | $2,500 |
| POSITIVE COACHING ALLIANCE | ||||||
| 66 FRANKLIN ST | OAKLAND | CA | 94607 | PC | DONATION | $300 |
| BLOOD CANCER UNITED | ||||||
| 111 W ST JOHN ST 705 | SAN JOSE | CA | 95113 | PC | DONATION | $200 |
| ARTHRITIS FOUNDATION | ||||||
| 1355 PEACHTREE ST NE STE 600 | ATLANTA | GA | 30309 | PC | DONATION | $200 |
| KUNMBIVA JAZZ CENTER | ||||||
| 320 CEDAR ST | SANTA CRUZ | CA | 95060 | PC | DONATION | $1,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | PC | DONATION | $2,000 |
| VALLEY CHURCHES UNITED MISSIONS | ||||||
| 9400 HIGHWAY 9 | BEN LOMOND | CA | 95005 | PC | DONATION | $500 |
| MONARCH SERVICES | ||||||
| 233 E LAKE AVE | WATSONVILLE | CA | 95076 | PC | DONATION | $500 |
| SANTA CRUZ SPCA | ||||||
| 2601 CHANTICLEER AVE | SANTA CRUZ | CA | 95065 | PC | DONATION | $200 |
| CABRILLO COLLEGE FOUNDATION | ||||||
| 6500 SOQUEL DR | APTOS | CA | 95003 | PC | DONATION | $1,000 |
| SANTA CRUZ CHORALE | ||||||
| 123 HIGH ST | SANTA CRUZ | CA | 95060 | PC | DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,150 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,938 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FANE W OPPERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SPREADING OAK DRIVE | AddressLine1Txt |
| City | SCOTTS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,439,555 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES AND ETFS | StockNm |
| EOY Book Value | $5,237,665 | EOYBookValueAmt |
| EOYFMV | $5,237,665 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $249,527 | BookValueAmt |
| EOYFMV | $249,527 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $125,805 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLE TO FANE AND CORIE | $2,400 | $0 |
| GRANT PAYABLE | $0 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $795 | $795 | $0 | $0 |
| FEDERAL EXCISE TAX | $1,338 | $1,338 | $0 | $0 |
| CA DEPT OF JUSTICE FEES | $25 | $0 | $0 | $25 |