Civic Intelligence

Thomas and Donna Whitney Education Foundation

990PF • Fiscal year 2017 • EIN 94-2775750

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization Profile
10455 Albertsworth LaneLos Altos Hills, CA 94024

(650) 949-3568

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

7.7%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

215%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$894,256

Up $63,782 (+7.7%) from 2016

Net Assets

Up

$894,256

Up $63,782 (+7.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin16th percentile

Revenue

Up

$20,334

Up $13,886 (+215%) from 2016

Expenses

Up

$24,475

Up $8,256 (+51%) from 2016

Net Income

Up

-$4,141

Up $5,630 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $739,685Liabilities 2012: $21,0002012Assets 2013: $790,313Liabilities 2013: $1,3872013Assets 2014: $878,406Liabilities 2014: $5242014Assets 2015: $863,271Liabilities 2015: $21,333Net Assets 2015: $841,9382015Assets 2016: $830,474Liabilities 2016: $0Net Assets 2016: $830,4742016Assets 2017: $894,256Liabilities 2017: $0Net Assets 2017: $894,2562017Assets 2018: $889,929Liabilities 2018: $24Net Assets 2018: $889,9052018Assets 2019: $910,989Liabilities 2019: $0Net Assets 2019: $910,9892019Assets 2020: $875,998Liabilities 2020: $0Net Assets 2020: $875,9982020Assets 2021: $1,066,282Liabilities 2021: $201Net Assets 2021: $1,066,0812021Assets 2022: $924,679Liabilities 2022: $5,434Net Assets 2022: $919,2452022Assets 2023: $888,364Liabilities 2023: $491Net Assets 2023: $887,8732023Assets 2024: $932,011Liabilities 2024: $49Net Assets 2024: $931,9622024Assets 2025: $959,277Liabilities 2025: $108Net Assets 2025: $959,1692025

Highlighted filing

2017

Assets$894,256
Liabilities$0
Net Assets$894,256
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2012: $9,210Expenses 2012: $64,356Net Income 2012: -$55,1462012Revenue 2013: $25,122Expenses 2013: $17,698Net Income 2013: $7,4242013Revenue 2014: $23,249Expenses 2014: $37,499Net Income 2014: -$14,2502014Revenue 2015: $8,915Expenses 2015: $74,639Net Income 2015: -$65,7242015Revenue 2016: $6,448Expenses 2016: $16,219Net Income 2016: -$9,7712016Revenue 2017: $20,334Expenses 2017: $24,475Net Income 2017: -$4,1412017Revenue 2018: $26,112Expenses 2018: $109,164Net Income 2018: -$83,0522018Revenue 2019: $9,444Expenses 2019: $38,007Net Income 2019: -$28,5632019Revenue 2020: -$8,240Expenses 2020: $62,438Net Income 2020: -$70,6782020Revenue 2021: $21,413Expenses 2021: $25,806Net Income 2021: -$4,3932021Revenue 2022: -$16,216Expenses 2022: $40,532Net Income 2022: -$56,7482022Revenue 2023: $18,231Expenses 2023: $97,822Net Income 2023: -$79,5912023Revenue 2024: $31,270Expenses 2024: $69,122Net Income 2024: -$37,8522024Revenue 2025: $19,601Expenses 2025: $56,309Net Income 2025: -$36,7082025

Highlighted filing

2017

Revenue$20,334
Expenses$24,475
Net Income-$4,141
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA WHITNEYPres, Asst Treas-$0--
SUZANNE WHITNEY SMEDTVP, Secretary-$0--
THOMAS A WHITNEYTreasurer, Asst Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMUSIC FOR MINORSPURPOSE: EDUCATION - FUND A NEEDPUBLIC CHARITYSAN CARLOS, CA, US$6,000
Paid GrantLAND TRUST OF SANTA CRUZ COUNTYPURPOSE: EDUCATION - WILDLIFE TUNNEL PROJECTPUBLIC CHARITYSANTA CRUZ, CA, US$2,500
Paid GrantEDENVALE ELEMENTARY SCHOOLPURPOSE: EDUCATION - ADOPT A COLLEGE SCHOLARSHIP FUNDPUBLIC CHARITYSAN JOSE, CA, US$1,000
Paid GrantNEW MUSEUM LOS GATOS (FORMERLY LOS GATOS MUSEUMS ASSOCIATION)PURPOSE: EDUCATION - A CALL TO COLLECT EXHIBITION SPONSORSHIPPUBLIC CHARITYLOS GATOS, CA, US$1,000
Paid GrantTHE TRUST FOR HIDDEN VILLAPURPOSE: EDUCATION - JUST AND SUSTAINABLE FUTURE FUNDPUBLIC CHARITYLOS ALTOS HILLS, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Thomas and Donna Whitney
EIN
94-2775750
Phone
6509493568
Address
10455 ALBERTSWORTH LANE, LOS ALTOS HILLS, CA 94024

Signing Officer

Name
Donna Whitney
Title
President
Phone
6509493568
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
MARTIN STAVOLONE & HUGHES CPA'S PC
Address
1570 THE ALAMEDA STE 306, SAN JOSE, CA 95126-2324
Preparer
Tracy J Hughes
Phone
4082978830
Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt05660
AccountingFeesSchedule/AccountingFeesDetail/Amt1400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCTG FEES - PREP OF NONPROFIT RETURNS
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCTG FEES - BOOKKEEPING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04245
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1100
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATIONS SECTION 53.4942(A)-3(D)(2), THE THOMAS AND DONNA WHITNEY EDUCATION FOUNDATION HEREBY ELECTS TO TREAT $XX,XXX OF THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ________________________________________________NAME AND TITLE: DONNA WHITNEY, PRESIDENT AND ASSISTANT TREASURER
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0854148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0809982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0876514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0828244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0753297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0731373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.233387
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016055
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016055
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016055
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010455 ALBERTSWORTH LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ALTOS HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DONNA WHITNEY PRESIDENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum06509493568
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt01. BASIC INFORMATION: A. PROJECT DIRECTOR(S) B. TITLE/ASSIGNMENT(S) C. PROJECT STUDENT #; STAFF #; AND AGE LEVEL D. DATES PROJECT BEGINS AND ENDS E. PROJECT SCHOOL OR COMMUNITY, ADDRESS, TELEPHONE AND FAX NUMBERS F. DIRECTOR OF CURRICULUM OR PROGRAMS, TELEPHONE AND FAX NUMBERS G. REQUESTED GRANT AMOUNT AND DATE(S) NEEDED H. DATE OF BOARD MEETING APPROVAL (ATTACH BOARD MINUTES) 2. PROJECT SUMMARY, INCLUDING TITLE OF YOUR PROJECT AND STATEMENT OF THE SPECIFIC PURPOSE/RATIONAL AND CONTENT OF YOUR PROJECT 3. ATTACH YOUR BUDGET AND A COPY OF YOUR 501(C)(3) DOCUMENTATION 4. A LIST OF YOUR BOARD OF DIRECTORS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DONNA WHITNEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06509493568
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010455 ALBERTSWORTH LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LOS ALTOS HILLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094024
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION ACCEPTS APPLICATIONS FROM PUBLIC SCHOOL DISTRICTS, OR 501(C)(3) NON-PROFIT ORGANIZATIONS AND UNIVERSITIES. THE FOUNDATION WILL NOT: 1. MAKE GRANTS TO PRIVATE SCHOOLS; 2. SUPPLANT ONGOING FUNDING OBLIGATIONS OF SCHOOL DISTRICTS; 3. GENERALLY MAKE GRANTS TO ONGOING OPERATING BUDGETS; 4. MAKE GRANTS SOLELY FOR ACQUISITION OF EQUIPMENT SUCH AS COMPUTER HARDWARE OR SOFTWARE; 5. FUND PROGRAMS AIMED PRIMARILY AT SERVING THE "SPECIAL EDUCATION" POPULATION; OR 6. SUPPORT FUND RAISING DRIVES OR SPECIAL EVENTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONNA WHITNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PURPOSE: EDUCATION - ADOPT A COLLEGE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PURPOSE: EDUCATION - WILDLIFE TUNNEL PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PURPOSE: EDUCATION - FUND A NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PURPOSE: EDUCATION - A CALL TO COLLECT EXHIBITION SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PURPOSE: EDUCATION - JUST AND SUSTAINABLE FUTURE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EDENVALE ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LAND TRUST OF SANTA CRUZ COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MUSIC FOR MINORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEW MUSEUM LOS GATOS (FORMERLY LOS GATOS MUSEUMS ASSOCIATION)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE TRUST FOR HIDDEN VILLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RELATIONSHIP: N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1RELATIONSHIP: N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2RELATIONSHIP: N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3RELATIONSHIP: N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4RELATIONSHIP: N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0285 AZUCAR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1617 WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21100 INDUSTRIAL ROAD SUITE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3106 E MAIN STEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt426870 MOODY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA CRUZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN CARLOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS GATOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ALTOS HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494022
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09189
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06866
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016055
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032731
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06866
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt042
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11406
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EXCISE TAX REFUND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0789
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1619
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0789
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1619
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA FORM 199 ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherIncreasesSchedule/OtherIncreasesDetail/Amt067923
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED NET GAIN FROM INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06019
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06019
TaxesSchedule/TaxesDetail/Amt0787
TaxesSchedule/TaxesDetail/Amt197
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt197
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06509493568
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS AND DONNA WHITNEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0942775750
ReturnHeader/Filer/PhoneNum06509493568
ReturnHeader/Filer/USAddress/AddressLine1Txt010455 ALBERTSWORTH LANE
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0473BC15AD0F10C261CB16D3A6ECA6DD5D29BDC66

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$894,256
Liabilities
$0
Net assets
$894,256
Revenue
$20,334
Expenses
$24,475
Net income
-$4,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.06$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.03$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.92$0.02$0.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.01$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.02$0.84$0.01$0.07$0.07
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.02$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.74$0.02$0.01$0.06$0.06