2025-10-13T09:01:26-05:00 2024-12-31 205631854 TIAA KASPICK LLC 203 REDWOOD SHORES PARKWAY STE 420 Redwood Shores CA 94065 990 2024-01-01 956031188 TOM AND VALLEY KNUDSEN FOUNDATION TOMA 6263956250 MAIL CODE 5-32 OFFICE OF GIFT PLAN PASADENA CA 91125 SHARON E PATTERSON PRESIDENT 6263956250 2025-07-15 true true KIMBERLY G PALMER P00438998 6505854100 2025-07-15 2024 2025-03-06 01:10:19Z Sharon E Patterson 1296961 false X N/A X 1997 CA Direct support of California Institute of Technology, Harvey Mudd College, Loma Linda University, Loyola Marymount University,Mount St. Mary's College, Occidental College, Pomona College, and the University of Redlands to be used for general purposes in accordance with amended and restated bylaws dated 6/2/97. 6 0 0 0 0 0 0 320772 398005 0 320772 398005 281300 355450 0 0 0 0 34698 33620 315998 389070 4774 8935 5922501 5931436 0 0 5922501 5931436 X Direct support of California Institute of Technology, Harvey Mudd College, Loma Linda University, Loyola Marymount University,Mount St. Mary's College, Occidental College, Pomona College, and the University of Redlands to be used for general purposes in accordance with amended and restated bylaws dated 6/2/97. false false 355450 355450 The Tom and Valley Knudsen Foundation invests in savings and marketable securities. The income from these investments is divided between California Institute of Technology, Harvey Mudd College, Loma Linda University, Loyola Marymount University,Mount St. Mary's College, Occidental College, Pomona College, and the University of Redlands to be used for education purposes in accordance with the amended and restated articles of incorporation of the Knudsen Foundation executed in 1997. 355450 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 6 0 false false false false false false false true true false false true false false false false false false CA X CaltechTrustee AttnNatalie L Piega 6263956250 1200 E California Blvd Pasadena CA 91125 Scott Richland CFO 0.1 40.0 X X 0 1279027 91351 Sharon E Patterson President 0.1 40.0 X X 0 531597 72232 James A Ehlers Secretary 0.1 40.0 X X 0 228964 30760 Douglas N Macbean CFO 0.1 40.0 X X 0 780202 68851 Rick D Robertson Secretary 0.1 40.0 X X 0 206976 44336 Stacey L Scoville Board Member 0.1 40.0 X 0 276906 44318 0 3303672 351848 6 false true false 187399 187399 1109562 898956 210606 210606 210606 398005 398005 355450 355450 19969 19969 3328 3328 10323 10323 389070 355450 33620 0 23806 26240 5898695 5905196 5922501 5931436 0 0 X 5922501 5931436 5922501 5931436 5922501 5931436 X 8935 X false false false X X 8 California Institute of Technology 951643307 2 true 59350 0 University of Redlands 951643389 2 true 42300 0 Pomona College 951664112 2 true 42300 0 Harvey Mudd College 951911219 2 true 42300 0 Loma Linda University 951816009 2 true 42300 0 Loyola Marymount University 951643334 2 true 42300 0 Mount St Mary's College 951641455 2 true 42300 0 Occidental College 951667177 2 true 42300 0 8 355450 0 true false false false false false false false false false false false false false false true false 0 0 0 0 0 0 true CA Inst of Technology 1200 E California BlvdMC 234-6 Pasadena CA 91125 951643307 59350 Book Value Support University of Redlands Post Office Box 3080 Redlands CA 92373 951643389 42300 Book Value Support Pomona College 550 North College Avenue Claremont CA 91711 951664112 42300 Book Value Support Harvey Mudd College 1201 E 12th Street Claremont CA 91711 951911219 42300 Book Value Support Loma Linda University Magan Hall Room 13 Loma Linda CA 92350 951816009 42300 Book Value Support Loyola Marymount Univ 7900 Loyola Boulevard Los Angeles CA 90045 951643334 42300 Book Value Support Mount Saint Mary's 10 Chester Place Los Angeles CA 90007 951641455 42300 Book Value Support Occidental College 1600 Campus Road Los Angeles CA 90041 951667177 42300 Book Value Support 8 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The income was calculated and distributed on an annual basis in accordance with the terms of the corporate bylaws. true false false false false false false false false false Scott Richland CFO 0 645568 0 580958 0 52501 0 60478 0 30873 0 1370378 0 0 Sharon E Patterson President 0 501247 0 7500 0 22850 0 52490 0 19742 0 603829 0 0 James A Ehlers Secretary 0 200984 0 0 0 27980 0 29976 0 784 0 259724 0 0 Douglas N Macbean CFO 0 468617 0 288585 0 23000 0 38690 0 30161 0 849053 0 0 Rick D Robertson Secretary 0 206976 0 0 0 0 0 28693 0 15643 0 251312 0 0 Stacey L Scoville Board Member 0 276906 0 0 0 0 0 40617 0 3701 0 321224 0 0 FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW The tax staff at TIAA Kaspick, LLC prepares the tax returns for charitable trusts, including the Tom & Valley Knudsen Foundation, that are administered for California Institute of Technology, as their client. California Institute of Technology provides information to be used in the preparation of the Form 990 and accompanying schedules. The 990 returns are reviewed by the accounting staff at California Institute of Technology and any changes needed are discussed with TIAA Kaspick, LLC who would make any necessary changes in the final tax returns. The final returns are then presented to the Board of Directors of the Tom and Valley Knudsen Foundation for approval prior to the return being filed. FORM 990, PAGE 6, PART VI, LINE 19 Forms 990 and 1023 are available for public inspections;however,other trust documents including governing documents, conflict of interest policy, and financial statements are not made available to the general public. California Institute of Technology 1200 East California Blvd MC 234-6 Pasadena CA 91125 951643307 Education CA 501(c)(3) 1 NA false false true false false false false false false false false false false false false false false false false false California Institute of Technology b 59350 Cash