BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431349349101473
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T09:24:05-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133050313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SACKS PRESS & LACHER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100161901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943374830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WENDELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWENDBusinessNameControlTxt
Phone6508541000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 FASHION BLVD 1010AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER WENDELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6508541000PhoneNum
Signature2024-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastWENDELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2024-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,872,679FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$898,908ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,431DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,938NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$757,846GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$757,846CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$924,277TotalRevAndExpnssAmt
Total Net Invst Incm$780,277TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$28,137TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$721,627ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$721,627ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$751,764TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$721,627TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,513ExcessRevenueOverExpensesAmt
Net Investment Income$778,277NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$273,627CashBOYAmt
Cash EOY$265,863CashEOYAmt
Cash EOYFMV$265,863CashEOYFMVAmt
Sav And Temp Cash Invst BOY$121,480SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$301,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$301,757SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$835,845CorporateStockBOYAmt
Corporate Stock EOY$835,845CorporateStockEOYAmt
Corporate Stock EOYFMV$835,845CorporateStockEOYFMVAmt
Other Investments BOY$1,162,959OtherInvestmentsBOYAmt
Other Investments EOY$1,162,959OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,469,214OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,393,911TotalAssetsBOYAmt
Total Assets EOY$2,566,424TotalAssetsEOYAmt
Total Assets EOYFMV$3,872,679TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,393,911RetainedEarningBOYAmt
Retained Earning EOY$2,566,424RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,393,911TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,566,424TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,393,911TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,566,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,393,911TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,513ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,566,424SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,566,424TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$757,846GrossSalesPriceAmt
Gain Or Loss$757,846GainOrLossAmt
Gains Minus Excess Or Losses$757,846GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$757,846CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,818InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,818SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,818TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,182OverpaymentAmt
Applied To ES Tax$9,182AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTAXPAYERIndividualWithBooksNm
Phone6508541000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11400 FASHION BLVD SUITE 1010AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404PRESIDENT, DIRECTOR, SECY4.00$0$0$0
LYNN WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR2.00$0$0$0
CHRISTOPHER WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR0.25$0$0$0
BRIAN WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR0.25$0$0$0
JENNIFER LENTZ
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR0.25$0$0$0
EMILY WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR0.25$0$0$0
PATRICK WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR0.25$0$0$0
CAROLYN A WENDELL
1400 FASHION BLVD 1010SAN MATEOCA94404DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,965,108AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$503,823AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,468,931TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,468,931AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,416,897NetVlNoncharitableAssetsAmt
Minimum Investment Return$170,845MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$170,845MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,818TaxBasedOnInvestmentIncomeAmt
Total Tax$10,818TotalTaxAmt
Distributable Before Adj$160,027DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$160,027DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$160,027DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$721,627ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$721,627QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$160,027DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$242,185ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$315,475ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$429,415ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$430,759ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$613,971ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,031,805TotalExcessDistributionCyovAmt
Qualifying Distributions$721,627QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$160,027AppliedToCurrentYearAmt
Remaining Distri From Corpus$561,600RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,593,405TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$242,185ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,351,220ExcessDistriCyovToNextYrAmt
Excess From Year4$315,475ExcessFromYear4Amt
Excess From Year3$429,415ExcessFromYear3Amt
Excess From Year2$430,759ExcessFromYear2Amt
Excess From Year1$613,971ExcessFromYear1Amt
Excess From Current Year$561,600ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER WENDELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$100
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA303031002PCGENERAL PURPOSES$106
THE AUXILLARY TO THE ISABELLA MCCOSH INFIRMARY
PO BOX 81PRINCETONNJ08542PCGENERAL PURPOSES$250
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$300
BEST BUDDIES CHALLENGE
100 SE 2ND STREET SUITE 2200MIAMIFL33131PCGENERAL PURPOSES$500
EDUCARE DC
640 ANACOSTIA AVENUEWASHINGTONDC20019PCGENERAL PURPOSES$500
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$500
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVE SUITE 200MANHATTAN BEACHCA90266PCGENERAL PURPOSES$500
AIM HIGH
2030 HARRISON STREET 3RD FLSAN FRANCISCOCA94110PCGENERAL PURPOSES$1,000
LEWIS W BUTLER FOUNDATION
1420 SUTTER STREET FL 1SAN FRANCISCOCA94109PCGENERAL PURPOSES$1,000
LITERACY VOLUNTEERS OF WASHINGTON COUNTY
PO BOX 825MACHIASME04654PCGENERAL PURPOSES$1,000
MUSICMENLO
50 VALPARAISO AVENUEATHERTONCA94027PCGENERAL PURPOSES$1,000
PALO ALTO PLAYERS
1305 MIDDLEFIELD ROADPALO ALTOCA94301PCGENERAL PURPOSES$1,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVE SUITE 100MOUNTAIN VIEWCA94043PCGENERAL PURPOSES$1,000
PRINCETON IN AFRICA
LOUIS A SIMPSON INTL BLDG PRINCETONPRINCETONNJ08530PCGENERAL PURPOSES$1,000UNIVERSITY
TEN STRANDS
330 IGNACIO BLVD SUITE 201NOVATOCA94949PCGENERAL PURPOSES$1,000
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,000
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL PURPOSES$2,500
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
PRINCETON BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$2,500
SJOGREN'S FOUNDATION
10701 PARKRIDGE BLVD SUITE 170RESTONVA20191PCGENERAL PURPOSES$2,500
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$2,566
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$6,000
GRASSROOTS SOCCER
15 LEBANON STREETHANOVERNH03755PCGENERAL PURPOSES$7,500
EDWELL
84 5TH AVESAN FRANCISCOCA94118PCGENERAL PURPOSES$10,000
PRATHAM USA
9703 ROCHMOND AVE SUITE 102HOUSTONTX77042PCGENERAL PURPOSES$10,000
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$10,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94144PCGENERAL PURPOSES$50,000
JOHNS HOPKINS UNIVERSITY
75 N WOLFE STBALTIMOREMD21231PCGENERAL PURPOSES$50,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$385,000
AI FOUNDATION
149 NEW MONTGOMERY STSAN FRANCISCOCA94105PCGENERAL PURPOSES$10,000
ARTLIFE PRODUCTIONS INC
423 DUBOCE AVENUESAN FRANCISCOCA94117PCGENERAL PURPOSES$1,000
CHILDREN'S DAY SCHOOL
333 DOLORES AVENUESAN FRANCISCOCA94110PCGENERAL PURPOSES$30,000
COTTAGE 1886 FOUNDATION
51 PROSPECT AVENUEPRINCETONNJ08540PCGENERAL PURPOSES$28,000
CPMC FOUNDATION
2015 STEINER STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,000
CURE ALZHEIMER'S FUND
34 WASHINGTON STREETWELLESLEYMA02481PCGENERAL PURPOSES$500
ELIZABETH'S SMILE
67 BAYBERRY ROADWESTPORTCT06880PCGENERAL PURPOSES$2,025
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
POBOX4184NEW YORKNY10163PCGENERAL PURPOSES$2,500
EYE TO EYE
50 BROAD STREETNEW YORKNY10004PCGENERAL PURPOSES$1,000
FOUNDATION FOR EXCELLENCE
526 WEST FREMONT AVENUESUNNYVALECA94087PCGENERAL PURPOSES$6,000
HARVARD BUSINESS SCHOOL
P O BOX 412275BOSTONMA022412275PCGENERAL PURPOSES$25,000
HEALTHRIGHT 360
1563 MISSION STSAN FRANCISCOCA94103PCGENERAL PURPOSES$5,000
JDRF ONE WALK
P O BOX 5070HAGERSTOWNMD217415070PCGENERAL PURPOSES$250
OCCIDENTAL COLLEGE
1600 CAMPUS ROADLOS ANGELESCA90041PCGENERAL PURPOSES$5,000
PRINCETON VARSITY CLUB
P O BOX 71PRINCETONNJ08542PCGENERAL PURPOSES$2,000
SAN FRANCISCO BALLET
455 FRANKLIN STREETSAN FRANCISCOCA94102PCGENERAL PURPOSES$5,000
SHADHIKA
1031 33RD STREETDENVERCO80205PCGENERAL PURPOSES$2,500
SIEPR
P O BOX 20466STANFORDCA94309PCGENERAL PURPOSES$1,000
TEACH FOR INDIA US
25 BROADWAYNEW YORKNY10004PCGENERAL PURPOSES$5,000
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PARKWAYATLANTAGA303071496PCGENERAL PURPOSES$1,000
THE HAMLIN SCHOOL
2120 BROADWAY STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$25,000
THE INSTITUTE FOR HEALTH & HEALING
P O BOX 7999SAN FRANCISCOCA941207999PCGENERAL PURPOSES$1,000
THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
P O BOX 5014HAGERSTOWNMD21741PCGENERAL PURPOSES$1,030
UMMEED CHILD DEVELOPMENT FUND
1031 33RD STREETDENVERCO80205PCGENERAL PURPOSES$5,000
US LACROSSE
2 LOVETON CIRCLESPARKSNV21152PCGENERAL PURPOSES$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$721,627TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,431ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,938ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,369ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,369TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
SCHMIDT FAMILY LIVING TRUST
1555 BRYANT STREETPALO ALTOCA94301$754,908Yes (X)
SCOTT D COOK
22700 COAST AVEMOUNTAIN VIEWCA94043$144,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3080 SHS ALPHABET INC CL A & CL CNoncashPropertyDesc
Fair Market Value$754,908FairMarketValueAmt
Received2023-06-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDATABRICKS INCStockNm
EOY Book Value$835,845EOYBookValueAmt
EOYFMV$835,845EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUST, SERIES 1AT COST$678,776$1,642,175
SPDR S&P ETF TRUSTAT COST$484,183$827,039

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES$200$0$0
FEDERAL EXCISE$27,937$0$0

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