WKW FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WKW FAMILY FOUNDATION INC (EIN 81-4769432)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-25
IRS object ID
202402699349100410
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-25T07:47:36-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232735111PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JEFFERYS & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1318 EXTON COMMONSAddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814769432EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WKW FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWKWFBusinessNameControlTxt
Phone4848084845PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 VALLEY FORGE CIRCLE 855AddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAI WONGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT A JEFFERYSPreparerPersonNm
PTINP00103211PTIN
Phone6105941700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,125,686FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,364DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,364DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,564NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$251,556GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,564CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,984TotalRevAndExpnssAmt
Total Net Invst Incm$38,984TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,032AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,032AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,650OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,650OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$17InterestRevAndExpnssAmt
Interest Net Invst Incm$17InterestNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,534TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,534TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$264OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,497TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,497TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,725ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,725ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,222TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,497TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,725TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,238ExcessRevenueOverExpensesAmt
Net Investment Income$31,487NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,369CashBOYAmt
Cash EOY$49,743CashEOYAmt
Cash EOYFMV$49,743CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,890SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,918SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,918SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$980,712CorporateStockBOYAmt
Corporate Stock EOY$1,029,025CorporateStockEOYAmt
Corporate Stock EOYFMV$1,029,025CorporateStockEOYFMVAmt
Total Assets BOY$1,044,971TotalAssetsBOYAmt
Total Assets EOY$1,125,686TotalAssetsEOYAmt
Total Assets EOYFMV$1,125,686TotalAssetsEOYFMVAmt
Accounts Payable BOY$32,926AccountsPayableBOYAmt
Accounts Payable EOY$25,119AccountsPayableEOYAmt
Loans From Officers BOY$6,247LoansFromOfficersBOYAmt
Total Liabilities BOY$39,173TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,119TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,005,798NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,100,567NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,005,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,100,567TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,044,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,125,686TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,005,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,238ExcessRevenueOverExpensesAmt
Other Increases$120,007OtherIncreasesAmt
Subtotal$1,100,567SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,100,567TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES - CHARLES SCHPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$251,556GrossSalesPriceAmt
Cost Or Other Basis$244,992CostOrOtherBasisAmt
Gain Or Loss$6,564GainOrLossAmt
Gains Minus Excess Or Losses$6,564GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,564CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$438InvestmentIncomeExciseTaxAmt
Subtotal$438SubtotalAmt
Tax Based On Investment Income$438TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$343EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$343TotalPaymentsAndCreditsAmt
Tax Due$95TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEANNE WONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4848084845PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 VALLEY FORGE CIR 855AddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEANNE WONG
3000 VALLEY FORGE CIRCLE 855KING OF PRUSSIAPA19406Treasurer0.00$0
NATALIE WONG
143 BRANDON CTNESHANIC STATIONNJ08853Director0.00$0
JASON WONG
3000 VALLEY FORGE CIRCLE 855KING OF PRUSSIAPA19406Secretary0.00$0
MICHELLE WONG
9047 BROADWAY TERRACEOAKLANDCA946111946Director0.00$0
WAI K WONG
3000 VALLEY FORGE CIRCLE 855VALLEY FORGEPA19406President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,037,995AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,077AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,081,072TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,081,072AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,216CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,064,856NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,243MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,243MinimumInvestmentReturnAmt
Tax Based On Investment Income$438TaxBasedOnInvestmentIncomeAmt
Total Tax$438TotalTaxAmt
Distributable Before Adj$52,805DistributableBeforeAdjAmt
Distributable Before Ded$52,805DistributableBeforeDedAmt
Distributable As Adjusted$52,805DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,725ExpensesAndContributionsAmt
Qualifying Distributions$56,725QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,805DistributableAsAdjustedAmt
Undistributed Income PY$55,099UndistributedIncomePYAmt
Qualifying Distributions$56,725QualifyingDistributionsAmt
Applied To Year1$55,099AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,626AppliedToCurrentYearAmt
Undistributed Income CY$51,179UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEMORIAL SLOAN KETTERING
PO BOX 27106 GIFT ADMINISTRATIONNEW YORKNY10087PCSUPPORT THE ORGANIZATION'S MISSION IN THE PREVENTION, DIAGNOSIS, TREATMENT AND CURE OF CANCER$11,250
QUEST AUTISM FOUNDATION INC
PMB 257 637 WYCKOFF AVWYCKOFFNJ07481PCTO SUPPORT THE FOUNDATION'S MISSION TO PROVIDE AID IN THE CARE OF AUTISTIC & DEVELOPMENTALLY DISABLED ADOLESCENTS AND ADULTS$5,000
CANCER HOPE NETWORK INC
2 NORTH ROAD SUITE ACHESTERNJ07930PCSUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE ONE-ON-ONE SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES$1,000
KAI'S LIFE GUARDIANS
24 PLEASANT STHINGHAMMA02043PCTO SUPPORT FAMILIES WITH MEDICAL NEEDS AND RESEARCH HYDROPS & SIMILAR SYNDROMES$1,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208PCSUPPORT THE UNIVERSITY IN ITS EFFORTS OF EDUCATION AND RESEARCH.$1,000
GIVE TO THE WORLD
PO BOX 6183ARLINGTONVA22206PCSUPPORT THE ORGANIZATION'S EFFORTS TO DELIVER CRITICAL MATERIAL OVERSEAS TO DESPERATE PEOPLE LIVING IN CONFLICT ZONES$2,500
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110PCSUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE AN ALTERNATIVE TO COMMERICAL MEDIA$2,500
GILL ST BERNARDS SCHOOL
25 ST BERNARDS ROADGLADSTONENJ07934PCSUPPORT THE SCHOOL IN ITS EFFORTS TO PROVIDE A BALANCED, DIVERSE AND SECURE COMMUNITY PREPARING STUDENTS ACADEMICALLY FOR COLLEGE AND LIFE.$5,250
WILSON DISEASE ASSOCIATION
1732 1ST AVENUE 20043NEW YORKNY10128PCTO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO RESEARCH WILSON DISEASE$1,000
WARREN TOWNSHIP POLICE DEPARTMENT
44 MOUNTAIN BOULEVARDWARRENNJ07059NCSUPPORT THE POLICE DEPARTMENTS MISSION OF PROTECTING LIFE AND PROPERTY, PRESERVING PEACE AND PREVENTING CRIME$1,000
WARREN TOWNSHIP FIRE DEPARTMENT
46 MOUNTAIN BOULEVARDWARRENNJ07059NCSUPPORT THE FIRE COMPANY IN THE COMMUNITY$1,000
FISHER CENTER FOR ALZHEIMER'S RESEA
FDR STATION PO BOX 220NEW YORKNY10150PCTO SUPPORT THE ORGANIZATION'S MISSION TO UNDERSTAND THE CAUSES OF ALZHEIMER'S DISEASE; IMPOROVE THE CARE OF PEOPLE LIVING WITH IT - TO ENHANCE THEIR QUALITY OF LIFE, AND FIND A CURE.$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
262 DANNY THOMAS PLACEMEMPHISTN38105PCTO SUPPORT THE ORGANIZATION'S MISSION IN ADVANCING CURE, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTOPHIC DISEASES THROUGH RESEARCH AND TREATMENT.$1,000
HOPE FOR THE WARRIORS
8003 FORBES PLACE SUITE 201SPRINGFIELDVA22151PCTO SUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE COMPREHENSIVE SUPPORT PROGRAMS FOCUSED ON TRANSITION, HEALTH AND WELLNESS, PEER ENGAGEMENT AND CONNECTIONS TO COMMUNITY RESOURCES.$250
SFMOMA
151 THIRD STREETSAN FRANSISCOCA94103PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROMOTING ART THROUGH THE ASSEMBLY OF UNPARALLELED COLLECTIONS AND DEVELOPING ENGAGING PUBLIC PROGRAMS.$575
HUNTERDON HEALTHCARE FOUNDATION INC
9100 WESCOTT DRIVE SUITE 202FLEMINGTONNJ08822PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROVIDING MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS.$1,500
CHILD MIND INSTITUTE INC
101 EAST 56TH STREETNEW YORKNY10022PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN TRANSFORMING THE LIVES OF CHILDREN AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND LEARNING DISABILITIES.$1,000
OUR FUTURE FIRST
PO BOX 672MILLVILLENJ08332PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN BREAKING DOWN THE MAN-MADE SOCIO-ECONOMIC BARRIERS BLOCKING THE PATH TO SUCCESS FOR OUR YOUTH.$10,050
BRANCHBURG RESCUE SQUAD INC
113 RIVER ROADBRANCHBURGNJ08876PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROVIDING EMERGENCY MEDICAL AND RESCUE SERVICES TO THE RESIDENCES, BUSINESSES AND VISITORS TO THE TOWNSHIPS OF BRANCHBURG AND READINGTON.$1,000
ARTWORKS THE NAOMI COHAIN FOUNDATIO
96 ENGLE STREET SUITE 120ENGLEWOODNJ07631PCTO SUPPORT THE FOUNDATION'S EFFORTS IN IMPROVING THE HEALTHCARE EXPERIENCE OF PEDIATRIC PATIENTS THROUGH THE ARTS.$500
NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOORNEW YORKNY10013PCTO SUPPORT NEW YORK PUBLIC RADIO'S MISSION OF MAKING THE MIND MORE CURIOUS, THE HEART MORE TOLERANT AND THE SPIRIT MORE JOYFUL THROUGH EXECELLENT RADIO PROGRAMMING.$1,200
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614PCTO SUPPORT THE ORGANIZATION'S MISSION IN PURSUING A HUNGER-FREE COMMUNITY.$1,000
CHABOT SPACE SCIENCE CENTER
10000 SKYLINE BLVDOAKLANDCA94619SO ITO SUPPORT THE ORGANIZATION'S EFFORTS IN INSPIRING AND EDUCATING STUDENTS OF ALL AGES ABOUT OUR PLANET EARTH AND THE UNIVERSE$425
CONSERVATION SOCIETY OF CALIFORNIA
9777 GOLF LINKS ROADOAKLANDCA94605PCTO SUPPORT THE OAKLAND ZOO IN ITS MISSION TO INSPIRE RESPECT FOR AND STEWARDSHIP OF THE NATURAL WORLD, WHILE PROVIDING A QUALITY VISITOR EXPERIENCE.$1,000
STONY BROOK FOUNDATION INC
230 ADMIN BLDG STONY BROOK UNIVERSSTONY BROOKNY11794PCTO SUPPORT THE ORGANIZATION'S EFFORTS TO ADVANCE THE GOALS AND STRATEGIC PLANS OF STONY BROOK UNIVERSITY AND MANAGING PRIVATE FUNDS ON THE UNIVERSITY'S BEHALF$2,500
EAST BAY REGIONAL PARK DISTRICT
2950 PERALTA OAKS CTOAKLANDCA94605GOVPARKS,COMMUNITY, NEIGHBORHOOD DEVELOPMENT AND IMPROVEMENTS$105
GEORGETOWN UNIVERSITY
37TH O STREETS NWWASHINGTONDC20007PCSUPPORT THE UNIVERSITY IN ITS EFFORTS TO EDUCATE THE WHOLE PERSON.$120
THE UCLA FOUNDATION
10889 WILSHIRE BOULEVARD STE 1100LOS ANGELESCA90024PCTO SUPPORT THE ORGANIZATION'S EFFORTS TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,725TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$56RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,364RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,564RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,984RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,984TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,032Amt
Net Investment Income$2,032NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAssets held in Charles Schwab accountStockNm
EOY Book Value$1,029,025EOYBookValueAmt
EOYFMV$1,029,025EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$264RevenueAndExpensesPerBooksAmt
Net Investment Income$264NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEECategoryTxt
Amt$3,650Amt
Net Investment Income$3,650NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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