WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WENDELL FAMILY FOUNDATION (EIN 94-3374830)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202511289349102281
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T15:16:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943374830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 6508541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 SUTTER CREEK LN | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945832671 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WENDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508541000 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $4,079,177 | 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 | $514,643 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $717,415 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $744,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $744,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $886,581 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $886,581 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $892,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $886,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $742,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $265,863 | CashBOYAmt |
| Cash EOY | $323,385 | CashEOYAmt |
| Cash EOYFMV | $323,385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $301,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $275,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $275,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $835,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $835,845 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,162,959 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $983,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,644,903 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,566,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,418,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,079,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,566,424 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,418,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,566,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,418,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,566,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,418,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,566,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,418,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,418,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $531,632 | $531,632 | $531,632 | |
| PUBLICLY TRADED SECURITIES | $364,908 | $185,783 | $185,783 | $179,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $717,415 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | 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 | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,685 | OverpaymentAmt |
| Applied To ES Tax | $1,685 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | TAXPAYER | IndividualWithBooksNm |
| Phone | 6508541000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD SUITE 1010 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| PETER WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | PRESIDENT, DIRECTOR, SECY | 4.00 | $0 | $0 | $0 |
| LYNN WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRIAN WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JENNIFER LENTZ | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EMILY WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PATRICK WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CAROLYN A WENDELL | ||||||||
| 830 SUTTER CREEK LN | SAN RAMON | CA | 94583 | DIRECTOR | 0.25 | $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 | $3,479,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $594,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,074,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,074,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,013,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,315 | TotalTaxAmt |
| Distributable Before Adj | $190,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,338 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,338 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $886,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $886,581 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $315,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $429,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $430,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $613,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $561,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,351,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $886,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $696,243 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,047,463 | 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 | $315,475 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,731,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $429,415 | ExcessFromYear4Amt |
| Excess From Year3 | $430,759 | ExcessFromYear3Amt |
| Excess From Year2 | $613,971 | ExcessFromYear2Amt |
| Excess From Year1 | $561,600 | ExcessFromYear1Amt |
| Excess From Current Year | $696,243 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER WENDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIM HIGH | |||||||
| 2030 HARRISON STREET 3RD FL | SAN FRANCISCO | CA | 94110 | PC | GENERAL PURPOSES | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 303031002 | PC | GENERAL PURPOSES | $200 | |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH STREET 7TH FL | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $10,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | GENERAL PURPOSES | $2,581 | |
| CHRONICLE SEASON OF SHARING FUND | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | PC | GENERAL PURPOSES | $50,000 | |
| DEMAREST SWIM CLUB | |||||||
| 82 MADISON AVENUE | DEMAREST | NJ | 07627 | PC | GENERAL PURPOSES | $10,000 | |
| EPISCOPAL CHURCH OF ST MARY THE VIRGIN | |||||||
| 2325 UNION STREET | SAN FRANCISCO | CA | 94123 | PC | GENERAL PURPOSES | $9,300 | |
| FOUNDATION FOR EXCELLENCE | |||||||
| 526 WEST FREMONT AVENUE | SUNNYVALE | CA | 94087 | PC | GENERAL PURPOSES | $3,750 | |
| FOUNDATION FOR STUDENT COMMUNICATION INC | |||||||
| 48 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $5,000 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PC | GENERAL PURPOSES | $225,000 | |
| GRASSROOTS SOCCER | |||||||
| 15 LEBANON STREET | HANOVER | NH | 03755 | PC | GENERAL PURPOSES | $2,500 | |
| HARVARD BUSINESS SCHOOL | |||||||
| P O BOX 412275 | BOSTON | MA | 022412275 | PC | GENERAL PURPOSES | $25,000 | |
| HARVARD COLLEGE FUND | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | PC | GENERAL PURPOSES | $1,000 | |
| HARVARD MAGAZINE | |||||||
| 7 WARE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL PURPOSES | $500 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 75 N WOLFE ST | BALTIMORE | MD | 21231 | PC | GENERAL PURPOSES | $100,000 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL PURPOSES | $1,000 | |
| LABYRINTH BOOKS | |||||||
| 122 NASSAU STREET | PRINCETON | NJ | 08542 | PC | GENERAL PURPOSES | $6,375 | |
| LEWIS W BUTLER FOUNDATION | |||||||
| 1420 SUTTER STREET FL 1 | SAN FRANCISCO | CA | 94109 | PC | GENERAL PURPOSES | $1,000 | |
| MAITRI BAY AREA | |||||||
| P O BOX 697 | SANTA CLARA | CA | 95052 | PC | GENERAL PURPOSES | $5,000 | |
| PANCAN | |||||||
| 1500 ROSECRANS AVE | MANHATTAN BEACH | CA | 90266 | PC | GENERAL PURPOSES | $500 | |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL PURPOSES | $3,000 | |
| PHILLIPS BROOKS ASSOCIATION | |||||||
| HARVARD YARD | CAMBRIDGE | MA | 02138 | PC | GENERAL PURPOSES | $500 | |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | PC | GENERAL PURPOSES | $1,000 | |
| PRATHAM USA | |||||||
| 9703 ROCHMOND AVE SUITE 102 | HOUSTON | TX | 77042 | PC | GENERAL PURPOSES | $20,000 | |
| PRINCETON - FRIENDS OF LACROSSE | |||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $3,000 | |
| PRINCETON BLAIRSTOWN CENTER | |||||||
| 13 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $2,500 | |
| PRINCETON IN AFRICA | |||||||
| LOUIS A SIMPSON INTL BLDG PRINCETON | PRINCETON | NJ | 08530 | PC | GENERAL PURPOSES | $1,000 | UNIVERSITY |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | PC | GENERAL PURPOSES | $209,334 | |
| PRINCETON UNIVERSITY ATHLETICS | |||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $500 | |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | PC | GENERAL PURPOSES | $1,000 | |
| REST OF THE WORLD | |||||||
| 101 GREENWICH STREET | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $1,041 | |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| 2135 19TH STREET | FLORENCE | OR | 97439 | PC | GENERAL PURPOSES | $5,000 | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 100 PINE HILL ROAD | BEDFORD | MA | 01730 | PC | GENERAL PURPOSES | $78,500 | |
| TEN STRANDS | |||||||
| 330 IGNACIO BLVD SUITE 201 | NOVATO | CA | 94949 | PC | GENERAL PURPOSES | $1,000 | |
| THE EXPLORATORIUM | |||||||
| PIER 17 | SAN FRANCISCO | CA | 94111 | PC | GENERAL PURPOSES | $25,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY ROOM 241 | PRINCETON | NJ | 08544 | PC | GENERAL PURPOSES | $15,000 | |
| UCSF FOUNDATION | |||||||
| P O BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | GENERAL PURPOSES | $50,000 | |
| UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL PURPOSES | $3,500 | |
| US LACROSSE | |||||||
| 2 LOVETON CIRCLE | SPARKS | NV | 21152 | PC | GENERAL PURPOSES | $1,000 | |
| UTEC | |||||||
| 15 WARREN STREET | LOWELL | MA | 01852 | PC | GENERAL PURPOSES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $886,581 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,519 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT FAMILY LIVING TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $514,643 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1430 SHS ALPHABET INC CL A & CL C | NoncashPropertyDesc |
| Fair Market Value | $514,643 | FairMarketValueAmt |
| Received | 2024-06-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DATABRICKS INC | StockNm |
| EOY Book Value | $835,845 | EOYBookValueAmt |
| EOYFMV | $835,845 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1 | AT COST | $678,776 | $2,050,032 |
| SPDR S&P ETF TRUST | AT COST | $305,058 | $594,871 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUNDRY | Desc |
| Revenue And Expenses Per Books | $879 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEES | $100 | $0 | $0 |
| FEDERAL EXCISE | $2,818 | $0 | $0 |
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