BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-13
IRS object ID
202322869349100517
Schema version
2022v5.0
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)
Return2023-10-13T12:27:00-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-08-23SignatureDt
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 CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2023-08-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,964,163FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,413,986ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,898DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,898DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$452,428NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,195,476GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,326,292CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,893,312TotalRevAndExpnssAmt
Total Net Invst Incm$1,353,190TotalNetInvstIncmAmt
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$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,524TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$891OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,615TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,200TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$795,546ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$795,546ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$803,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,200TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$795,546TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,090,151ExcessRevenueOverExpensesAmt
Net Investment Income$1,347,990NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$249,430CashBOYAmt
Cash EOY$273,627CashEOYAmt
Cash EOYFMV$273,627CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,452,307SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$121,480SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$121,480SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$835,845CorporateStockBOYAmt
Corporate Stock EOY$835,845CorporateStockEOYAmt
Corporate Stock EOYFMV$835,845CorporateStockEOYFMVAmt
Other Investments BOY$1,766,178OtherInvestmentsBOYAmt
Other Investments EOY$1,162,959OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,733,211OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,303,760TotalAssetsBOYAmt
Total Assets EOY$2,393,911TotalAssetsEOYAmt
Total Assets EOYFMV$2,964,163TotalAssetsEOYFMVAmt
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$4,303,760RetainedEarningBOYAmt
Retained Earning EOY$2,393,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,303,760TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,393,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,303,760TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,393,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,303,760TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,090,151ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,393,911SubtotalAmt
Other Decreases$3,000,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,393,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-09-192022-09-19$2,680,118$1,491,063$1,189,055$1,189,055
LIVING SPACES FURNITURE LLCD2022-09-282022-09-29$515,358$378,121$137,237$137,237
FieldValueIRS element (for citing)
Capital Gain Net Income$1,326,292CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$7,937TaxDueAmt

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 EtcYes (1)OrganizationDissolvedEtcInd
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 FundYes (1)DonorAdvisedFundInd
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$3,115,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$951,306AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,067,257TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,067,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,006,248NetVlNoncharitableAssetsAmt
Minimum Investment Return$200,312MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$200,312MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,737TaxBasedOnInvestmentIncomeAmt
Total Tax$18,737TotalTaxAmt
Distributable Before Adj$181,575DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$181,575DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$181,575DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$795,546ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$795,546QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$181,575DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$316,924ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$242,185ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$315,475ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$429,415ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$430,759ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,734,758TotalExcessDistributionCyovAmt
Qualifying Distributions$795,546QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$181,575AppliedToCurrentYearAmt
Remaining Distri From Corpus$613,971RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,348,729TotalCorpusAmt
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$316,924ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,031,805ExcessDistriCyovToNextYrAmt
Excess From Year4$242,185ExcessFromYear4Amt
Excess From Year3$315,475ExcessFromYear3Amt
Excess From Year2$429,415ExcessFromYear2Amt
Excess From Year1$430,759ExcessFromYear1Amt
Excess From Current Year$613,971ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxt
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL PURPOSES$50
UC DAVIS
1 SHIELDS AVEDAVISCA95616PCGENERAL PURPOSES$100
SAN FRANCISCO AIDS FOUNDATIONS
1035 MARKET STREET SUITE 400SAN FRANCISCOCA94103PCGENERAL PURPOSES$103
LUMIERE FOUNDATION
2135 11ST STREETBOULDERCO80302PCGENERAL PURPOSES$155
UNIVERSITY OF PENNSYLVANIA
34TH SPRUCE STREETPHILADELPHIAPA19104PCGENERAL PURPOSES$200
42ND STREET MOON
250 VAN NESS AVESAN FRANCISCOCA94102PCGENERAL PURPOSES$250
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA303031002PCGENERAL PURPOSES$250
THE BISHOP'S RANCH AT THE EPISCOPAL DIOCESE OF CA
5297 WESTSIDE ROADHEALDSBURGCA95448PCGENERAL PURPOSES$250
THE AUXILLARY TO THE ISABELLA MCCOSH INFIRMARY
PO BOX 81PRINCETONNJ08542PCGENERAL PURPOSES$250
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131PCGENERAL PURPOSES$500
EDUCARE DC
640 ANACOSTIA AVENUEWASHINGTONDC20019PCGENERAL PURPOSES$500
EPISCOPAL CHURCH AT PRINCETON
53 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$500
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$500
OUTWARD BOUND
1539 PERSHING DRIVESAN FRANCISCOCA94129PCGENERAL PURPOSES$500
SAN FRANCISCO BOYS CHORUS
333 HAYES STREET SUITE 116SAN FRANCISCOCA94102PCGENERAL PURPOSES$500
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA94704PCGENERAL PURPOSES$500
YOUNG MOMS
PO BOX 376KENNETT SQUAREPA19348PCGENERAL PURPOSES$500
GIVE LIVELY
888 7TH AVE FL 40NEW YORKNY10106PCGENERAL PURPOSES$512
AC RUGBY FOUNDATION
275 MADISON AVE SUITE 801NEW YORKNY10016PCGENERAL PURPOSES$1,000
AIM HIGH
2030 HARRISON STREET 3RD FLSAN FRANCISCOCA94110PCGENERAL PURPOSES$1,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL PURPOSES$1,000
GIVEWELL
1714 FRANKLIN ST SUITE 100335OAKLANDCA94612PCGENERAL PURPOSES$1,000
HARVARD COLLEGE FUND
PO BOX 419209BOSTONMA02241PCGENERAL PURPOSES$1,000
LITERACY VOLUNTEERS OF WASHINGTON COUNTY
PO BOX 825MACHIASME04654PCGENERAL PURPOSES$1,000
ND DEVELOPMENT
1600 E CENTURY AVEBISMARKND58503PCGENERAL PURPOSES$1,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVE SUITE 100MOUNTAIN VIEWCA94043PCGENERAL PURPOSES$1,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVE SUITE 200MANHATTAN BEACHCA90266PCGENERAL PURPOSES$1,000
PHILLIPS ACADEMY
180 MAIN STREETANDOVERMA01810PCGENERAL PURPOSES$1,000
PRINCETON IN AFRICA
LOUIS A SIMPSON INTL BLDG PRINCETONPRINCETONNJ08530PCGENERAL PURPOSES$1,000UNIVERSITY
SAFE AND SOUND
1757 WALLER AVENUESAN FRANCISCOCA94117PCGENERAL PURPOSES$1,000
STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH (SIEPR)
STANFORD UNIVERSITY 366 GALVEZSTANDFORDCA943056105PCGENERAL PURPOSES$1,000STREET
STANFORD UNIVERSITY
424 SANTA TERESA STREETSTANFORDCA94305PCGENERAL PURPOSES$1,000
TEN STRANDS
330 IGNACIO BLVD SUITE 201NOVATOCA94949PCGENERAL PURPOSES$1,000
THE LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE SUITE 310WHITE PLAINSNY10605PCGENERAL PURPOSES$1,000
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
WILLIAMS COLLEGE PARENTS FUND
75 PARK STREETWILLIAMSTOWNMA012672141PCGENERAL PURPOSES$1,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$1,026
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,200
SILICON VALLEY INTERNATIONAL SCHOOL
151 LAURA LANEPALO ALTOCA94303PCGENERAL PURPOSES$1,500
MUSICMENLO
50 VALPARAISO AVENUEATHERTONCA94027PCGENERAL PURPOSES$2,000
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
PALO ALTO PLAYERS
1305 MIDDLEFIELD ROADPALO ALTOCA94301PCGENERAL PURPOSES$2,500
PRINCETON BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$2,500
SJOGREN'S FOUNDATION
10701 PARKRIDGE BLVD SUITE 170RESTONVA20191PCGENERAL PURPOSES$2,500
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
INDEPENDENT SCHOOLS CHAIRPERSONS ASSOCIATION
287 GIBBS AVENEWPORTRI02840PCGENERAL PURPOSES$3,000
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$4,000
AMERICAN INDIA FOUNDATION
216 E 45TH STREET 7TH FLNEW YORKNY10017PCGENERAL PURPOSES$5,000
BULAMU INTERNATIONAL HEALTHCARE
1933 WAVERLY STREETPALO ALTOCA94301PCGENERAL PURPOSES$5,000
BRIDGE OF BOOKS FOUNDATION
PO BOX 39RUMSONNJ07760PCGENERAL PURPOSES$5,000
REDWOOD EMPIRE FOOD BANK
IALS SUPPORT$5,0003990 BRICKWAY BLVDSANTA ROSEONTARIOCA95403NONE
META INC
5211 W ADAMS BLVDLOS ANGELESCA90016PCGENERAL PURPOSES$5,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$5,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLNEW YORKNY10004PCGENERAL PURPOSES$5,000
LEWIS W BUTLER FOUNDATION
1420 SUTTER STREET FL 1SAN FRANCISCOCA94109PCGENERAL PURPOSES$6,000
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$6,700
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
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$10,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$22,000
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$28,000
UCC 1886 FOUNDATION
51 PROSPECT AVEPRINCETONNJ08540PCGENERAL PURPOSES$35,000
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$476,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$795,546TotalGrantOrContriPdDurYrAmt
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$26,898ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$452,428ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$479,326ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$479,326TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
SCHMIDT FAMILY LIVING TRUST
1555 BRYANT STREETPALO ALTOCA94301$736,628Yes (X)
PETER AND LYNN WENDELL
23550 WASHINGTON STREETSAN FRANCISCOCA94118$515,358Yes (X)
SCOTT D COOK
32700 COAST AVEMOUNTAIN VIEWCA94043$162,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1165 SHS ALPHABET INC CL A & CL C$736,6282022-07-14
26 SHS LIVING SPACES LLC INC$515,3582022-09-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategoryTxt
Amt$5,200Amt
Net Investment Income$5,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdShort ExplanationShortExplanationTxtDissolutionDissolutionAmt
THE WENDELLOUSTERHOUT FOUNDATION
C/O JP MORGAN 165 TOWNSHIP LINE ROAJENKINTOWNPA19046CASH WAS DISTRIBUTED TO THE DONOR ADVISED FUND.$500,000
THE CHRISTINE AND BRIAN WENDELL DONOR ADVISED FUND
C/O MORGAN STANLEY 1585 BROADWAYNEW YORKNY10036CASH WAS DISTRIBUTED TO THE DONOR ADVISED FUND.$500,000
EMILY L WENDELL DONOR ADVISED FUND
C/O MORGAN STANLEY 1585 BROADWAYNEW YORKNY10036CASH WAS DISTRIBUTED TO THE DONOR ADVISED FUND.$500,000
WENDELL FAMILY GIVING FUND
C/O MORGAN STANLEY 1585 BROADWAYNEW YORKNY10036CASH WAS DISTRIBUTED TO THE DONOR ADVISED FUND.$500,000
THE WENDELL LENTZ FAMILY FUND
C/O MORGAN STANLEY 1585 BROADWAYNEW YORKNY10036CASH WAS DISTRIBUTED TO THE DONOR ADVISED FUND.$500,000
THE CAW DAF
C/O MORGAN STANLEY 1585 BROADWAYNEW YORKNY10036CASH WAS DISTRIBUTED TO THE DONOR ADVISED FUND.$500,000

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOTHER DECREASES IN NET ASSETSIdentifierTxt
Form And Line ReferenceFORM 990-PF PAGE 2 PART III LINE 5FormAndLineReferenceDesc
Medium ExplanationIN 2022, THE FOUNDATION TRANSFERRED $3,000,000 TO DONOR ADVISED FUNDS.MediumExplanationTxt

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$1,067,783
SPDR S&P ETF TRUSTAT COST$484,183$665,428

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationIN 2022, THE FOUNDATION TRANSFERRED $3,000,000 TO DONOR ADVISED FUNDS.ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescASSET TRANSFER TO DONOR ADVISED FUNDS (SEE STATEMENT ATTACHED)Desc
Amt$3,000,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$891RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES$200$0$0
FEDERAL EXCISE$1,324$0$0

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