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SNOW CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SNOW CHARITABLE TRUST (EIN 94-6690136)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-16
IRS object ID
202322899349101442
Schema version
2021v4.0
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)
Return2023-10-16T21:21:53-04:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943194056PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE HENRY LEVY GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15940 COLLEGE AVE STE AAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946690136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SNOW CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSNOWBusinessNameControlTxt
Phone5102953228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181734ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN A SNOWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5102953228PhoneNum
Signature2023-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastSNOWPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY BARRPreparerPersonNm
PTINP01587834PTIN
Phone5106521000PhoneNum
Preparation2023-10-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,037,156FMVAssetsEOYAmt
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$195InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$195InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$195InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$195TotalRevAndExpnssAmt
Total Net Invst Incm$195TotalNetInvstIncmAmt
Total Adj Net Incm$195TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$165,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$165,555ExcessRevenueOverExpensesAmt
Net Investment Income$195NetInvestmentIncomeAmt
Adjusted Net Income$195AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$278,812SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,257SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,257SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$98,026CorporateStockBOYAmt
Corporate Stock EOY$98,026CorporateStockEOYAmt
Corporate Stock EOYFMV$923,899CorporateStockEOYFMVAmt
Total Assets BOY$376,838TotalAssetsBOYAmt
Total Assets EOY$211,283TotalAssetsEOYAmt
Total Assets EOYFMV$1,037,156TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,750CapitalStockBOYAmt
Capital Stock EOY$10,750CapitalStockEOYAmt
Retained Earning BOY$366,088RetainedEarningBOYAmt
Retained Earning EOY$200,533RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$376,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$211,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$376,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$211,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$376,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$165,555ExcessRevenueOverExpensesAmt
Subtotal$211,283SubtotalAmt
Tot Net Ast Or Fund Balances EOY$211,283TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Tax Due$3TaxDueAmt

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
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
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone5102953228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181734ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN A SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE000.00$0$0$0
CYNTHIA SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$746,705AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$208,979AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$955,684TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$955,684AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,335CashDeemedCharitableAmt
Net Vl Noncharitable Assets$941,349NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$47,064DistributableBeforeAdjAmt
Distributable Before Ded$47,064DistributableBeforeDedAmt
Distributable As Adjusted$47,064DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,750ExpensesAndContributionsAmt
Qualifying Distributions$165,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,064DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$95,288ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,989ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$118,380ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$137,079ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$148,392ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$590,128TotalExcessDistributionCyovAmt
Qualifying Distributions$165,750QualifyingDistributionsAmt
Applied To Current Year$47,064AppliedToCurrentYearAmt
Remaining Distri From Corpus$118,686RemainingDistriFromCorpusAmt
Total Corpus$708,814TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$95,288ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$613,526ExcessDistriCyovToNextYrAmt
Excess From Year4$90,989ExcessFromYear4Amt
Excess From Year3$118,380ExcessFromYear3Amt
Excess From Year2$137,079ExcessFromYear2Amt
Excess From Year1$148,392ExcessFromYear1Amt
Excess From Current Year$118,686ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AURORA THEATRE
2081 ADDISON STREETBERKELEYCA94704GENERALOPERATIONS$20,000
BERKELEY PUBLIC LIBRARY FOUNDATION
2090 KITTREDGE STREETBERKELEYCA94704GENERALOPERATIONS$1,000
FRIENDS OF OAKLAND PUBLIC LIBRARY
721 WASHINGTON STREETOAKLANDCA94607GENERALOPERATIONS$2,500
FRIENDS OF ROCKRIDGE LIBRARY
5366 COLLEGE AVENUEOAKLANDCA94618GENERALOPERATIONS$500
GW HILLEL
2300 H STREET NWWASHINGTONDC20039GENERALOPERATIONS$2,500
HEBREW FREE LOAN
131 STEUART STREETSAN FRANCISCOCA94105GENERALOPERATIONS$25,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110GENERALOPERATIONS$500
LINDSAY WILDLIFE MUSEUM
1931 FIRST AVENUEWALNUT CREEKCA94597GENERALOPERATIONS$500
MARIN COUNTY OFFICE OF EDUCATION
1111 LAS GALLINAS AVENUESAN RAFAELCA94903GENERALOPERATIONS$5,000
MEALS ON WHEELS OF ALAMEDA CO
PO BOX 14002OAKLANDCA94614GENERALOPERATIONS$1,000
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREETNEWTONMA02458GENERALOPERATIONS$150
OAKLAND FEATHER RIVER CAMP FOUNDATI
PO BOX 11061OAKLANDCA94611GENERALOPERATIONS$2,000
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STOAKLANDCA94607GENERALOPERATIONS$1,500
PROJECT OPEN HAND
PO BOX 642910SAN FRANCISCOCA94164GENERALOPERATIONS$500
SEASON OF SHARING SF CHRONICLE
901 MISSION STREETSAN FRANCISCOCA94103GENERALOPERATIONS$75,000
SWIM ACROSS AMERICA
8508 PARK ROAD 389CHARLOTTENC28210GENERALOPERATIONS$5,000
TEMPLE SINAI
2808 SUMMIT STREETOAKLANDCA94609GENERALOPERATIONS$20,000
TRUCKEE DONNER LAND TRUST
PO BOX 8816TRUCKEECA96162GENERALOPERATIONS$100
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE 400BERKELEYCA94704GENERALOPERATIONS$2,500
WOMEN'S DAYTIME DROP IN CENTER
PO BOX 11612BERKELEYCA94712GENERALOPERATIONS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$195ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$195ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$195TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4590 SH SPERO THERAPEUTICS$69,355$8,905
2000 SH GENMAB$28,671$914,994

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