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SNOW CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SNOW CHARITABLE TRUST (EIN 94-6690136)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-04-21
IRS object ID
202211119349100121
Schema version
2020v4.0
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)
Return2022-04-21T12:26:11-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

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 Begin2020-12-01TaxPeriodBeginDt

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
Signature2022-04-13SignatureDt
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
Preparation2022-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,118,390FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$69,355ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$35InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$178,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$237,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$178,034CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$247,424TotalRevAndExpnssAmt
Total Net Invst Incm$178,069TotalNetInvstIncmAmt
Total Adj Net Incm$35TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,095TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,095TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$206,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$206,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$207,345TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$206,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,079ExcessRevenueOverExpensesAmt
Net Investment Income$178,069NetInvestmentIncomeAmt
Adjusted Net Income$35AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$248,999SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$278,812SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$278,812SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$87,760CorporateStockBOYAmt
Corporate Stock EOY$98,026CorporateStockEOYAmt
Corporate Stock EOYFMV$839,578CorporateStockEOYFMVAmt
Total Assets BOY$336,759TotalAssetsBOYAmt
Total Assets EOY$376,838TotalAssetsEOYAmt
Total Assets EOYFMV$1,118,390TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,750CapitalStockBOYAmt
Capital Stock EOY$10,750CapitalStockEOYAmt
Retained Earning BOY$744,213RetainedEarningBOYAmt
Retained Earning EOY$366,088RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$754,963TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$376,838TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$754,963TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$376,838TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$754,963TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,079ExcessRevenueOverExpensesAmt
Subtotal$795,042SubtotalAmt
Other Decreases$418,204OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$376,838TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORPHOSYS AGPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2010-10-29AcquiredDt
Sold2021-03-08SoldDt
Gross Sales Price$237,123GrossSalesPriceAmt
Cost Or Other Basis$59,089CostOrOtherBasisAmt
Gain Or Loss$178,034GainOrLossAmt
Gains Minus Excess Or Losses$178,034GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$178,034CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,475InvestmentIncomeExciseTaxAmt
Subtotal$2,475SubtotalAmt
Tax Based On Investment Income$2,475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,054EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,054TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$427TaxDueAmt

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$882,150AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$342,876AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,225,026TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,225,026AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,375CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,206,651NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,333MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,475TaxBasedOnInvestmentIncomeAmt
Total Tax$2,475TotalTaxAmt
Distributable Before Adj$57,858DistributableBeforeAdjAmt
Distributable Before Ded$57,858DistributableBeforeDedAmt
Distributable As Adjusted$57,858DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$206,250ExpensesAndContributionsAmt
Qualifying Distributions$206,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$206,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,858DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$91,512ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$95,288ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$90,989ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,380ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$137,079ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$533,248TotalExcessDistributionCyovAmt
Qualifying Distributions$206,250QualifyingDistributionsAmt
Applied To Current Year$57,858AppliedToCurrentYearAmt
Remaining Distri From Corpus$148,392RemainingDistriFromCorpusAmt
Total Corpus$681,640TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$91,512ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$590,128ExcessDistriCyovToNextYrAmt
Excess From Year4$95,288ExcessFromYear4Amt
Excess From Year3$90,989ExcessFromYear3Amt
Excess From Year2$118,380ExcessFromYear2Amt
Excess From Year1$137,079ExcessFromYear1Amt
Excess From Current Year$148,392ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HEBREW FREE LOAN
131 STEUART STREETSAN FRANCISCOCA94105GENERALOPERATIONS$50,000
BERKELEY PUBLIC LIBRARY FOUNDATION
2090 KITTREDGE STREETBERKELEYCA94704GENERALOPERATIONS$1,500
TEMPLE SINAI
2808 SUMMIT STREETOAKLANDCA94609GENERALOPERATIONS$10,000
GIRL INC OF ALAMEDA CO
510 16TH STREETOAKLANDCA94612GENERALOPERATIONS$5,000
FRIENDS OF ROCKRIDGE LIBRARY
5366 COLLEGE AVENUEOAKLANDCA94618GENERALOPERATIONS$500
FRIENDS OF OAKLAND PUBLIC LIBRARY
721 WASHINGTON STREETOAKLANDCA94607GENERALOPERATIONS$2,000
SEASON OF SHARING SF CHRONICLE
901 MISSION STREETSAN FRANCISCOCA94103GENERALOPERATIONS$75,000
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STOAKLANDCA94607GENERALOPERATIONS$1,500
LINDSAY WILDLIFE MUSEUM
1931 FIRST AVENUEWALNUT CREEKCA94597GENERALOPERATIONS$500
MEALS ON WHEELS OF ALAMEDA CO
PO BOX 14002OAKLANDCA94614GENERALOPERATIONS$500
PROJECT OPEN HAND
PO BOX 642910SAN FRANCISCOCA94164GENERALOPERATIONS$500
CITYSIDE
2120 UNIVERSITY AVENUEBERKELEYCA94704GENERALOPERATIONS$31,500
GEORGE WASHINGTON UNIVERSITY
800 EIGHT STREET NWWASHINGTONDC20001GENERALOPERATIONS$5,000
BERKELEY REP THEATRE
999 HARRISON STREETBERKELEYCA94710GENERALOPERATIONS$1,500
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110GENERALOPERATIONS$500
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREETNEWTONMA02458GENERALOPERATIONS$250
OAKLAND FEATHER RIVER CAMP FOUNDATI
PO BOX 11061OAKLANDCA94611GENERALOPERATIONS$500
AURORA THEATRE
2081 ADDISON STREETBERKELEYCA94704GENERALOPERATIONS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$206,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$35ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$178,034RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35ExclusionAmt
Related Or Exempt Function Incm$178,034RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$178,069TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEPHEN SNOWContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd
FieldValueIRS element (for citing)
Total Contributions$69,355TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4590 SHARES OF SPERO THERAPEUTICNoncashPropertyDesc
Fair Market Value$65,408FairMarketValueAmt
Received2021-11-29ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SH GENMAB$28,671$774,170
2450 SH MORPHOSYS
4590 SH SPERO THERAPEUTICS$69,355$65,408

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$418,204Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$1,095Amt

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