BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202231339349103018
Schema version
2021v4.2
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)
Return2022-05-13T15:12:03-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-03SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2022-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,195,575FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,705,406ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$27,855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,855DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,484NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$745,077GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$745,077CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,728,777TotalRevAndExpnssAmt
Total Net Invst Incm$772,932TotalNetInvstIncmAmt
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$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$658,977ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$658,977ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$661,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$658,977TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,067,220ExcessRevenueOverExpensesAmt
Net Investment Income$770,932NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$583,779CashBOYAmt
Cash EOY$249,430CashEOYAmt
Cash EOYFMV$249,430CashEOYFMVAmt
Sav And Temp Cash Invst BOY$886,583SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,452,307SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,452,307SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$835,845CorporateStockEOYAmt
Corporate Stock EOYFMV$835,845CorporateStockEOYFMVAmt
Other Investments BOY$1,766,178OtherInvestmentsBOYAmt
Other Investments EOY$1,766,178OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,657,993OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,236,540TotalAssetsBOYAmt
Total Assets EOY$4,303,760TotalAssetsEOYAmt
Total Assets EOYFMV$6,195,575TotalAssetsEOYFMVAmt
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$3,236,540RetainedEarningBOYAmt
Retained Earning EOY$4,303,760RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,236,540TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,303,760TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,236,540TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,303,760TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,236,540TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,067,220ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,303,760SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,303,760TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2021-08-19AcquiredDt
Sold2021-08-19SoldDt
Gross Sales Price$745,077GrossSalesPriceAmt
Gain Or Loss$745,077GainOrLossAmt
Gains Minus Excess Or Losses$745,077GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$745,077CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,716InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,716SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,716TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,192EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,192TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,476OverpaymentAmt
Applied To ES Tax$9,476AppliedToESTaxAmt
Refund$0RefundAmt

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 Etc0OrganizationDissolvedEtcInd
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 Fund0DonorAdvisedFundInd
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$3,273,844AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,577,617AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,851,461TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,851,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,772CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,778,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$238,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$238,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,716TaxBasedOnInvestmentIncomeAmt
Total Tax$10,716TotalTaxAmt
Distributable Before Adj$228,218DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,218DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,218DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$658,977ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$658,977QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,218DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$322,879ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$316,924ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$242,185ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$315,475ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$429,415ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,626,878TotalExcessDistributionCyovAmt
Qualifying Distributions$658,977QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$228,218AppliedToCurrentYearAmt
Remaining Distri From Corpus$430,759RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,057,637TotalCorpusAmt
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$322,879ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,734,758ExcessDistriCyovToNextYrAmt
Excess From Year4$316,924ExcessFromYear4Amt
Excess From Year3$242,185ExcessFromYear3Amt
Excess From Year2$315,475ExcessFromYear2Amt
Excess From Year1$429,415ExcessFromYear1Amt
Excess From Current Year$430,759ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 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
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94144PCGENERAL PURPOSES$50,000
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL PURPOSES$1,000
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$5,700
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$26,500
GRASSROOTS SOCCER
15 LEBANON STREETHANOVERNH03755PCGENERAL PURPOSES$10,000
HARVARD BUSINESS SCHOOL
TEEL HALLBOSTONMA02163PCGENERAL PURPOSES$110,000
INSTITUTE FOR ADVANCED STUDY
IAS EINSTEIN DRIVEPRINCETONNJ08540PCGENERAL PURPOSES$1,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$1,660
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$294,000
PRINCETON BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$12,500
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$900
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$4,500
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$30,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,200
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,200
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT STBOSTONMA02111PCGENERAL PURPOSES$1,000
US LACROSSE
2 LOVETON CIRCLESPARKSMD21152PCGENERAL PURPOSES$1,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$7,000
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,000
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
EPISCOPAL CHURCH AT PRINCETON
53 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$1,300
EDUCARE DC
640 ANACOSTIA AVENUEWASHINGTONDC20019PCGENERAL PURPOSES$500
WILLIAMS COLLEGE PARENTS FUND
75 PARK STREETWILLIAMSTOWNMA012672141PCGENERAL PURPOSES$1,000
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$500
WINDRIDER INSTITUTE INC
PO BOX 184MENLO PARKCA94026PCGENERAL PURPOSES$1,000
BARBARA C HARRIS CAMP AND CONFERENCE CENTER
PO BOX 204GREENFIELDNH03047PCGENERAL PURPOSES$999
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
3 PARK AVENUENEW YORKNY10016PCGENERAL PURPOSES$1,000
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131PCGENERAL PURPOSES$250
HARVARD COLLEGE FUND
PO BOX 419209BOSTNMA02241PCGENERAL PURPOSES$1,000
OAKLAND LACROSSE CLUB
1970 BROADWAY SUITE 920OAKLANDCA94612PCGENERAL PURPOSES$1,000
PALO ALTO PLAYERS
1305 MIDDLEFIELD ROADPALO ALTOCA94301PCGENERAL PURPOSES$5,000
SAN FRANCISCO BOYS CHORUS
333 HAYES STREET SUITE 116SAN FRANCISCOCA94102PCGENERAL PURPOSES$500
TEN STRANDS
330 IGNACIO BLVD SUITE 201NOVATOCA94949PCGENERAL PURPOSES$1,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA94704PCGENERAL PURPOSES$500
YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650SAN FRANCISCOCA94111PCGENERAL PURPOSES$250
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA303031002PCGENERAL PURPOSES$100
FACIAL PAIN ASSOCIATION
22 SE FIFTH AVENUE SUITE DGAINESVILLEFL32601PCGENERAL PURPOSES$300
KQED
50 BEALE STREET 5TH FLOORSAN FRANCISCOCA94105PCGENERAL PURPOSES$500
SAFE AND SOUND
1757 WALLER AVENUESAN FRANCISCOCA94117PCGENERAL PURPOSES$1,000
SUNY NEW PALTZ FOUNDATION
VH BUILDING ANNEX ROOM 343 1 HAWKNEW PALTZNY12561PCGENERAL PURPOSES$5,000DRIVE
ALS ONE
PO BOX 565AGOURA HILLSCA91376PCGENERAL PURPOSES$500
THE BISHOP'S RANCH AT THE EPISCOPAL DIOCESE OF CA
5297 WESTSIDE ROADHEALDSBURGCA95448PCGENERAL PURPOSES$250
THE FOUNTAIN FUND
JEFFERSON SCHOOL CITY CENTER 4THCHARLOTTESVILLEVA22903PCGENERAL PURPOSES$700STREET NW BOX Z
THE HAMLIN SCHOOL
2121 BROADWAY STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$25,500
826 VALENCIA
826 VALENCIA STSAN FRANCISCOCA94110PCGENERAL PURPOSES$500
AMERICAN INDIA FOUNDATION
216 E 45TH STREET 7TH FLNEW YORKNY10017PCGENERAL PURPOSES$1,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL PURPOSES$1,000
CURE ALZHEIMER'S FUND
34 WASHINGTON STREET SUITE 310WELLESLEY HILLSMA02481PCGENERAL PURPOSES$500
FRIENDS OF PRINCETON UNIVERSITY LIBRARY
PO BOX 5357 PRINCETON UNIVERSITYPRINCETONNJ085435357PCGENERAL PURPOSES$500
HOLY CROSS MONESTARY
PO BOX 99WEST PARKNY12493PCGENERAL PURPOSES$1,000
ISLES INC
10 WOOD STREETTRENTONNJ08618PCGENERAL PURPOSES$10,000
JAKE THOMPSON
IALS SUPPORT$1,118ORANGEVILLEORANGEVILLEONTARIOCANOA 0C0NONE
LITERACY VOLUNTEERS OF WASHINGTON COUNTY
PO BOX 825MACHIASME04654PCGENERAL PURPOSES$1,000
MISSION DOLORES ACADEMY
3371 16TH STREETSAN FRANCISCOCA94114PCGENERAL PURPOSES$1,000
MUSICMENLO
50 VALPARAISO AVENUEATHERTONCA94027PCGENERAL PURPOSES$1,000
UNIVERSITY OF NOTRE DAME
400 W JEFFERSON BLVDSOUTH BENDIN46556PCGENERAL PURPOSES$500
NPOWER INC
55 WASHINGTON STREET SUITE 560BROOKLYNNY11201PCGENERAL PURPOSES$1,000
ORGANIC FARMING RESEARCH FOUNDATION
303 POTRERO STREET SUITE 29-303SANTA CRUZCA95060PCGENERAL PURPOSES$150
OUTWARD BOUND
1539 PERSHING DRIVESAN FRANCISCOCA94129PCGENERAL PURPOSES$500
PLANNED PARENTHOOD
4402 EAST COMPTON BLVD SUITE 104COMPTONCA90221PCGENERAL PURPOSES$500
PRINCETON CLUB OF NEW YORK CITY
15 WEST 43RD STREETNEW YORKNY10036PCGENERAL PURPOSES$2,500
PRINCETON IN AFRICA
LOUIS A SIMPSON INTL BLDG PRINCETONPRINCETONNJ08530PCGENERAL PURPOSES$2,000UNIVERSITY
SAN FRANCISCO PARKS ALLIANCE
1074 FOLSOM STREETSAN FRANCISCOCA94103PCGENERAL PURPOSES$500
SONOMA COUNTY REGIONAL PARKS FOUNDATON
2300 COUNTY CENTERSANTA ROSACA95403PCGENERAL PURPOSES$500
STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH (SIEPR)
STANFORD UNIVERSITY 366 GALVEZSTANDFORDCA943056105PCGENERAL PURPOSES$1,000STREET
TALK TECH ASSOCIATION
305 WEST BROADWAY SUITE 143NEW YORKNY100135306PCGENERAL PURPOSES$2,500
AUXILIARY TO ISABELLA MCCOSH INFIRMARY
PRINCETON UNIVERSITY PO BOX 81PRINCETONNJ08542PCGENERAL PURPOSES$250
DANA-FARBER CAMPAIGN
10 BROOKLINE PLACE WEST 6TH FLBROOKLINEMA024457226PCGENERAL PURPOSES$150
INSTITUE FOR HEALTH & HEALING SAN FRANCISCO
CPMC FOUNDATION P O BOX 7999SAN FRANCISCOCA941207999PCGENERAL PURPOSES$5,000
SJOGREN'S FOUNDATION
10701 PARKRIDGE BLVD SUITE 170RESTONVA20191PCGENERAL PURPOSES$5,000
UC REGENTS
UC BERKELEY CAL ATHLETICS FUND 195BERKELEYCA947204422PCGENERAL PURPOSES$500HAAS PAVILION
WIKIPEDIA
590 MARKET STREETSAN FRANCISCOCA94104PCGENERAL PURPOSES$500
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PCGENERAL PURPOSES$1,000
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 1700SAN FRANCISCOCA94104PCGENERAL PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$658,977TotalGrantOrContriPdDurYrAmt
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$27,855ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,484ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,371ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,371TotalIncomeProducingActyAmt

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$749,561Yes (X)
PETER AND LYNN WENDELL
23550 WASHINGTON STREETSAN FRANCISCOCA94118$835,845Yes (X)
SCOTT D COOK
32700 COAST AVEMOUNTAIN VIEWCA94043$120,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1138 SHS ALPHABET INC CL A & CL C$749,5612021-08-19
24495 SHS DATABRICKS INC$835,8452021-12-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$882,964$2,091,100
SPDR S&P ETF TRUSTAT COST$883,214$1,566,893

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA FILING FEESCategoryTxt
Amt$80Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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