BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-23
IRS object ID
202102049349100810
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-23T11:21:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 NO 1010AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER WENDELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6508541000PhoneNum
Signature2021-06-24SignatureDt
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
Preparation2021-06-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$4,352,809FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$883,927ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$31,367DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,367DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,463NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$762,463GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$762,463CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$913,831TotalRevAndExpnssAmt
Total Net Invst Incm$793,830TotalNetInvstIncmAmt
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$47,052TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,152TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$602,466ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$602,466ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$651,618TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,075TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$602,466TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$262,213ExcessRevenueOverExpensesAmt
Net Investment Income$791,755NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$325,018CashBOYAmt
Cash EOY$583,779CashEOYAmt
Cash EOYFMV$583,779CashEOYFMVAmt
Sav And Temp Cash Invst BOY$883,131SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$886,583SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$886,583SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,766,178OtherInvestmentsBOYAmt
Other Investments EOY$1,766,178OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,882,447OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,974,327TotalAssetsBOYAmt
Total Assets EOY$3,236,540TotalAssetsEOYAmt
Total Assets EOYFMV$4,352,809TotalAssetsEOYFMVAmt
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$2,974,327RetainedEarningBOYAmt
Retained Earning EOY$3,236,540RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,974,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,236,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,974,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,236,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,974,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$262,213ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,236,540SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,236,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALPHABET INC CL A 254 SHSP2020-07-14$381,712$381,712$381,712
ALPHABET INC CL C 254 SHSP2020-07-14$380,751$380,751$380,751
FieldValueIRS element (for citing)
Capital Gain Net Income$762,463CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,005InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,005SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,005TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$20,192OverpaymentAmt
Applied To ES Tax$20,192AppliedToESTaxAmt
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$2,359,648AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,377,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,737,176TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,737,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,058CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,681,118NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,056MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,056MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,005TaxBasedOnInvestmentIncomeAmt
Total Tax$11,005TotalTaxAmt
Distributable Before Adj$173,051DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$173,051DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$173,051DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$602,466ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$602,466QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$602,466AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$173,051DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$380,728ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$322,879ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$316,924ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$242,185ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$315,475ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,578,191TotalExcessDistributionCyovAmt
Qualifying Distributions$602,466QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$173,051AppliedToCurrentYearAmt
Remaining Distri From Corpus$429,415RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,007,606TotalCorpusAmt
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$380,728ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,626,878ExcessDistriCyovToNextYrAmt
Excess From Year4$322,879ExcessFromYear4Amt
Excess From Year3$316,924ExcessFromYear3Amt
Excess From Year2$242,185ExcessFromYear2Amt
Excess From Year1$315,475ExcessFromYear1Amt
Excess From Current Year$429,415ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN RED CROSS
17 EAST STREET NWWASHINGTONDC20006PCGENERAL PURPOSES$1,025
INTERFAITH CENTER AT THE PRESIDIO
PO BOX 29055SAN FRANCISCOCA94129PCGENERAL PURPOSES$100
JDRF
26 BROADWAYNEW YORKNY94118PCGENERAL PURPOSES$100
THE AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA303031002PCGENERAL PURPOSES$106
ALZHEIMER'S ASSOCIATION
100 PINE STREET SUUITE 2150SAN FRANCISCOCA94111PCGENERAL PURPOSES$200
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA303031002PCGENERAL PURPOSES$200
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$200
THE ALS ASSOCIATION-GOLDEN WEST CHAPTER
PO BOX 565AGOURA HILLSCA91376PCGENERAL PURPOSES$200
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131PCGENERAL PURPOSES$250
CHARLES RIVER EPISCOPAL CO-HOUSING ENDEAVOR INC (CRECHE INC)
77 WACHUSETT STREETJAMAICA PLAINMA02130PCGENERAL PURPOSES$250
HOPEBOUND
240 N HIGHLAND AVE NEATLANTAGA303075609PCGENERAL PURPOSES$250
JEWISH FAMILY AND CHLDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94114PCGENERAL PURPOSES$250
SAN FRANCISCO BOYS CHORUS
333 HAYES STREET SUITE 116SAN FRANCISCOCA94102PCGENERAL PURPOSES$250
THE BISHOP'S RANCH
5297 WESTSIDE ROADHEALDSBURGCA95448PCGENERAL PURPOSES$250
WHEELCHAIR FOUNDATION
3820 BLACKHAWK ROADDANVILLECA94506PCGENERAL PURPOSES$250
YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650SAN FRANCISCOCA94111PCGENERAL PURPOSES$250
MINDFUL SCHOOLS
1260 45TH STREETEMERYVILLECA94608PCGENERAL PURPOSES$262
EPISCOPAL CHURCH AT PRINCETON
53 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$300
FRIENDS OF THEATRE INTIME
PRINCETON UNIVERSITY P O BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$400
EDUCARE DC
640 ANACOSTIA AVENUEWASHINGTONDC20019PCGENERAL PURPOSES$500
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$500
KQED
50 BEALE STREET 5TH FLOORSAN FRANCISCOCA94105PCGENERAL PURPOSES$500
OUTWARD BOUND CALIFORNIA
1539 PERSHING DRIVESAN FRANCISCOCA94129PCGENERAL PURPOSES$500
SANTA CRUZ COMMUNITY HEALTH CENTERS FUND
PO BOX 542SANTA CRUZCA95061PCGENERAL PURPOSES$500
UC BERKELEY
200 CALIFORNIA HALLBERKELEYCA94720PCGENERAL PURPOSES$500
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104PCGENERAL PURPOSES$500
OAKLAND LACROSSE CLUB
1970 BROADWAY SUITE 920OAKLANDCA94612PCGENERAL PURPOSES$515
SPIRIT ROCK MEDITATION CENTER
PO BOX 169WOODACRECA94973PCGENERAL PURPOSES$600
FACIAL PAIN ASSOCIATION
22 SE FIFTH AVENUE SUITE DGAINESVILLEFL32601PCGENERAL PURPOSES$825
AIM HIGH
PO BOX 410715SAN FRANCISCOCA94141PCGENERAL PURPOSES$1,000
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
3 PARK AVENUENEW YORKNY10016PCGENERAL PURPOSES$1,000
BARBARA C HARRIS CAMP AND CONFERENCE CENTER
PO BOX 204GREENFIELDNH03047PCGENERAL PURPOSES$1,000
BROOMSTONES CURLING CLUB
1 CURLING LANEWAYLANDMA01778PCGENERAL PURPOSES$1,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDENSAN FRANCISCOCA94118PCGENERAL PURPOSES$1,000GATE PARK
CAMINAR
2600 S EL CAMINO REAL SUITE 200SAN MATEOCA94403PCGENERAL PURPOSES$1,000
COASTAL REPERTORY THEATRE
34 WASHINGTONHALF MOON BAYCA94019PCGENERAL PURPOSES$1,000
HARVARD UNIVERSITY
MASSACHUSETTS HALLCAMBRIDGEMA02138PCGENERAL PURPOSES$1,000
HOLY CROSS MONASTERY
1615 ROUTE 9WWEST PARKNY12493PCGENERAL PURPOSES$1,000
INDEPENDENT SCHOOLS CHAIRPERSONS ASSOCIATION
287 GIBBS AVENUENEWPORTRI02840PCGENERAL PURPOSES$1,000
INSTITUTE FOR ADVANCED STUDY
IAS EINSTEIN DRIVEPRINCETONNJ08540PCGENERAL PURPOSES$1,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL PURPOSES$1,000
LACE UP FOR LITERACY
93 TOWER STREETWESTERLYRI02891PCGENERAL PURPOSES$1,000
MAYACAMA GOLF CLUB
1240 MAYACAMA CLUB DRIVESANTA ROSACA95403PCGENERAL PURPOSES$1,000
ONE HUNDRED BLACK MEN INC OF NEW YORK
14 PENN PLAZA 9TH FLOORNEW YORKNY10122PCGENERAL PURPOSES$1,000
ONE PURPOSE SCHOOL
948 HOLLISTER AVENUESAN FRANCISCOCA94124PCGENERAL PURPOSES$1,000
PRINCETON BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$1,000
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,000
STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH
366 GALVEZ STREETSTANFORDCA94305PCGENERAL PURPOSES$1,000
STANFORD UNIVERSITY
295 GALVEZ STREETSTANFORDCA943056104PCGENERAL PURPOSES$1,000
TEN STRANDS
330 IGNACIO BLVD SUITE 201NOVATOCA94949PCGENERAL PURPOSES$1,000
THE NEW YORK WOMEN'S FOUNDATION
39 BROADWAY FLOOR 23NEW YORKNY100063059PCGENERAL PURPOSES$1,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA94704PCGENERAL PURPOSES$1,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA191045099PCGENERAL PURPOSES$1,000
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
WINDRIDER INSTITUTE
PO BOX 184MENLO PARKCA94026PCGENERAL PURPOSES$1,000
EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT STBOSTONMA02111PCGENERAL PURPOSES$1,250
ARTS BUSINESS COLLABORATIVE INC
PO BOX 296SCOTTSDALEAZ11380PCGENERAL PURPOSES$1,500
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL PURPOSES$1,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCGENERAL PURPOSES$1,500
FREEDOM FUND
15100 N 90TH STREETSCOTTSDALEAZ85260PCGENERAL PURPOSES$1,500
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$1,750
THE FOUNTAIN FUND
JEFFERSON SCHOOL CITY CENTER 4THCHARLOTTESVILLEVA22903PCGENERAL PURPOSES$2,000STREET NW BOX Z
US LACROSSE
2 LOVETON CIRCLESPARKSMD21152PCGENERAL PURPOSES$2,000
WILLIAMS COLLEGE PARENTS FUND
75 PARK STREETWILLIAMSTOWNMA012672141PCGENERAL PURPOSES$2,000
FOUNDATION FOR STUDENT COMMUNICATION
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
HAMLIN SCHOOL
2120 BROADWAYSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
SONOMA COUNTY VINTNERS FOUNDATION
120 STONY POINT ROAD SUITE 220SANTA ROSACA95401PCGENERAL PURPOSES$2,500
ST ANTHONY'S
150 GOLDEN GATE AVENUE0SAN FRANCISCOCA94102PCGENERAL PURPOSES$2,500
HOUSTON FOODBANK
535 PORTWALL STREETHOUSTONTX77259PCGENERAL PURPOSES$5,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$5,000
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$5,000
SUNY NEW PALTZ FOUNDATION
VH BUILDING ANNEX ROOM 343 1 HAWKNEW PALTZNY12561PCGENERAL PURPOSES$5,000DRIVE
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$5,700
SAFE AND SOUND
1757 WALLER AVENUESAN FRANCISCOCA94117PCGENERAL PURPOSES$6,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$6,000
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$6,000
GRASSROOTS SOCCER
15 LEBANON STREETHANOVERNH03755PCGENERAL PURPOSES$7,500
PENNSYLVANIA HOSPITAL
800 SPRUCE STREETPHILADELPHIAPA19107PCGENERAL PURPOSES$10,000
PALO ALTO PLAYERS
1305 MIDDLEFIELD ROADPALO ALTOCA94301PCGENERAL PURPOSES$12,500
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$15,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94144PCGENERAL PURPOSES$25,000
THE HAMLIN SCHOOL
2121 BROADWAY STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$25,000
HARVARD BUSINESS SCHOOL
TEEL HALLBOSTONMA02163PCGENERAL PURPOSES$40,000
HARVARD COLLEGE FUND
PO BOX 419209BOSTNMA02241PCGENERAL PURPOSES$77,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$95,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$187,733
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$602,466TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,367ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,463ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$29,904ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,904TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
SCHMIDT FAMILY LIVING TRUST
1555 BRYANT STREETPALO ALTOCA94301$763,927Yes (X)
SCOTT D COOK
22700 COAST AVEMOUNTAIN VIEWCA94043$120,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property254 SHS ALPHABET INC CL A & CL CNoncashPropertyDesc
Fair Market Value$763,927FairMarketValueAmt
Received2020-07-14ReceivedDt

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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUST, SERIES 1AT COST$882,964$1,649,017
SPDR S&P ETF TRUSTAT COST$883,214$1,233,430

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$50NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES$25$25$0
FEDERAL EXCISE TAXES$47,027$0$0

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