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SNOW CHARITABLE TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SNOW CHARITABLE TRUST (EIN 94-6690136)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-04-15
IRS object ID
202131059349101573
Schema version
2019v5.0
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)
Return2021-04-15T12:07:33-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

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 FAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181385ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

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
Signature2021-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY BARRPreparerPersonNm
PTINP01587834PTIN
Phone5106521000PhoneNum
Preparation2021-04-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$990,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$538,750ContriRcvdRevAndExpnssAmt
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$205,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$266,831GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$205,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$744,159TotalRevAndExpnssAmt
Total Net Invst Incm$205,409TotalNetInvstIncmAmt
Total Adj Net Incm$35TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,988AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,988TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,988TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$572,171ExcessRevenueOverExpensesAmt
Net Investment Income$205,409NetInvestmentIncomeAmt
Adjusted Net Income$35AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$143,120SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$248,999SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$248,999SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$28,671CorporateStockBOYAmt
Corporate Stock EOY$87,760CorporateStockEOYAmt
Corporate Stock EOYFMV$741,390CorporateStockEOYFMVAmt
Total Assets BOY$171,791TotalAssetsBOYAmt
Total Assets EOY$336,759TotalAssetsEOYAmt
Total Assets EOYFMV$990,389TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,750CapitalStockBOYAmt
Capital Stock EOY$10,750CapitalStockEOYAmt
Retained Earning BOY$161,041RetainedEarningBOYAmt
Retained Earning EOY$744,213RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$171,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$754,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$171,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$754,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$171,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$572,171ExcessRevenueOverExpensesAmt
Other Increases$11,001OtherIncreasesAmt
Subtotal$754,963SubtotalAmt
Tot Net Ast Or Fund Balances EOY$754,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2550 SHARES OF MORPHOSYS AGPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2010-10-29AcquiredDt
Sold2020-11-10SoldDt
Gross Sales Price$266,831GrossSalesPriceAmt
Cost Or Other Basis$61,457CostOrOtherBasisAmt
Gain Or Loss$205,374GainOrLossAmt
Gains Minus Excess Or Losses$205,374GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$205,374CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$146,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$565,657NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.258549DistributionYr1Rt
Adjusted Qlfy Distri Yr2$97,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$237,865NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.410737DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,940AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,041NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.163882DistributionYr3Rt
Adjusted Qlfy Distri Yr4$92,521AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$37,331NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.478396DistributionYr4Rt
Adjusted Qlfy Distri Yr5$180,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$169,661NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.062118DistributionYr5Rt
Total Distribution8.373682TotalDistributionRt
Average Distribution1.674736AverageDistributionRt
Net Vl Noncharitable Assets$740,575NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,240,268AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,054NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,242,322AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$170,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,108InvestmentIncomeExciseTaxAmt
Subtotal$4,108SubtotalAmt
Tax Based On Investment Income$4,108TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,117EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,117TotalPaymentsAndCreditsAmt
Overpayment$1,009OverpaymentAmt
Applied To ES Tax$1,009AppliedToESTaxAmt

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 DRIVEOAKLANDCA946181734TRUSTEE1.00$0$0$0
CYNTHIA SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE1.00$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$615,885AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$751,853TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$751,853AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,278CashDeemedCharitableAmt
Net Vl Noncharitable Assets$740,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,029MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,029MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,108TaxBasedOnInvestmentIncomeAmt
Total Tax$4,108TotalTaxAmt
Distributable Before Adj$32,921DistributableBeforeAdjAmt
Distributable Before Ded$32,921DistributableBeforeDedAmt
Distributable As Adjusted$32,921DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,000ExpensesAndContributionsAmt
Qualifying Distributions$170,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$170,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,921DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$171,171ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,512ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$95,288ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,989ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$118,380ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$567,340TotalExcessDistributionCyovAmt
Qualifying Distributions$170,000QualifyingDistributionsAmt
Applied To Current Year$32,921AppliedToCurrentYearAmt
Remaining Distri From Corpus$137,079RemainingDistriFromCorpusAmt
Total Corpus$704,419TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$171,171ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$533,248ExcessDistriCyovToNextYrAmt
Excess From Year4$91,512ExcessFromYear4Amt
Excess From Year3$95,288ExcessFromYear3Amt
Excess From Year2$90,989ExcessFromYear2Amt
Excess From Year1$118,380ExcessFromYear1Amt
Excess From Current Year$137,079ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103GENERALOPERATIONS$2,000
HEBREW FREE LOAN
131 STEUART STSAN FRANCISCOCA94105GENERALOPERATIONS$50,000
TEMPLE SINAI
2808 SUMMIT STOAKLANDCA94609GENERALOPERATIONS$4,000
AURORA THEATRE
2081 ADDISON STBERKELEYCA94704GENERALOPERATIONS$7,000
SWIM ACROSS AMERICA
11600 COMMUNITY HOUSE RDCHARLOTTENC28277GENERALOPERATIONS$1,000
SEASON OF SHARING SF CHRONICLE
901 MISSION STSAN FRANCISCOCA94103GENERALOPERATIONS$75,000
ALAMEDA COUNTY FOOD BANK
7900 EDGEWATER DROAKLANDCA94621GENERALOPERATIONS$15,000
JEWISH VOCATIONAL SERVICE
225 BUSH ST STE 400SAN FRANCISCOCA94104GENERALOPERATIONS$10,000
GEORGE WASHINGTON UNIVERSITY
800 EIGTH ST NWWASHINGTONDC20001GENERALOPERATIONS$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,000TotalGrantOrContriPdDurYrAmt

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$205,374RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35ExclusionAmt
Related Or Exempt Function Incm$205,374RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$205,409TotalIncomeProducingActyAmt

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$538,750TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000 SHARES OF MORPHOSYSNoncashPropertyDesc
Fair Market Value$538,750FairMarketValueAmt
Received2020-11-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,988Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SH GENMAB$28,671$466,324
2450 SH MORPHOSYS$59,089$275,066

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$11,001Amt

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