STRAUBEL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STRAUBEL FAMILY FOUNDATION (EIN 47-4415048)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202001259349102160
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T11:24:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUEHNIS & ASSOCIATES CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 VETERANS BLVD SUITE 214 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474415048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAUBEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KUEHNIS & ASSOCIATES CPAS LL | InCareOfNm |
| Business Name Control | STRA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6978 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY B STRAUBEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503623601 | PhoneNum |
| Signature | 2020-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KUEHNIS | PreparerPersonNm |
| PTIN | P01256096 | PTIN |
| Phone | 6503623601 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,472,809 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $346,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $346,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,021,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,074,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,021,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,415,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,415,139 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $12,023 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,023 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,601 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,571 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,030 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,347 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $27,751 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,751 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $467,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $947,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,346,746 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,933 | CashBOYAmt |
| Cash EOY | $15,900 | CashEOYAmt |
| Cash EOYFMV | $15,900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,499,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $733,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $733,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,575,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,171,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,598,850 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $125,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $125,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,097,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,045,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,472,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,097,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,045,282 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,097,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,045,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,097,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,045,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,097,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $947,687 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,045,282 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,045,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ML #3865 (S/T) | $3,887,464 | $3,655,429 | $232,035 | $232,035 |
| VANGUARD #7495 (S/T) | $9,186,577 | $8,397,564 | $789,013 | $789,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,021,048 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,562,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,202,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,424 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031986 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.048937 | TotalDistributionRt |
| Average Distribution | 0.012234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,820,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,467 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,123 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,467 | SubtotalAmt |
| Tax Based On Investment Income | $13,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,260 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,260 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,207 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUEHNIS & ASSOCIATES CPAS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503623601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 VETERANS BLVD SUITE 214 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY B STRAUBEL | ||||||||
| PO BOX 6978 | REDWOOD CITY | CA | 94063 | PRESIDENT | 0 | $0 | $0 | $0 |
| BORYANA S STRAUBEL | ||||||||
| PO BOX 6978 | REDWOOD CITY | CA | 94063 | SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GENUSEE | Description1Txt |
| Expenses1 | $75,000 | Expenses1Amt |
| Description2 | LIMELOOP INC | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Total | $125,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,631,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,397,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,091,885 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,091,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,820,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $891,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $891,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,467 | TotalTaxAmt |
| Distributable Before Adj | $877,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $877,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $877,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,123 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $125,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $404,123 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,467 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $390,656 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $877,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $372,189 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $372,189 | AppliedToYear1Amt |
| Applied To Current Year | $31,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $845,624 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ECHOING GREEN | ||||||
| 462 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10018 | NONE | CASH GIFT | $40,000 |
| ROCKY MOUNTAIN INSTITUTE | ||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | NONE | CASH GIFT | $42,500 |
| CLIMATE DEFENSE PROJECT | ||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | NONE | CASH GIFT | $10,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94306 | NONE | CASH GIFT | $52,000 |
| SACRED HEART SCHOOLS | ||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | NONE | CASH GIFT | $25,000 |
| MIT ALUMNI ASSOCIATION | ||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | CASH GIFT | $5,000 |
| MIDWEST RENEWABLE ENERGY ASSOCIATION | ||||||
| 7558 DEER ROAD | CUSTER | WI | 54423 | NONE | CASH GIFT | $8,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,959 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $1,021,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,415,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,415,138 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,950 | Amt |
| Net Investment Income | $5,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,475 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD #7495 | $13,596,323 | $14,023,850 |
| SPACE EXPLORATION TECHNOLOGIES | $3,500,000 | $3,500,000 |
| ROOTS STUDIO | $75,000 | $75,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,023 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,023 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTE - GENUSEE | $0 | $75,000 | $75,000 |
| NOTE - LIMELOOP INC | $0 | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEES & LICENSES | $180 | $180 |
| MARKETING | $6,169 | $6,169 |
| AWARDS | $14,350 | $14,350 |
| BANK FEES | $486 | $486 |
| OFFICE EXPENSES | $3,742 | $3,742 |
| COMPUTER/EQUIPMENT | $4,667 | $4,667 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AUDIT FEES | $14,900 | $14,900 | |
| CONSULTING | $6,130 | $6,130 | |
| INVESTMENT ADVISORY FEES | $56,571 | $56,571 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX | $119,935 | |
| FOREIGN TAX | $6,347 | $6,347 |
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