BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202001979349101275
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T10:54:04-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2020-05-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.122.224.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-29IPDt
IP Tm15:32:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9BE2CBA19EAB42E3AA6A58C583F06FD5835108C0AtSubmissionCreationDeviceId
At Submission Filing Device Id9AB29866FEBD35FC8AD1B1BE4DBE3C3765EB0F74AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,387,443FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$822,598ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,910DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,910DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,212NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,539,320GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,539,320CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$848,720TotalRevAndExpnssAmt
Total Net Invst Incm$1,559,230TotalNetInvstIncmAmt
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$85TaxesRevAndExpnssAmt
Taxes Net Invst Incm$85TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$73OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$73OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,158TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,158TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$416,018ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$416,018ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$418,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,158TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$416,018TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$430,544ExcessRevenueOverExpensesAmt
Net Investment Income$1,557,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$280,781CashBOYAmt
Cash EOY$325,018CashEOYAmt
Cash EOYFMV$325,018CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,492,492SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$883,131SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$883,131SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$770,510CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,766,178OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,179,294OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,543,783TotalAssetsBOYAmt
Total Assets EOY$2,974,327TotalAssetsEOYAmt
Total Assets EOYFMV$3,387,443TotalAssetsEOYFMVAmt
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$2,543,783RetainedEarningBOYAmt
Retained Earning EOY$2,974,327RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,543,783TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,974,327TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,543,783TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,974,327TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,543,783TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$430,544ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,974,327SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,974,327TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$1,539,320GrossSalesPriceAmt
Gain Or Loss$1,539,320GainOrLossAmt
Gains Minus Excess Or Losses$1,539,320GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,539,320CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$349,495AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,149,376NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.162603DistributionYr1Rt
Adjusted Qlfy Distri Yr2$388,210AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,752,999NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.221455DistributionYr2Rt
Adjusted Qlfy Distri Yr3$358,202AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,124,643NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.318503DistributionYr3Rt
Adjusted Qlfy Distri Yr4$396,172AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$727,830NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.544319DistributionYr4Rt
Adjusted Qlfy Distri Yr5$370,893AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$648,382NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.572029DistributionYr5Rt
Total Distribution1.818909TotalDistributionRt
Average Distribution0.363782AverageDistributionRt
Net Vl Noncharitable Assets$2,633,688NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$958,088AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,571NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$973,659AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$416,018QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,141InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,141SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,141TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,241EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,241TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$14,900TaxDueAmt

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$1,822,589AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$851,206AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,673,795TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,673,795AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,107CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,633,688NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,141TaxBasedOnInvestmentIncomeAmt
Total Tax$31,141TotalTaxAmt
Distributable Before Adj$100,543DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,543DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,543DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$416,018ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$416,018QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$416,018AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,543DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$338,474ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$380,728ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$322,879ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$316,924ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$242,185ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,601,190TotalExcessDistributionCyovAmt
Qualifying Distributions$416,018QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,543AppliedToCurrentYearAmt
Remaining Distri From Corpus$315,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,916,665TotalCorpusAmt
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$338,474ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,578,191ExcessDistriCyovToNextYrAmt
Excess From Year4$380,728ExcessFromYear4Amt
Excess From Year3$322,879ExcessFromYear3Amt
Excess From Year2$316,924ExcessFromYear2Amt
Excess From Year1$242,185ExcessFromYear1Amt
Excess From Current Year$315,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
AC RUBGY FOUNDATION
180 CENTER PARK SOUTHNEW YORKNY10019PCGENERAL PURPOSES$1,500
AIM HIGH
P O BOX 410715SAN FRANCISCOCA94141PCGENERAL PURPOSES$500
ALL STARS HELPING KIDS
4675 STEVENS CREEK BLVD SUITE 125SANTA CLARACA95051PCGENERAL PURPOSES$500
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
555 SATURN BLVD B252SAN DIEGOCA92154PCGENERAL PURPOSES$100
AMERICAN INDIA FOUNDATION
530 LYTTON AVENUEPALO ALTOCA94301PCGENERAL PURPOSES$2,500
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
3 PARK AVENUENEW YORKNY10016PCGENERAL PURPOSES$5,000
BARBARA C HARRIS CAMP AND CONFERENCE CENTER
P O BOX 204GREENFIELDNH03047PCGENERAL PURPOSES$500
BERKELEY UNIVERSITY
1995 UNIVERSITY AVEBERKELEYCA947041070PCGENERAL PURPOSES$1,000
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131PCGENERAL PURPOSES$250
BIRTHRIGHT AFRICA
205 E 42ND STREETNEW YORKNY10017PCGENERAL PURPOSES$250
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STSAN FRANCISCOCA94102PCGENERAL PURPOSES$1,000
CAMINAR
2600 S EL CAMINO REAL SUITE 200SAN MATEOCA94403PCGENERAL PURPOSES$1,000
CANCER SUPPORT COMMUNITY GREATER PHILADELPHIA
200 KIRK ROADWARMINISTERPA18974PCGENERAL PURPOSES$200
CENTER FOR MINDFUL COMPASSION
10601-G TIERRASANTA BLVD SUITE 205SAN DIEGOCA94124PCGENERAL PURPOSES$100
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL PURPOSES$1,000
CHRONICLE SEASON OF SHARING FUND
P O BOX 44740SAN FRANCISCOCA94144PCGENERAL PURPOSES$25,000
CITY SURF PROJECT
1633 VALENCIA STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$824
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL PURPOSES$1,000
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102PCGENERAL PURPOSES$500
COTTAGE 1886 FOUNDATION
51 PROSPECT AVENUEPRINCETONNJ08540PCGENERAL PURPOSES$55,000
CURE ALZHEIMER'S FUND
34 WASHINGTON STREETWELLESLEYMA02481PCGENERAL PURPOSES$500
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH037554400PCGENERAL PURPOSES$1,000
DISCOVERY LAND COMPANY FOUNDATION
301 N CANON DRIVE SUITE 328BEVERLY HILLSCA90210PCGENERAL PURPOSES$1,000
EDUCARE DC
640 ANACOSTIA AVENUEWASHINGTONDC20019PCGENERAL PURPOSES$500
ENNEAGRAM PRISON PROJECT
PO BOX 804LOS GATOSCA95031PCGENERAL PURPOSES$250
EPISCOPAL CHURCH AT PRINCETON
53 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$300
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$5,700
EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT STBOSTONMA02111PCGENERAL PURPOSES$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCGENERAL PURPOSES$1,500
FISHERS ISLAND CONSERVANCY
PO BOX 553FISHERS ISLANDNY06390PCGENERAL PURPOSES$50,000
FOUNDATION FOR STUDENT COMMUNICATION
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
GIVEINDIA
PCGENERAL PURPOSES$100UNIT 406 4TH FL TOWER A UNITECHWORLD CYBER PARKGURGAONIN12201
GLAD TIDINGS CHURCH
PCGENERAL PURPOSES$3901800 QUANDRA STREETVICTORIACAV8T 4B9BRITISH COLUMBIA
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$76,500
GOOD SAMARITAN FAMILY RESOURCE CENTER
1294 POTRERO AVENUESAN FRANCISCOCA94110PCGENERAL PURPOSES$500
GRACE COVENANT PRESBYTERIAN CHURCH
1627 MONUMENT AVENUERICHMONDVA23220PCGENERAL PURPOSES$5,000
GRASSROOTS SOCCER
P O BOX 712NORWICHVT05055PCGENERAL PURPOSES$7,500
HARVARD BUSINESS SCHOOL
TEEL HALLBOSTONMA02163PCGENERAL PURPOSES$25,000
HARVARD COLLEGE FUND
PO BOX 419209BOSTNMA02241PCGENERAL PURPOSES$1,000
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$500
INDEPENDENT SCHOOLS CHAIRPERSONS ASSOCIATION
287 GIBBS AVENUENEWPORTRI02840PCGENERAL PURPOSES$1,500
INSTITUTE FOR ADVANCED STUDY
IAS EINSTEIN DRIVEPRINCETONNJ08540PCGENERAL PURPOSES$1,000
INTERFAITH CENTER AT THE PRESIDIO
PO BOX 29055SAN FRANCISCOCA94129PCGENERAL PURPOSES$100
ISLES INC
10 WOOD STREETTRENTONNJ08618PCGENERAL PURPOSES$10,000
JDRF
26 BROADWAYNEW YORKNY94118PCGENERAL PURPOSES$100
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL PURPOSES$1,000
KIPP BAY AREA PUBLIC SCHOOLS
1000 BROADWAY SUITE 460OAKLANDCA94607PCGENERAL PURPOSES$10,000
LITERACY VOLUNTEERS WASHINGTON COUNTY
93 TOWER STREETWESTERLYRI02891PCGENERAL PURPOSES$1,000
LIZZY RAGAN MEDICAL RECOVERY FUND
43 MADISON STREETSOMERVILLEMA02143PCGENERAL PURPOSES$4,500
MANOMET INC
125 MANOMET POINT ROADPLYMOUTHMA02360PCGENERAL PURPOSES$500
MCGILL UNIVERSITY
PCGENERAL PURPOSES$1,000475 PINE AVENUE WESTMONTREALCAH2W1S4QUEBEC
MINDFUL SCHOOLS
1260 45TH STREETEMERYVILLECA94608PCGENERAL PURPOSES$250
MUSIC MENLO
50 VALPARAISO AVENUEATHERTONCA94027PCGENERAL PURPOSES$150
NEW YORK WOMEN'S FOUNDATION
39 BROADWAY 23RD FLOORNEW YORKNY10006PCGENERAL PURPOSES$500
OAKLAND LACROSSE CLUB
1970 BROADWAY SUITE 920OAKLANDCA94612PCGENERAL PURPOSES$1,000
ONE PURPOSE SCHOOL
948 HOLLISTER AVENUESAN FRANCISCOCA94124PCGENERAL PURPOSES$1,000
OUTWARD BOUND CALIFORNIA
1539 PERSHING DRIVESAN FRANCISCOCA94129PCGENERAL PURPOSES$250
PALO ALTO PLAYERS
1305 MIDDLEFIELD ROADPALO ALTOCA94301PCGENERAL PURPOSES$7,500
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$1,727
PEER HEALTH EXCHANGE
70 GOLD STSAN FRANCISCOCA94133PCGENERAL PURPOSES$2,000
PLANNED PARENTHOOD
2185 PACHECO STREETCONCORDCA94520PCGENERAL PURPOSES$150
PRINCETON BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$1,000
PRINCETON IN AFRICA FUND
PRINCETON UNIVERSITYPRINCETONNJ08544PCGENERAL PURPOSES$1,000
PRINCETON PATROLMEN'S BENEVOLENT ASSOCIATION
P O BOX 568PRINCETONNJ08540PCGENERAL PURPOSES$100
PRINCETON UNIVERSITY
P O BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$3,800
PRINCETON UNIVERSITY FRIENDS OF THEATRE INTIME
PO BOX 5357PRINCETONNJ05843PCGENERAL PURPOSES$400
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,100
SAN FRANCISCO AIDS FOUNDATION
1035 MARKET STREET SUITE 400SAN FRANCISCOCA94103PCGENERAL PURPOSES$100
SAN FRANCISCO BEAUTIFUL
2269 CHESTNUT STREET SUITE 437SAN FRANCISCOCA94123PCGENERAL PURPOSES$1,000
SAN FRANCISCO BOYS CHORUS
333 HAYES STREET SUITE 116SAN FRANCISCOCA94102PCGENERAL PURPOSES$250
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$2,045
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$200
SCHEUERMAN YOUTH FUND
P O BOX 148STILLWATERMN55082PCGENERAL PURPOSES$1,000
SELAMTA FAMILY PROJECT
PO BOX 1857LAKE PLACIDFL33862PCGENERAL PURPOSES$1,032
SPIRIT ROCK MEDITATION CENTER
PO BOX 169WOODACRECA94973PCGENERAL PURPOSES$250
ST ANTHONY'S
P O BOX 39000SAN FRANCISCOCA041390001PCGENERAL PURPOSES$500
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$6,000
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,000
STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH
366 GALVEZ STREETSTANFORDCA94305PCGENERAL PURPOSES$1,000
TEN STRANDS
330 IGNACIO BLVD SUITE 201NOVATOCA94949PCGENERAL PURPOSES$1,000
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$15,000
THE FACIAL PAIN ASSOCIATION
408 W UNIVERSITY AVEGAINESVILLEFL32601PCGENERAL PURPOSES$900
THE FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO
P O BOX 2879ALAMEDACA94501PCGENERAL PURPOSES$200
THE HAMLIN SCHOOL
2121 BROADWAY STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$25,000
THE MICHAEL J FOX FOUNDATION
PO BOX 4777NEW YORKNY10163PCGENERAL PURPOSES$1,500
TIGER CAPITAL MANAGEMENT
2 QUAIL RIDGEPRINCETON JUNCTIONNJ08550PCGENERAL PURPOSES$1,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$8,000
TRUSTEES OF PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PCGENERAL PURPOSES$7,500
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA94704PCGENERAL PURPOSES$100
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$3,500
UNIVERSITY OF NOTRE DAME
MAIN STNOTRE DAMEIN46556PCGENERAL PURPOSES$500
US LACROSSE
2 LOVETON CIRCLESPARKSMD21152PCGENERAL PURPOSES$1,000
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
WHEELCHAIR FOUNDATION
3820 BLACKHAWK ROADDANVILLECA94506PCGENERAL PURPOSES$600
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104PCGENERAL PURPOSES$500
WILLIAMS COLLEGE ALUMNI FUND
75 PARK STREETWILLIAMSTOWNMA01267PCGENERAL PURPOSES$250
WILLIAMS COLLEGE PARENTS FUND
75 PARK STREETWILLIAMSTOWNMA012672141PCGENERAL PURPOSES$1,000
WILLOW DOMESTIC VIOLENCE CENTER
PO BOX 39601ROCHESTERNY14604PCGENERAL PURPOSES$250
WINDRIDER INSTITUTE
P O BOX 184MENLO PARKCA94026PCGENERAL PURPOSES$1,000
YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650SAN FRANCISCOCA94111PCGENERAL PURPOSES$250
YOSEMITE CONSERVANCY
101 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$416,018TotalGrantOrContriPdDurYrAmt
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$19,910ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,212ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,122ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,122TotalIncomeProducingActyAmt

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$762,598Yes (X)
SCOTT D COOK
22700 COAST AVEMOUNTAIN VIEWCA94043$60,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property582 SHS ALPHABET INC CL A & CL CNoncashPropertyDesc
Fair Market Value$762,598FairMarketValueAmt
Received2019-11-14ReceivedDt

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$1,117,478
SPDR S&P ETF TRUSTAT COST$883,214$1,061,816

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$73RevenueAndExpensesPerBooksAmt
Net Investment Income$73NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA FILING FEESCategoryTxt
Amt$85Amt
Net Investment Income$85NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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