CHAMBERS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHAMBERS FAMILY FOUNDATION (EIN 77-0443168)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202013089349100846
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T21:18:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosewood Family Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 Hanover Street Ste 100 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 770443168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAMBERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROSEWOOD FAMILY ADVISORS LLP | InCareOfNm |
| Business Name Control | CHAM | BusinessNameControlTxt |
| Phone | 6503132003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61239 DEPT 12 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T CHAMBERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503132003 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cayce L Craven | PreparerPersonNm |
| PTIN | P00294777 | PTIN |
| Phone | 6503132003 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94661420203085000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92F76CE3BE369ED8BAD06D514606FC353EFF58CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12BED9013943152157489D862EF6D8E7D47F5034 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,743,745 | 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 | $461,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $461,582 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,325,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,947,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$863,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $216 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,407,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,407,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,442,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,407,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,305,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,776,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,743,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,743,745 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,272,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $25,049,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,743,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,743,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,049,278 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,743,745 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,049,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,743,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,049,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,743,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,049,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,305,533 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,743,745 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,743,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 270,500 SHS PROSHARES ULTRASHORT DOW30 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,947,415 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,517,419 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,325,064 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,570,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,325,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,069,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,825,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.136445 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,876,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,817,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188895 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $868,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,564,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,920,051 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,416,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $950,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,984,101 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038024 | DistributionYr5Rt |
| Total Distribution | 0.486407 | TotalDistributionRt |
| Average Distribution | 0.097281 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,453,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,573,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,613 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,578,048 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,407,000 | 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 | $4,613 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,613 | SubtotalAmt |
| Tax Based On Investment Income | $4,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,505 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $88,505 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $83,892 | OverpaymentAmt |
| Applied To ES Tax | $83,892 | AppliedToESTaxAmt |
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 | ROSEWOOD FAMILY ADVISORS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503132003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61239 DEPT 12 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN T CHAMBERS | ||||||||
| PO BOX 61239 DEPT 12 | PALO ALTO | CA | 94306 | PRESIDENT/ CEO | 1.0 | $0 | $0 | $0 |
| CONSTANCE E CHAMBERS | ||||||||
| PO BOX 61239 DEPT 12 | PALO ALTO | CA | 94306 | TREASURER/CFO/ SECRETARY | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,465,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,391,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,856,470 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,856,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $402,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,453,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,322,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,322,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,613 | TotalTaxAmt |
| Distributable Before Adj | $1,318,068 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,318,068 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,318,068 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,407,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,407,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,613 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,402,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,318,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $744,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,726,385 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,746,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,216,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,407,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,318,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,088,932 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,305,574 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,305,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $744,144 | ExcessFromYear4Amt |
| Excess From Year2 | $3,726,385 | ExcessFromYear2Amt |
| Excess From Year1 | $2,746,113 | ExcessFromYear1Amt |
| Excess From Current Year | $3,088,932 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN T CHAMBERS | ContributingManagerNm |
| Contributing Manager | CONSTANCE E CHAMBERS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S DYSLEXIA CENTERS | ||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 | |
| LEADING FOR KIDS | ||||||||
| PO BOX 610078 | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | THE JUNE & JOHN CHAMBERS SCHOLARSHIP FUND | $250,000 | |
| AMERICAN FRIENDS OF THE PERES INSTITUTE FOR PEACE | ||||||||
| SOUTHEAST FINANCIAL CENTER | MIAMI | FL | 33131 | NONE | PC | GENERAL CHARITABLE PURPOSE | $100,000 | 200 SOUTH BISCAYNE BLVD SUITE 168 |
| CHILDREN'S HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | 2018-19 SAND HILL SCHOOL ANNUAL FUND | $25,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 | |
| FRENCH HERITAGE SOCIETY | ||||||||
| 14 EAST 60TH STREET SUITE 605 | NEW YORK | NY | 10022 | NONE | PC | NOTRE DAME FIRE RESTORATION FUND | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI AND DEVELOPMENT RECORDS | DURHAM | NC | 277080581 | NONE | PC | PRATT ANNUAL FUND - UNRESTRICTED | $100,000 | BOX 90581 |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30308 | NONE | PC | GENERAL CHARITABLE PURPOSE | $100,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | THE DINNER FUND-A-NEED | $100,000 | |
| HAWAI'I COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 968134317 | NONE | PC | KUKIO COMMUNITY FUND | $10,000 | |
| SAJA GROUP INC | ||||||||
| 145 CLARIDGE DR NE | ATLANTA | GA | 30342 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | ELAINE & JOHN CHAMBERS ENDOWED PROFESSORSHIP IN PEDIATRIC CANCER | $700,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI AND DEVELOPMENT RECORDS | DURHAM | NC | 277080581 | NONE | PC | PRATT ANNUAL FUND - UNRESTRICTED | $50,000 | BOX 90581 |
| THE AMERICAN CANCER SOCIETY | ||||||||
| 1001 MARINA VILLAGE PARKWAY SUITE 3 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION | ||||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 265071650 | NONE | PC | WVU COLLEGE OF BUSINESS AND ECONOMICS VENTURE CAPITAL FUND INS OF 12/31/2019 | $2,500,000 | 7TH FLOOR PO BOX 1650 |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 381202351 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | LUCILE PACKARD CHILDREN'S FUND | $50,000 | |
| STANFORD HEALTH CARE | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | THE JOHN AND ELAINE CHAMBERS PATIENT EXPERIENCE FUND | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,407,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE SUITE 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ELAINE AND JOHN CHAMBERS ENDOWED PROFESSORSHIP IN PEDIATRIC CANCER. The University shall use the endowment payout from the Fund to support a faculty member whose academic or clinical focus is cancer, with a preference for pediatric cancer. | GrantOrContributionPurposeTxt |
| Amt | $1,300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,300,000 | TotalGrantOrContriApprvFutAmt |
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 | $461,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | 18 | ExclusionCd |
| Exclusion | -$1,325,064 | 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 | -$863,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$863,482 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $216 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $305 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $305 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES & LICENSES | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FEES | $10 | $0 | $0 | $0 |
| ESTIMATED TAXES |
Comments