AED FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AED FOUNDATION (EIN 94-3337488)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-16
IRS object ID
201922289349100007
Schema version
2018v3.1
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)
Return2019-08-16T11:20:57-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941527242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FARELLA BRAUN MARTEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1235 MONTGOMERY STREET SUITE 1800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943337488EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAEDFBusinessNameControlTxt
Phone4152848568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAUREN B DACHSPersonNm
Person TitleV.P./SECRETARYPersonTitleTxt
Phone4152848568PhoneNum
Signature2019-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A MURPHYPreparerPersonNm
PTINP00439228PTIN
Phone4159544400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.110.143.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-16IPDt
IP Tm11:10:12IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAC3AD76501E0F7BAF05385123AAA9CF39D99F249AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,553,754FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,603DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,603DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$225,629TotalRevAndExpnssAmt
Total Net Invst Incm$25,629TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$546LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$546LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$833TaxesRevAndExpnssAmt
Taxes Net Invst Incm$583TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,439TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$583TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,606TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,439TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$583TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,606TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$142,190ExcessRevenueOverExpensesAmt
Net Investment Income$25,046NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$204,551SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$321,971SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$321,971SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$862,445CorporateStockBOYAmt
Corporate Stock EOY$887,465CorporateStockEOYAmt
Corporate Stock EOYFMV$1,231,783CorporateStockEOYFMVAmt
Other Assets BOY$245OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,067,241TotalAssetsBOYAmt
Total Assets EOY$1,209,436TotalAssetsEOYAmt
Total Assets EOYFMV$1,553,754TotalAssetsEOYFMVAmt
Grants Payable BOY$150,000GrantsPayableBOYAmt
Grants Payable EOY$100,000GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$5OtherLiabilitiesEOYAmt
Total Liabilities BOY$150,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$100,005TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$917,241RetainedEarningBOYAmt
Retained Earning EOY$1,109,431RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$917,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,109,431TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,067,241TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,209,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$917,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$142,190ExcessRevenueOverExpensesAmt
Other Increases$50,000OtherIncreasesAmt
Subtotal$1,109,431SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,109,431TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$81,368AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,372,305NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059293DistributionYr1Rt
Adjusted Qlfy Distri Yr2$54,509AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,112,404NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049001DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,356AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$979,863NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048329DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,252AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$859,942NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045645DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,097AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$655,775NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050470DistributionYr5Rt
Total Distribution0.252738TotalDistributionRt
Average Distribution0.050548AverageDistributionRt
Net Vl Noncharitable Assets$1,612,518NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$81,510AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$250NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,760AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$82,606QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$250InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$250SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$250TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$245EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$545TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$295OverpaymentAmt
Applied To ES Tax$295AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVICE-PRESIDENTSECRETARYIndividualWithBooksNm
Phone4152848568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT ST 25TH FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ABIGAIL D VIX
PO BOX 193809SAN FRANCISCOCA941193809PRESIDENT/DIRECTOR0.00$0$0$0
LAUREN B DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./SECRETARY/DIRECTOR0.00$0$0$0
ALAN M DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./CFO/DIRECTOR0.00$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$1,358,671AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$278,403AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,637,074TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,637,074AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,556CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,612,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,626MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,626MinimumInvestmentReturnAmt
Tax Based On Investment Income$250TaxBasedOnInvestmentIncomeAmt
Total Tax$250TotalTaxAmt
Distributable Before Adj$80,376DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,376DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,376DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,606ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,606QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$250PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,356AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,376DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$485ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$13,189ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,674TotalExcessDistributionCyovAmt
Qualifying Distributions$82,606QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,376AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,230RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,904TotalCorpusAmt
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$485ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,419ExcessDistriCyovToNextYrAmt
Excess From Year1$13,189ExcessFromYear1Amt
Excess From Current Year$2,230ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAUREN B DACHSContributingManagerNm
Contributing ManagerALAN M DACHSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KQED PUBLIC RADIO FOR NORTHERN CALIFORNIA
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCTO HELP PROVIDE QUALITY PROGRAMMING AND SERVICES$500
MARIN COUNTRY DAY SCHOOL
5221 PARADISE DRCORTE MADERACA94925N/APCANNUAL FUND TO SUPPORT TOWARDS IMPROVING CURRICULUM$5,000
MARIN GENERAL HOSPITAL FOUNDATION
100 B DRAKES LANDING SUITE 255GREENBRAECA94904N/APCPLEDGE: EMERGENCY SERVICES AND PEDIATRIC EMERGENCY SERVICES$50,000
SAN FRANCISCO PARTICULAR COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL
1175 HOWARD STSAN FRANCISCOCA94103N/APCTO HELP PROVIDE DIRECT SERVICE TO PEOPLE IN NEED IN SAN FRANCISCO$1,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107N/APCTO PROVIDE FOOD FOR THE HUNGRY$1,000
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305N/APCTO SUPPORT UNDERGRADUATE EDUCATION$1,000
THE THACHER SCHOOL
5025 THACHER ROADOJAICA93023N/APCTO SUPPORT HIGH SCHOOL EDUCATION$5,000
THERE WITH CARE OF THE BAY AREA
2682 MIDDLEFIELD RD SUITE HREDWOOD CITYCA94063N/APCTO SUPPORT CHILDREN AND FAMILIES FACING CRITICAL ILLNESS$2,500
HEAD ROYCE SCHOOL
4315 LINCOLN AVEOAKLANDCA94602N/APCTO PROVIDE FINANCIAL SUPPORT TO EDUCATIONAL PROGRAMS$5,000
SCHOOLS OF THE SACRED HEART
2222 BROADWAY STREETSAN FRANCISCOCA94115N/APCTO BE USED FOR STUART HALL FOR BOYS TO SUPPORT ACADEMIC EXCELLENCE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,603ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,629ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,629TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
FREMONT INVESTORS INC
1199 FREMONT STREET SUITE 2500SAN FRANCISCOCA94105$100,000Yes (X)
ALAN AND LAUREN DACHS
2PO BOX 193809SAN FRANCISCOCA941193809$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,000DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonALL FOUNDATION OFFICERSPersonNm
Short ExplanationALL THE FOUNDATION OFFICERS VOLUNTEER THEIR TIME AS NEEDED RELATING TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES.ShortExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VII-B, LINE 1A(4)IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1
SCHEDULE B PART 1 COLUMN (C)THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTL STOCK (4,681.135 SHS)$185,758$172,781
VANGUARD TOTAL STOCK MARKET (17,058.659 SHS)$701,707$1,059,002

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$546LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$546DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
BOY Book Value$245BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEQUITY ADJUSTMENT TO ACCOUNT FOR CHANGES IN ACCRUAL OF GRANTS PAYABLEDesc
Amt$50,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED EXCISE TAXDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$5EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonFREMONT INVESTORS INCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET SUITE 2500AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$250$0$0
FOREIGN TAXES$583$583$0

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