CHAMBERS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHAMBERS FAMILY FOUNDATION (EIN 77-0443168)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201923199349103662
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)
Return2019-11-15T14:43:35-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rosewood Family Advisors LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12475 Hanover Street Ste 100AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770443168EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAMBERS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROSEWOOD FAMILY ADVISORS LLPInCareOfNm
Business Name ControlCHAMBusinessNameControlTxt
Phone6503132003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61239 DEPT 12AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN T CHAMBERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503132003PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCayce L CravenPreparerPersonNm
PTINP00294777PTIN
Phone6503132003PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id94661420193195000000FederalOriginalSubmissionId
Federal Original Submission Id2019-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id92F76CE3BE369ED8BAD06D514606FC353EFF58CBAtSubmissionCreationDeviceId
At Submission Filing Device Id92F76CE3BE369ED8BAD06D514606FC353EFF58CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,352,498FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$112,728InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$112,728InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$187,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187,757DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,092,676NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,434,626GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,092,676CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,393,161TotalRevAndExpnssAmt
Total Net Invst Incm$8,393,161TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$150LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$100,010TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,559OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,559OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$136,219TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,559TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,153,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,153,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,289,719TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,559TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,153,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,103,442ExcessRevenueOverExpensesAmt
Net Investment Income$8,390,602NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,291,067SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,776,798SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,776,798SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,654,769CorporateStockBOYAmt
Corporate Stock EOY$10,272,480CorporateStockEOYAmt
Corporate Stock EOYFMV$9,575,700CorporateStockEOYFMVAmt
Total Assets BOY$20,945,836TotalAssetsBOYAmt
Total Assets EOY$25,049,278TotalAssetsEOYAmt
Total Assets EOYFMV$24,352,498TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$20,945,836CapitalStockBOYAmt
Capital Stock EOY$25,049,278CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$20,945,836TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,049,278TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,945,836TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,049,278TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,945,836TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,103,442ExcessRevenueOverExpensesAmt
Subtotal$25,049,278SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,049,278TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtHow AcquiredHowAcquiredCd
47,189 SHS NVIDIA CORP$9,667,784$5,631,755$4,036,029$4,036,029
255,900 SHS PROSHARES ULTRA DOW30$10,724,879$6,023,014$4,701,865$4,701,8652016-09-222018-11-20
153,200 SHS PROSHARES ULTRASHORT DOW30$4,690,916$5,000,224-$309,3082018-11-262018-11-28P
115,800 SHS IQIYI INC-ADR$3,351,047$3,996,265-$645,218-$645,218
FieldValueIRS element (for citing)
Capital Gain Net Income$8,092,676CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,876,751AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$25,817,276NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.188895DistributionYr1Rt
Adjusted Qlfy Distri Yr2$868,758AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,564,933NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044404DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,920,051AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,416,104NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.078639DistributionYr3Rt
Adjusted Qlfy Distri Yr4$950,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,984,101NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038024DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,047,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,864,735NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045813DistributionYr5Rt
Total Distribution0.395775TotalDistributionRt
Average Distribution0.079155AverageDistributionRt
Net Vl Noncharitable Assets$29,825,867NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,360,867AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$83,906NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,444,773AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,153,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$83,906InvestmentIncomeExciseTaxAmt
Subtotal$83,906SubtotalAmt
Tax Based On Investment Income$83,906TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$172,411EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$172,411TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$88,505OverpaymentAmt
Applied To ES Tax$88,505AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROSEWOOD FAMILY ADVISORS LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503132003PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61239 DEPT 12AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN T CHAMBERS
PO BOX 61239 DEPT 12PALO ALTOCA94306PRESIDENT/ CEO1.0$0$0$0
CONSTANCE E CHAMBERS
PO BOX 61239 DEPT 12PALO ALTOCA94306TREASURER/CFO/ SECRETARY1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,539,354AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,740,714AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,280,068TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,280,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$454,201CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,825,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,491,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,491,293MinimumInvestmentReturnAmt
Tax Based On Investment Income$83,906TaxBasedOnInvestmentIncomeAmt
Total Tax$83,906TotalTaxAmt
Distributable Before Adj$1,407,387DistributableBeforeAdjAmt
Distributable Before Ded$1,407,387DistributableBeforeDedAmt
Distributable As Adjusted$1,407,387DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,153,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,153,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$83,906PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,069,594AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,407,387DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$744,144ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,726,385ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,470,529TotalExcessDistributionCyovAmt
Qualifying Distributions$4,153,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,407,387AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,746,113RemainingDistriFromCorpusAmt
Total Corpus$7,216,642TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,216,642ExcessDistriCyovToNextYrAmt
Excess From Year3$744,144ExcessFromYear3Amt
Excess From Year1$3,726,385ExcessFromYear1Amt
Excess From Current Year$2,746,113ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN T CHAMBERSContributingManagerNm
Contributing ManagerCONSTANCE E CHAMBERSContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TEACH FOR AMERICA BAY AREA
685 MARKET STREET SUITE 500SAN FRANCISCOCA94105NONEPCGENERAL CHARITABLE PURPOSE$12,500
AMERICAN FRIENDS OF THE PERES INSTITUTE FOR PEACE
200 SOUTH BISCAYNE BLVD SUITE 168MIAMIFL33131NONEPCGENERAL CHARITABLE PURPOSE$100,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106NONEPCTHE JUNE & JOHN CHAMBERS SCHOLARSHIP FUND$250,000
ALS THERAPY DEVELOPMENT INSTITUTE
300 TECHNOLOGY SQUARE SUITE 400CAMBRIDGEMA02139NONEPCGENERAL CHARITABLE PURPOSE$10,000
CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE
108 WOZ WAYSAN JOSECA95110NONEPCGENERAL CHARITABLE PURPOSE$10,000
DUKE UNIVERSITY
ALUMNI AND DEVELOPMENT RECORDSDURHAMNC277080581NONEPCPRATT ANNUAL FUND$100,000BOX 90581
CANCER CAREPOINT
2505 SAMARITAN DRIVE BUILDING 400SAN JOSECA95124NONEPCGENERAL CHARITABLE PURPOSE$10,000SUITE 402
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573NONEGENERAL CHARITABLE PURPOSE$1,000
THE TECH MUSEUM OF INNOVATION
201 SOUTH MARKET STREETSAN JOSECA95113NONEPCGENERAL CHARITABLE PURPOSE$10,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301NONEPCGENERAL CHARITABLE PURPOSE$1,000,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREETATLANTAGA303031002NONEPCGENERAL CHARITABLE PURPOSE$25,000
CALIFORNIA WATERFOWL ASSOCIATION
1346 BLUE OAKS BOULEVARDROSEVILLECA95678NONEPCGENERAL CHARITABLE PURPOSE$10,000
UCSF FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94143NONEPCHUMAN HEALTH AND DISEASE CAMPAIGN$2,500UCSF BOX 0248
CHP 11-99 FOUNDATION
2244 NORTH STATE COLLEGE BOULEVARDFULLERTONCA92831NONEPCGENERAL CHARITABLE PURPOSE$25,000
COVENANT HOUSE OF CALIFORNIA
1325 N WESTERN AVELOS ANGELESCA90027NONEPCGENERAL CHARITABLE PURPOSE$2,500
WEST VIRGINIA UNIVERSITY FOUNDATION
ONE WATERFRONT PLACE - 7TH FLOORMORGANTOWNWV265071650PCBUSINESS AND ECONOMICS VENTURE CAPITAL FUND$1,000,000PO BOX 1650
WEST VIRGINIA UNIVERSITY FOUNDATION
ONE WATERFRONT PLACE - 7TH FLOORMORGANTOWNWV265071650NONEPCBUSINESS & ECONOMICS STARTUP ENGINE$500,000PO BOX 1650
WEST VIRGINIA UNIVERSITY FOUNDATION
ONE WATERFRONT PLACE - 7TH FLOORMORGANTOWNWV265071650NONEPCCENTER FOR ARTIFICIAL INTELLIGENCE MANAGEMENT$500,000PO BOX 1650
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301NONEPCGENERAL CHARITABLE PURPOSE$50,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301NONEPCENDOWED PROFESSORSHIP FOR PEDIATRIC CANCER$500,000
ALL STUDENTS MATTER
PO BOX 384MENLO PARKCA94026NONEPCGENERAL CHARITABLE PURPOSE$25,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN381202351NONEWETLANDS HABITAT CONSERVATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,153,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASE WESTERN RESERVE UNIVERSITY
SCHOOL OF MEDICINE CASE WESTERN RE10900 EUCLID AVENUECLEVELANDOH44106NONEPCTHE JUNE AND JOHN CHAMBERS SCHOLARSHIP FUND. THIS FUND WILL BENEFIT FEMALE STUDENTS IN THE SCHOOL OF MEDICINE, ALTERNATING ANNUALLY BETWEEN THE UNIVERSITY TRACK AND THE CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE TRACK.$250,000
AMERICAN FRIENDS OF THE PERES CENTER FOR PEACE
SOUTHEAST FINANCIAL CENTER200 SOUTH BISCAYNE BLVD SUITE 1680MIAMIFL33131NONEPCGENERAL CHARITABLE PURPOSE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$350,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,728ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187,757ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,092,676ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,393,161ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,393,161TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypeN/AOrganizationTypeDesc
Relationship DescriptionN/ARelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$33,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$10,272,480EOYBookValueAmt
EOYFMV$9,575,700EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$150LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$2,559RevenueAndExpensesPerBooksAmt
Net Investment Income$2,559NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
STATE FEES$10
ESTIMATED TAXES$100,000

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