BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201941339349102449
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)
Return2019-05-13T15:18:14-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2019-04-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.122.224.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-30IPDt
IP Tm14:44:08IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9BE2CBA19EAB42E3AA6A58C583F06FD5835108C0AtSubmissionCreationDeviceId
At Submission Filing Device Id832D00FE438388DCA9934B5DA914816B222F7BE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,416,169FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$860,510ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,542DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,542DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$871,052TotalRevAndExpnssAmt
Total Net Invst Incm$10,542TotalNetInvstIncmAmt
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$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,649TaxesRevAndExpnssAmt
Taxes Net Invst Incm$85TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$688OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$688OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,573TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$349,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$349,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$363,632TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,573TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$349,495TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$507,420ExcessRevenueOverExpensesAmt
Net Investment Income$7,969NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,412CashBOYAmt
Cash EOY$280,781CashEOYAmt
Cash EOYFMV$280,781CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,981,951SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,492,492SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,492,492SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$770,510CorporateStockEOYAmt
Corporate Stock EOYFMV$642,896CorporateStockEOYFMVAmt
Total Assets BOY$2,036,363TotalAssetsBOYAmt
Total Assets EOY$2,543,783TotalAssetsEOYAmt
Total Assets EOYFMV$2,416,169TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$2,036,363RetainedEarningBOYAmt
Retained Earning EOY$2,543,783RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,036,363TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,543,783TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,036,363TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,543,783TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,036,363TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$507,420ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,543,783SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,543,783TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$388,210AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,752,999NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.221455DistributionYr1Rt
Adjusted Qlfy Distri Yr2$358,202AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,124,643NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.318503DistributionYr2Rt
Adjusted Qlfy Distri Yr3$396,172AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$727,830NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.544319DistributionYr3Rt
Adjusted Qlfy Distri Yr4$370,893AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$648,382NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.572029DistributionYr4Rt
Adjusted Qlfy Distri Yr5$386,203AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$500,180NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.772128DistributionYr5Rt
Total Distribution2.428434TotalDistributionRt
Average Distribution0.485687AverageDistributionRt
Net Vl Noncharitable Assets$2,149,376NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,043,924AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$80NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,044,004AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$349,495QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$159InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$159SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$159TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,241OverpaymentAmt
Applied To ES Tax$16,241AppliedToESTaxAmt
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 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$264,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,917,855AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,182,108TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,182,108AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,149,376NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,469MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,469MinimumInvestmentReturnAmt
Tax Based On Investment Income$159TaxBasedOnInvestmentIncomeAmt
Total Tax$159TotalTaxAmt
Distributable Before Adj$107,310DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$107,310DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$107,310DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$349,495ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$349,495QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$349,495AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,310DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$370,899ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$338,474ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$380,728ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$322,879ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$316,924ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,729,904TotalExcessDistributionCyovAmt
Qualifying Distributions$349,495QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$107,310AppliedToCurrentYearAmt
Remaining Distri From Corpus$242,185RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,972,089TotalCorpusAmt
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$370,899ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,601,190ExcessDistriCyovToNextYrAmt
Excess From Year4$338,474ExcessFromYear4Amt
Excess From Year3$380,728ExcessFromYear3Amt
Excess From Year2$322,879ExcessFromYear2Amt
Excess From Year1$316,924ExcessFromYear1Amt
Excess From Current Year$242,185ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
AIDS LIFE CYCLE
PO BOX 426199SAN FRANCISCOCA94142PCGENERAL PURPOSES$155
AIM HIGH
P O BOX 410715SAN FRANCISCOCA94141PCGENERAL PURPOSES$500
ARMSTRONG SCHOOL
1405 SOLANO DRIVEBELMONTCA94002PCGENERAL PURPOSES$1,000
AMERICAN CANCER SOCIETY
19 W 56 STNEW YORKNY10019PCGENERAL PURPOSES$200
ASPCA
P O BOX 96929WASHINGTONDC200906929PCGENERAL PURPOSES$500
AMERICAN INDIA FOUNDATION
530 LYTTON AVENUEPALO ALTOCA94301PCGENERAL PURPOSES$1,000
BARBARA C HARRIS CAMP AND CONFERENCE CENTER
P O BOX 204GREENFIELDNH03047PCGENERAL PURPOSES$500
BERKELEY UNIVERSITY
1995 UNIVERSITY AVEBERKELEYCA947041070PCGENERAL PURPOSES$500
BIG BROTHERS BIG SISTERS OF THE BAY AREA
65 BATTERY STREETSAN FRANCICOCA94111PCGENERAL PURPOSES$250
BOOMER ESIASON FOUNDATION
483 10TH AVENUENEW YORKNY10018PCGENERAL PURPOSES$250
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STSAN FRANCISCOCA94102PCGENERAL PURPOSES$1,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118PCGENERAL PURPOSES$2,000
CANCER SUPPORT COMMUNITY GREATER PHILADELPHIA
200 KIRK ROADWARMINISTERPA18974PCGENERAL PURPOSES$500
CANYON RANCH INSTITUTE
8600 E ROCKCLIFF ROADTUCSONAZ85750PCGENERAL PURPOSES$250
CHILDREN'S COUNCIL OF SAN FRANCISCO
445 CHURCH STREETSAN FRANCISCOCA94114PCGENERAL PURPOSES$250
CHILDREN'S NUTRITION PROGRAM OF HAITI
1918 UNION AVECHATTANOOGATN37404PCGENERAL PURPOSES$500
CHRONICLE SEASON OF SHARING FUND
P O BOX 44740SAN FRANCISCOCA94144PCGENERAL PURPOSES$25,000
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102PCGENERAL PURPOSES$500
CLASS OF 1972 PRINCETON UNIVERSITY
15 WEST 43RD STNEW YORKNY100367402PCGENERAL PURPOSES$300
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH037554400PCGENERAL PURPOSES$1,000
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL PURPOSES$1,000
EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREETSAN FRANCISCOCA941162923PCGENERAL PURPOSES$250
EDUCARE DC
640 ANACOSTIA AVENUEWASHINGTONDC20019PCGENERAL PURPOSES$500
CPMC FOUNDATION
P O BOX 7999SAN FRANCISCOCA941207999PCGENERAL PURPOSES$2,500
EPISCOPAL CHURCH AT PRINCETON
53 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$800
EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT STBOSTONMA02111PCGENERAL PURPOSES$1,000
EVERY MOTHER COUNTS
180 VARICK STREETNEW YORKNY10014PCGENERAL PURPOSES$106
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$6,200
FIRST BAPTIST CHURCH
633 CENTRE STREETJAMAICA PLAINMA02130PCGENERAL PURPOSES$5,000
FOUNDATION FOR PUERTO RICO INC
1511 CALLE ANTONSANTISAN JUANPR00909PCGENERAL PURPOSES$5,000
FOUNDATION FOR STUDENT COMMUNICATION
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
FRED HUTCHINSON CANCER RESEARCH
1100 FAIRVIEW AVE NSEATTLEWA98109PCGENERAL PURPOSES$500
GRACE CHURCH IN HADDONFIELD
19 KINGS HIGHWAY EASTHADDONFIELDNJ08033PCGENERAL PURPOSES$2,500
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$1,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$90,000
HOLY CROSS MONESTARY
1615 US-9WWESTPARKNY12493PCGENERAL PURPOSES$1,000
GOOD SAMARITAN FAMILY RESOURCE CENTER
1294 POTRERO AVENUESAN FRANCISCOCA94110PCGENERAL PURPOSES$500
INDEPENDENT SCHOOLS CHAIRPERSONS ASSOCIATION
287 GIBBS AVENUENEWPORTRI02840PCGENERAL PURPOSES$1,000
GRASSROOT SOCCER
P O BOX 712NORWICHVT05055PCGENERAL PURPOSES$2,500
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847PCGENERAL PURPOSES$350
JDRF
26 BROADWAYNEW YORKNY94118PCGENERAL PURPOSES$100
HARVARD BUSINESS SCHOOL
TEEL HALLBOSTONMA02163PCGENERAL PURPOSES$75,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL PURPOSES$1,000
JEWISH COMMUNITY FEDERATION
2 PRESIDIO TERRACESAN FRANCISCOCA94118PCGENERAL PURPOSES$1,000
JUNIOR ACHIEVEMENT OF NEW JERSEY
360 PEAR BLOSSOM DRIVEEDISONNJ08837PCGENERAL PURPOSES$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
885 SECOND AVENUENEW YORKNY10017PCGENERAL PURPOSES$250
HOMELESS PRENATAL PROGRAM
2500 18TH STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$250
MINDFUL SCHOOLS
1260 45TH STREETEMERYVILLECA94608PCGENERAL PURPOSES$250
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREETNEWTONMA02458PCGENERAL PURPOSES$100
INSTITUTE FOR ADVANCED STUDY
IAS EINSTEIN DRIVEPRINCETONNJ08540PCGENERAL PURPOSES$1,000
ONE PURPOSE SCHOOL
948 HOLLISTER AVENUESAN FRANCISCOCA94124PCGENERAL PURPOSES$1,500
ISLES INC
10 WOOD STREETTRENTONNJ08618PCGENERAL PURPOSES$5,000
CENTRAL PARK CONSERVANCY
14 EAST 60 STNEW YORKNY10022PCGENERAL PURPOSES$35
PRINCETON IN AFRICA FUND
PRINCETON UNIVERSITYPRINCETONNJ08544PCGENERAL PURPOSES$1,000
PRINCETON PATROLMEN'S BENEVOLENT ASSOCIATION
P O BOX 568PRINCETONNJ08540PCGENERAL PURPOSES$100
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$2,500
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$500
SAN FRANCISCO SUICIDE PREVENTION
P O BOX 191350SAN FRANCISCOCA94119PCGENERAL PURPOSES$200
SCHEURMAN YOUTH FUND
P O BOX 148STILLWATERMN55082PCGENERAL PURPOSES$1,000
SCLERODERMA RESEARCH FOUNDATION
222 MONTGOMERY STREETSAN FRANCISCOCA941043400PCGENERAL PURPOSES$500
SOS CHILDREN'S VILLAGES OF INDIA
PCGENERAL PURPOSES$2,000INSTITUTIONAL AREANEW DELHIIN
ST ANTHONY'S
P O BOX 39000SAN FRANCISCOCA041390001PCGENERAL PURPOSES$500
ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,000
OUTWARD BOUND CALIFORNIA
1539 PERSHING DRIVESAN FRANCISCOCA94129PCGENERAL PURPOSES$250
STANFORD BUSINESS SCHOOL
656 KNIGHT WAYSTANFORDCA943057298PCGENERAL PURPOSES$1,000
STANFORD GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA943057298PCGENERAL PURPOSES$10,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$1,200
THE AUXILIARY TO THE ISABELLA MCCOSH INFIRMARY
P O BOX 81PRINCETONNJ08542PCGENERAL PURPOSES$100
THE FACIAL PAIN ASSOCIATION
408 W UNIVERSITY AVEGAINESVILLEFL32601PCGENERAL PURPOSES$675
THE FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO
P O BOX 2879ALAMEDACA94501PCGENERAL PURPOSES$500
TIPPING POINT COMMUNITY
220 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL PURPOSES$2,000
PRINCETON UNIVERSITY
P O BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$29,850
UNIVERSITY OF NOTRE DAME
MAIN STNOTRE DAMEIN46556PCGENERAL PURPOSES$250
US LACROSSE
2 LOVETON CIRCLESPARKSMD21152PCGENERAL PURPOSES$1,000
PRINCETON-BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$500
US NAVAL ACADEMY FOUNDATION
274 WOOD ROADANNAPOLISMD21402PCGENERAL PURPOSES$500
WILLIAM COLLEGE PARENTS FUND
75 PARK STREETWILLIAMSTOWNMA012672141PCGENERAL PURPOSES$1,000
WINDRIDER INSTITUTE
P O BOX 184MENLO PARKCA94026PCGENERAL PURPOSES$1,000
HILARITY FOR CHARITY
9301 WILSHIRE BLVDBEVERLY HILLSCA90210PCGENERAL PURPOSES$527
PEER HEALTH EXCHANGE
70 GOLD STSAN FRANCISCOCA94133PCGENERAL PURPOSES$2,084
ZANAAFRICA FOUNDATION
2450 VIRGINIA AVENUE NWWASHINGTONDC20037PCGENERAL PURPOSES$263
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,200
SAN FRANCICO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$1,500
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$3,000
SHAKESPEARE THEATRE COMPANY
516 8TH STREET SEWASHINGTONDC200032834PCGENERAL PURPOSES$500
SLS PRESCHOOL
1335 SUTTER STREETSAN FRANCISCOCA94109PCGENERAL PURPOSES$1,000
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$5,750
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCGENERAL PURPOSES$10,000
TEACH FOR AMERICA
P O BOX 398500SAN FRANCISCOCA941038500PCGENERAL PURPOSES$1,000
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$5,000
THE HAMLIN SCHOOL
2120 BROADWAY SREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$5,100
UCSF FOUNDATION
P O BOX 45339SAN FRANCISCOCA941450339PCGENERAL PURPOSES$1,000
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,200
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
WHEELCHAIR FOUNDATION
3820 BLACKHAWK ROADDANVILLECA94506PCGENERAL PURPOSES$100
WIKIMEDIA FOUNDATION
P O BOX 98204WASHINGTONDC200908204PCGENERAL PURPOSES$500
YOSEMITE CONSERVANCY
101 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL PURPOSES$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$349,495TotalGrantOrContriPdDurYrAmt
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$10,542ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,542ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,542TotalIncomeProducingActyAmt

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$770,510Yes (X)
SCOTT D COOK
22700 COAST AVEMOUNTAIN VIEWCA94043$90,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property309 SHS ALPHABET INC CL A & CL CNoncashPropertyDesc
Fair Market Value$770,510FairMarketValueAmt
Received2018-08-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategoryTxt
Amt$1,800Amt
Net Investment Income$1,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockALPHABET INCStockNm
EOY Book Value$770,510EOYBookValueAmt
EOYFMV$642,896EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$688RevenueAndExpensesPerBooksAmt
Net Investment Income$688NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES$85$85$0
FEDERAL EXCISE TAX$11,564$0$0

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