BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201801289349101230
Schema version
2017v2.2
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)
Return2018-05-08T13:16:24-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2018-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,036,363FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$776,842ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,599DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,599DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$70,426NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$818,258GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$818,258CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$848,867TotalRevAndExpnssAmt
Total Net Invst Incm$819,857TotalNetInvstIncmAmt
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$1,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$21,069TaxesRevAndExpnssAmt
Taxes Net Invst Incm$160TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$95OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$95OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,564TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,655TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$388,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$388,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,774TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,655TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$388,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$438,093ExcessRevenueOverExpensesAmt
Net Investment Income$818,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$440,187CashBOYAmt
Cash EOY$54,412CashEOYAmt
Cash EOYFMV$54,412CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,158,083SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,981,951SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,981,951SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,598,270TotalAssetsBOYAmt
Total Assets EOY$2,036,363TotalAssetsEOYAmt
Total Assets EOYFMV$2,036,363TotalAssetsEOYFMVAmt
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$1,598,270RetainedEarningBOYAmt
Retained Earning EOY$2,036,363RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,598,270TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,036,363TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,598,270TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,036,363TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,598,270TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$438,093ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,036,363SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,036,363TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$818,258GrossSalesPriceAmt
Gain Or Loss$818,258GainOrLossAmt
Gains Minus Excess Or Losses$818,258GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$818,258CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$358,202AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,124,643NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.318503DistributionYr1Rt
Adjusted Qlfy Distri Yr2$396,172AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$727,830NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.544319DistributionYr2Rt
Adjusted Qlfy Distri Yr3$370,893AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$648,382NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.572029DistributionYr3Rt
Adjusted Qlfy Distri Yr4$386,203AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$500,180NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.772128DistributionYr4Rt
Adjusted Qlfy Distri Yr5$205,404AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$199,479NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.029702DistributionYr5Rt
Total Distribution3.236681TotalDistributionRt
Average Distribution0.647336AverageDistributionRt
Net Vl Noncharitable Assets$1,752,999NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,134,779AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,182NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,142,961AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$388,210QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,364InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,364SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,364TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,836OverpaymentAmt
Applied To ES Tax$4,836AppliedToESTaxAmt
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 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

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$127,580AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,652,114AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,779,694TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,779,694AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,695CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,752,999NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,364TaxBasedOnInvestmentIncomeAmt
Total Tax$16,364TotalTaxAmt
Distributable Before Adj$71,286DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$71,286DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$71,286DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$388,210ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$388,210QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$388,210AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,286DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$205,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$370,899ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$338,474ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$380,728ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$322,879ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,618,384TotalExcessDistributionCyovAmt
Qualifying Distributions$388,210QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$316,924RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,935,308TotalCorpusAmt
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$205,404ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,729,904ExcessDistriCyovToNextYrAmt
Excess From Year4$370,899ExcessFromYear4Amt
Excess From Year3$338,474ExcessFromYear3Amt
Excess From Year2$380,728ExcessFromYear2Amt
Excess From Year1$322,879ExcessFromYear1Amt
Excess From Current Year$316,924ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LIVING SPACES SUPPORTS TEXAS
855 JEFFERSON AVENUEREDWOOD CITYCA94063PCGENERAL PURPOSES$2,000
SAN FRANCISCO BOYS CHORUS
333 HAYES STREETSAN FRANCISCOCA941024455PCGENERAL PURPOSES$250
HUCKLEBERRY YOUTH PROGRAMS
44 GOUGH STREETSAN FRANCISCOCA94103PCGENERAL PURPOSES$250
YOSEMITE CONSERVANCY
101 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL PURPOSES$100
TIPPING POINT EMERGENCY RELIEF FUND
220 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL PURPOSES$1,000
SAN FRANCICO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$500
SAN FRANCISCO EDUCATION FOUNDATION
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$5,000
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$10,000
RECLAIM CHILDHOOD
1288 COLUMBUS AVENUESAN FRANCISCOCA94133PCGENERAL PURPOSES$150
AMERICAN INDIA FOUNDATION
530 LYTTON AVENUEPALO ALTOCA94301PCGENERAL PURPOSES$1,000
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL PURPOSES$1,000
KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREETOAKLANDCA94612PCGENERAL PURPOSES$10,000
CAL ATHLETICS FUND
195 HAAS PAVILIONBERKELEYCA94720PCGENERAL PURPOSES$1,000
AMERICAN NATIONAL RED CROSS
431 18TH STREETWASHINGTONDC20006PCGENERAL PURPOSES$3,150
BEST BUDDIES CHALLENGE - HEARST CASTLE
100 SE 2ND STREETMIAMIFL33131PCGENERAL PURPOSES$250
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$10,000
HARVARD BUSINESS SCHOOL
TEEL HALLBOSTONMA02163PCGENERAL PURPOSES$75,000
TRAVIS ROY FOUNDATION
101 HUNTINGTON AVEBOSTONMA02199PCGENERAL PURPOSES$250
PULMONARY HYPERTENSION ASSOICATION INC
801 ROEDER ROADSILVER SPRINGMD20910PCGENERAL PURPOSES$250
PRINCETON-BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$500
INSTITUTE FOR ADVANCED STUDY
IAS EINSTEIN DRIVEPRINCETONNJ08540PCGENERAL PURPOSES$1,000
TRENTON AREA SOUP KITCHEN
72-1/2 ESCHER STTRENTONNJ08605PCGENERAL PURPOSES$1,000
RIGHT TO PLAY
134 WEST 26TH STREETNEW YORKNY10001PCGENERAL PURPOSES$500
WINGED FOOT RUGBY FOUNDATION
275 MADISON AVENEW YORKNY10016PCGENERAL PURPOSES$500
NEST
501 5TH AVENUENEW YORKNY10017PCGENERAL PURPOSES$500
LITERACY VOLUNTEERS OF WASHINGTON COUNTY
93 TOWER STREETWESTERLYRI02891PCGENERAL PURPOSES$2,000
THE WYLDER NATION FOUNDATION
8924 E PINNACLE PEAK RDSCOTTSDALEAZ852553663PCGENERAL PURPOSES$200
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$2,500
RODMAN RIDE FOR KIDS
10 LINCOLN ROADFOXBOROMMA02035PCGENERAL PURPOSES$270
ISLES INC
10 WOOD STREETTRENTONNJ08618PCGENERAL PURPOSES$500
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$6,000
HOMEFRONT FAMILY CAMPUS
101 CELIA WAYEWING TOWNSHIPNJ08628PCGENERAL PURPOSES$1,000
PACIFIC SPINDRIFT PLAYERS
1050 CRESPI DRIVEPACIFICACA94044PCGENERAL PURPOSES$500
GLOBAL IMPACT
1199 NORTH FAIRFAX STALEXANDRIAVA22314PCGENERAL PURPOSES$515
GOOD SAMARITAN FAMILY RESOURCE CENTER
1294 POTRERO AVENUESAN FRANCISCOCA94110PCGENERAL PURPOSES$500
SLS PRESCHOOL
1335 SUTTER STREETSAN FRANCISCOCA94109PCGENERAL PURPOSES$1,000
REDWOOD CREDIT UNION COMMUNITY FUND
1390 MARKET STREETSAN FRANCISCOCA94102PCGENERAL PURPOSES$20,000
CLASS OF 1972 PRINCETON UNIVERSITY
15 WEST 43RD STNEW YORKNY100367402PCGENERAL PURPOSES$300
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUEMANHATTAN BEACHCA90266PCGENERAL PURPOSES$250
OUTWARD BOUND CALIFORNIA
1539 PERSHING DRIVESAN FRANCISCOCA94129PCGENERAL PURPOSES$250
EDGEWOOD CENTER
1801 VICENTE STREETSAN FRANCISCOCA94116PCGENERAL PURPOSES$250
AMERICAN CANCER SOCIETY
19 W 56 STNEW YORKNY10019PCGENERAL PURPOSES$100
US LACROSSE
2 LOVETON CIRCLESPARKSMD21152PCGENERAL PURPOSES$500
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$87,700
THE HAMLIN SCHOOL
2120 BROADWAY SREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,000
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$5,600
HOMELESS PRENATAL PROGRAM
2500 18TH STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$250
UC BERKELEY EECS UNDERGRADUATE STUDENT ACADEMIC INNOVATION FUND
253 CORY HALLBERKELEYCA947201770PCGENERAL PURPOSES$500
JDRF WALK
26 BROADWAYNEW YORKNY10004PCGENERAL PURPOSES$100
THE COLLEGIATE SCHOOL
260 W 78TH STNEW YORKNY10024PCGENERAL PURPOSES$500
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCGENERAL PURPOSES$200
DIRECT RELIEF
27 S LA PATERA LANESANTA BARBARACA93117PCGENERAL PURPOSES$250
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$6,600
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$3,000
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$1,200
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL PURPOSES$2,000
STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH (SIEPR)
366 GALVEZ STREETSTANFORDCA94305PCGENERAL PURPOSES$1,000
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STSAN FRANCISCOCA94102PCGENERAL PURPOSES$1,000
WHEELCHAIR FOUNDATION
3820 BLACKHAWK ROADDANVILLECA94506PCGENERAL PURPOSES$1,500
SONOMA COUNTY CHILDREN'S CHARITIES
414 AVIATION BLVDSANTA ROSACA954031069PCGENERAL PURPOSES$1,000
FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS
419 SHAWMUT AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,250
SSYP BOSTONORG
419 SHAWMUT AVENUEBOSTONMA02118PCGENERAL PURPOSES$1,000
CHILDREN'S COUNCIL OF SAN FRANCISCO
445 CHURCH STREETSAN FRANCISCOCA94114PCGENERAL PURPOSES$250
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCGENERAL PURPOSES$2,000
COTTAGE 1886 FOUNDATION
51 PROSPECT AVENUEPRINCETONNJ08540PCGENERAL PURPOSES$35,000
SHAKESPEARE THEATRE COMPANY
516 8TH STREET SEWASHINGTONDC200032834PCGENERAL PURPOSES$500
THE EPISCOPAL CHURCH AT PRINCETON UNIVERSITY
53 UNIVERSITY PLACEPRINCETONNJ01730PCGENERAL PURPOSES$250
NATIONAL BRAIN TUMOR FOUNDATION
55 CHAPEL STNEWTONMA02458PCGENERAL PURPOSES$100
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA941189889PCGENERAL PURPOSES$1,000
PEER HEALTH EXCHANGE
70 GOLD STSAN FRANCISCOCA94133PCGENERAL PURPOSES$1,000
WILLIAMS COLLEGE PARENTS FUND
75 PARK STREETWILLIAMSTOWNPA012672141PCGENERAL PURPOSES$1,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$150
WILLIAMS COLLEGE
880 MAIN STREETWILLIAMSTOWNMA01267PCGENERAL PURPOSES$250
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118PCGENERAL PURPOSES$250
HEADWAY FOUNDATION
96 KINNEY HILL ROADNEW PRESTONCT06777PCGENERAL PURPOSES$1,000
GIVING TO DARTMOUTH
DARTMOUTH COLLEGEHANOVERNH03755PCGENERAL PURPOSES$1,000
ACACIA IN KENYA
P O BOX 1199ROCKPORTME04856PCGENERAL PURPOSES$1,000
SCHEUERMAN YOUTH FUND
P O BOX 148STILLWATERMN55082PCGENERAL PURPOSES$1,000
MERCER COUNTY COMMUNITY COLLEGE FOUNDATION (MCCC FOUNDATION)
P O BOX 17202TRENTONNJ08690PCGENERAL PURPOSES$2,500
BARBARA C HARRIS CAMP & CONFERENCE CENTER
P O BOX 204GREENFIELDNH03047PCGENERAL PURPOSES$500
STANFORD HOSPITAL
P O BOX 20466STANFORDCA94309PCGENERAL PURPOSES$25,000
ONEPURPOSE SCHOOL
P O BOX 24509SAN FRANCISCOCA94124PCGENERAL PURPOSES$1,000
FOUNDATION OF CITY COLLEGE
P O BOX 2879ALAMEDACA94501PCGENERAL PURPOSES$500
TEACH FOR AMERICA
P O BOX 398500SAN FRANCISCOCA941038500PCGENERAL PURPOSES$1,000
AIM HIGH
P O BOX 410715SAN FRANCISCOCA94141PCGENERAL PURPOSES$500
CHRONICLE SEASON OF SHARING FUND
P O BOX 44740SAN FRANCISCOCA94144PCGENERAL PURPOSES$20,000
UCSF FOUNDATION
P O BOX 45339SAN FRANCISCOCA941450339PCGENERAL PURPOSES$1,750
SONOMA VALLEY EDUCATION FOUNDATION
P O BOX 493SONOMACA95476PCGENERAL PURPOSES$450
PRINCETON UNIVERSITY CLASS OF 1977
P O BOX 5357PRINCETONNJ08540PCGENERAL PURPOSES$200
PRINCETON UNIVERSITY
P O BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$4,600
HARVARD COLLEGE FUND
P O BOX 55997BOSTONMA022059727PCGENERAL PURPOSES$1,000
WINDSOR ROTARY COMMUNITY FOUNDATION
P O BOX 6104SANTA ROSACA95406PCGENERAL PURPOSES$1,000
GRASSROOT SOCCER
P O BOX 712NORWICHVT05055PCGENERAL PURPOSES$2,500
SFMOMA
P O BOX 7432SAN FRANCISCOCA941209788PCGENERAL PURPOSES$300
UC BERKELEY FOUNDATION
P O BOX 774BERKELEYCA947010774PCGENERAL PURPOSES$25
CPMC FOUNDATION
P O BOX 7999SAN FRANCISCOCA941207999PCGENERAL PURPOSES$500
WIKIMEDIA FOUNDATION
P O BOX 98204WASHINGTONDC200908204PCGENERAL PURPOSES$200
GRASSROOTS SOCCER
PO BOX 712NORWICHVT05055PCGENERAL PURPOSES$500
PRINCETON IN AFRICA
PRINCETON UNIVERSITYPRINCETONNJ08544PCGENERAL PURPOSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$388,210TotalGrantOrContriPdDurYrAmt
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$1,599ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$70,426ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$72,025ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,025TotalIncomeProducingActyAmt

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 ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SCHMIDT FAMILY LIVING TRUST
1555 BRYANT STREETPALO ALTOCA94301$747,832Yes (X)Yes (X)
SCOTT D COOK
22700 COAST AVEMOUNTAIN VIEWCA94043$25,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ALPHABET INC CL A-400 SHS$377,0322017-08-23
1ALPHABET INC CL C-400 SHS$370,8002017-08-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategoryTxt
Amt$1,400Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$95RevenueAndExpensesPerBooksAmt
Net Investment Income$95NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHMIDT FAMILY LIVING TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 BRYANT STREETAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES$160$160$0
FEDERAL EXCISE TAX$20,909$0$0

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