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FRED B LUDDY FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FRED B LUDDY FAMILY FOUNDATION INC (EIN 46-4188357)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349100006
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)
Return2018-05-14T13:14:03-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464188357EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRED B LUDDY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREDBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 CHESTERFIELD DR SUITE 201AddressLine1Txt
CityCARDIFFCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON CORNPersonNm
Person TitleAUTHORIZED REPRESENTATIVEPersonTitleTxt
Phone8585589200PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN J BROWNELLPreparerPersonNm
PTINP00232091PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,095,866FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,857,015ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$564DividendsRevAndExpnssAmt
Dividends Net Invst Incm$564DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,407NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,835,502GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,835,499CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,943,986TotalRevAndExpnssAmt
Total Net Invst Incm$2,836,063TotalNetInvstIncmAmt
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$5,708AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,854AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,854AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$30,410TaxesRevAndExpnssAmt
Taxes Net Invst Incm$410TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,118TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,264TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,854TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,048,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,048,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,084,618TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,264TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,051,354TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,140,632ExcessRevenueOverExpensesAmt
Net Investment Income$2,832,799NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,344,418SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,095,866SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,095,866SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$892,080CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$5,236,498TotalAssetsBOYAmt
Total Assets EOY$2,095,866TotalAssetsEOYAmt
Total Assets EOYFMV$2,095,866TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,236,498UnrestrictedBOYAmt
Unrestricted EOY$2,095,866UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,236,498TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,095,866TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,236,498TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,095,866TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,236,498TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,140,632ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,095,866SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,095,866TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
12,000.00 SHS SERVICENOW INC. STOCK2016-12-012017-01-12$977,132$1$977,131$977,131
14,500.00 SHS SERVICENOW INC. STOCK2017-11-192017-11-20$1,858,370$2$1,858,368$1,858,368
FieldValueIRS element (for citing)
Capital Gain Net Income$2,835,499CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$638,144AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,658,584NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136982DistributionYr1Rt
Adjusted Qlfy Distri Yr2$658,095AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,977,336NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.221035DistributionYr2Rt
Adjusted Qlfy Distri Yr3$350,711AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$253,659NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.382608DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution1.740625TotalDistributionRt
Average Distribution0.435156AverageDistributionRt
Net Vl Noncharitable Assets$1,000,100NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$435,200AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$28,328NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$463,528AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,051,354QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$28,328InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,328SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,328TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,672OverpaymentAmt
Applied To ES Tax$1,672AppliedToESTaxAmt
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 BooksFRED B LUDDYIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED B LUDDY
160 CHESTERFIELD DR SUITE 201CARDIFFCA92007PRESIDENT1.00$0$0$0
BRAYDON HAMILTON
1200 PROSPECT STREET 500LA JOLLACA92037TREASURER1.00$0$0$0
ERIC I WEITZEN
12730 HIGH BLUFF DRIVE 200SAN DIEGOCA92130SECRETARY1.00$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$68,622AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$946,708AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,015,330TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,015,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,230CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,000,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,005MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,005MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,328TaxBasedOnInvestmentIncomeAmt
Total Tax$28,328TotalTaxAmt
Distributable Before Adj$21,677DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,677DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,677DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,051,354ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,051,354QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$28,328PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,023,026AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,677DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$360,306ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$609,728ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$405,215ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,375,249TotalExcessDistributionCyovAmt
Qualifying Distributions$5,051,354QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,677AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,029,677RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,404,926TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,404,926ExcessDistriCyovToNextYrAmt
Excess From Year3$360,306ExcessFromYear3Amt
Excess From Year2$609,728ExcessFromYear2Amt
Excess From Year1$405,215ExcessFromYear1Amt
Excess From Current Year$5,029,677ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED B LUDDYContributingManagerNm
Shareholder ManagerFRED B LUDDYShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
INDIANA UNIVERSITY FOUNDATION
1500 N STATE ROAD 46 BYPASSBLOOMINGTONIN47408NONEPCGENERAL OPERATIONS$4,833,500
PROSTATE CANCER FOUNDATION
1250 FOURTH STRPROSTATE CANCERSANTA MONICACA90401NONEPCGENERAL OPERATIONS$20,000FOUNDATIONEET
RANCHO SANTA FE EDUCATION FOUNDATION
5927 LA GRANADARANCHO SANTA FECA92067NONEPCGENERAL OPERATIONS$10,000
THE CAMPANILE FOUNDATION
5500 CAMPANILE DRIVE MC1968SAN DIEGOCA92182NONEPCGENERAL OPERATIONS$10,000
UCSD FOUNDATION
10300 N TORREY PINES RD PLAZA LEVELLA JOLLACA92037NONEPCGENERAL OPERATIONS$75,000
US SPACE AND ROCKET CENTER FOUNDATION
ONE TRANQUILITY BASEHUNTSVILLEAL35805NONEPCGENERAL OPERATIONS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,048,500TotalGrantOrContriPdDurYrAmt
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$564ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$86,407ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$86,971ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,971TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRED B LUDDYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 430AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,857,015TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property14,500 SHARES OF SERVICENOW, INC. STOCKNoncashPropertyDesc
Fair Market Value$1,857,015FairMarketValueAmt
Received2017-11-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,708Amt
Net Investment Income$2,854NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,854DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$30,000$0$0
STATE TAX$410$410$0

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