WKW FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WKW FAMILY FOUNDATION INC (EIN 81-4769432)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-15
IRS object ID
202533199349101008
Schema version
2024v5.2
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)
Return2025-11-15T07:15:09-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232735111PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JEFFERYS & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1318 EXTON COMMONSAddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814769432EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WKW FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWKWFBusinessNameControlTxt
Phone4848084845PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 VALLEY FORGE CIRCLE 855AddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAI WONGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT A JEFFERYSPreparerPersonNm
PTINP00103211PTIN
Phone6105941700PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,202,575FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,931DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,931DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,039NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$101,887GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,039CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,018TotalRevAndExpnssAmt
Total Net Invst Incm$50,018TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,004OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,004OtherProfFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$4,689TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,689TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,553TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,553TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,975ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,975ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,553TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,510ExcessRevenueOverExpensesAmt
Net Investment Income$38,465NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,743CashBOYAmt
Cash EOY$58,825CashEOYAmt
Cash EOYFMV$58,825CashEOYFMVAmt
Sav And Temp Cash Invst BOY$46,918SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,426SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,426SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,029,025CorporateStockBOYAmt
Corporate Stock EOY$1,135,324CorporateStockEOYAmt
Corporate Stock EOYFMV$1,135,324CorporateStockEOYFMVAmt
Total Assets BOY$1,125,686TotalAssetsBOYAmt
Total Assets EOY$1,202,575TotalAssetsEOYAmt
Total Assets EOYFMV$1,202,575TotalAssetsEOYFMVAmt
Accounts Payable BOY$25,119AccountsPayableBOYAmt
Accounts Payable EOY$25,730AccountsPayableEOYAmt
Total Liabilities BOY$25,119TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,730TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,100,567NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,176,845NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,100,567TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,176,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,125,686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,202,575TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,100,567TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,510ExcessRevenueOverExpensesAmt
Other Increases$91,788OtherIncreasesAmt
Subtotal$1,176,845SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,176,845TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES - CHARLES SCHPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$101,887GrossSalesPriceAmt
Cost Or Other Basis$87,848CostOrOtherBasisAmt
Gain Or Loss$14,039GainOrLossAmt
Gains Minus Excess Or Losses$14,039GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$14,039CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$535InvestmentIncomeExciseTaxAmt
Subtotal$535SubtotalAmt
Tax Based On Investment Income$535TaxBasedOnInvestmentIncomeAmt
Tax Due$535TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StatePAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEANNE WONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4848084845PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 VALLEY FORGE CIR 855AddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEANNE WONG
3000 VALLEY FORGE CIRCLE 855KING OF PRUSSIAPA19406Treasurer0.00$0
NATALIE WONG
143 BRANDON CTNESHANIC STATIONNJ08853Director0.00$0
JASON WONG
3000 VALLEY FORGE CIRCLE 855KING OF PRUSSIAPA19406Secretary0.00$0
MICHELLE WONG
9047 BROADWAY TERRACEOAKLANDCA946111946Director0.00$0
WAI K WONG
3000 VALLEY FORGE CIRCLE 855VALLEY FORGEPA19406President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,130,952AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,331AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,176,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,176,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,644CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,158,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,932MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,932MinimumInvestmentReturnAmt
Tax Based On Investment Income$535TaxBasedOnInvestmentIncomeAmt
Total Tax$535TotalTaxAmt
Distributable Before Adj$57,397DistributableBeforeAdjAmt
Distributable Before Ded$57,397DistributableBeforeDedAmt
Distributable As Adjusted$57,397DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,975ExpensesAndContributionsAmt
Qualifying Distributions$53,975QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,397DistributableAsAdjustedAmt
Undistributed Income PY$51,179UndistributedIncomePYAmt
Qualifying Distributions$53,975QualifyingDistributionsAmt
Applied To Year1$51,179AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,796AppliedToCurrentYearAmt
Undistributed Income CY$54,601UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEMORIAL SLOAN KETTERING
PO BOX 27106 GIFT ADMINISTRATIONNEW YORKNY10087GROUPSUPPORT THE ORGANIZATION'S MISSION IN THE PREVENTION, DIAGNOSIS, TREATMENT AND CURE OF CANCER$4,350
QUEST AUTISM FOUNDATION INC
PMB 257 637 WYCKOFF AVWYCKOFFNJ07481PCTO SUPPORT THE FOUNDATION'S MISSION TO PROVIDE AID IN THE CARE OF AUTISTIC & DEVELOPMENTALLY DISABLED ADOLESCENTS AND ADULTS$5,000
CANCER HOPE NETWORK INC
2 NORTH ROAD SUITE ACHESTERNJ07930PCSUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE ONE-ON-ONE SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES$1,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208PCSUPPORT THE UNIVERSITY IN ITS EFFORTS OF EDUCATION AND RESEARCH.$1,000
GIVE TO THE WORLD
PO BOX 6183ARLINGTONVA22206PCSUPPORT THE ORGANIZATION'S EFFORTS TO DELIVER CRITICAL MATERIAL OVERSEAS TO DESPERATE PEOPLE LIVING IN CONFLICT ZONES$1,000
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110PCSUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE AN ALTERNATIVE TO COMMERICAL MEDIA$1,332
GILL ST BERNARDS SCHOOL
25 ST BERNARDS ROADGLADSTONENJ07934PCSUPPORT THE SCHOOL IN ITS EFFORTS TO PROVIDE A BALANCED, DIVERSE AND SECURE COMMUNITY PREPARING STUDENTS ACADEMICALLY FOR COLLEGE AND LIFE.$5,000
WILSON DISEASE ASSOCIATION
1732 1ST AVENUE 20043NEW YORKNY10128PCTO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO RESEARCH WILSON DISEASE$1,000
WARREN TOWNSHIP POLICE DEPARTMENT
44 MOUNTAIN BOULEVARDWARRENNJ07059NCSUPPORT THE POLICE DEPARTMENTS MISSION OF PROTECTING LIFE AND PROPERTY, PRESERVING PEACE AND PREVENTING CRIME$1,000
WARREN TOWNSHIP FIRE DEPARTMENT
46 MOUNTAIN BOULEVARDWARRENNJ07059NCSUPPORT THE FIRE COMPANY IN THE COMMUNITY$1,000
FISHER CENTER FOR ALZHEIMER'S RESEA
FDR STATION PO BOX 220NEW YORKNY10150PCTO SUPPORT THE ORGANIZATION'S MISSION TO UNDERSTAND THE CAUSES OF ALZHEIMER'S DISEASE; IMPOROVE THE CARE OF PEOPLE LIVING WITH IT - TO ENHANCE THEIR QUALITY OF LIFE, AND FIND A CURE.$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
262 DANNY THOMAS PLACEMEMPHISTN38105PCTO SUPPORT THE ORGANIZATION'S MISSION IN ADVANCING CURE, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTOPHIC DISEASES THROUGH RESEARCH AND TREATMENT.$3,000
SFMOMA
151 THIRD STREETSAN FRANSISCOCA94103PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROMOTING ART THROUGH THE ASSEMBLY OF UNPARALLELED COLLECTIONS AND DEVELOPING ENGAGING PUBLIC PROGRAMS.$575
HUNTERDON HEALTHCARE FOUNDATION INC
9100 WESCOTT DRIVE SUITE 202FLEMINGTONNJ08822PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROVIDING MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS.$1,000
ASIAN AMERICAN LEGAL DEFENSE EDUCAT
99 HUDSON STREET 12TH FLOORNEW YORKNY10013PCTO SUPPORT THE ORGANIZATION'S MISSION TO PROTECT AND PROMOTE THE CIVIL RIGHTS OF ASIAN AMERICANS$4,350
CHILD MIND INSTITUTE INC
101 EAST 56TH STREETNEW YORKNY10022PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN TRANSFORMING THE LIVES OF CHILDREN AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND LEARNING DISABILITIES.$600
OUR FUTURE FIRST
PO BOX 672MILLVILLENJ08332PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN BREAKING DOWN THE MAN-MADE SOCIO-ECONOMIC BARRIERS BLOCKING THE PATH TO SUCCESS FOR OUR YOUTH.$9,321
BRANCHBURG RESCUE SQUAD INC
113 RIVER ROADBRANCHBURGNJ08876PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROVIDING EMERGENCY MEDICAL AND RESCUE SERVICES TO THE RESIDENCES, BUSINESSES AND VISITORS TO THE TOWNSHIPS OF BRANCHBURG AND READINGTON.$1,000
ARTWORKS THE NAOMI COHAIN FOUNDATIO
96 ENGLE STREET SUITE 120ENGLEWOODNJ07631PCTO SUPPORT THE FOUNDATION'S EFFORTS IN IMPROVING THE HEALTHCARE EXPERIENCE OF PEDIATRIC PATIENTS THROUGH THE ARTS.$500
NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOORNEW YORKNY10013PCTO SUPPORT NEW YORK PUBLIC RADIO'S MISSION OF MAKING THE MIND MORE CURIOUS, THE HEART MORE TOLERANT AND THE SPIRIT MORE JOYFUL THROUGH EXECELLENT RADIO PROGRAMMING.$1,200
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614PCTO SUPPORT THE ORGANIZATION'S MISSION IN PURSUING A HUNGER-FREE COMMUNITY.$1,000
CHABOT SPACE SCIENCE CENTER
10000 SKYLINE BLVDOAKLANDCA94619SO ITO SUPPORT THE ORGANIZATION'S EFFORTS IN INSPIRING AND EDUCATING STUDENTS OF ALL AGES ABOUT OUR PLANET EARTH AND THE UNIVERSE$425
CONSERVATION SOCIETY OF CALIFORNIA
9777 GOLF LINKS ROADOAKLANDCA94605PCTO SUPPORT THE OAKLAND ZOO IN ITS MISSION TO INSPIRE RESPECT FOR AND STEWARDSHIP OF THE NATURAL WORLD, WHILE PROVIDING A QUALITY VISITOR EXPERIENCE.$1,000
STONY BROOK FOUNDATION INC
230 ADMIN BLDG STONY BROOK UNIVERSSTONY BROOKNY11794PCTO SUPPORT THE ORGANIZATION'S EFFORTS TO ADVANCE THE GOALS AND STRATEGIC PLANS OF STONY BROOK UNIVERSITY AND MANAGING PRIVATE FUNDS ON THE UNIVERSITY'S BEHALF$2,000
EAST BAY REGIONAL PARK DISTRICT
2950 PERALTA OAKS CTOAKLANDCA94605GOVPARKS,COMMUNITY, NEIGHBORHOOD DEVELOPMENT AND IMPROVEMENTS$105
GEORGETOWN UNIVERSITY
37TH O STREETS NWWASHINGTONDC20007PCSUPPORT THE UNIVERSITY IN ITS EFFORTS TO EDUCATE THE WHOLE PERSON.$1,000
DROP SITE NEWS
4315 50TH ST NW STE 100WASHINGTONDC20016EOFTO SUPPORT THE NON PROFIT NEWS OUTLET IN ITS EFFORTS OF INVESTIGATIVE REPORTING$79
EXPLORATORIUM
PIERS 15/17SAN FRANCISCOCA94111PCTO SUPPORT THE ORGANIZATION IN ITS MISSION TO CREATE INQUIRY-BASED EXPERIENCES THAT TRANSFORM LEARNING WORLDWIDE.$399
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STOAKLANDCA94607PCTO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO INSPIRE UNDERTANDING AND EMPATHY WITH STORIES AND EXPERIENCES OF CALIFORNIA'S ART, HISTORY AND NATURAL ENVIRONMENT TO BUILD MORE EQUITABLE AND CONNECTED COMMUNITIES.$225
PIEDMONT EDUCATION FOUNDATION
401 HIGHLAND AVE STE APIEDMONTCA94611PCTO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE FINANCIAL SUPPORT TO PIEDMONT SCHOOLS THROUGH FUNDRAISING AND COMMUNITY ENGAGEMENT.$2,274
PRINCETON UNIVERSITY
701 CARNEGIE CTR STE 442PRINCETONNJ08540GROUPTO SUPPORT THE UNIVERSITY'S TRACK AND FIELD/ CROSS COUNTRY ATHLETIC PROGRAM.$1,000
LAWRENCE HALL OF SCIENCE - UC BERKE
1 CENTENNIAL DRIVEBERKELEYCA94720PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN ENGAGING IN THE SCIENCES.$240
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,975TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,931RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,039RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$50,018RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,018TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAssets held in Charles Schwab accountStockNm
EOY Book Value$1,135,324EOYBookValueAmt
EOYFMV$1,135,324EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$60NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEE$3,999$3,999$0$0
BUSINESS REGISTRATION FEE$5$5$0$0

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