BETA

MEGLBAGL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MEGLBAGL FOUNDATION (EIN 20-0187304)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-30
IRS object ID
201841209349101004
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)
Return2018-04-30T18:58:10-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EMBARCADERO CENTER STE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200187304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEGLBAGL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O FRANK RIMERMAN & CO LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMEGLBusinessNameControlTxt
Phone4154391144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE EMBARCADERO CENTER NO 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEGAN JOHNSTONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4154391144PhoneNum
Signature2018-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M ALBEROPreparerPersonNm
PTINP00533143PTIN
Phone4154391144PhoneNum
Preparation2018-04-24PreparationDt
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$1,277,150FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,220InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,220InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,878DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,878DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,367NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$184,184GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,367CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$235,465TotalRevAndExpnssAmt
Total Net Invst Incm$35,465TotalNetInvstIncmAmt
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$4,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,375AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$260TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,085OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,979OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$106OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,720TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,979TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,541TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,720TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,979TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,541TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$181,745ExcessRevenueOverExpensesAmt
Net Investment Income$31,486NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$941,411CashBOYAmt
Cash EOY$485,731CashEOYAmt
Cash EOYFMV$485,731CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,048SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,693SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,693SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$71,286CorporateStockBOYAmt
Corporate Stock EOY$692,066CorporateStockEOYAmt
Corporate Stock EOYFMV$725,726CorporateStockEOYFMVAmt
Total Assets BOY$1,061,745TotalAssetsBOYAmt
Total Assets EOY$1,243,490TotalAssetsEOYAmt
Total Assets EOYFMV$1,277,150TotalAssetsEOYFMVAmt
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$1,061,745RetainedEarningBOYAmt
Retained Earning EOY$1,243,490RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,061,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,243,490TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,061,745TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,243,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,061,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$181,745ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,243,490SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,243,490TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
47.3540 SHARES - FAIRHOLME FUNDP2016-12-162017-02-06$1,112$1,288-$176-$176
2.2250 SHARES - DODGE & COX STOCK FUNDP2017-01-012017-03-13$433$239$194$194
24.4410 SHARES - METROPOLITAN WEST TOTAL RETURN BONDP2017-01-012017-03-13$255$245$10$10
4.2890 SHARES - SCHWAB CORE EQUITY FUNDP2016-12-122017-03-13$94$73$21$21
5.7550 SHARES - VANGUARD SMALL CAP INDEX FD INVP2017-01-012017-03-14$363$198$165$165
2.4610 SHARES - VANGUARD TOTAL STOCK MKT INDEX FDP2017-01-012017-03-14$145$71$74$74
2.0990 SHARES - VANGUARD 500 INDEX FDP2017-01-012017-03-14$460$326$134$134
662.4400 SHARES - FAIRHOLME FUNDP2016-01-012017-02-06$15,561$18,015-$2,454-$2,454
31.2760 SHARES - DODGE & COX STOCK FUNDP2016-01-012017-03-13$6,085$3,354$2,731$2,731
775.4920 SHARES - METROPOLITAN WEST TOTAL RETURN BONDP2016-01-012017-03-13$8,080$7,764$316$316
261.5060 SHARES - SCHWAB CORE EQUITY FUNDP2016-01-012017-03-13$5,713$4,449$1,264$1,264
55.0000 SHARES - ISHARES MSCI EMERGING MARKETSP2009-10-132017-03-14$2,079$2,223-$144-$144
387.3210 SHARES - VANGUARD SMALL CAP INDEX FD INVP2016-01-012017-03-14$24,431$13,300$11,131$11,131
127.2390 SHARES - VANGUARD TOTAL STOCK MKT INDEX FDP2016-01-012017-03-14$7,507$3,659$3,848$3,848
103.6550 SHARES - VANGUARD 500 INDEX FD INVESTORP2016-01-012017-03-14$22,695$16,109$6,586$6,586
300.0000 SHARES - ISHARES CORE S & P 500 ETFP2017-01-012017-10-05$76,240$74,048$2,192$2,192
150.0000 SHARES - VANGUARD REIT VIPERP2017-01-012017-12-20$12,847$12,456$391$391
CAPITAL GAINS DIVIDENDSP$84$84$84
FieldValueIRS element (for citing)
Capital Gain Net Income$26,367CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,658AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$948,284NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038657DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,995AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$773,847NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037469DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,731AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$606,075NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042455DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,530AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$411,397NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025596DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,810AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$303,199NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022460DistributionYr5Rt
Total Distribution0.166637TotalDistributionRt
Average Distribution0.033327AverageDistributionRt
Net Vl Noncharitable Assets$1,145,806NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,186AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$315NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,501AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$49,541QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$315InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$315SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$315TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$701EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$701TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$386OverpaymentAmt
Applied To ES Tax$386AppliedToESTaxAmt
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 BooksPRESIDENTIndividualWithBooksNm
Phone4154391144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EMBARCADERO CENTER STE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MEGAN JOHNSTONE
C/O FRANKRIMERMAN ONE EMBARCADEROCTR STE 2410SAN FRANCISCOCA94111PRESIDENT0.00$0$0$0
SHANA B JOHNSTONE
C/O FRANKRIMERMAN ONE EMBARCADEROCTR STE 2410SAN FRANCISCOCA94111VICE-PRESIDENT & SECRETARY0.00$0$0$0
R CLINTON JOHNSTONE JR
C/O FRANKRIMERMAN ONE EMBARCADEROCTR STE 2410SAN FRANCISCOCA94111VICE-PRESIDENT & CFO0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonMEGAN JOHNSTONEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE EMBARCADERO CENTER SUITE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonMEGAN JOHNSTONEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE EMBARCADERO CENTER SUITE 2410AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Service TypePRESIDENTServiceTypeTxt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
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$319,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$844,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,163,255TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,163,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,145,806NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,290MinimumInvestmentReturnAmt
Tax Based On Investment Income$315TaxBasedOnInvestmentIncomeAmt
Total Tax$315TotalTaxAmt
Distributable Before Adj$56,975DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,975DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,975DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,541ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$49,541QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$315PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,226AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,975DistributableAsAdjustedAmt
Undistributed Income PY$45,062UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$49,541QualifyingDistributionsAmt
Applied To Year1$45,062AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,479AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$52,496UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003PUBLIC CHARITYIRC 501(C)(3)ANIMAL WELFARE$2,500
ASPCA
424 E 92ND STNEW YORKNY10128PUBLIC CHARITYIRC 501(C)(3)ANIMAL WELFARE$3,000
BUFFALO THERAPEUTIC RIDING CENTER
950 AMHERST STREETBUFFALONY14216PUBLIC CHARITYIRC 501(C)(3)CHILD WELFARE$3,500
HUMANE FARMING ASSOCIATION
PO BOX 3577SAN RAFAELCA94912PUBLIC CHARITYIRC 501(C)(3)ANIMAL WELFARE$2,500
MAKE A WISH FOUNDATION
4742 N 24TH ST SUITE 400PHOENIXAZ85016PUBLIC CHARITYIRC 501(C)(3)CHILD WELFARE$3,500
THE GENTLE BARN
15825 SIERRA HIGHWAYSANTA CLARITACA91390PUBLIC CHARITYIRC 501(C)(3)ANIMAL WELFARE$2,000
THE WILLOWS COMMUNITY SCHOOL
8509 HIGUERA STREETCULVER CITYPA90232PUBLIC CHARITYIRC 501(C)(3)EDUCATION$7,500
THRIVE ANIMAL RESCUE
13875 OLD EL CAMINO REALSAN DIEGOCA92130PUBLIC CHARITYIRC 501(C)(3)ANIMAL WELFARE$4,500
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PUBLIC CHARITYIRC 501(C)(3)ANIMAL WELFARE$3,000
BABY2BABY
6435 WILSHIRE BLVDLOS ANGELESCA90048PUBLIC CHARITYIRC 501(C)(3)CHILD WELFARE$3,500
REACH OUT AND READ
89 SOUTH ST SUITE 201BOSTONMA02111PUBLIC CHARITYIRC 501(C)(3)EDUCATION$2,000
ALEX'S LEMONADE STAND FOUNDATION
111 PRESIDENTIAL BLVD SUITE 203BALA CYNWYDPA19004PUBLIC CHARITYIRC 501(C)(3)HEALTHCARE$3,500
CURE CHILDHOOD CANCER
200 ASHFORD CENTER NORTH SUITE 250ATLANTAGA30338PUBLIC CHARITYIRC 501(C)(3)CHILD WELFARE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,220ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,878ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,465ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,465TotalIncomeProducingActyAmt

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 ContributionPersonContributionInd
STEPHEN BECHTEL JR
1PO BOX 193809SAN FRANCISCOCA94119$100,000Yes (X)
SHENANDOAH FOUNDATION
2ONE EMBARCADERO CENTER SUITE 2410SAN FRANCISCOCA94111$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,375Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,375DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonALL FOUNDATION OFFICERSPersonNm
Short ExplanationALL THE FOUNDATION OFFICERS VOLUNTEER THEIR TIME AS NEEDED RELATING TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES.ShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO - 2300StockNm
EOY Book Value$692,066EOYBookValueAmt
EOYFMV$725,726EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$106$0$106
INVESTMENT MANAGEMENT FEES$3,979$3,979$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAX$10$0$10
FILING FEE$50$0$50
FEDERAL TAX$200$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.