AED FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AED FOUNDATION (EIN 94-3337488)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-11
IRS object ID
201841929349100009
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)
Return2018-07-11T16:00:22-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941527242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FARELLA BRAUN MARTEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1235 MONTGOMERY STREET SUITE 1800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943337488EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAEDFBusinessNameControlTxt
Phone4152848568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAUREN B DACHSPersonNm
Person TitleV.P./SECRETARYPersonTitleTxt
Phone4152848568PhoneNum
Signature2018-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A MURPHYPreparerPersonNm
PTINP00439228PTIN
Phone4159544400PhoneNum
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$1,533,216FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,261DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$172,274TotalRevAndExpnssAmt
Total Net Invst Incm$22,274TotalNetInvstIncmAmt
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$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$654TaxesRevAndExpnssAmt
Taxes Net Invst Incm$436TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$86OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$86OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,740TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$436TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,086TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$436TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90,034ExcessRevenueOverExpensesAmt
Net Investment Income$21,838NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$256,624SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$204,551SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$204,551SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$720,620CorporateStockBOYAmt
Corporate Stock EOY$862,445CorporateStockEOYAmt
Corporate Stock EOYFMV$1,328,420CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$245OtherAssetsEOYAmt
Other Assets EOYFMV$245OtherAssetsEOYFMVAmt
Total Assets BOY$977,244TotalAssetsBOYAmt
Total Assets EOY$1,067,241TotalAssetsEOYAmt
Total Assets EOYFMV$1,533,216TotalAssetsEOYFMVAmt
Grants Payable EOY$150,000GrantsPayableEOYAmt
Other Liabilities BOY$37OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$37TotalLiabilitiesBOYAmt
Total Liabilities EOY$150,000TotalLiabilitiesEOYAmt
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$977,207RetainedEarningBOYAmt
Retained Earning EOY$917,241RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$977,207TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$917,241TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$977,244TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,067,241TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$977,207TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90,034ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,067,241SubtotalAmt
Other Decreases$150,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$917,241TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,509AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,112,404NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049001DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,356AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$979,863NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048329DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,252AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$859,942NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045645DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,097AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$655,775NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050470DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,791AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$486,277NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063320DistributionYr5Rt
Total Distribution0.256765TotalDistributionRt
Average Distribution0.051353AverageDistributionRt
Net Vl Noncharitable Assets$1,372,305NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$70,472AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$218NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$70,690AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$81,586QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$218InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$218SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$218TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$463EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$463TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$245OverpaymentAmt
Applied To ES Tax$245AppliedToESTaxAmt
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 BooksVICE-PRESIDENTSECRETARYIndividualWithBooksNm
Phone4152848568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT ST 25TH FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
ABIGAIL D VIX
PO BOX 193809SAN FRANCISCOCA941193809PRESIDENT/DIRECTOR0.00$0$0$0
LAUREN B DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./SECRETARY/DIRECTOR0.00$0$0$0
ALAN M DACHS
PO BOX 193809SAN FRANCISCOCA941193809V.P./CFO/DIRECTOR0.00$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$1,200,747AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$192,456AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,393,203TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,393,203AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,898CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,372,305NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,615MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,615MinimumInvestmentReturnAmt
Tax Based On Investment Income$218TaxBasedOnInvestmentIncomeAmt
Total Tax$218TotalTaxAmt
Distributable Before Adj$68,397DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,397DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,397DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,586ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,586QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$218PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$81,368AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,397DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,635ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$485ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$7,120TotalExcessDistributionCyovAmt
Qualifying Distributions$81,586QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$68,397AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,189RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,309TotalCorpusAmt
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$6,635ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,674ExcessDistriCyovToNextYrAmt
Excess From Year4$485ExcessFromYear4Amt
Excess From Current Year$13,189ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAUREN B DACHSContributingManagerNm
Contributing ManagerALAN M DACHSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HEAD ROYCE SCHOOL
4315 LINCOLN AVEOAKLANDCA94602N/APCTO PROVIDE FINANCIAL SUPPORT TO EDUCATIONAL PROGRAMS$5,000
KQED PUBLIC RADIO FOR NORTHERN CALIFORNIA
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCTO HELP PROVIDE QUALITY PROGRAMMING AND SERVICES$500
MARIN GENERAL HOSPITAL FOUNDATION
100 B DRAKES LANDING SUITE 255GREENBRAECA94904N/APCPLEDGE: EMERGENCY SERVICES AND PEDIATRIC EMERGENCY SERVICES$50,000
PIXIE PARENTS INC
PO BOX 602ROSSCA94957N/APCMASTER PLAN ACCOUNT - REMODEL PIXIE PARK PLAYGROUND$5,000
SAN FRANCISCO PARTICULAR COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL
1175 HOWARD STSAN FRANCISCOCA94103N/APCTO HELP PROVIDE DIRECT SERVICE TO PEOPLE IN SAN FRANCISCO$500
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107N/APCTO PROVIDE FOOD FOR THE HUNGRY$1,000
SCHOOLS OF THE SACRED HEART
2222 BROADWAY STREETSAN FRANCISCOCA94115N/APCTO BE USED FOR STUART HALL FOR BOYS TO SUPPORT ACADEMIC EXCELLENCE$5,000
STANFORD UNIVERSITY
326 GALVEZ STSTANFORDCA94305N/APCTO SUPPORT UNDERGRADUATE EDUCATION$1,000
THE THACHER SCHOOL
5025 THACHER ROADOJAICA93023N/APCTO SUPPORT HIGH SCHOOL EDUCATION$5,000
THERE WITH CARE OF THE BAY AREA
3475 EDISON WAY SUITE HMENLO PARKCA94025N/APCTO SUPPORT CHILDREN AND FAMILIES FACING CRITICAL ILLNESS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIN GENERAL HOSPITAL FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 B DRAKES LANDING SUITE 255AddressLine1Txt
CityGREENBRAECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94904ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEMERGENCY SERVICES AND PEDIATRIC EMERGENCY SERVICESGrantOrContributionPurposeTxt
Amt$150,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$150,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,261ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,274ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,274TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
STEPHEN D BECHTEL JR
1PO BOX 193809SAN FRANCISCOCA941193809$50,000Yes (X)
ELIZABETH H BECHTEL
2PO BOX 193809SAN FRANCISCOCA941193809$50,000Yes (X)
ALAN AND LAUREN DACHS
3PO BOX 193809SAN FRANCISCOCA941193809$50,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,000DisbursementsCharitablePrpsAmt

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

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VII-B, LINE 1A(4)IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1
SCHEDULE B PART 1 COLUMN (C)THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTL STOCK (4,548.092 SHS)$180,846$210,668
VANGUARD TOTAL STOCK MARKET (16,757.907 SHS)$681,599$1,117,752

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$245EOYBookValueAmt
EOYFMV$245EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEQUITY ADJUSTMENT TO ACCOUNT FOR CHANGES IN ACCRUAL OF GRANTS PAYABLEDesc
Amt$150,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$86RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$86DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED EXCISE TAXESDesc
BOY Book Value$37BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$218$0$0
FOREIGN TAXES$436$436$0

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