AED FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AED FOUNDATION (EIN 94-3337488)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-30
- IRS object ID
- 201712429349100216
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-30T16:20:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941527242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARELLA BRAUN MARTEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943337488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AED FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AEDF | BusinessNameControlTxt |
| Phone | 4152848568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN B DACHS | PersonNm |
| Person Title | V.P./SECRETARY | PersonTitleTxt |
| Phone | 4152848568 | PhoneNum |
| Signature | 2017-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA A MURPHY | PreparerPersonNm |
| PTIN | P00439228 | PTIN |
| Phone | 4159544400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.110.143.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-30 | IPDt |
| IP Tm | 14:18:51 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A649EC029C3E633550B5911FD38FD0B543515059 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A649EC029C3E633550B5911FD38FD0B543515059 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,233,162 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,076 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $169,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $449 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $449 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $221,453 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $256,624 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $256,624 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $640,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $720,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $976,538 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $862,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $977,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,233,162 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $43 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $862,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $977,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $862,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $977,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $862,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $977,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $862,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $977,207 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $977,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,076 | GrossSalesPriceAmt |
| Gain Or Loss | $2,076 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,076 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,076 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,356 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $979,863 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048329 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $859,942 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,097 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $655,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050470 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,791 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $486,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063320 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,542 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $361,957 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056753 | DistributionYr5Rt |
| Total Distribution | 0.264517 | TotalDistributionRt |
| Average Distribution | 0.052903 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,112,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $197 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,047 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $357 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $857 | TotalPaymentsAndCreditsAmt |
| Overpayment | $463 | OverpaymentAmt |
| Applied To ES Tax | $463 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VICE-PRESIDENTSECRETARY | IndividualWithBooksNm |
| Phone | 4152848568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 FREMONT ST 25TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL D VIX | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAUREN B DACHS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | V.P./SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALAN M DACHS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | V.P./CFO/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $845,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,129,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,129,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,112,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $394 | TotalTaxAmt |
| Distributable Before Adj | $55,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,205 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $485 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $8,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $717 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $717 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,608 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,635 | ExcessFromYear4Amt |
| Excess From Year3 | $485 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAUREN B DACHS | ContributingManagerNm |
| Contributing Manager | ALAN M DACHS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE ROUND VALLEY PUBLIC LIBRARY | |||||||
| PO BOX 620 | COVELO | CA | 95428 | N/A | PC | TO HELP MAINTAIN AND IMPROVE THE FACILITY AND SERVICES OF THE LIBRARY. | $500 |
| HEAD ROYCE SCHOOL | |||||||
| 4315 LINCOLN AVE | OAKLAND | CA | 94602 | N/A | PC | TO PROVIDE FINANCIAL SUPPORT TO EDUCATIONAL PROGRAMS. | $5,000 |
| KQED PUBLIC RADIO FOR NORTHERN CALIFORNIA | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | TO HELP PROVIDE QUALITY PROGRAMMING AND SERVICES. | $1,000 |
| MARIN GENERAL HOSPITAL FOUNDATION | |||||||
| 100 B DRAKES LANDING SUITE 255 | GREENBRAE | CA | 94904 | N/A | PC | TO SUPPORT PATIENT CARE. | $10,000 |
| SAN FRANCISCO PARTICULAR COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1237 VAN NESS AVE SUITE 200 | SAN FRANCISCO | CA | 94109 | N/A | PC | TO HELP PROVIDE DIRECT SERVICE TO PEOPLE IN SAN FRANCISCO. | $5,000 |
| SF-MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | TO PROVIDE FOOD FOR THE HUNGRY. | $5,000 |
| SCHOOLS OF THE SACRED HEART | |||||||
| 2222 BROADWAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO BE USED FOR STUART HALL FOR BOYS TO SUPPORT ACADEMIC EXCELLENCE. | $5,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT UNDERGRADUATE EDUCATION. | $5,000 |
| THE THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | TO SUPPORT HIGH SCHOOL EDUCATION. | $10,000 |
| THERE WITH CARE OF THE BAY AREA | |||||||
| 3475 EDISON WAY SUITE H | MENLO PARK | CA | 94025 | N/A | PC | TO SUPPORT CHILDREN AND FAMILIES FACING CRITICAL ILLNESS. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,076 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,886 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN D BECHTEL JR | ||||||
| 1 | PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | $50,000 | Yes (X) |
| ELIZABETH H BECHTEL | ||||||
| 2 | PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | $50,000 | Yes (X) |
| ALAN AND LAUREN DACHS | ||||||
| 3 | PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL FOUNDATION OFFICERS | PersonNm |
| Short Explanation | ALL 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(3) | FREE RENT |
| 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INTL STOCK (3,959.672 SHS) | $156,866 | $150,864 |
| VANGUARD TOTAL STOCK MARKET (14,728.391 SHS) | $563,754 | $825,674 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $449 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $449 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE TAXES | Desc |
| BOY Book Value | $43 | BOYBookValueAmt |
| EOY Book Value | $37 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $394 | $0 | $0 |
| FOREIGN TAXES | $181 | $181 | $0 |
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