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SNOW CHARITABLE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SNOW CHARITABLE TRUST (EIN 94-6690136)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-09-30
IRS object ID
201712739349100001
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-30T10:04:01-07:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Anderson & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 Ygnacio Valley Road Suite 240AddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945963833ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946690136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SNOW CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSNOWBusinessNameControlTxt
Phone5102953228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN A SNOWPersonNm
Person TitleMANAGERPersonTitleTxt
Signature2017-09-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeanne Van ShuffPreparerPersonNm
PTINP00286640PTIN
Phone9253228810PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,895FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,789ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,851NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,851CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,294OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$62,938TotalRevAndExpnssAmt
Total Net Invst Incm$42,855TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,960TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,022ExcessRevenueOverExpensesAmt
Net Investment Income$42,855NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$57,917SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,895SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,895SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$57,917TotalAssetsBOYAmt
Total Assets EOY$27,895TotalAssetsEOYAmt
Total Assets EOYFMV$27,895TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$10,750CapitalStockBOYAmt
Capital Stock EOY$10,750CapitalStockEOYAmt
Retained Earning BOY$47,167RetainedEarningBOYAmt
Retained Earning EOY$17,145RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$57,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,022ExcessRevenueOverExpensesAmt
Subtotal$27,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1000 Five Prime Therapeutics Inc.PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-06-26AcquiredDt
Sold2016-11-17SoldDt
Gross Sales Price$57,640GrossSalesPriceAmt
Cost Or Other Basis$14,789CostOrOtherBasisAmt
Gain Or Loss$42,851GainOrLossAmt
Gains Minus Excess Or Losses$42,851GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$42,851CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$180,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$169,661NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.06212DistributionYr1Rt
Adjusted Qlfy Distri Yr2$103,570AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$280,291NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.36951DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,765AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$39,501NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.25984DistributionYr3Rt
Adjusted Qlfy Distri Yr4$59,146AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,671NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.06778DistributionYr4Rt
Adjusted Qlfy Distri Yr5$78,165AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,402NetVlNoncharitableAssetsYr5Amt
Distribution Yr54.24764DistributionYr5Rt
Total Distribution12.006880TotalDistributionRt
Average Distribution2.401376AverageDistributionRt
Net Vl Noncharitable Assets$37,331NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$89,646AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$429NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90,075AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$429InvestmentIncomeExciseTaxAmt
Subtotal$429SubtotalAmt
Tax Based On Investment Income$429TaxBasedOnInvestmentIncomeAmt
Tax Due$429TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5102953228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181734ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHEN A SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734Trustee1.00$0
CYNTHIA SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734Trustee1.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,899AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,899TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$37,899AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$568CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,331NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,867MinimumInvestmentReturnAmt
Tax Based On Investment Income$429TaxBasedOnInvestmentIncomeAmt
Total Tax$429TotalTaxAmt
Distributable Before Adj$1,438DistributableBeforeAdjAmt
Distributable Before Ded$1,438DistributableBeforeDedAmt
Distributable As Adjusted$1,438DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,950ExpensesAndContributionsAmt
Qualifying Distributions$92,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$429PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,521AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,438DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$77,245ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,898ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$48,737ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,848ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$171,171ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$451,899TotalExcessDistributionCyovAmt
Qualifying Distributions$92,950QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,438AppliedToCurrentYearAmt
Remaining Distri From Corpus$91,512RemainingDistriFromCorpusAmt
Total Corpus$543,411TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$77,245ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$466,166ExcessDistriCyovToNextYrAmt
Excess From Year4$59,898ExcessFromYear4Amt
Excess From Year3$48,737ExcessFromYear3Amt
Excess From Year2$94,848ExcessFromYear2Amt
Excess From Year1$171,171ExcessFromYear1Amt
Excess From Current Year$91,512ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN A SNOWContributingManagerNm
Contributing ManagerCYNTHIA SNOWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AURORA THEATRE
2081 ADDISON STREETBERKELEYCA94704PCGENERAL OPERATIONS$5,680
SEASON OF SHARING
901 MISSION STREETSAN FRANCISCOCA94103PCGENERAL OPERATIONS$50,000
GIVING CIRCLE
2440 WEST EL CAMINO REAL STE 300MOUNTAIN VIEWCA94040PCGENERAL OPERATIONS$20,000
ALAMEDA COUNTY FOOD BANK
P O BOX 2599OAKLANDCA94614PCGENERAL OPERATIONS$10,250
WILDCARE
76 ALBERT PARK LANESAN RAFAELCA94901PCGENERAL OPERATIONS$200
MEDIA ENTERPRISE ALLIANCE
286 E 10TH STREETOAKLANDCA94606PCGENERAL OPERATIONS$500
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREET STE 200NEWTONMA02458PCGENERAL OPERATIONS$250
TEMPLE SINAI
2808 SUMMIT STREETOALANDCA94609PCGENERAL OPERATIONS$4,070
SWIM ACROSS AMERICA
1684 8TH AVESAN FRANCISCOCA94122PCGENERAL OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$42,851RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUND OF FEDERAL TAXESDesc
Related Or Exempt Function Incm$5,294RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt
Related Or Exempt Function Incm$48,145RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,149TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST INCOME EARNED BY HOLDING INVESTMENTS SET ASIDE FOR CHARITABLE PURPOSES.
8SALE OF DONATED STOCK TO BE USED TO MAKE DONATIONS TO CHARITABLE ORGANIZATIONS.
11AREFUND OF OVERPAID TAXES FROM 2014, TO BE USED TO MAKE DONATIONS TO CHARITABLE ORGANIZATIONS.

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUND OF FEDERAL TAXESDesc
Revenue And Expenses Per Books$5,294RevenueAndExpensesPerBooksAmt

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