WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WENDELL FAMILY FOUNDATION (EIN 94-3374830)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201721289349101522
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T16:19:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 943374830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 6508541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD NO 1010 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WENDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508541000 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2017-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.224.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 10:24:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 290DB47BEACBF3708ECA27CBA8CE4E99051E80E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 290DB47BEACBF3708ECA27CBA8CE4E99051E80E1 | 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 | $1,598,270 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,032,975 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $99 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,046,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,046,939 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,073,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,047,038 | 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 |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,202 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $681,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,045,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,218 | CashBOYAmt |
| Cash EOY | $440,187 | CashEOYAmt |
| Cash EOYFMV | $440,187 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $687,044 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,158,083 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,158,083 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $917,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,598,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,598,270 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $917,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,598,270 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $917,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,598,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $917,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,598,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $917,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $681,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,598,270 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,598,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALPHABET INC CL A - 638 SHS | D | 2016-08-17 | 2016-10-28 | $531,063 | $531,063 | $531,063 |
| ALPHABET INC CL C -638 SHS | D | 2016-08-17 | 2016-10-28 | $515,876 | $515,876 | $515,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,046,939 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $396,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $727,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.544319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $370,893 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $648,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.572029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $386,203 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $500,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.772128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,404 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $199,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.029702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $156,204 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $104,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.495820 | DistributionYr5Rt |
| Total Distribution | 4.413998 | TotalDistributionRt |
| Average Distribution | 0.882800 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,124,643 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $992,835 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,003,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $358,202 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,909 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,909 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $291 | OverpaymentAmt |
| Applied To ES Tax | $291 | 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 | Yes (1) | 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 | TAXPAYER | IndividualWithBooksNm |
| Phone | 6508541000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD SUITE 1010 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| PETER WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | PRESIDENT, DIRECTOR, SECY | 4.00 | $0 | $0 | $0 |
| LYNN WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRIAN WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JENNIFER WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EMILY WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PATRICK WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CAROLYN A WENDELL | ||||||||
| 1400 FASHION BLVD 1010 | SAN MATEO | CA | 94404 | DIRECTOR | 0.25 | $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 | $167,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $973,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,141,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,141,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,124,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,909 | TotalTaxAmt |
| Distributable Before Adj | $35,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,323 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,202 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $358,202 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $358,202 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $156,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $205,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $370,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,474 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,451,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $358,202 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,323 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $322,879 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,774,588 | 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 | $156,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,618,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,404 | ExcessFromYear4Amt |
| Excess From Year3 | $370,899 | ExcessFromYear3Amt |
| Excess From Year2 | $338,474 | ExcessFromYear2Amt |
| Excess From Year1 | $380,728 | ExcessFromYear1Amt |
| Excess From Current Year | $322,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER WENDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 303031002 | PUBLIC CHARITY | CHARITABLE | $300 | |
| US LACROSSE FOUNDATION | |||||||
| 113 W UNIVERSITY PARKWAY | BALTIMORE | MD | 21210 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| WBUR PUBLIC RADIO | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PUBLIC CHARITY | CHARITABLE | $500 | |
| 350ORG | |||||||
| 20 JAY ST | BROOKLYN | NY | 11201 | PUBLIC CHARITY | CHARITABLE | $500 | |
| SWIM FOR AMERICA | |||||||
| 11600 N COMMUNITY HOUSE ROAD SUITE | CHARLOTTE | NC | 28277 | PUBLIC CHARITY | CHARITABLE | $250 | 100 |
| BC HARRIS CAMP AND CONFERENCE CENTER | |||||||
| PO BOX 204 | GREENFIELD | NH | 03047 | PUBLIC CHARITY | CHARITABLE | $500 | |
| ST CROIX VALLEY FOUNDATION | |||||||
| 516 SECOND ST | HUDSON | WI | 54016 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| CANCER RESEARCH INSTITUTE | |||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| GRASSROOTS SOCCER | |||||||
| PO BOX 712 | NORWICH | VT | 05055 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| COACHING CORPS | |||||||
| 310 EIGHTH STREET | OAKLAND | CA | 94607 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| WOMEN'S CANCER RESEARCH CENTER | |||||||
| 5741 TELEGRAPH AVENUE | OAKLAND | CA | 94609 | PUBLIC CHARITY | CHARITABLE | $250 | |
| FOUNDATION FOR STUDENT COMMUNICATION | |||||||
| 48 UNIVERSITY PLACE SUITE 305 | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| PRINCETON BLAIRSTOWN CENTER | |||||||
| 13 ROSZEL ROAD SUITE C204A | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITABLE | $100 | |
| PRINCETON IN AFRICA | |||||||
| 194 NASSAU STREET SUITE 219 | PRINCETON | NJ | 08542 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| THE AUXILIARY TO THE ISABELLA MCCOSH INFIRMARY | |||||||
| PO BOX 81 | PRINCETON | NJ | 08542 | PUBLIC CHARITY | CHARITABLE | $250 | |
| INITIATIVE FOR A COMPETITIVE INNER CITY | |||||||
| 184 DUDLEY STREET SUITE 400 | ROXBURY | MA | 02119 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| SCLERODERMA RESEARCH FOUNDATION | |||||||
| 220 MONTGOMERY ST SUITE 1411 | SAN FRANCICO | CA | 941043546 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| AIM HIGH | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| AMERICAN INDIA FOUNDATION | |||||||
| 901 MISSION STREET SUITE 105 | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| BOYS & GIRLS CLUB OF SAN FRANCISCO | |||||||
| 55 HAWTHORNE | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | |||||||
| 445 CHURCH ST | SAN FRANCISCO | CA | 94114 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CHRONICLE SEASON OF SHARING FUND | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | PUBLIC CHARITY | CHARITABLE | $15,000 | |
| COMPASS FAMILY SERVICES | |||||||
| 49 POWELL STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | CHARITABLE | $500 | |
| EPISCOPAL CHURCH OF ST MARY THE VIRGIN | |||||||
| 2325 UNION STREET | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $5,600 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $80,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | |||||||
| 1294 POTRERO AVENUE | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITABLE | $500 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITABLE | $250 | |
| INTERFAITH CENTER AT THE PRESIDIO | |||||||
| PO BOX 29055 | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITABLE | $100 | |
| JDRF | |||||||
| 49 STEVENSON ST SUITE 1200 | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | CHARITABLE | $100 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO (JCCSF) | |||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| MAGIC THEATRE | |||||||
| 2 MARINA BLVD | SAN FRANCISCO | CA | 941231340 | PUBLIC CHARITY | CHARITABLE | $100 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 1539 PERSHING DRIVE | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITABLE | $250 | |
| SAN FRANCISCO FILM SOCIETY | |||||||
| 39 MESA STREET | SAN FRANCISCO | CA | 941291025 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 941395719 | PUBLIC CHARITY | CHARITABLE | $500 | |
| YMCA OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | CHARITABLE | $200 | |
| YOUNG PERFORMERS THEATRE | |||||||
| TWO MARINA BLVD | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| CURIODYSSEY AT COYOTE POINT | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ACLU FOUNDATION OF MASSACHUSETTS | |||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | PUBLIC CHARITY | CHARITABLE | $500 | |
| AMERICAN RED CROSS | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 303031002 | PUBLIC CHARITY | CHARITABLE | $200 | |
| BULAMU HEALTHCARE INTERNATIONAL | |||||||
| 431 EL CAMINO REAL | SANTA CLARA | CA | 95050 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| COTTAGE 1886 FOUNDATION | |||||||
| 51 PROSPECT AVENUE | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| CPMC FOUNDATION | |||||||
| P O BOX 7999 | SAN FRANCISCO | CA | 941207999 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | PUBLIC CHARITY | CHARITABLE | $100 | |
| FOR-SITE FOUNDATION | |||||||
| 2 MARINA BOULEVARD | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $500 | |
| FRIENDS OF MANCHESTER ANIMAL SHELTER | |||||||
| 490 DUNBARTON ROAD | MANCHESTER | NH | 03102 | PUBLIC CHARITY | CHARITABLE | $500 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAM | |||||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| KZST - SONOMA COUNTY VOLUNTEER CENTER | |||||||
| 153 STONY CIRCLE | SANTA ROSA | CA | 95401 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| LIGHTHAWK | |||||||
| P O BOX 2710 | TELLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE | $100 | |
| LITERACY VOLUNTEERS OF WASHINGTON COUNTY | |||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| MARCH OF DIMES | |||||||
| 128 WILLOW ST | BROOKLYN | NY | 11201 | PUBLIC CHARITY | CHARITABLE | $52 | |
| MASS MENTORING PARTNERSHIP | |||||||
| 75 KNEELAND ST | BOSTON | MA | 02111 | PUBLIC CHARITY | CHARITABLE | $150 | |
| MOUNT SINAI DEVELOPMENT | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| NATIONAL MUSEUM OF AFRICAN ART | |||||||
| SMITHSONIAN INSTITUTION MRC 708 BOX | WASHINGTON | DC | 200137012 | PUBLIC CHARITY | CHARITABLE | $1,000 | 37012 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUTT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CHARITABLE | $100 | |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | CHARITABLE | $100 | |
| PLANNED PARENTHOOD | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| RIGHT TO PLAY | |||||||
| 49 W 27TH STREET | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $500 | |
| SFMOMA | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| SIEPR | |||||||
| 336 GALVEZ STREET | STANFORD | CA | 94305 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| THE WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 94506 | PUBLIC CHARITY | CHARITABLE | $350 | |
| UTEC | |||||||
| 35 WARREN ST | LOWELL | MA | 01852 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| US LACROSSE | |||||||
| 2 LOVETON CIRCLE | SPARKS | MD | 21152 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | CHARITABLE | $250 | |
| UC BERKELEY FOUNDATION | |||||||
| 3615 TOLMAN HALL | BERKELEY | CA | 947201670 | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| HARVARD BUSINESS SCHOOL | |||||||
| 1 SOLDIERS FIELD | BOSTON | MA | 02163 | PUBLIC CHARITY | EDUCATIONAL | $101,000 | |
| HARVARD MAGAZINE | |||||||
| PO BOX 414946 | BOSTON | MA | 022414946 | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| KIPP BAY AREA SCHOOLS | |||||||
| 1404 FRANKLIN ST | OAKLAND | CA | 94612 | PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | PUBLIC CHARITY | EDUCATIONAL | $1,800 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 941189889 | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 2730 BRYANT ST | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $600 | |
| TEACH FOR AMERICA | |||||||
| PO BOX 398305 | SAN FRANCISCO | CA | 94139 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| THE BRANDEIS SCHOOL | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | PUBLIC CHARITY | EDUCATIONAL | $300 | |
| TOWN SCHOOL FOR BOYS | |||||||
| 2750 JACKSON STREET | SAN FRANCISCO | CA | 95114 | PUBLIC CHARITY | EDUCATIONAL | $5,600 | |
| UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| SONOMA VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 493 | SONOMA | CA | 95476 | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 943057298 | PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| STANFORD UNIVERSITY | |||||||
| 644 KNIGHT WAY | STANFORD | CA | 943057298 | PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| WILLIAM'S COLLEGE PARENTS FUND | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012672141 | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| ACHIEVEMENT AWARDS FOR COLLEGE SCIENTISTS FOUNDATION | |||||||
| P O BOX 29405 | SAN FRANCISCO | CA | 941290405 | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| EDUCARE OF WASHINGTON DC | |||||||
| 640 ANACOSTIA AVE NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| INSTITUTE OF INTERNATIONAL EDUCATION | |||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| ONE PURPOSE SCHOOL | |||||||
| 948 HOLLISTER AVENUE | SAN FRANCISCO | CA | 94124 | PUBLIC CHARITY | EDUCATIONAL | $1,250 | |
| THE CENTER FOR ANTI-VIOLENCE EDUCATION | |||||||
| 327 SEVENTH STREET | BROOKLYN | NY | 11215 | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| THE EXPLORATORIUM | |||||||
| PIER 17 | SAN FRANCISCO | CA | 941111455 | PUBLIC CHARITY | EDUCATIONAL | $15,000 | |
| THE HAMLIN SCHOOL | |||||||
| 2120 BROADWAY STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $1,250 | |
| THE LITTLE SCHOOL | |||||||
| 1520 LYON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| THE TRUSTEE'S OF PRINCETON UNIVERSITY | |||||||
| 1700 FIRST CAMPUS CENTER | PRINCETON | NJ | 08544 | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| UCSF FOUNDATION | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 941450339 | PUBLIC CHARITY | EDUCATIONAL | $1,500 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| THE PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PUBLIC CHARITY | MEDICAL RESEARCH | $250 | |
| NATIONAL UREA CYCLE DISORDERS FOUNDATION | |||||||
| 75 S GRAND AVENUE | PASADENA | CA | 91105 | PUBLIC CHARITY | MEDICAL RESEARCH | $250 | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 100 PINE HILL ROAD | BEDFORD | MA | 01730 | PUBLIC CHARITY | RELIGIOUS | $3,000 | |
| EPISCOPAL CHURCH AT PRINCETON | |||||||
| 53 UNIVERSITY PLACE | PRINCETON | NJ | 085405100 | PUBLIC CHARITY | RELIGIOUS | $100 | |
| THE BISHOP'S RANCH | |||||||
| 5297 WESTSIDE ROAD | HEALDSBURG | CA | 95448 | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| THE EPISCOPAL BISHOP OF CA A CORPORATE SOLE | |||||||
| 1055 TAYLOR STREET | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | RELIGIOUS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,202 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,064 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SCHMIDT FAMILY LIVING TRUST | |||||||
| 1 | 555 BRYANT STREET | PALO ALTO | CA | 94301 | $1,006,975 | Yes (X) | Yes (X) |
| SCOTT D COOK | |||||||
| 2 | 2700 COAST AVE | MOUNTAIN VIEW | CA | 94043 | $26,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 638 SHARES ALPHABET INC CL A638 SHARES ALPHABET INC CL C | NoncashPropertyDesc |
| Fair Market Value | $1,006,975 | FairMarketValueAmt |
| Received | 2016-08-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT FAMILY LIVING TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEES | $85 | $85 | $0 |
| FEDERAL EXCISE TAX | $32,261 | $0 | $0 |
Comments