CHAMBERS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHAMBERS FAMILY FOUNDATION (EIN 77-0443168)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-08
IRS object ID
201722209349100377
Schema version
2016v3.1
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)
Return2017-08-08T18:43:05-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CTC myCFO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 GENG ROAD SUITE 100AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770443168EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAMBERS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CTC MYCFO LLCInCareOfNm
Business Name ControlCHAMBusinessNameControlTxt
Phone6502105000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10195 DEPT 12AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN T CHAMBERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6502105000PhoneNum
Signature2017-07-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERESA A HOLLANDPreparerPersonNm
PTINP00184685PTIN
Phone6502105000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.96.172.25IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id94494920172205000001FederalOriginalSubmissionId
Federal Original Submission Id2017-08-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC0A8274B0D3469CB7ACD27103F04C3DEC49CA8BCAtSubmissionCreationDeviceId
At Submission Filing Device IdC0A8274B0D3469CB7ACD27103F04C3DEC49CA8BCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,182,539FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$87,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$328,824NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,112,526GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,132OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,132OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$237,985TotalRevAndExpnssAmt
Total Net Invst Incm$90,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$20,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$180TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$161OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$161OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,841TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$161TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$868,758ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$868,758ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$889,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$161TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$868,758TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,127,584ExcessRevenueOverExpensesAmt
Net Investment Income$90,678NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,141,694SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$550,309SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$550,309SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,002,594CorporateStockBOYAmt
Corporate Stock EOY$18,465,903CorporateStockEOYAmt
Corporate Stock EOYFMV$21,632,230CorporateStockEOYFMVAmt
Total Assets BOY$20,144,288TotalAssetsBOYAmt
Total Assets EOY$19,016,212TotalAssetsEOYAmt
Total Assets EOYFMV$22,182,539TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$20,144,288CapitalStockBOYAmt
Capital Stock EOY$19,016,212CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$20,144,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,016,212TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,144,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,016,212TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,144,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,127,584ExcessRevenueOverExpensesAmt
Subtotal$19,016,704SubtotalAmt
Other Decreases$492OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,016,212TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
151,000 PROSHARES ULTRA DOW302016-04-062016-06-15$10,083,991$10,008,196$75,795$75,795
588,533 PROSHARES ULTRASHRTDOW$12,028,535$12,433,154-$404,619-$404,619
FieldValueIRS element (for citing)
Capital Gain Net Income-$328,824CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,920,051AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,416,104NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078639DistributionYr1Rt
Adjusted Qlfy Distri Yr2$950,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$24,984,101NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038024DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,047,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,864,735NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045813DistributionYr3Rt
Adjusted Qlfy Distri Yr4$517,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,457,765NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019559DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,818,898AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$27,899,393NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.136881DistributionYr5Rt
Total Distribution0.318916TotalDistributionRt
Average Distribution0.063783AverageDistributionRt
Net Vl Noncharitable Assets$19,564,933NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,247,910AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$907NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,248,817AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$868,758QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,814InvestmentIncomeExciseTaxAmt
Subtotal$1,814SubtotalAmt
Tax Based On Investment Income$1,814TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$34,474EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$34,474TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$32,660OverpaymentAmt
Applied To ES Tax$32,660AppliedToESTaxAmt

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
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 Line1CTC MYCFO LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6502105000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10195 DEPT 12AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN T CHAMBERS
PO BOX 10195 DEPT 12PALO ALTOCA94303PRESIDENT/ CEO1.0$0$0$0
CONSTANCE E CHAMBERS
PO BOX 10195 DEPT 12PALO ALTOCA94303TREASURER/CFO/ SECRETARY1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,114,309AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,748,567AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,862,876TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,862,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$297,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,564,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$978,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$978,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,814TaxBasedOnInvestmentIncomeAmt
Total Tax$1,814TotalTaxAmt
Distributable Before Adj$976,433DistributableBeforeAdjAmt
Distributable Before Ded$976,433DistributableBeforeDedAmt
Distributable As Adjusted$976,433DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$868,758ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$868,758QualifyingDistributionsAmt
Adjusted Qualifying Distri$868,758AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$976,433DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,064,983ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$744,144ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,809,127TotalExcessDistributionCyovAmt
Qualifying Distributions$868,758QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$868,758AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$107,675ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$107,675ExcessDistributionCyovAppCYAmt
Total Corpus$1,701,452TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$957,308ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$744,144ExcessDistriCyovToNextYrAmt
Excess From Year1$744,144ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN T CHAMBERSContributingManagerNm
Contributing ManagerCONSTANCE E CHAMBERSContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASE WESTERN RESERVE UNIVERSITY
OFFICE OF THE DEAN10900 EUCLID AVENUECLEVELANDOH441064915NONEPCESTABLISHMENT OF THE JUNE & JOHN CHAMBERS SCHOLARSHIP FUND$250,000
DUKE UNIVERSITY
BOX 90581DURHAMNC27708NONEPCPRATT ANNUAL FUND-FLEXIBLE OPERATING SUPPORT 1131015$50,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVE SUITE 340PALO ALTOCA94301NONEPCGENERAL CHARITABLE PURPOSE$100,000
STANFORD UNIVERSITY
LELAND STANFORD JUNIOR UNIVERSITY326 GALVEZ STREETSTANFORDCA943056105NONEPCCANCER DISCOVERY FUND$100,000
THE ASPEN INSTITUTE
ONE DUPONT CIRCLE NW SUITE 700WASHINGTONDC200361133NONEPCGENERAL CHARITABLE PURPOSE$10,000
CHILD ADVOCATES
509 VALLEY WAYMILPITASCA95035NONEPCGENERAL CHARITABLE PURPOSE$1,250
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPCGENERAL CHARITABLE PURPOSE$10,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOORNEW YORKNY10005NONEPCGENERAL CHARITABLE PURPOSE$10,000
SECOND HARVEST FOOD BANK
4001 NORTH FIRST STREETSAN JOSECA95134NONEPCGENERAL CHARITABLE PURPOSE$100,000
CHP 11-99 FOUNDATION
2244 NORTH STATE COLLEGE BOULEVARDFULLERTONCA92831NONEPCGENERAL CHARITABLE PURPOSE$25,000
UNITED NATIONS FOUNDATION
1750 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006NONEPCGENERAL CHARITABLE PURPOSE$10,000
FOREVER YOUNG FOUNDATION
1424 S STAPLEY DRMESAAZ85204NONEPCGENERAL CHARITABLE PURPOSE$25,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPCKUKIO COMMUNITY FUND$20,000
THE TREVOR PROJECT
8704 SANTA MONICA BOULEVARD SUITE 2WEST HOLLYWOODCA90069NONEPCGENERAL CHARITABLE PURPOSE$30,000
SHRINERS HOSPITALS
2425 STOCKTON BOULEVARDSACRAMENTOCA95817NONEPCGENERAL CHARITABLE PURPOSE$10,000
CANCER CARE POINT
2505 SAMARITAN DRIVE BLDG 400 SUISAN JOSECA95124NONEPCGENERAL CHARITABLE PURPOSE$35,000
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
1671 THE ALAMEDA Suite 205SAN JOSECA95126NONEPCGENERAL CHARITABLE PURPOSE$4,508
WVU FOUNDATION
ONE WATERFRONT PLACE - 7TH FLOORPOBOX 1650MORGANTOWNWV26507NONEPCTECHNOLOGY AND SUPPORT SERVICES$75,000
NEW STORY INC
870 MARKET STREET 1246SAN FRANCISCOCA94102NONEPCGENERAL CHARITABLE PURPOSE$2,000
INWOOD HOUSE OF THE CHILDREN'S VILLAGE
2139 ADAM CLAYTON POWELL JR BLVDNEW YORKNY10027NONEPCGENERAL CHARITABLE PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$868,758TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASE WESTERN RESERVE UNIVERSITY
SCHOOL OF MEDICINE CASE WESTERN RE10900 EUCLID AVENUECLEVELANDOH441064915NONEPCESTABLISH THE JUNE AND JOHN CHAMBERS SCHOLARSHIP FUND. THIS FUND WILL BENEFIT FEMALE STUDENTS IN THE SCHOOL OF MEDICINE, ALTERNATING ANNUALLY BETWEEN THE UNIVERSITY TRACK AND THE CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE TRACK.$750,000
AMERICAN FRIENDS OF THE PERES CENTER FOR PEACE
SOUTHEAST FINANCIAL CENTER200 SOUTH BISCAYNE BLVD SUITE 1680MIAMIFL33131NONEPCGENERAL CHARITABLE PURPOSE$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,050,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,692ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$3,132ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$328,824ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$237,985ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$237,985TotalIncomeProducingActyAmt

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

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypeN/AOrganizationTypeDesc
Relationship DescriptionN/ARelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$18,465,903EOYBookValueAmt
EOYFMV$21,632,230EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (5 entries)

DescDescAmtAmt
GOODS & SERVICES TO SPONSOR FOUR (4)$492
JUNIOR ACHIEVEMENT STUDENTS TO ATTEND$0
THE JUNIOR ACHIEVEMENT HOF EVENT ON$0
6/30/16. NO DISQUALIFIED PERSON$0
ATTENDED THE EVENT.$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISC EXPDesc
Revenue And Expenses Per Books$161RevenueAndExpensesPerBooksAmt
Net Investment Income$161NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$3,132RevenueAndExpensesPerBooksAmt
Net Investment Income$3,132NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEES & LICENSES$170
STATE FEES$10

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