PITZER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PITZER FAMILY FOUNDATION (EIN 68-6099475)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201731299349100848
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T10:37:25-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946357165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOWAT MACKIE & ANDERSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1500 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 946123577 | 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 | 686099475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITZER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITZ | BusinessNameControlTxt |
| Phone | 5108931120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MMA 1999 HARRISON ST SUITE 1500 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S PITZER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5108931120 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN E WILSON | PreparerPersonNm |
| PTIN | P00449883 | PTIN |
| Phone | 5108931120 | PhoneNum |
| Preparation | 2017-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.11.193.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 07:43:37 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A97F65FE9796B14717A7EAF5D061F6F265F4A90C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A97F65FE9796B14717A7EAF5D061F6F265F4A90C | 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 | $21,336,414 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $382,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $381,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,760,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,575 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $190 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $190 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $595,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $593,957 | 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 | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,446 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,836 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $566,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $566,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $586,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $489,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $512,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $584,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $584,575 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $506,688 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $514,240 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $508,895 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,514,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,307,052 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,295,844 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $940,033 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $968,543 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $947,100 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,473,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,374,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,336,414 | 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 | $17,473,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,374,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,473,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,374,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,473,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,374,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,473,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,374,446 | SubtotalAmt |
| Other Decreases | $36 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,374,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MS #4831 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $99,896 | $100,000 | -$104 | -$104 |
| MS #4831 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $499,999 | $511,620 | -$11,621 | -$11,621 |
| MS #4832 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $562,856 | $597,844 | -$34,988 | -$34,988 |
| MS #4832 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $859,653 | $815,209 | $44,444 | $44,444 |
| MS #4834 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $186,278 | $187,303 | -$1,025 | -$1,025 |
| MS #4834 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $690,789 | $540,861 | $149,928 | $149,928 |
| MS #4835 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $106,148 | $142,621 | -$36,473 | -$36,473 |
| MS #4835 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $188,471 | $189,258 | -$787 | -$787 |
| MS #4838 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $251,169 | $253,235 | -$2,066 | -$2,066 |
| MS #4838 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $215,754 | $144,126 | $71,628 | $71,628 |
| MS #4839 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $4,835 | $5,478 | -$643 | -$643 |
| MS #4839 PUBLICLY TRADED SECURITIES | P | 2016-12-31 | $69,947 | $60,048 | $9,899 | $9,899 |
| BASIS ADJUSTMENT | P | 2016-12-31 | $20,304 | $20,304 | $20,304 | |
| CAPITAL GAINS DIVIDENDS | P | $4,079 | $4,079 | $4,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,575 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $826,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,422,379 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050343 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,610 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,108,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,470,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,861,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,715 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,273,160 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008165 | DistributionYr5Rt |
| Total Distribution | 0.083837 | TotalDistributionRt |
| Average Distribution | 0.016767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,300,523 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $340,379 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,899 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $345,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $586,359 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,455 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,455 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,556 | OverpaymentAmt |
| Applied To ES Tax | $14,556 | 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 | MOWAT MACKIE ANDERSON LLP | IndividualWithBooksNm |
| Phone | 5108931120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1500 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RUSSELL M PITZER | ||||||||
| 1308 CASTLETON ROAD NO | COLUMBUS | OH | 43220 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN S PITZER | ||||||||
| 1276 N WAYNE STREET UNIT 522 | ARLINGTON | VA | 22201 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MATTHEW R PITZER | ||||||||
| 3402 CROSS TIMBER COURT | COLUMBIA | MO | 652039893 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KENNETH R PITZER | ||||||||
| 2231 ADELINE DRIVE | BURLINGAME | CA | 940105505 | TRUSTEE | 1.00 | $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 | $20,042,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,609,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,609,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $309,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,300,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,015,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,015,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,899 | TotalTaxAmt |
| Distributable Before Adj | $1,010,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,010,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,010,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $586,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $586,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,899 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $581,460 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,010,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $17,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $586,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $586,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,676 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,676 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $406,092 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | N/A | PUBLIC CHARITY | PITZER CENTER FOR THEORETICAL CHEMISTRY | $300,000 |
| PITZER COLLEGE | |||||||
| 1050 NORTH MILLS AVENUE | CLAREMONT | CA | 91711 | N/A | PUBLIC CHARITY | PITZER ARCHIVE AND CONFERENCE CENTER | $55,000 |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| 1480 DREW AVENUE | DAVIS | CA | 95618 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $26,359 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | N/A | PUBLIC CHARITY | DR. MARTHA S. PITZER NURSING ENDOWED SCHOLARSHIP FUND | $75,000 |
| UC DAVIS FOUNDATION | |||||||
| 1480 DREW AVENUE | DAVIS | CA | 95618 | N/A | PUBLIC CHARITY | KIDS INTO DISCOVERING SCIENCE PROGRAM FUND | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $566,359 | 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 | $95 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,374 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $595,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $595,234 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOWAT MACKIE & ANDERSON | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD INTER-TERM BOND INDEX | BondNm |
| EOY Book Value | $968,543 | EOYBookValueAmt |
| EOYFMV | $947,100 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS A/C #4831 | $3,899,767 | $3,763,703 |
| MS A/C #4832 | $2,526,144 | $3,055,288 |
| MS A/C #4834 | $2,818,669 | $3,403,861 |
| MS A/C #4835 | $1,153,433 | $1,246,022 |
| MS A/C #4838 | $1,383,580 | $1,862,375 |
| MS A/C #4839 | $954,771 | $1,643,470 |
| VANGUARD 500 INDEX FUND | $2,570,688 | $4,321,125 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $514,240 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $508,895 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORLD SCIENTIFIC PUBLISHING CO ROYALTY EARNED BUT NOT RECEIVED | Desc |
| Amt | $36 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $96,640 | $96,640 | $0 |
| ADMINISTRATIVE EXPENSES | $887 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHERING PLOUGH LITIGATION | $16 | $16 | $16 |
| ST. JUDE MEDICAL SECURITIES LITIGATION | $74 | $74 | $74 |
| APOLLO GROUP INC LITIGATION | $64 | $64 | $64 |
| WORLD SCIENTIFIC PUBLISHING CO | $36 | $36 | $36 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $150 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $7,446 | $7,446 | $0 |
Comments