RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RAMSAY FAMILY FOUNDATION (EIN 94-2415607)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-06
- IRS object ID
- 201731879349100808
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-06T19:34:47-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941527242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARELLA BRAUN MARTEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942415607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 4152848673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHU HUANG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4152848673 | PhoneNum |
| Signature | 2017-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA A MURPHY | PreparerPersonNm |
| PTIN | P00439228 | PTIN |
| Phone | 4159544400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.110.143.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-06 | IPDt |
| IP Tm | 17:33:55 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A649EC029C3E633550B5911FD38FD0B543515059 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A649EC029C3E633550B5911FD38FD0B543515059 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,007,202 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $723,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $991,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $723,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,944,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $944,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,704 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,704 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,631 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,389 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $877,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $877,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $943,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,001,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $924,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,944,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,040,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,040,426 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,388,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,286,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,958,033 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,492 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,743 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,743 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,334,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,335,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,007,202 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $845,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $220,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $845,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $220,000 | 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 | $13,489,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,115,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,489,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,115,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,334,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,335,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,489,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,001,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $625,000 | OtherIncreasesAmt |
| Subtotal | $16,115,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,115,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF STOCKS-CHARLES SCHWAB ACCT#7305-4334- DETAILS AVAILABLE UPON REQUEST | P | 2006-03-06 | 2016-03-29 | $484,477 | $244,286 | $240,191 | $240,191 |
| OTHER CAPITAL LOSS | P | 2016-12-31 | 2016-12-31 | $23,293 | -$23,293 | -$23,293 | |
| CAPITAL GAINS DIVIDENDS | P | $506,882 | $506,882 | $506,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $723,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $698,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,624,458 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044682 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $640,155 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,219,015 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $403,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,765,952 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $377,110 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,745,058 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $403,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,542,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072722 | DistributionYr5Rt |
| Total Distribution | 0.248588 | TotalDistributionRt |
| Average Distribution | 0.049718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,366,457 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $863,426 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $872,675 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $914,389 | 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 | $9,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,992 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,992 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,743 | OverpaymentAmt |
| Applied To ES Tax | $9,743 | 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 | TREASURER | IndividualWithBooksNm |
| Phone | 4152848673 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 FREMONT STREET 22ND FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| NONIE B RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN A RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW C RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHELDON C RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN D BECHTEL JR | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY S HAIR | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSAY G RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GEORGE T ARGYRIS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHU HUANG | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,834,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,796,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,630,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,630,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,366,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $868,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $868,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,249 | TotalTaxAmt |
| Distributable Before Adj | $859,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $859,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $859,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,389 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $914,389 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,249 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $905,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $859,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,598 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $112,598 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,389 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $859,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,315 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $167,913 | 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 | $112,598 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $55,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONIE B RAMSAY | ContributingManagerNm |
| Contributing Manager | STEPHEN D BECHTEL JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMBULATORY SURGERY ACCESS COALITION DBA OPERATION ACCESS | ||||||||
| 1119 MARKET STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | HELP BRIDGE THE HEALTHCARE GAP THROUGHOUT THE SAN FRANCISCO BAY AREA | $10,000 | |
| BERKELEY REPERTORY THEATRE | ||||||||
| 2025 ADDISON STREET | BERKELEY | CA | 94704 | N/A | PC | 2015/2016 ARTS EDUCATION & OUTREACH PROGRAM TO ENRICH STUDENTS' ACADEMIC LEARNING, ARTS APPRECIATION, AND CREATIVITY. | $6,000 | |
| BUFFALO THERAPEUTIC RIDING CENTER INC | ||||||||
| 950 AMHERST STREET | BUFFALO | NY | 14216 | N/A | PC | PROGRAM SUPPORT THROUGH SCHOLARSHIPS FOR THE STUDENTS | $8,500 | |
| CATE SCHOOL THE | ||||||||
| 1960 CATE MESA ROAD POST OFFICE BOX | CARPINTERIA | CA | 93013 | N/A | PC | 2015 PLEDGE(2 OF 5): SERVONS FUND, WHICH HELPS PROVIDE SABBATICALS & EDUCATIONAL OPPORTUNITIES FOR THE FACULTY MEMBERS | $50,000 | 5005 |
| COMPASSION & CHOICES | ||||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | PC | BENEFIT PROGRAMS TO SUPPORT, EDUCATE & ADVOCATE CARE AT THE END OF LIFE | $2,500 | |
| EAST BAY ZOOLOGICAL SOCIETY AKA OAKLAND ZOO | ||||||||
| PO BOX 5238 | OAKLAND | CA | 94605 | N/A | PC | SUPPORT EDUCATIONAL PROGRAMS & ACTIVITIES | $10,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | SUPPORT MASTERPIECE THEATRE | $5,000 | |
| LADEW TOPIARY GARDENS | ||||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | N/A | PC | 2014 PLEDGE (3 OF 5) CAPITAL CAMPAIGN FOR NEW MAINTENANCE HUB PROJECT | $5,000 | |
| MILO FOUNDATION THE | ||||||||
| PO BOX 6625 | ALBANY | CA | 94706 | N/A | PC | VETERINARY EXPENSES OF THE ANIMALS | $7,500 | |
| MISSION DOLORES ACADEMY | ||||||||
| 3371 16TH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | APPLIED TO THE AREA OF GREATEST NEED AS DETERMINED BY FATHER CHARLES GAGAN | $5,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | EDUCATION EFFORTS IN CALIFORNIA | $7,500 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | N/A | PC | HELP RECRUIT & TRAIN THE NEXT GENERATION OF SEARCH TEAMS FOR THE GREATER BAY AREA | $10,000 | |
| OAKLAND MUSEUM OF CALIFORNIA FOUNDATION | ||||||||
| 1000 OAK STREET | OAKLAND | CA | 946074820 | N/A | PC | SUPPORT 2015/2016 SCHOOL PROGRAMS, TEACHER RESOURCES & PROFESSIONAL DEVELOPMENT SERVICES | $5,000 | |
| PIEDMONT BEAUTIFICATION FOUNDATION | ||||||||
| PIEDMONT CITY HALL 120 VISTA AVE | PIEDMONT | CA | 94611 | N/A | PC | BETTY SHAPIRO ENDOWMENT FUND, TO DEVELOP AND MAINTAIN PARKS AND PUBLIC SPACES. | $5,000 | |
| PIEDMONT COMMUNITY CHURCH (PCC) | ||||||||
| 400 HIGHLAND AVENUE | PIEDMONT | CA | 94611 | N/A | PC | 2016 PIEDMONT COMMUNITY CHURCH STEWARDSHIP CAMPAIGN | $5,000 | |
| SAN FRANCISCO FILM SOCIETY | ||||||||
| 39 MESA STREET SUITE 110 | SAN FRANCISCO | CA | 94129 | N/A | PC | ANNUAL FUND'S EDUCATIONAL OUTREACH PROGRAMS | $5,000 | |
| SANTA CATALINA SCHOOL (SCS) | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | N/A | PC | ANNUAL BENEFIT CELEBRATION ON MARCH 19, 2016 TO BENEFIT/SUPPORT THE SCHOOL'S EXTRA-CURRICULAR PROGRAMS | $5,000 | |
| SANTA CATALINA SCHOOL (SCS) | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | N/A | PC | ANNUAL GOLF TOURNAMENT ON APRIL 21, 2016 TO BENEFIT SCS'S ATHLETIC PROGRAMS & THE REMODELING OF THE ATHLETIC FIELD. | $5,000 | |
| SANTA CATALINA SCHOOL (SCS) | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | N/A | PC | LANDSCAPING OF THE NEW REED HOUSE ON CAMPUS | $75,000 | |
| SANTA CATALINA SCHOOL (SCS) | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | N/A | PC | 2015/2016 SANTA CATALINA FUND TO HELP MAINTAIN THE TUITION ASSISTANCE PROGRAM, ATTRACT & RETAIN OUTSTANDING FACULTY, & TO OFFSET OTHER PRESSING OPERATIONAL NEEDS OF THE SCHOOL | $30,000 | |
| SANTA CATALINA SCHOOL (SCS) | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | N/A | PC | 2014 PLEDGE(4 & 5 OF 5): LEGACY CAMPAIGN: 1ST APPLIED FOR INTERIM FUNDING OF THE LOWER SCHOOL & DRIVEWAY PROJECTS THEN TOWARDS RESTRICTED ENDOWMENT FOR TUITION ASSISTANCE | $400,000 | |
| SANTA CATALINA SCHOOL (SCS) | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | N/A | PC | 2014 PLEDGE(3 OF 5): LEGACY CAMPAIGN: 1ST APPLIED FOR INTERIM FUNDING OF THE LOWER SCHOOL & DRIVEWAY PROJECTS THEN TOWARDS RESTRICTED ENDOWMENT FOR TUITION ASSISTANCE | $200,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | 2014 PLEDGE(3 OF 5): 2016 COHORT OF THE NEW EXECUTIVE PROGRAM FOR EDUCATION LEADERS (EPEL) PROGRAM, IN HONOR OF THE 35TH YEAR REUNION FOR GSB CLASS OF '79 | $10,000 | |
| WASHINGTON INTERNATIONAL HORSE SHOW | ||||||||
| 3299 K ST NW | WASHINGTON | DC | 20007 | N/A | PC | 2015/2016 ALUMNI ANNUAL FUND TO PROVIDE AID IN TEACHING & RESEARCH, FACILITIES MAINTENANCE, & FINANCIAL AID TO CURRENT STUDENTS, AMONG OTHER TOPICS THAT THE ALUMNI ANNUAL FUND TYPICALLY SUPPORTS. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $877,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST BAY ZOOLOGICAL SOCIETY AKA OAKLAND ZOO | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5238 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL GRANT TOWARDS THE FUNDING OF THE OVERLOOK OF THE OAKLAND ZOO | GrantOrContributionPurposeTxt |
| Amt | $40,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $40,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,078 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $723,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $944,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $944,963 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR & MRS STEPHEN D BECHTEL JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX & ACCOUNTING FEES | $12,000 | $0 | $12,000 |
| AUDIT FEES | $18,500 | $0 | $18,500 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL FOUNDATION OFFICERS | PersonNm |
| Short Explanation | ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES. | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(3) | FREE RENT |
| FORM 990-PF, PART VII-B, LINE 1A(4) | IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1 |
| SCHEDULE B PART 1 COLUMN (C) | THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON GROWTH FUND (24,380.687 SHARES) | $1,282,032 | $1,450,407 |
| DODGE & COX INCOME FUND (187,170.151 SHARES) | $2,571,995 | $2,543,642 |
| DODGE & COX INTL STOCK FUND (52,542.718 SHARES) | $1,742,565 | $2,001,878 |
| DODGE & COX STOCK FUND (6,117.365 SHARES) | $1,024,635 | $1,127,430 |
| LONGLEAF PARTNERS SMALL CAP FUND (46,241.812 SHARES) | $1,309,237 | $1,271,188 |
| T ROWE PRICE GROWTH STOCK FUND (94,169.415 SHARES) | $3,882,713 | $5,014,521 |
| OTHER COMMON AND PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST | $2,473,414 | $3,548,967 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,704 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,704 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $1,492 | BOYBookValueAmt |
| EOY Book Value | $8,743 | EOYBookValueAmt |
| EOYFMV | $8,743 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $160 | $0 | $160 |
| BANK FEES | $25 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT FOR ACCRUAL OF GRANTS PAYABLE AT YEAR END | Desc |
| Amt | $625,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,705 | Amt |
| Net Investment Income | $15,705 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,382 | $4,382 | $0 |
| FEDERAL EXCISE TAX | $9,249 | $0 | $0 |
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