BETA

SNOW CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SNOW CHARITABLE TRUST (EIN 94-6690136)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-09-08
IRS object ID
201602529349100015
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-08T18:26:25-05:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204519974PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBENS PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11020 AILEEN STREETAddressLine1Txt
CityLAFAYETTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94549ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946690136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SNOW CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSNOWBusinessNameControlTxt
Phone9259540100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181734ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE SNOWPersonNm
Person TitleMANAGERPersonTitleTxt
Phone9259540100PhoneNum
Signature2016-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHARON RUBENSPreparerPersonNm
PTINP00004276PTIN
Phone9254444000PhoneNum
Preparation2016-08-08PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,917FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17TotalRevAndExpnssAmt
Total Net Invst Incm$17TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$10,919TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,919TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,119TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$180,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$191,102ExcessRevenueOverExpensesAmt
Net Investment Income$17NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$249,019SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,917SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,917SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$249,019TotalAssetsBOYAmt
Total Assets EOY$57,917TotalAssetsEOYAmt
Total Assets EOYFMV$57,917TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$10,750CapitalStockBOYAmt
Capital Stock EOY$10,750CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$238,269RetainedEarningBOYAmt
Retained Earning EOY$47,167RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$249,019TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$249,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$57,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$249,019TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$191,102ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$57,917SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$57,917TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,570AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$280,291NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.369509DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,765AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$39,501NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.259842DistributionYr2Rt
Adjusted Qlfy Distri Yr3$59,146AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,671NetVlNoncharitableAssetsYr3Amt
Distribution Yr35.067775DistributionYr3Rt
Adjusted Qlfy Distri Yr4$78,165AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,402NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.247636DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,680AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$67,318NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.099231DistributionYr5Rt
Total Distribution11.043993TotalDistributionRt
Average Distribution2.208799AverageDistributionRt
Net Vl Noncharitable Assets$169,661NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$374,747AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$374,747AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$180,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5102953228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946181734ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
STEPHEN A SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE1.00$0$0$0
CYNTHIA SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$172,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$172,245TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$172,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,584CashDeemedCharitableAmt
Net Vl Noncharitable Assets$169,661NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,483MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,483MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$8,483DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,483DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,483DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$180,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$180,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$180,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,483DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,914ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$77,245ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,898ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,737ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,848ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$284,642TotalExcessDistributionCyovAmt
Qualifying Distributions$180,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,483AppliedToCurrentYearAmt
Remaining Distri From Corpus$171,717RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$456,359TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,914ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$452,445ExcessDistriCyovToNextYrAmt
Excess From Year4$77,245ExcessFromYear4Amt
Excess From Year3$59,898ExcessFromYear3Amt
Excess From Year2$48,737ExcessFromYear2Amt
Excess From Year1$94,848ExcessFromYear1Amt
Excess From Current Year$171,717ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AURORA THEATRE
2081 ADDISON STREETBERKELEYCA94704OTHER PUBLIC CHARITYGENERAL OPERATIONS$21,850
BERKELEY REPERTORY THEATRE
2025 ADDISON STREETBERKELEYCA94704OTHER PUBLIC CHARITYGENERAL OPERATIONS$10,000
GEORGE WASHINGTON UNIVERSITY
2100 M STREET STE 410WASHINGTONDC20037OTHER PUBLIC CHARITYGENERAL OPERATIONS$15,000
JEWISH VOCATIONAL SERVICES
225 BUSH STREET STE 400SAN FRANCISCOCA94104OTHER PUBLIC CHARITYGENERAL OPERATIONS$10,000
FRIENDS OF THE OAKLAND PUBLIC LIBRARY
721 WASHINGTON STREETOAKLANDCA94607OTHER PUBLIC CHARITYGENERAL OPERATIONS$7,500
SF CHRONICLE SEASON OF SHARING
901 MISSION STREETSAN FRANCISCOCA94103OTHER PUBLIC CHARITYGENERAL OPERATIONS$50,000
TEMPLE SINAI FIRST HEBREW CONGREGATION
2808 SUMMIT STREETOAKLANDCA94609OTHER PUBLIC CHARITYGENERAL OPERATIONS$55,350
MAKE A WISH
225 BUSH STREET STE 400SAN FRANCISCOCA94120OTHER PUBLIC CHARITYGENERAL OPERATIONS$500
FRIENDS OF CAL PERFORMANCES
101 ZELLERBACH HALL 4800 - UCBBERKELEYCA947204800OTHER PUBLIC CHARITYGENERAL OPERATIONS$6,500
BERKELEY PUBLIC LIBRARY
2090 KITTREDGE STREETBERKELEYCA94704OTHER PUBLIC CHARITYGENERAL OPERATIONS$1,500
SIXTH & I
600 I STREETWASHINGTONDC20001OTHER PUBLIC CHARITYGENERAL OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementINTEREST INCOME EARNED BY HOLDING INVESTMENTS SET ASIDE FOR CHARITABLE PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRY OF CHARITABLE TRUSTS$75$0$0
FRANCHISE TAX BOARD$10$0$0
FEDERAL TAXES$10,834$0$0

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