CHAMBERS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHAMBERS FAMILY FOUNDATION (EIN 77-0443168)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-12
IRS object ID
201632869349100608
Schema version
2015v2.1
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)
Return2016-10-12T14:00:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-10-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERESA A HOLLANDPreparerPersonNm
PTINP00184685PTIN
Phone6502105000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,212,599FMVAssetsEOYAmt
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$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$134,636DividendsRevAndExpnssAmt
Dividends Net Invst Incm$134,636DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,110,279NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,386,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,110,279CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,244,931TotalRevAndExpnssAmt
Total Net Invst Incm$2,244,931TotalNetInvstIncmAmt
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$60TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$20,560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,942,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,942,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,963,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,942,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$281,871ExcessRevenueOverExpensesAmt
Net Investment Income$2,244,931NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,076,589SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,141,694SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,141,694SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$14,785,828CorporateStockBOYAmt
Corporate Stock EOY$5,002,594CorporateStockEOYAmt
Corporate Stock EOYFMV$5,070,905CorporateStockEOYFMVAmt
Total Assets BOY$19,862,417TotalAssetsBOYAmt
Total Assets EOY$20,144,288TotalAssetsEOYAmt
Total Assets EOYFMV$20,212,599TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$19,862,417CapitalStockBOYAmt
Capital Stock EOY$20,144,288CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$19,862,417TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,144,288TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,862,417TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,144,288TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,862,417TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$281,871ExcessRevenueOverExpensesAmt
Subtotal$20,144,288SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,144,288TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
147,900 PROSHARES ULTRA DOW30P2015-11-20$9,672,379$9,999,332-$326,953-$326,953
488,000 PROSHARES ULTRASHRTP2015-08-24$9,970,723$12,490,562-$2,519,839-$2,519,8392015-10-22
92,000 PROSHARES ULTRA DOW30P2013-11-25$4,983,361$4,993,454-$10,093-$10,0932015-08-24
239,920 PROSHARES ULTRA DOW30$14,759,538$9,792,374$4,967,164$4,967,164
FieldValueIRS element (for citing)
Capital Gain Net Income$2,110,279CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$950,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,984,101NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038024DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,047,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$22,864,735NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045813DistributionYr2Rt
Adjusted Qlfy Distri Yr3$517,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,457,765NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.019559DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,818,898AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,899,393NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.136881DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,814,576AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$25,996,752NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0698DistributionYr5Rt
Total Distribution0.310077TotalDistributionRt
Average Distribution0.062015AverageDistributionRt
Net Vl Noncharitable Assets$24,416,104NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,514,165AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22,449NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,536,614AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,942,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$22,449InvestmentIncomeExciseTaxAmt
Subtotal$22,449SubtotalAmt
Tax Based On Investment Income$22,449TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,923EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$56,923TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$34,474OverpaymentAmt
Applied To ES Tax$34,474AppliedToESTaxAmt

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$15,625,013AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,162,910AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,787,923TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,787,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$371,819CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,416,104NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,220,805MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,220,805MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,449TaxBasedOnInvestmentIncomeAmt
Total Tax$22,449TotalTaxAmt
Distributable Before Adj$1,198,356DistributableBeforeAdjAmt
Distributable Before Ded$1,198,356DistributableBeforeDedAmt
Distributable As Adjusted$1,198,356DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,942,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,942,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$22,449PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,920,051AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,198,356DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,064,983ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,064,983TotalExcessDistributionCyovAmt
Qualifying Distributions$1,942,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,198,356AppliedToCurrentYearAmt
Remaining Distri From Corpus$744,144RemainingDistriFromCorpusAmt
Total Corpus$1,809,127TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,809,127ExcessDistriCyovToNextYrAmt
Excess From Year4$1,064,983ExcessFromYear4Amt
Excess From Current Year$744,144ExcessFromCurrentYearAmt
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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY
OFFICE OF UNIVERSITY DEVELOPMENTBOX 90581DURHAMNC27708NONEPCENGINEERING ANNUAL FUND LEADERSHIP GIFT CLUB$50,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCGENERAL CHARITABLE PURPOSE$25,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVE SUITE 340PALO ALTOCA94301NONEPCGENERAL CHARITABLE PURPOSE$250,000
STANFORD UNIVERSITY
LELAND STANFORD JUNIOR UNIVERSITY326 GALVEZ STREETSTANFORDCA943056105NONEPCFOOTBALL COACHING SUPPORT FUND$50,000
STANFORD UNIVERSITY
LELAND STANFORD JUNIOR UNIVERSITY326 GALVEZ STREETSTANFORDCA943056105NONEPCBASKETBALL COACHING SUPPORT FUND$50,000
CHILD ADVOCATES
509 VALLEY WAYMILPITASCA95035NONEPCGENERAL CHARITABLE PURPOSE$2,500
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPCGENERAL CHARITABLE PURPOSE$15,000
CLINTON FOUNDATION
1271 AVENUE OF THE AMERICAS 42ND FLNEW YORKNY10020NONEPCGENERAL CHARITABLE PURPOSE$1,000,000
SECOND HARVEST FOOD BANK
4001 NORTH FIRST STREETSAN JOSECA95134NONEPCGENERAL CHARITABLE PURPOSE$285,000
CHP 11-99 FOUNDATION
2244 NORTH STATE COLLEGE BOULEVARDFULLERTONCA92831NONEPCGENERAL CHARITABLE PURPOSE$50,000
NETHOPE INC
10615 JUDICIAL DRIVE SUIT 402FAIRFAXVA22030NONEPCGENERAL CHARITABLE PURPOSE$10,000
MARCH OF DIMES FOUNDATION
SOUTH BAY DIVISION1101 SWINCHESTER BLVD SUITE E-1SAN JOSECA95128NONEPCGENERAL CHARITABLE PURPOSE$2,500
INNER-CITY SCHOLARSHIP FUND
OFFICE OF THE CARDINAL1011 FIRST AVENUENEW YORKNY10022NONEPCGENERAL CHARITABLE PURPOSE$25,000
THE TREVOR PROJECT
8704 SANTA MONICA BOULEVARD SUITE 2WEST HOLLYWOODCA90069NONEPCGENERAL CHARITABLE PURPOSE$50,000
THE HARLEM RBI
1991 SECOND AVE SECOND FLOORNEW YORKNY10029NONEPCGENERAL CHARITABLE PURPOSE$10,000
CANCER CARE POINT
2505 SAMARITAN DRIVE BLDG 400 SUISAN JOSECA95124NONEPCGENERAL CHARITABLE PURPOSE$50,000
SILICON VALLEY EDUCATION FOUNDATION
1400 PARKMOOR AVENUE SUITE 200SAN JOSECA95126NONEPCGENERAL CHARITABLE PURPOSE$15,000
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
1671 THE ALAMEDA Suite 205SAN JOSECA95126NONEPCGENERAL CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,942,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CASE WESTERN RESERVE UNIVERSITYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SCHOOL OF MEDICINE CASE WESTERN REAddressLine1Txt
Address Line210900 EUCLID AVENUEAddressLine2Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441064915ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeESTABLISH 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.GrantOrContributionPurposeTxt
Amt$1,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,000,000TotalGrantOrContriApprvFutAmt

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$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$134,636ExclusionAmt
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 VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,110,279ExclusionAmt
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$2,244,931ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,244,931TotalIncomeProducingActyAmt

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$5,002,594EOYBookValueAmt
EOYFMV$5,070,905EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEES & LICENSES$50
STATE FEES$10

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