SAMANTHA AND DARREN BECHTEL FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SAMANTHA AND DARREN BECHTEL FAMILY FOUNDATION (EIN 20-0721636)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-25
IRS object ID
201501769349100110
Schema version
2014v5.0
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)
Return2015-06-25T13:26:10-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941527242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FARELLA BRAUN MARTEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1235 MONTGOMERY STREET SUITE 1800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200721636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DHB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDHBFBusinessNameControlTxt
Phone4152848673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHU HUANGPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4152848673PhoneNum
Signature2015-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA MURPHYPreparerPersonNm
PTINP00439228PTIN
Phone4159544400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,843,442FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,463DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,463DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,534NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,534GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,534CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$135,998TotalRevAndExpnssAmt
Total Net Invst Incm$35,998TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,029LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,029LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,163TaxesRevAndExpnssAmt
Taxes Net Invst Incm$452TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$85OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$452TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,114TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$452TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,114TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$80,721ExcessRevenueOverExpensesAmt
Net Investment Income$35,546NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,056CashBOYAmt
Cash EOY$84,595CashEOYAmt
Cash EOYFMV$84,595CashEOYFMVAmt
Corporate Stock BOY$1,097,930CorporateStockBOYAmt
Corporate Stock EOY$1,117,499CorporateStockEOYAmt
Corporate Stock EOYFMV$1,548,952CorporateStockEOYFMVAmt
Corporate Bonds BOY$205,279CorporateBondsBOYAmt
Corporate Bonds EOY$213,703CorporateBondsEOYAmt
Corporate Bonds EOYFMV$209,895CorporateBondsEOYFMVAmt
Total Assets BOY$1,335,265TotalAssetsBOYAmt
Total Assets EOY$1,415,797TotalAssetsEOYAmt
Total Assets EOYFMV$1,843,442TotalAssetsEOYFMVAmt
Accounts Payable BOY$259AccountsPayableBOYAmt
Accounts Payable EOY$70AccountsPayableEOYAmt
Total Liabilities BOY$259TotalLiabilitiesBOYAmt
Total Liabilities EOY$70TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,335,006RetainedEarningBOYAmt
Retained Earning EOY$1,415,727RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,335,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,415,727TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,335,265TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,415,797TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,335,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$80,721ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,415,727SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,415,727TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5.5270 SHS OF DODGE & COX INCOME FUNDP2014-12-19$76$76$76
CAPITAL GAINS DIVIDENDSP$1,458$1,458$1,458
FieldValueIRS element (for citing)
Capital Gain Net Income$1,534CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,071AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,428,787NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025246DistributionYr1Rt
Adjusted Qlfy Distri Yr2$83,331AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,171,680NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071121DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,817AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$871,596NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038799DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,809AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$439,443NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.065558DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,853AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$404,792NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.098453DistributionYr5Rt
Total Distribution0.299177TotalDistributionRt
Average Distribution0.059835AverageDistributionRt
Net Vl Noncharitable Assets$1,718,931NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$102,852AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$355NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$103,207AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$54,114QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$711InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$711SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$711TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$641EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$900AppliedToEsTaxAmt
Total Payments And Credits$1,541TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$830OverpaymentAmt
Applied To ES Tax$830AppliedToESTaxAmt
Refund$0RefundAmt

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
Individual With BooksSECRETARYIndividualWithBooksNm
Phone4152848673PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET 22ND FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941052255ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARREN H BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809PRESIDENT & DIRECTOR0.00$0$0$0
RILEY P BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809VICE PRESIDENT & DIRECTOR0.00$0$0$0
SUSAN P BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809CFO & DIRECTOR0.00$0$0$0
SHU HUANG
PO BOX 193809SAN FRANCISCOCA941193809SECRETARY0.00$0$0$0
BRENDAN P BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809DIRECTOR0.00$0$0$0
KATHERINE E BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809DIRECTOR0.00$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$1,685,393AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,715AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,745,108TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,745,108AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,177CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,718,931NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,947MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,947MinimumInvestmentReturnAmt
Tax Based On Investment Income$711TaxBasedOnInvestmentIncomeAmt
Total Tax$711TotalTaxAmt
Distributable Before Adj$85,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,236DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,114ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,114QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$54,114AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,236DistributableAsAdjustedAmt
Undistributed Income PY$9,560UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$54,114QualifyingDistributionsAmt
Applied To Year1$9,560AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,554AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,682UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDARREN H BECHTELContributingManagerNm
Contributing ManagerRILEY P BECHTELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MENLO SCHOOL MUSIC MENLO
50 VALPARAISO AVENUEATHERTONCA94027NONEPCANNUAL FUND$15,000
STANFORD LAW SCHOOL
559 NATHAN ABBOTT WAY CROWNSTANFORDCA94305NONEPCBENEFIT STANFORD CENTER OF PHILANTHROPY & CIVIL SOCIETY AKA STANFORD PACS$7,500QUADRANGLE 3RD FLOOR
STANFORD GRADUATE SCHOOL OF BUSINESS (GSB)
OFFICE OF DEVELOPMENT 655 KNIGHTSTANFORDCA943057298NONEPCGSB'S IGNITE PROGRAM FOR EXCEPTIONAL POST-9/11 VETERANS OF THE MILITARY$20,000WAY
THE THACHER SCHOOL
5025 THACHER ROADOJAICA93023NONEPCANNUAL FUND$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt
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$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,463ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,534ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,998ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,998TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEPHEN D BECHTEL JR ELIZABETH H BEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonALL FOUNDATION OFFICERSPersonNm
Short ExplanationALL 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 ReferenceFormAndLineReferenceDescMedium 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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INCOME FUND (7,683.27 SHARES)$104,677$105,876
PIMCO TOTAL RETURN FUND (9,757.896 SHARES)$109,026$104,019

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTL STOCK FUND (5,802.433 SHARES)$214,913$244,340
VANGUARD TOTAL STOCK MKT (16,705.732 SHARES)$587,631$861,682
I-SHARES RUSSELL 1000 INDEX FUND (3,864 SHARES)$314,955$442,930

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,029LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,029DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescRECORDING & FILING FEESDesc
Revenue And Expenses Per Books$85RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$85DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$711$0$0
FOREIGN TAXES$452$452$0

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