WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WENDELL FAMILY FOUNDATION (EIN 94-3374830)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349101209
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T10:07:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943374830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 6508541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD NO 1010 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WENDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508541000 | PhoneNum |
| Signature | 2015-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $722,727 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $524,282 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $524,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,893 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,893 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,744 | CashBOYAmt |
| Cash EOY | $18,036 | CashEOYAmt |
| Cash EOYFMV | $18,036 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $593,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,014 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $519,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $475,677 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $623,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $766,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $722,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $623,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $766,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $623,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $766,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $623,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $766,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $623,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $766,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $766,332 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $386,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $500,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.772128 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,404 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $199,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.029702 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $156,204 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $104,427 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.495820 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,856 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.604263 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,095 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $74,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.225900 | DistributionYr5Rt |
| Total Distribution | 11.127813 | TotalDistributionRt |
| Average Distribution | 2.225563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $648,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,443,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,443,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $370,893 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,000 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | 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 | 0 | 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 | Yes (1) | 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 | TAXPAYER | IndividualWithBooksNm |
| Phone | 6508541000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD SUITE 1010 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | PRESIDENT, DIRECTOR, SECY | 4.00 | $0 | $0 | $0 |
| LYNN WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | DIRECTOR | 2.00 | $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 | $209,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $658,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,419 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $32,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,893 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $370,893 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $163,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,430 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,054,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $338,474 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,392,773 | 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 | $163,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,229,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,430 | ExcessFromYear4Amt |
| Excess From Year3 | $156,204 | ExcessFromYear3Amt |
| Excess From Year2 | $205,404 | ExcessFromYear2Amt |
| Excess From Year1 | $370,899 | ExcessFromYear1Amt |
| Excess From Current Year | $338,474 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER WENDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 42ND STREET MOON | ||||||
| 601 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | CHARITABLE | $500 |
| AIM HIGH | ||||||
| P O BOX 410715 | SAN FRANCISCO | CA | 94141 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ASPIRE PUBLIC SCHOOLS | ||||||
| 1001 22ND AVENUE | OAKLAND | CA | 94606 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 132 W 32ND ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $100 |
| BOYS & GIRLS CLUB OF SAN FRANCISCO | ||||||
| 55 HAWTHORNE | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| BREAKTHROUGH COLLABORATIVE | ||||||
| 545 SANSOME STREET | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BUSINESS TODAY | ||||||
| 48 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITABLE | $3,500 |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 941189889 | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | ||||||
| 445 CHURCH ST | SAN FRANCISCO | CA | 94114 | PUBLIC CHARITY | CHARITABLE | $250 |
| CHRONICLE SEASON OF SHARING | ||||||
| P O BOX 44740 | SAN FRANCISCO | CA | 94144 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CLASS OF 1972 PRINCETON UNIVERSITY | ||||||
| 15 W 43RD ST | NEW YORK | NY | 100367402 | PUBLIC CHARITY | EDUCATIONAL | $150 |
| COACHING CORPS | ||||||
| 310 EIGHTH STREET | OAKLAND | CA | 94607 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| COMPASS FAMILY SERVICES | ||||||
| 49 POWELL STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | CHARITABLE | $500 |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | ||||||
| 1801 VICENTE ST | SAN FRANCISCO | CA | 941172923 | PUBLIC CHARITY | CHARITABLE | $250 |
| EDUCATION OUTSIDE | ||||||
| 135 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | EDUCATIONAL | $250 |
| EPISCOPAL CHURCH OF ST MARY THE VIRGIN | ||||||
| 2325 UNION STREET | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $5,500 |
| EXPLORATORIUM | ||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FRIENDS OF THE BANYAN USA | ||||||
| 104 WATCHUNG FORK | WESTFIELD | NJ | 07090 | PUBLIC CHARITY | CHARITABLE | $500 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $8,500 |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | ||||||
| 1294 POTRERO AVENUE | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITABLE | $500 |
| GRASSROOTS SOCCER | ||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| HARVARD MAGAZINE | ||||||
| P O BOX 414946 | BOSTON | MA | 022414946 | PUBLIC CHARITY | EDUCATIONAL | $100 |
| HARVARD UNIVERSITY | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | PUBLIC CHARITY | EDUCATIONAL | $1,500 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITABLE | $350 |
| INDIGENOUS EDUCATION FOUNDATION OF TANZANIA | ||||||
| 104 WATCHUNG FORK | WESTFIELD | NJ | 07090 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| INTERFAITH CENTER AT THE PRESIDIO | ||||||
| P O BOX 29055 | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITABLE | $100 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ISLES INC | ||||||
| 10 WOOD STREET | TRENTON | NJ | 086189954 | PUBLIC CHARITY | CHARITABLE | $250 |
| IVY FOOTBALL ASSOCIATION | ||||||
| 630 NINTH AVENUE | NEW YORK | NY | 10036 | PUBLIC CHARITY | CHARITABLE | $500 |
| JDRF - ORANGE COUNTY CHAPTER | ||||||
| 17992 MITCHELL AVENUE SOUTH | IRVINE | CA | 92614 | PUBLIC CHARITY | CHARITABLE | $500 |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO (JCCSF) | ||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| KIPP BAY AREA SCHOOLS | ||||||
| 1404 FRANKLIN ST | OAKLAND | CA | 94612 | PUBLIC CHARITY | EDUCATIONAL | $20,000 |
| KQED | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | PUBLIC CHARITY | CHARITABLE | $250 |
| LITERACY VOLUNTEERS OF WASHINGTON COUNTY | ||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | PUBLIC CHARITY | CHARITABLE | $3,100 |
| MASON NORTON REHAB FUND | ||||||
| 21 ISLAND AVENUE | PEAKS ISLAND | ME | 04108 | PUBLIC CHARITY | CHARITABLE | $500 |
| MY BROTHER ROCKS THE SPECTRUM FOUNDATION | ||||||
| 18859 VENTURA BLVD | TARZANA | CA | 91356 | PUBLIC CHARITY | CHARITABLE | $500 |
| NATIONAL MUSEUM OF AFRICAN ART | ||||||
| P O BOX 37012 | WASHINGTON | DC | 200137012 | PUBLIC CHARITY | CHARITABLE | $250 |
| NATIONAL UREA CYCLE DISORDERS FOUNDATION | ||||||
| 75 S GRAND AVENUE | PASADENA | CA | 91105 | PUBLIC CHARITY | CHARITABLE | $100 |
| OUTWARD BOUND - BAY AREA | ||||||
| 1539 PERSHING DRIVE | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITABLE | $250 |
| PANCREATIC CANCER ACTION NETWORK (FIRST GIVING) | ||||||
| 1500 ROSECRANS | MANHATTAN BEACH | CA | 90266 | PUBLIC CHARITY | CHARITABLE | $250 |
| PARTNERSHIP FOR DRUG FREE KIDS | ||||||
| 352 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PECK MEMORIAL LIBRARY | ||||||
| P O BOX 325 | MARATHON | NY | 13803 | PUBLIC CHARITY | CHARITABLE | $100 |
| POSITIVE COACHING ALLIANCE | ||||||
| 1001 N RENGSTORFF AVE | MOUNTAIN VIEW | CA | 940439985 | PUBLIC CHARITY | CHARITABLE | $250 |
| PRINCETON UNIVERSITY | ||||||
| P O BOX 5357 | PRINCETON | NJ | 085435357 | PUBLIC CHARITY | EDUCATIONAL -DORMITORY COMPLEX | $193,500 |
| RIGHT TO PLAY | ||||||
| 49 WEST 27TH STREET | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $100 |
| SAN FRANCISCO EDUCATION FUND | ||||||
| 2730 BRYANT ST | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| SAN FRANCISCO FILM SOCIETY | ||||||
| 39 MESA STREET | SAN FRANCISCO | CA | 941291025 | PUBLIC CHARITY | CHARITABLE | $250 |
| SAN FRANCISCO PARKS CONSERVANCY | ||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 941239970 | PUBLIC CHARITY | CHARITABLE | $41,000 |
| SAN FRANCISCO STATE UNIVERSITY | ||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | PUBLIC CHARITY | EDUCATIONAL | $250 |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | ||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| SONOMA VALLEY EDUCATION FOUNDATION | ||||||
| P O BOX 493 | SONOMA | CA | 95476 | PUBLIC CHARITY | EDUCATIONAL | $750 |
| ST ANTHONY'S FOUNDATION | ||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 941395719 | PUBLIC CHARITY | CHARITABLE | $250 |
| ST CROIX VALLEY FOUNDATION | ||||||
| 516 SECOND ST | HUDSON | WI | 54016 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ST LUKE'S SCHOOL | ||||||
| 1755 CLAY STREET | SAN FRANCISCO | CA | 94109 | PUBLIC CHARITY | CHARITABLE | $8,333 |
| ST PAUL'S EPISCOPAL CHURCH | ||||||
| 100 PINE HILL ROAD | BEDFORD | MA | 01730 | PUBLIC CHARITY | RELIGIOUS | $8,250 |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||
| 655 KNIGHT WAY | STANFORD | CA | 943057298 | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH(SIEPR) | ||||||
| 366 GALVEZ ST | STANFORD | CA | 94305 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SUMMER SEARCH | ||||||
| P O BOX 39000 | SAN FRANCISCO | CA | 941390001 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE AUXILIARY TO THE ISABELLA MCCOSH INFIRMARY | ||||||
| P O B OX 81 | PRINCETON | NJ | 08542 | PUBLIC CHARITY | CHARITABLE | $250 |
| THE COTTAGE 1886 FOUNDATION | ||||||
| 51 PROSPECT AVE | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO | ||||||
| 50 OSGOOD PLACE | SAN FRANCISCO | CA | 941334665 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| THE INDEPENDENT INSTITUTE | ||||||
| 100 SWAN WAY | OAKLAND | CA | 946211459 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE MICHAEL J FOX FOUNDATION | ||||||
| P O BOX 5014 | HAGERSTOWN | MD | 217415014 | PUBLIC CHARITY | CHARITABLE | $6,885 |
| THE PALO ALTO PLAYERS | ||||||
| 1305 MIDDLEFIELD ROAD | PALO ALTO | CA | 94301 | PUBLIC CHARITY | CHARITABLE | $500 |
| THE PEAR AVENUE THEATRE | ||||||
| 1220 PARK AVENUE | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | CHARITABLE | $500 |
| TOWN SCHOOL FOR BOYS | ||||||
| 2750 JACKSON STREET | SAN FRANCISCO | CA | 95114 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| US LACROSSE FOUNDATION | ||||||
| 113 W UNIVERSITY PARKWAY | BALTIMORE | MD | 21210 | PUBLIC CHARITY | CHARITABLE | $6,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY ST | SAN FRANCICO | CA | 94104 | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| UNIVERSITY HIGH SCHOOL | ||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $3,000 |
| VISTA CENTER FOR THE BLIND & VISUALLY IMPAIRED | ||||||
| 3200 HILLVIEW AVENUE | PALO ALTO | CA | 943041201 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WILLIAM'S COLLEGE PARENTS FUND | ||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012672141 | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| YMCA OF SAN FRANCISCO | ||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | CHARITABLE | $100 |
| YOUCARINGCOM | ||||||
| 49 GEARY STREET | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | CHARITABLE | $25 |
| YOUNG PERFORMERS THEATRE | ||||||
| FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,893 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SCHMIDT FAMILY LIVING TRUST | |||||||
| 1 | 555 BRYANT STREET | PALO ALTO | CA | 94301 | $519,282 | Yes (X) | |
| PETER LYNN WENDELL | |||||||
| 2 | 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 450 SHARES GOOGLE INC CL A450 SHARES GOOGLE INC CL C | NoncashPropertyDesc |
| Fair Market Value | $519,282 | FairMarketValueAmt |
| Received | 2014-08-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOOGLE CL-A | $262,062 | $238,797 |
| GOOGLE CL-C | $257,220 | $236,880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE | Desc |
| Revenue And Expenses Per Books | $425 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT FAMILY LIVING TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $8,905 | $0 | $0 |
| CALIFORNIA FILING FEES | $85 | $85 | $0 |
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