THE 1440 FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE 1440 FOUNDATION (EIN 77-0456449)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102679
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:42:52-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 770456449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1440 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1440 | BusinessNameControlTxt |
| Phone | 5107080663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3141 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN BAKER | PersonNm |
| Person Title | TREASURER/SECRETARY | PersonTitleTxt |
| Phone | 5107080663 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,949,287 | 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 | $52,927,031 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,006 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,002 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,006 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $188,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,380 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $188,380 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $8,800 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $8,800 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $8,800 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $8,800 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,328,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,876,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,328,534 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $262,970 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $915,417 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $366,814 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$106,646 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $60,375,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,899,530 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $360,510 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125,108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125,108 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,818 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $56,818 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $993,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,042 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $52,042 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $941,035 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $78 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $78 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $78 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99,341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $99,341 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,400 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,400 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,074 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,074 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $132,024 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $132,024 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,839 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,839 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $475,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $29,168 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $445,865 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,889,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $182,029 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,706,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,139,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $182,029 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,956,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,235,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,818,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $178,481 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,280,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,420,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,420,860 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $178,953 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $178,953 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,047,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,964,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,964,615 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,291,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,771,644 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,771,644 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,319,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,500 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,739,609 | LandBOYAmt |
| Land EOY | $15,315,829 | LandEOYAmt |
| Land EOYFMV | $15,315,829 | LandEOYFMVAmt |
| Other Assets BOY | $189,313 | OtherAssetsBOYAmt |
| Other Assets EOY | $297,386 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $297,386 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,548,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,949,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,949,287 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $437,568 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,361,308 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $4,825,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $4,117,823 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $141,868 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,182 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,404,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,509,313 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $28,143,680 | UnrestrictedBOYAmt |
| Unrestricted EOY | $82,439,974 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,143,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,439,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,548,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,949,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,143,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,235,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $86,379,479 | SubtotalAmt |
| Other Decreases | $3,939,505 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,439,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PMA 300214 | P | $1,507,430 | $1,368,609 | $138,821 | $138,821 | ||
| PMA 300214 | P | $1,983,101 | $1,520,473 | $462,628 | $462,628 | ||
| 202,037 SHS JUNIPER NETWORKS, INC. | P | $4,797,358 | $2,222 | $4,795,136 | $4,795,136 | 1996-11-06 | 2014-08-20 |
| HEADSPACE, INC. | P | $1,312,500 | $656,250 | $656,250 | $656,250 | 2013-01-31 | 2014-07-03 |
| CAPITAL GAIN DISTRIBUTION - PMA 301188 | P | $128,950 | $128,950 | $128,950 | |||
| PASSTHROUGH FROM LEGACY VENTURES VI | P | $13,977 | $13,977 | $13,977 | |||
| PASSTHROUGH FROM SILVERLAKE WATERMAN | P | $110,172 | $110,172 | $110,172 | |||
| PASSTHROUGH FROM LEGACY VENTURES VI | P | $22,549 | $22,549 | $22,549 | |||
| PASSTHROUGH FROM WOLFF REAL ESTATE PARTNERS | P | $51 | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,328,534 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $262,970 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,317,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,222,494 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.374290 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,188,118 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,639,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,179,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,257,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048616 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $264,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,060,764 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013204 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,638,623 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.532760 | TotalDistributionRt |
| Average Distribution | 0.106552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,875,133 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,330,839 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,399,021 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,557,548 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $68,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,891 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $95,891 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $243 | EsPenaltyAmt |
| Overpayment | $27,466 | OverpaymentAmt |
| Applied To ES Tax | $27,466 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOAN KRIENS | IndividualWithBooksNm |
| Phone | 5107080663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3141 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN KRIENS | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| SCOTT KRIENS | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | VICE PRESIDENT | 20.00 | $0 | $0 | $0 |
| KEN BAKER | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | TREASURER/ SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SARLEY ENTERPRISES | |||||
| 294 WHITE HILL ROAD | HILLSDALE | NY | 12529 | CONSULTING | $302,390 |
| JENNIFER WALLACE | |||||
| 950 BETHANY DRIVE | PORTOLA VALLEY | CA | 95066 | CONSULTING FOR OPCO | $128,500 |
| KATEY KENNEDY CONSULTING | |||||
| 14631 CARNELIAN GLEN CT | SARATOGA | CA | 95070 | CONSULTING | $96,905 |
| PAIGE BERARDO | |||||
| 20430 WILLIAMS AVENUE | SARATOGA | CA | 95070 | CONSULTING | $57,215 |
| CHARLES HARTWELL SHIFTIT INSTITUTE LLC | |||||
| 1771 IRVING AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | INVESTMENT ADVISOR | $52,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OFFER EDUCATIONAL CONFERENCES AND PROGRAMS FOCUSED ON WHOLE PERSON DEVELOPMENT. FOUNDATION IS IN PROCESS OF BUILDING NEW SCHOOL FOR THEIR EDUCATIONAL PROGRAMS. | Description1Txt |
| Expenses1 | $2,903,175 | Expenses1Amt |
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 | $6,518,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,861,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,828,471 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,208,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,208,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $333,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,875,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,093,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,956,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,600,785 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,557,548 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68,182 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,489,366 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $178,481 | CurrentYearAmt |
| Year1 | $733,693 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $912,174 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,709 | CurrentYearAmt |
| Year1 | $623,639 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $775,348 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,557,548 | CurrentYearAmt |
| Year1 | $8,385,022 | Year1Amt |
| Year2 | $2,206,158 | Year2Amt |
| Year3 | $1,180,000 | Year3Amt |
| Total | $16,328,728 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $888,645 | CurrentYearAmt |
| Year1 | $1,322,513 | Year1Amt |
| Year2 | $2,206,158 | Year2Amt |
| Year3 | $1,180,000 | Year3Amt |
| Total | $5,597,316 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,668,903 | CurrentYearAmt |
| Year1 | $7,062,509 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $10,731,412 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $729,171 | CurrentYearAmt |
| Year1 | $740,750 | Year1Amt |
| Year2 | $754,653 | Year2Amt |
| Year3 | $808,576 | Year3Amt |
| Total | $3,033,150 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN KRIENS | ContributingManagerNm |
| Contributing Manager | SCOTT KRIENS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 WEST VAN BUREN STREET STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT BEST PRACTICES IN ACADEMIC, SOCIAL AND EMOTIONAL LEARNING | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,006 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,380 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $8,800 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $548,603 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $366,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,328,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $548,603 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,899,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,448,137 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KRIENS CRT | |||||||
| 1 | PO BOX 3141 | SARATOGA | CA | 95070 | $27,596,782 | Yes (X) | |
| KRIENS CRT | |||||||
| 2 | PO BOX 3141 | SARATOGA | CA | 95070 | $25,330,249 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES AND INTEREST IN BLUE NOTE VENTURES LP | NoncashPropertyDesc |
| Fair Market Value | $25,330,249 | FairMarketValueAmt |
| Received | 2014-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $56,818 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $56,818 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JUNIPER NETWORKS INC 27,037 SHS | $0 | $0 |
| JUNIPER NETWORKS INC 175,000 SHS | $0 | $0 |
| EQUINIX 8,665 SHARES | $1,964,615 | $1,964,615 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOO HOLDINGS, LLC | FMV | $1,500,000 | $1,500,000 |
| BLUE NOTE VENTURES, LP | FMV | $193,277 | $193,277 |
| SILVERLAKE WATERMAN FUND, LP | FMV | $1,505,952 | $1,505,952 |
| WOLFF REAL ESTATE PARTNERS, LP | FMV | $3,579,340 | $3,579,340 |
| WOLFF INCOME PARTNERS, LP | FMV | $5,778,786 | $5,778,786 |
| LEGACY VENTURE VI, LP | FMV | $686,934 | $686,934 |
| KNOWLEDGE FACTOR | FMV | $499,999 | $499,999 |
| HEADSPACE | FMV | $218,750 | $218,750 |
| IF YOU CAN COMPANY | FMV | $302,392 | $302,392 |
| INTERAXON | FMV | $171,708 | $171,708 |
| MINDSIGHT MEDIA | FMV | $500,000 | $500,000 |
| ABERDEEN | FMV | $0 | $0 |
| EDGEWOOD | FMV | $3,320,810 | $3,320,810 |
| CONESTOGA | FMV | $0 | $0 |
| SPDR S&P | FMV | $3,422,652 | $3,422,652 |
| GOODHAVEN | FMV | $0 | $0 |
| THE OAKMARK | FMV | $0 | $0 |
| THORNBURG | FMV | $940,059 | $940,059 |
| VULCAN | FMV | $0 | $0 |
| WISDOM TREE | FMV | $1,002,717 | $1,002,717 |
| GRANDEUR | FMV | $1,662,387 | $1,662,387 |
| IVA INTERNATIONAL FUND | FMV | $1,967,926 | $1,967,926 |
| LYRICAL US VALUE FUND | FMV | $3,443,631 | $3,443,631 |
| ISHARES TR CORE S&P 500 ETF | FMV | $6,813,884 | $6,813,884 |
| ISHARES TR MSCI EAFE ETF | FMV | $2,135,423 | $2,135,423 |
| EMINDFUL | FMV | $125,017 | $125,017 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $125,108 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $125,108 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX RECEIVABLE | $25,958 | $0 | $0 |
| GOBLU INTERNATIONAL NOTE | $163,355 | $169,889 | $169,889 |
| DEPOSITS | $0 | $127,497 | $127,497 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUAL TO CASH ADJUSTMENT | $212,265 |
| UNREALIZED GAIN/LOSS | $3,727,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE EXPENSE | $49,546 | $0 | $0 | $49,546 |
| BANK FEES | $52 | $0 | $0 | $52 |
| BOOKS, SUBSCRIPTIONS, AND REFERENCES | $5,932 | $0 | $0 | $5,932 |
| OFFICE EXPENSES | $24,646 | $0 | $0 | $24,646 |
| POSTAGE | $1,488 | $0 | $0 | $1,488 |
| TELECOMMUNICATIONS | $7,498 | $0 | $0 | $7,498 |
| REPAIRS & MAINTENANCE | $8,603 | $0 | $0 | $8,603 |
| MOVING | $14,425 | $0 | $0 | $14,425 |
| UTILITIES | $22,010 | $0 | $0 | $22,010 |
| REGISTRATION & LICENSE FEES | $150 | $0 | $0 | $150 |
| INVESTMENT FEES | $6,940 | $6,940 | $6,940 | $0 |
| MARKETING | $311,515 | $0 | $0 | $311,515 |
| LEGACY K-1 PASSTHROUGH PORTFOLIO DEDUCTIONS | $22,228 | $22,228 | $22,228 | $0 |
| LEGACY K-1 PASSTHROUGH OTHER EXPENSES | $566 | $0 | $0 | $0 |
| WOLFF RE K-1 PASSTHROUGH OTHER EXPENSES | $5 | $0 | $0 | $0 |
| WOLFF IP K-1 PASSTHROUGH OTHER EXPENSES | $6 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET RENTAL REAL ESTATE INCOME FROM K-1S | -$239,586 | -$239,586 | -$239,586 |
| OTHER INCOME FROM K-1S | $128,298 | $128,360 | $128,298 |
| OTHER INVESTMENT INCOME/(LOSS) | $4,642 | $4,642 | $4,642 |
| WOLFF RE PARTNERS 1231 | $1,022,063 | $473,398 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $69,487 | $30,182 |
| INCOME TAX PAYABLE | $72,381 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $993,077 | Amt |
| Net Investment Income | $52,042 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,042 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $941,035 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $99,341 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,341 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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