BUNDY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUNDY FAMILY FOUNDATION (EIN 94-3215971)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-16
- IRS object ID
- 201401069349100505
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-16T07:41:54-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beatrice Haase CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Knickerbocker Ln | AddressLine1 |
| City | Orinda | City |
| State | CA | State |
| ZIP Code | 94563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943215971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUNDY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUND | BusinessNameControlTxt |
| Phone | 4159866264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 CALIFORNIA STREET SUITE 1151 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE VERA | PersonNm |
| Person Title | 2ND ASS'NT CFO | PersonTitleTxt |
| Signature | 2014-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEATRICE HAASE | PreparerPersonNm |
| PTIN | P00733288 | PTIN |
| Phone | 9252553421 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,845,678 | 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 | $22,139 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $88,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $991,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,457 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,206 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,420 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $231,129 | CashBOYAmt |
| Cash EOY | $105,298 | CashEOYAmt |
| Cash EOYFMV | $105,298 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,229,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,316,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,740,380 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,460,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,421,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,845,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,460,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,421,924 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,460,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,460,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,421,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,460,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,421,936 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1654.767 shs Doubleline Total Return Bond Fund | P | 2013-06-30 | 2013-07-19 | $18,282 | $18,768 | -$486 | -$486 |
| CAPITAL GAIN DIVIDENDS | P | 2012-06-30 | 2013-06-30 | $30,670 | $30,670 | $30,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,457 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$15,379 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,716 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,407,800 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,304,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00061 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $142,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,350,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04260 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,192,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06078 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,864 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,894,249 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08115 | DistributionYr5Rt |
| Total Distribution | 0.24608 | TotalDistributionRt |
| Average Distribution | 0.04922 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,593,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,500 | 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 | $1,178 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,178 | SubtotalAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,074 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,074 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,896 | OverpaymentAmt |
| Applied To ES Tax | $2,896 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR GEORGE VERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159866264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 CALIFORNIA ST STE 1151 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TIMOTHY D ORR | ||||||
| 601 CALIFORNIA ST SUITE 1151 | SAN FRANCISCO | CA | 94108 | President | 0.00 | $0 |
| KATHERINE O TRAINA | ||||||
| 601 CALIFORNIA ST SUITE 1151 | SAN FRANCISCO | CA | 94108 | Secretary/CFO | 0.00 | $0 |
| CHRISTINA E CARROLL | ||||||
| 601 CALIFORNIA ST SUITE 1151 | SAN FRANCISCO | CA | 94108 | ASSISTANT SEC'Y | 0.00 | $0 |
| GEORGE VERA | ||||||
| 601 CALIFORNIA ST SUITE 1151 | SAN FRANCISCO | CA | 94108 | 2ND ASS'NT CFO | 0.00 | $0 |
| KRISTIN ORR | ||||||
| 601 CALIFORNIA ST SUITE 1151 | SAN FRANCISCO | CA | 94108 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Description3 | N/A | Description3Txt |
| Description4 | N/A | Description4Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,448,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,648,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,648,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,593,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,178 | TotalTaxAmt |
| Distributable Before Adj | $178,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $178,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $178,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $178,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $177,322 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,503 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,137 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $45,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $146,374 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,320 | ExcessFromYear4Amt |
| Excess From Year1 | $45,920 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVON OLD FARMS SCHOOL | |||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | NONE | 501(C)3 | EDUCATION | $2,000 |
| THE COMMUNITY LIBRARY | |||||||
| 415 SPRUCE AVENUE N | KETCHUM | ID | 83340 | NONE | 501(C)3 | BOOK LENDING,READING, RESEARCH | $5,000 |
| THE COMMUNITY YMCA | |||||||
| 113 TINDALL ROAD | MIDDLETON | NJ | 07748 | NONE | 501(C)3 | YOUTH DEVELOPMENT, HEALTHY LIVING, SOCIAL RESPONSIBILITY | $10,000 |
| COMPASS FAMILY SERVICES | |||||||
| 49 POWELL ST 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | 501(C)3 | HEALTH, EDUCATION | $10,000 |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | 501(C)3 | EDUCATION | $10,000 |
| L S B LEAKEY FOUNDATION | |||||||
| 1003 B OREILY AVENUE | SAN FRANCISCO | CA | 94126 | NONE | 501(C)3 | EDUCATION, RESEARCH,ANTHROPOLOGY, SOCIOLOGY | $35,000 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 94925 | NONE | 501(C)3 | EDUCATION | $20,000 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5337 | PRINCETON | NJ | 08543 | NONE | 501(C)3 | EDUCATION | $10,000 |
| RUMSON COUNTRY DAY SCHOOL | |||||||
| 35 BELLEFVUE AVENUE | RUMSON | NJ | 07760 | NONE | 501(C)3 | EDUCATION | $56,000 |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | 501(C)3 | EDUCATION | $5,000 |
| SUN VALLEY SKI EDUCATION FOUNDATION | |||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | NONE | 501(C)3 | WINTER SPORTS YOUTH PROGRAM | $5,000 |
| SWIFTSURE RANCH THERAPEUTIC EQUEST' | |||||||
| 114 CALYPSO LANE | BELLEVUE | ID | 83313 | NONE | 501(C)3 | THERAPY FOR PERSONS WITH DISABILITIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,273 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,933 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,273 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,206 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK / TAX DIFFERENCE | $9 |
| PRIOR PERIOD ADJUSTMENT | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $8,920 | Amt |
| Net Investment Income | $8,420 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| REGISTRY OF CHARITABLE TRUSTS | $75 |
| STATE TAX | $10 |
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