PITZER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PITZER FAMILY FOUNDATION (EIN 68-6099475)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201401329349102335
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T15:36:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946357165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOWAT MACKIE & ANDERSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1500 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 946123577 | 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 | 686099475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITZER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITZ | BusinessNameControlTxt |
| Phone | 5108931120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MMA 1999 HARRISON ST SUITE 1500 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S PITZER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5108931120 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SC ANDEREGG | PreparerPersonNm |
| PTIN | P00053427 | PTIN |
| Phone | 5108931120 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,961,400 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $219,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $769,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,871,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $769,335 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $988,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $988,582 | 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 | $5,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,390 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,234 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,575 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,976 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $796,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $920,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $383,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,209,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,126,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,698,856 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,592,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,389,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,961,400 | 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 | $8,592,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,389,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,592,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,389,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,592,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,389,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,592,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $796,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,389,312 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,389,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MS #831 PUBLICLY TRADED SECURITIES | P | 2013-03-18 | $300,000 | $298,140 | $1,860 | $1,860 |
| MS #832 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $346,930 | $312,702 | $34,228 | $34,228 |
| MS #832 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $952,264 | $581,623 | $370,641 | $370,641 |
| MS #834 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $123,080 | $103,121 | $19,959 | $19,959 |
| MS #834 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $377,274 | $252,592 | $124,682 | $124,682 |
| MS #835 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $74,957 | $74,043 | $914 | $914 |
| MS #835 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $244,054 | $204,492 | $39,562 | $39,562 |
| MS #838 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $45,877 | $35,037 | $10,840 | $10,840 |
| MS #838 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $272,819 | $152,200 | $120,619 | $120,619 |
| MS #838 PUBLICLY TRADED SECURITIES BASIS ADJ | P | 2013-04-17 | $1,226 | -$1,226 | -$1,226 | |
| MS #839 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $38,867 | $31,275 | $7,592 | $7,592 |
| MS #839 PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $90,716 | $55,497 | $35,219 | $35,219 |
| SECURITIES LITIGATION-DELL INC | P | 2013-01-04 | $23 | $23 | $23 | |
| SECURITIES LITIGATION-DELPHI FINANCIAL | P | 2013-10-04 | $29 | $29 | $29 | |
| SECURITIES LITIGATION-WYETH | P | 2013-12-27 | $133 | $133 | $133 | |
| BASIS ADJUSTMENT | P | 2013-12-31 | $220 | $220 | $220 | |
| CAPITAL GAINS DIVIDENDS | P | $4,040 | $4,040 | $4,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $769,335 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,861,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009152 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,273,160 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.008165 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,415,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014919 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,120,924 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,139,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.137708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,174,821 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,771,221 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109070 | DistributionYr5Rt |
| Total Distribution | 0.279014 | TotalDistributionRt |
| Average Distribution | 0.055803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,470,120 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $640,067 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $649,271 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,390 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,087 | TaxDueAmt |
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 | 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 | 0 | 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 | MOWAT MACKIE ANDERSON LLP | IndividualWithBooksNm |
| Phone | 5108931120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1500 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUSSELL M PITZER | ||||||||
| 1308 CASTLETON ROAD NO | COLUMBUS | OH | 43220 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANN E PITZER | ||||||||
| 1586 CRESPO DRIVE | LA JOLLA | CA | 92037 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN S PITZER | ||||||||
| 1276 N WAYNE STREET UNIT 522 | ARLINGTON | VA | 22201 | TRUSTEE | 5.00 | $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 | $11,280,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $364,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,644,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,644,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,470,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $573,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $573,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,407 | TotalTaxAmt |
| Distributable Before Adj | $555,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $555,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $555,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,390 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $641,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $717,714 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,359,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $449,709 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $449,709 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $909,623 | 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 | $191,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $717,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $717,714 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | N/A | PUBLIC CHARITY | PITZER CENTER FOR THEORETICAL CHEMISTRY | $50,000 |
| PITZER COLLEGE | |||||||
| 1050 NORTH MILLS AVENUE | CLAREMONT | CA | 91711 | N/A | PUBLIC CHARITY | PITZER ARCHIVE AND CONFERENCE CENTER | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $126 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,080 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $769,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $988,582 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $988,582 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOWAT MACKIE & ANDERSON | CategoryTxt |
| Amt | $5,390 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,390 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS A/C #14831 | $2,104,053 | $2,054,126 |
| MS A/C #14832 | $1,584,433 | $2,130,113 |
| MS A/C #14834 | $1,528,896 | $2,131,414 |
| MS A/C #14835 | $850,120 | $1,159,887 |
| MS A/C #14838 | $837,482 | $1,252,183 |
| MS A/C #14839 | $715,031 | $1,178,982 |
| VANGUARD INDEX TRUST-500 | $1,506,753 | $2,792,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $62,976 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,976 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORLD SCIENTIFIC PUBLISHING CO | Desc |
| Revenue And Expenses Per Books | $41 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $14,750 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $75 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $5,234 | $5,234 | $0 |
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