THE HANS & ELIZABETH WOLF FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE HANS & ELIZABETH WOLF FOUNDATION (EIN 04-6137251)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-05
- IRS object ID
- 201422179349100322
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-05T19:22:15-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVE 201 | AddressLine1 |
| City | EAST PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | 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 | 046137251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANS & ELIZABETH WOLF FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANS | BusinessNameControlTxt |
| Phone | 6504935701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 895 MOCKINGBIRD LANE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 943063719 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH STREETER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6504935701 | PhoneNum |
| Signature | 2014-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| 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 | $4,650,716 | 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 | $28,276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,276 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $947,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,742 | 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 | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,413 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,754 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $794 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,663 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,476 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,647 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,129 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,299,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,860,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,860,975 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $620,291 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $638,623 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $638,623 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,050 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $8,152 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,471 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,471 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,070,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,650,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,650,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $391,623 | CapitalStockBOYAmt |
| Capital Stock EOY | $901,087 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,678,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,749,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,070,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,650,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,070,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,650,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,070,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $509,464 | OtherIncreasesAmt |
| Subtotal | $4,650,716 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,650,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #1066 - PUBLICLY TRADED SECURITIES | P | $56,314 | $56,272 | $42 | $42 |
| CHARLES SCHWAB #1066 - PUBLICLY TRADED SECURITIES | P | $190,970 | $181,457 | $9,513 | $9,513 |
| CHARLES SCHWAB #3964 - PUBLICLY TRADED SECURITIES | P | $499,818 | $383,123 | $116,695 | $116,695 |
| NEUBERGER BERMAN - PUBLICLY TRADED SECURITIES | P | $10,670 | $10,933 | -$263 | -$263 |
| NEUBERGER BERMAN - PUBLICLY TRADED SECURITIES | P | $175,000 | $178,638 | -$3,638 | -$3,638 |
| CAPITAL GAINS DIVIDENDS | P | $14,504 | $14,504 | $14,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,847,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $159,484 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,788,559 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,162 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,598,575 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,318,156 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,698 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,067,865 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087933 | DistributionYr5Rt |
| Total Distribution | 0.259933 | TotalDistributionRt |
| Average Distribution | 0.051987 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,347,554 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,045 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $228,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,763 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,997 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,497 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,407 | OverpaymentAmt |
| Applied To ES Tax | $1,407 | 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 | 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 | DEBORAH W STREETER | IndividualWithBooksNm |
| Phone | 2069727383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1119 SUNSET AVENUE NW | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98116 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH B WOLF | ||||||||
| 895 MOCKINGBIRD LANE | PALO ALTO | CA | 943063719 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEBORAH W STREETER | ||||||||
| 1119 SUNSET AVENUE NW | SEATTLE | WA | 98116 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| REBECCA A WOLF | ||||||||
| 1451 PANORAMA DR | HOLLISTER | CA | 95023 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ANDREW R WOLF | ||||||||
| 240 ARBOR LANE | SAN MATEO | CA | 94403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEIDI E WOLF | ||||||||
| 1702 N 46TH STREET | SEATTLE | WA | 98103 | TRUSTEE | 1.00 | $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 | $4,301,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,413,760 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,413,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,347,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,090 | TotalTaxAmt |
| Distributable Before Adj | $213,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,763 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,617 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $165,162 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,484 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $359,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $83,525 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $83,525 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $276,438 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $116,954 | ExcessFromYear3Amt |
| Excess From Year2 | $159,484 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH B WOLF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 1985 LOUIS ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $13,000 | |
| ALOHA FOUNDATION THE | ||||||||
| 2968 LAKE MOREY ROAD | FIRELEE | VT | 050459400 | NONE | CHURCH | GENERAL SUPPORT | $1,000 | |
| CHILDREN'S HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 230 SAN ANTONIO CIRCLE | MOUNTAIN VIEW | CA | 94040 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| EASTSIDE COLLEGE PREP SCHOOL | ||||||||
| 10613 NE 38TH PL | KIRKLAND | WA | 98033 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD MAR MONTE | ||||||||
| 2470 ALVIN AVE | SAN JOSE | CA | 95121 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE TECH MUSEUM | ||||||||
| 201 S MARKET ST | SAN JOSE | WA | 95113 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| UNITED WAY SILICON VALLEY | ||||||||
| 1400 PARKMOOR AVE 250 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WHEELOCK COLLEGE | ||||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| ALEARN | ||||||||
| 3777 STEVENS CREEK BOULEVARD SUITE | SANTA CLARA | CA | 95051 | NONE | CHURCH | GENERAL SUPPORT | $1,000 | 330 |
| RAFT | ||||||||
| 1355 RIDDER PARK DRIVE | SAN JOSE | CA | 95131 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CYPRESS STRING QUARTET | ||||||||
| 44 PAGE STREET 400 | SAN FRANCISCO | CA | 94012 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| INNVISION SHELTER NETWORK | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THEATREWORKS | ||||||||
| PO BOX 50458 | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| PALO ALTO LIBRARY FOUNDATION | ||||||||
| PO BOX 181 | PALO ALTO | CA | 94302 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 N RENGSTORFF AVE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| SECOND HARVEST FOOD BANK OF SANTA CLARA | ||||||||
| PO BOX 1240 | SAN JOSE | CA | 95108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| LUCILE PACKARD FDTN FOR CHILDREN'S HEAL | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 191021403 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| SEATTLE PUBLIC LIBRARY FOUNDATION | ||||||||
| PO BOX 3951 | SEATTLE | WA | 981243951 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| HABITAT FOR HUMANITY SEATTLE-KING CTY | ||||||||
| PO BOX 88337 | TUKWILA | WA | 981382337 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| HEIFER INTERNATIONAL FOUNDATION | ||||||||
| 1 WORLD AVENUE PO BOX 727 | LITTLE ROCK | AR | 72203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| LOW INCOME HOUSING INSTITUTE | ||||||||
| 2407 FIRST AVE 200 | SEATTLE | WA | 981211311 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| NATURE CONSERVANCY USA | ||||||||
| 4245 N FAIRFAX DRIVE 100 | ARLINGTON | VA | 222031637 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD FED'N OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 100012601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | ||||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 981222959 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| SEATTLE TILTH ASSOCIATION INC | ||||||||
| 4649 SUNNYSIDE AVE N 120 | SEATTLE | WA | 981036900 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| SNOW LEOPARD TRUST | ||||||||
| 4649 SUNNYSIDE AVE N 325 | SEATTLE | WA | 981039986 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ARTS COUNCIL SANTA CRUZ COUNTY | ||||||||
| 1070 RIVER ST | SANTA CRUZ | CA | 95060 | NONE | EDUCATION | GENERAL SUPPORT | $3,000 | |
| CASA OF SAN BENITO COUNTY | ||||||||
| 945 S MAIN STREET SUITE 107 | SALINAS | CA | 93901 | NONE | EDUCATION | GENERAL SUPPORT | $10,000 | |
| YOUTH ARTS COLLECTIVE | ||||||||
| 472 CALLE PRINCIPAL | MONTEREY | CA | 93940 | NONE | EDUCATION | GENERAL SUPPORT | $4,500 | |
| YMCA OF SAN BENITO COUNTY | ||||||||
| 351 TRES PINOS ROAD STE 201 | HOLLISTER | CA | 95023 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| SAN JOSE MUSEUM OF ART | ||||||||
| 14344 EVANS LANE | SARATOGA | CA | 95070 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| RAFT | ||||||||
| 1355 RIDDER PARK DRIVE | SAN JOSE | CA | 95131 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| SEATTLE INTERNATIONAL FOUNDATION | ||||||||
| 909 NE BOAT STREET SUITE 300 | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| ALOHA FOUNDATION THE | ||||||||
| 2968 LAKE MOREY ROAD | FIRELEE | VT | 050459400 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,760 | |
| SEATTLE INTERNATIONAL FOUNDATION | ||||||||
| 909 NE BOAT STREET SUITE 300 | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| BIRDNOTE | ||||||||
| PO BOX 99456 | SEATTLE | WA | 981390456 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PLAN INTERNATIONAL USA | ||||||||
| 155 PLAN WAY | WARWICK | RI | 02286 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | ||||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 981222959 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $870 | |
| ARTS CORPS | ||||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $870 | |
| ALOHA FOUNDATION THE | ||||||||
| 2968 LAKE MOREY ROAD | FIRELEE | VT | 050459400 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| SAN MATEO PARK SCHOOL FOUNDATION | ||||||||
| 1170 CHESS DRIVE | FOSTER CITY | CA | 94404 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 | |
| BAYSIDE STEM ACADEMY | ||||||||
| 2025 KEHOE AVE | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,100 | 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 | $28,276 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,613 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,742 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #1066 BOND PORTFOLIO | BondNm |
| EOY Book Value | $638,623 | EOYBookValueAmt |
| EOYFMV | $638,623 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $3,860,975 | EOYBookValueAmt |
| EOYFMV | $3,860,975 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $8,152 | BOYBookValueAmt |
| EOY Book Value | $5,471 | EOYBookValueAmt |
| EOYFMV | $5,471 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & DELIVERY | $31 | $0 | $31 |
| MEMBERSHIP | $909 | $0 | $909 |
| REGISTRATION FEES | $60 | $0 | $60 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS/LOSSES | Description |
| Amount | $509,464 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $22,848 | $22,848 | $0 |
| ADMINISTRATIVE FEES | $6,827 | $3,414 | $3,413 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INVESTMENT EXCISE TAX | $2,900 | $0 | $0 |
| FOREIGN TAXES PAID | $1,754 | $1,754 | $0 |
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