WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WENDELL FAMILY FOUNDATION (EIN 94-3374830)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349101398
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T13:16:29-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100161901 | 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 | 943374830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDELL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 6508541000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94404 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WENDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508541000 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $623,674 | 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 | $496,930 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $486,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $486,715 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $497,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,865 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $265 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,036 | CashBOYAmt |
| Cash EOY | $29,744 | CashEOYAmt |
| Cash EOYFMV | $29,744 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $512,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $593,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $593,930 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $530,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $623,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $623,674 | 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 | $530,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $623,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $530,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $623,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $530,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $623,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $530,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $623,674 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $623,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOOGLE INC - 575 SHS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2013-08-30 | SoldDt |
| Gross Sales Price | $486,715 | GrossSalesPriceAmt |
| Gain Or Loss | $486,715 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $486,715 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $486,715 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $199,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.029702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $156,204 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $104,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.495820 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,856 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.604263 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,170 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.225900 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $171,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,398 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.241944 | DistributionYr5Rt |
| Total Distribution | 12.597629 | TotalDistributionRt |
| Average Distribution | 2.519526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $500,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,260,217 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,853 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,265,070 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $386,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,095 | OverpaymentAmt |
| Applied To ES Tax | $1,095 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TAXPAYER | IndividualWithBooksNm |
| Phone | 6508541000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 FASHION BLVD | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94404 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PETER WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | PRESIDENT, DIRECTOR, SECY | 4.00 | $0 | $0 | $0 |
| LYNN WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN WENDELL | ||||||||
| 3550 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $507,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $507,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $507,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $500,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,705 | TotalTaxAmt |
| Distributable Before Adj | $15,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $386,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $386,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $169,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $158,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,204 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $205,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $853,343 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $386,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $370,899 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,224,242 | 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 | $169,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,054,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,362 | ExcessFromYear4Amt |
| Excess From Year3 | $158,430 | ExcessFromYear3Amt |
| Excess From Year2 | $156,204 | ExcessFromYear2Amt |
| Excess From Year1 | $205,404 | ExcessFromYear1Amt |
| Excess From Current Year | $370,899 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER WENDELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| AMERICA INDIA FOUNDATION (AIF) | |||||||
| 4800 GREAT AMERICA PARKWAY | SANTA CLARA | CA | 95054 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 10801 RIDGEVIEW AVENUE | SAN JOSE | CA | 95127 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 12800 HILLCREST ROAD | DALLAS | TX | 75230 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| ARCS FOUNDATION INC NORTHERN CALIFORNIA CHAPTER | |||||||
| P O BOX 29405 | SAN FRANCISCO | CA | 941290405 | PUBLIC CHARITY | CHARITABLE | $250 | |
| BAY AREA PARK CONSERVANCY | |||||||
| FORT MASON BUILDING 201 | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| BAY AREA YOUTH SPORTS FOUNDATION | |||||||
| P O BOX 590476 | SAN FRANCISCO | CA | 94159 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| BING NURSERY SCHOOL | |||||||
| 850 ESCONDIDO ROAD | STANFORD | CA | 94305 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| BOWMER SOCIETY | |||||||
| P O BOX 158 | ASHLAND | OR | 975209901 | PUBLIC CHARITY | CHARITABLE | $300 | |
| BREAKTHROUGH COLLABORATIVE | |||||||
| 545 SANSOME STREET SUITE 700 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| BUILDING FUTURES NOW | |||||||
| P O BOX 1524 | PALO ALTO | CA | 94302 | PUBLIC CHARITY | CHARITABLE | $100 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR GOLDEN GATE | SAN FRANCISCO | CA | 941189889 | PUBLIC CHARITY | EDUCATIONAL | $2,500 | PARK |
| CANCER SUPPORT COMMUNITY OF PHILADELPHIA | |||||||
| 4100 CHAMOUNIX DR | PHILADELPHIA | PA | 19131 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CHILDREN NOW | |||||||
| 1212 BROADWAY | OAKLAND | CA | 94612 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | |||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 941141720 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CLASS OF 1972 PRINCETON UNIVERSITY | |||||||
| 107 PINECREST STREET | FRONT ROYAL | VA | 226303815 | PUBLIC CHARITY | EDUCATIONAL | $150 | |
| COACHING CORPS | |||||||
| 310 EIGHTH STREET SUITE 300 | OAKLAND | CA | 94607 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||
| 2000 L STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| COMMUNITY INITIATIVES | |||||||
| 156 2ND STREET | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | CHARITABLE | $500 | |
| COMPASS FAMILY SERVICES | |||||||
| 49 POWELL STREET | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | CHARITABLE | $250 | |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 944011097 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| DCVA VALLEY PROTECTION FUND | |||||||
| P O BOX 1221 | HEALDSBURG | CA | 95448 | PUBLIC CHARITY | CHARITABLE | $100 | |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVENUE | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | CHARITABLE | $100 | |
| EPISCOPAL CHURCH OF ST MARY THE VIRGIN | |||||||
| 2325 UNION AVENUE | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $5,500 | |
| FACE AIDS | |||||||
| P O BOX 46 | PALO ALTO | CA | 94302 | PUBLIC CHARITY | CHARITABLE | $500 | |
| FOUNDATION FOR STUDENT COMMUNICATION | |||||||
| 48 UNIVERSITY PLACE SUITE 305 | PRINCETON | NJ | 08540 | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| FOUNTAIN HOUSE | |||||||
| 11 RIVERSIDE DRIVE | NEW YORK | NY | 10023 | PUBLIC CHARITY | CHARITABLE | $500 | |
| GATEWAY PUBLIC SCHOOLS | |||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| GOLDEN GATE NATIONAL PARKS | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $4,500 | CONSERVANCY |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | |||||||
| 1294 POTRERO AVENUE | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITABLE | $500 | |
| GRASSROOT SOCCER | |||||||
| P O BOX 712 | NORWICH | VT | 050550712 | PUBLIC CHARITY | CHARITABLE | $5,500 | |
| GSE SCHOLARSHIP FUND UC BERKELEY | |||||||
| 3615 TOLMAN HALL | BERKLEY | CA | 94720 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| HARVARD BUSINESS SCHOOL | |||||||
| HBS DEVELOPMENT OPERATIONS TEELE | BOSTON | MA | 02163 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | HALL SOLDIERS FIELD |
| HARVARD MAGAZINE | |||||||
| 7 WARE STREET | CAMBRIDGE | MA | 021389639 | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| HARVARD UNIVERSITY | |||||||
| P O BOX 590476 | SAN FRANCISCO | CA | 94159 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| HAZON | |||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | CHARITABLE | $100 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITABLE | $100 | |
| INTERFAITH CENTER AT THE PRESIDIO | |||||||
| P O BOX 29055 | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITABLE | $100 | |
| JAMES TRACY SPECIAL NEEDS TRUST | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) | |||||||
| 3161 MICHELSON DRIVE | IRVINE | CA | 926124410 | PUBLIC CHARITY | CHARITABLE | $500 | |
| KIPP BAY AREA SCHOOLS | |||||||
| 426 17TH STREET | SAN FRANCISCO | CA | 94612 | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| LAWRENCE UNIVERSITY | |||||||
| 711 EAST BOLDT WAY | APPLETON | MI | 54911 | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| LINCOLN CENTER | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK CITY | NY | 10023 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| MAGIC THEATER | |||||||
| FORT MASON CENTER | SAN FRANCISCO | CA | 941231340 | PUBLIC CHARITY | CHARITABLE | $100 | |
| MOUNT SINAI MEDICAL CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| NATIONAL MUSEUM OF AFRICAN ART | |||||||
| P O BOX 37012-MRC 708 | WASHINGTON | DC | 200137012 | PUBLIC CHARITY | CHARITABLE | $100 | |
| NATIONAL UREA CYCLE DISORDERS FOUNDATION | |||||||
| 45 SAINT FRANCIS BLVD | SAN FRANCISCO | CA | 94127 | PUBLIC CHARITY | CHARITABLE | $100 | |
| OUTWARD BOUND- BAY AREA | |||||||
| 1539 PERSHING DRIVE | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITABLE | $250 | |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVENUE | MOUNTAIN VIEW | CA | 940439985 | PUBLIC CHARITY | CHARITABLE | $250 | |
| PRESERVATION NEW JERSEY | |||||||
| 310 W STATE ST | TRENTON | NJ | 08618 | PUBLIC CHARITY | CHARITABLE | $500 | |
| PRINCETON IN AFRICA | |||||||
| 194 NASSAU ST | PRINCETON | NJ | 08542 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| PRINCETON UNIVERSITY | |||||||
| P O BOX 5357 | PRINCETON | NJ | 08540 | PUBLIC CHARITY | EDUCATIONAL | $168,045 | |
| RIGHT TO PLAY | |||||||
| 49 WEST 27TH STREET | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $300 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 727 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| SAN FRANCISCO JEWISH COMMUNITY CENTER | |||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | CHARITABLE | $2,700 | |
| SAN FRANCISCO PARKS TRUST | |||||||
| 451 HAYES STATTN MARIA DANGELICO/PA | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | CHARITABLE | $56,000 | K PARTNERS |
| SAN FRANCISCO STATE UNIVERSITY | |||||||
| 1600 HOLLOWAY AVENUE ADM 153 | SAN FRANCISCO | CA | 94132 | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| SAN MATEO COUNTY HISTORIAL ASSOCIATION | |||||||
| 2200 BROADWAY STREET | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | CHARITABLE | $500 | |
| SF FILM SOCIETY | |||||||
| THE PRESIDIO 39 MESA STREET SUITE | SAN FRANCISCO | CA | 941291025 | PUBLIC CHARITY | CHARITABLE | $250 | 110 |
| SHAKESPEARE THEATRE COMPANY | |||||||
| 516 8TH STREET SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | CHARITABLE | $250 | |
| SPARK | |||||||
| 251 RHODE ISLAND ST | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | CHARITABLE | $250 | |
| ST LUKE'S SCHOOL | |||||||
| 1755 CLAY STREET | SAN FRANCISCO | CA | 94109 | PUBLIC CHARITY | CHARITABLE | $8,333 | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 815 EAST GRACE STREET | RICHMOND | VA | 23219 | PUBLIC CHARITY | CHARITABLE | $9,300 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 943057298 | PUBLIC CHARITY | EDUCATIONAL | $1,500 | |
| STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH | |||||||
| JANE BESSIN SIEPR 366 GALVEZ STREET | STANFORD | CA | 943056015 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| TAGTEAM FOR HOPE | |||||||
| 601 MONTGOMERY | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | CHARITABLE | $75 | |
| THE AUXILIARY TO THE ISABELLA MCCOSH INFIRMARY | |||||||
| P O BOX 81 | PRINCETON | NJ | 08542 | PUBLIC CHARITY | CHARITABLE | $250 | |
| THE COTTAGE 1886 FOUNDATION | |||||||
| 51 PROSPECT AVE | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| THE FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO | |||||||
| P O BOX 40488 | SAN FRANCISCO | CA | 94140 | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| THE PARTNERSHIP AT DRUGFREEORG | |||||||
| 352 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| THE PHILLIPS BROOKS SCHOOL | |||||||
| 2245 AVY AVENUE | MENLO PARK | CA | 94025 | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| THE PULMONARY HYPERTENSION ASSOCIATION | |||||||
| 801 ROEDER ROAD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | CHARITABLE | $100 | |
| THE WILD ANIMAL SANCTUARY | |||||||
| 1946 COUNTY ROAD 53 | KEENSBURG | CO | 80643 | PUBLIC CHARITY | CHARITABLE | $100 | |
| TIPPING POINT | |||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| TOWN SCHOOL FOR BOYS | |||||||
| 2750 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| TRAILS FOREVER | |||||||
| FORT MASON BUILDING 201 | SAN FRANCISCO | CA | 94123 | PUBLIC CHARITY | CHARITABLE | $8,000 | |
| US LACROSS FOUNDATION | |||||||
| 113 WEST UNIVERSITY PARKWAY | BALTIMORE | MD | 21210 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| UC BERKLEY GRADUATE SCHOOL OF EDUCATION | |||||||
| BERKELEY GRADUATE SCHOOL OF | BERKLEY | CA | 947021670 | PUBLIC CHARITY | EDUCATIONAL | $1,500 | EDUCATION 3615 TOLMAN |
| UCSF FOUNDATION | |||||||
| P O BOX 45339 | SAN FRANCISCO | CA | 941450339 | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| UNIVERSITY HIGH SCHOOL | |||||||
| DEVELOPMENT OFFICE 3065 JACKSON | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | EDUCATIONAL | $3,000 | SSTREET |
| VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED | |||||||
| 2470 EL CAMINO REAL | PALO ALTO | CA | 94306 | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 945064617 | PUBLIC CHARITY | CHARITABLE | $100 | |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | PUBLIC CHARITY | EDUCATIONAL | $21,000 | |
| WILMINGTON FRIENDS SCHOOL | |||||||
| 101 SCHOOL ROAD | WILMINGTON | DE | 19803 | PUBLIC CHARITY | CHARITABLE | $500 | |
| WINGED FOOT RUGBY FOUNDATION | |||||||
| 60 E 42ND STREET | NEW YORK | NY | 10165 | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| YOUNG PERFORMERS THEATRE | |||||||
| FORT MASON CENTER | SAN FRANCISCO | CA | 941231340 | PUBLIC CHARITY | CHARITABLE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,203 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCHMIDT FAMILY LIVING TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $496,930 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 575 SHARES GOOGLE INC | NoncashPropertyDesc |
| Fair Market Value | $486,715 | FairMarketValueAmt |
| Received | 2013-08-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SACKS PRESS & LACHER | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT FAMILY LIVING TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $15,713 | $0 | $0 |
| CALIFORNIA FILING FEES | $265 | $265 | $0 |
Comments