WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201321339349101967
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-13T14:51:23-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133050313EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SACKS PRESS & LACHER PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1600 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100161901ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN943374830EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WENDELL FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWENDNameControl
Phone6508541000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12884 SAND HILL ROAD NO 100AddressLine1
CityMENLO PARKCity
StateCAState
ZIP Code94025ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePETER WENDELLName
TitlePRESIDENTTitle
Phone6508541000Phone
Date Signed2013-05-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGARY D LACHERName
PTINP00192831PTIN
Phone2126826640Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY530101FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss526985ContriReceivedRevAndExpnss
Dividends Rev And Expnss91DividendsRevAndExpnss
Dividends Net Invst Incm91DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss0NetGainSaleAssetsRevAndExpnss
Gross Sales Price526985GrossSalesPrice
Capital Gain Net Incm Net Invst Incm526985CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses527076TotalRevenueAndExpenses
Total Net Investment Income527076TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1200AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1200AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss9140TaxesRevAndExpnss
Taxes Net Invst Incm105TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Printing And Pub Rev And Expnss80PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm80PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps0PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss48OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm48OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10468TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1433TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss205404ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps205404ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss215872TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1433TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps205404TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses311204ExcessOfRevenueOverExpenses
Net Investment Income525643NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY38883CashBOY
Cash EOY18036CashEOY
Cash EOYFMV18036CashEOYFMV
Savings And Temp Cash Invst BOY180014SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY512065SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV512065SavingsAndTempCashInvstEOYFMV
Total Assets BOY218897TotalAssetsBOY
Total Assets EOY530101TotalAssetsEOY
Total Assets EOYFMV530101TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY218897RetainedEarningsBOY
Retained Earnings EOY530101RetainedEarningsEOY
Total Net Assets BOY218897TotalNetAssetsBOY
Total Net Assets EOY530101TotalNetAssetsEOY
Total Liabilities Net Assets BOY218897TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY530101TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY218897TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses311204ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal530101Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY530101TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetGOOGLE 775 SHSDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2012-10-23DateAcquired
Date Sold2012-10-24DateSold
Gross Sales Price526985GrossSalesPrice
Gain Or Loss526985GainOrLoss
Gains Minus Excess Or Losses526985GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income526985CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1156204QualifyingDistributionsYear1
Noncharitable Assets Year1104427NoncharitableAssetsYear1
Distribution Ratio Year11.495820DistributionRatioYear1
Qualifying Distributions Year2159856QualifyingDistributionsYear2
Noncharitable Assets Year228524NoncharitableAssetsYear2
Distribution Ratio Year25.604263DistributionRatioYear2
Qualifying Distributions Year3165095QualifyingDistributionsYear3
Noncharitable Assets Year374170NoncharitableAssetsYear3
Distribution Ratio Year32.225900DistributionRatioYear3
Qualifying Distributions Year4171280QualifyingDistributionsYear4
Noncharitable Assets Year476398NoncharitableAssetsYear4
Distribution Ratio Year42.241944DistributionRatioYear4
Qualifying Distributions Year5196441QualifyingDistributionsYear5
Noncharitable Assets Year555125NoncharitableAssetsYear5
Distribution Ratio Year53.563556DistributionRatioYear5
Total Distribution Ratio15.131483TotalDistributionRatio
Average Distribution Ratio3.026297AverageDistributionRatio
Net Noncharitable Assets199479NetNoncharitableAssets
Adjusted Noncharitable Assets603683AdjustedNoncharitableAssets
One Percent Net Investment Income5256OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One608939AdjNonchrtblAssetsAndOnePct
Qualifying Distributions205404QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax10513InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal10513Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income10513TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment5600EstTaxPaymentsAndOverpayment
Total Credits And Payments5600TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Tax Due4913TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTAXPAYERBooksInCareOfPersonName
Books In Care Of Phone Number6508541000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12884 SAND HILL ROADAddressLine1
CityMENLO PARKCity
StateCAState
ZIP Code940257113ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PETER WENDELL
3550 WASHINGTON STREETSAN FRANCISCOCA94118PRESIDENT, DIRECTOR, SECY4.00000
LYNN WENDELL
3550 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR2.00000
CHRISTOPHER WENDELL
3550 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR2.00000
BRIAN WENDELL
3550 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances202517AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets202517TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets202517AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3038CashDeemedCharitable
Net Noncharitable Assets199479NetNoncharitableAssets
Minimum Investment Return9974MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return9974MinimumInvestmentReturn
Tax Based On Investment Income10513TaxBasedOnInvestmentIncome
Total Tax10513TotalTax
Distributable Amount Before Adj0DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded0DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions205404ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions205404QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions205404AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5195777ExcessDistriCarryoverYear5
Excess Distri Carryover Year4169943ExcessDistriCarryoverYear4
Excess Distri Carryover Year3163362ExcessDistriCarryoverYear3
Excess Distri Carryover Year2158430ExcessDistriCarryoverYear2
Excess Distri Carryover Year1156204ExcessDistriCarryoverYear1
Total Excess Distri Carryover843716TotalExcessDistriCarryover
Qualifying Distributions205404QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus205404RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1049120TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5195777ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year853343ExcessDistriCyovToNextYear
Excess From Year4169943ExcessFromYear4
Excess From Year3163362ExcessFromYear3
Excess From Year2158430ExcessFromYear2
Excess From Year1156204ExcessFromYear1
Excess From Current Year205404ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerPETER WENDELLContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (85 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
AIM HIGH
P O BOX 410715SAN FRANCISCOCA94141PUBLIC CHARITYCHARITABLE$500
AMERICA INDIA FOUNDATION (AIF)
4800 GREAT AMERICA PARKWAYSANTA CLARACA95054PUBLIC CHARITYCHARITABLE$1,000
AMERICAN CANCER SOCIETY
10801 RIDGEVIEW AVENUESAN JOSECA95127PUBLIC CHARITYCHARITABLE$250
BAYS FOUNDATION
P O BOX 590476SAN FRANCISCOCA94159PUBLIC CHARITYCHARITABLE$2,710
BEST BUDDIES INTERNATIONAL
901 MISSION STREETSAN FRANCISCOCA94103PUBLIC CHARITYCHARITABLE$200
BOYS AND GIRLS CLUBS OF SAN FRANCISCO
55 HAWTHORNE STSAN FRANCISCOCA94105PUBLIC CHARITYCHARITABLE$2,250
BREAKTHROUGH COLLABORATIVE
545 SANSOME STREET SUITE 700SAN FRANCISCOCA94111PUBLIC CHARITYCHARITABLE$1,000
BUILDING FUTURES NOW
P O BOX 1524PALO ALTOCA94302PUBLIC CHARITYCHARITABLE$100
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DR GOLDEN GATESAN FRANCISCOCA941189889PUBLIC CHARITYEDUCATIONAL$2,500PARK
CALIFORNIA PACIFIC MEDICAL CENTER
P O BOX 7999SAN FRANCISCOCA941207999PUBLIC CHARITYCHARITABLE$250
CHILDREN'S COUNCIL OF SAN FRANCISCO
445 CHURCH STREETSAN FRANCISCOCA941141720PUBLIC CHARITYCHARITABLE$250
CITY COLLEGE OF SAN FRANCISCO
50 PHELAN AVENUESAN FRANCISCOCA94112PUBLIC CHARITYEDUCATIONAL$1,000
CLASS OF 1972 PRINCETON UNIVERSITY
107 PINECREST STREETFRONT ROYALVA226303815PUBLIC CHARITYEDUCATIONAL$150
COACHING CORPS
310 EIGHTH STREET SUITE 300OAKLANDCA94607PUBLIC CHARITYCHARITABLE$500
COMMON SENSE MEDIA
650 TOWNSEND STREETSAN FRANCISCOCA94103PUBLIC CHARITYCHARITABLE$250
COMPASS FAMILY SERVICES
49 POWELL STREETSAN FRANCISCOCA94102PUBLIC CHARITYCHARITABLE$250
CURE ALZHEIMER'S FUND
34 WASHINGTON STREETWELLESLEY HILLSMA02481PUBLIC CHARITYCHARITABLE$100
CURIODYSSEY
1651 COYOTE POINT DRIVESAN MATEOCA944011097PUBLIC CHARITYCHARITABLE$2,500
DARTMOUTH COLLEGE
C/O GIFT RECORDING DEPT A12XL 6066HANOVERNH037554400PUBLIC CHARITYEDUCATIONAL$500DEVELOPMENT OFFICE
EDGEWOOD CENTER
1801 VICENTE STREETSAN FRANCISCOCA941162923PUBLIC CHARITYCHARITABLE$250
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION AVENUESAN FRANCISCOCA94123PUBLIC CHARITYCHARITABLE$5,400
EPISCOPAL COMMUNITY SERVICES
165 8TH STREETSAN FRANCISCOCA94103PUBLIC CHARITYCHARITABLE$1,000
EXPLORATORIUM
3601 LYON AVENUESAN FRANCISCOCA94123PUBLIC CHARITYCHARITABLE$2,500
FACE AIDS
P O BOX 46PALO ALTOCA94302PUBLIC CHARITYCHARITABLE$500
FIELDS OF GROWTH
87 BROADWAYFREEHOLDNJ07728PUBLIC CHARITYCHARITABLE$500
FOUNDATION FOR STUDENT COMMUNICATION
48 UNIVERSITY PLACE SUITE 305PRINCETONNJ08540PUBLIC CHARITYEDUCATIONAL$2,500
FOUNTAIN HOUSE
11 RIVERSIDE DRIVENEW YORKNY10023PUBLIC CHARITYCHARITABLE$500
FRIENDS OF DARTMOUTH SOCCER
6083 ALUMNI GYMNASIUMHANOVERNH03755PUBLIC CHARITYEDUCATIONAL$100
FROM HOUSES TO HOMES - GUATEMALA
P O BOX 85MT TABORNJ078780085PUBLIC CHARITYCHARITABLE$1,000
GATEWAY PUBLIC SCHOOLS
1430 SCOTT STREETSAN FRANCISCOCA94115PUBLIC CHARITYEDUCATIONAL$100
GLOBALGIVING
1023 15TH STREET NW 12TH FLOORWASHINGTONDC20005PUBLIC CHARITYCHARITABLE$120
GOLDEN GATE NATIONAL PARKS CONSERVANCY
GOLDEN GATE NATIONAL PARKSSAN FRANCISCOCA94123PUBLIC CHARITYCHARITABLE$33,600CONSERVANCY
GOOD SAMARITAN FAMILY RESOURCE CENTER
1294 POTRERO AVENUESAN FRANCISCOCA94110PUBLIC CHARITYCHARITABLE$250
GRASSROOT SOCCER
P O BOX 712NORWICHVT050550712PUBLIC CHARITYCHARITABLE$2,700
HARVARD BUSINESS SCHOOL
HBS DEVELOPMENT OPERATIONS TEELEBOSTONMA02163PUBLIC CHARITYEDUCATIONAL$1,000HALL SOLDIERS FIELD
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA021389639PUBLIC CHARITYEDUCATIONAL$200
HEALDSBURG MUSEUM & HISTORICAL SOCIETY
221 MATHESON STREETHEALDSBURGCA95448PUBLIC CHARITYCHARITABLE$50
INTERFAITH CENTER AT THE PRESIDIO
P O BOX 29055SAN FRANCISCOCA94129PUBLIC CHARITYCHARITABLE$100
JCCSF
3200 CALIFORNIA STREETSAN FRANCISCOCA94118PUBLIC CHARITYCHARITABLE$2,200
JOSEPH STRAUSS LEGACY CIRCLE
GOLDEN GATE NATIONAL PARKSSAN FRANCISCOCA94123PUBLIC CHARITYCHARITABLE$10,000CONSERVANCY BUILDING 201 FOR MASON
KIPP BAY AREA SCHOOLS
426 17TH STREETSAN FRANCISCOCA94612PUBLIC CHARITYCHARITABLE$10,000
MAGIC THEATER
FORT MASON CENTERSAN FRANCISCOCA941231340PUBLIC CHARITYCHARITABLE$100
NARRATIVE
2130 FILLMORE STREETSAN FRANCISCOCA94115PUBLIC CHARITYCHARITABLE$500
NATIONAL MS SOCIETY
NORTHERN CALIFORNIA CHAPTER 1700SAN FRANCISCOCA94158PUBLIC CHARITYCHARITABLE$500OWENS STREET SUITE 190
NATIONAL MUSEUM OF AFRICAN ART
P O BOX 37012-MRC 708WASHINGTONDC200137012PUBLIC CHARITYCHARITABLE$100
NRDC
111 SUTTER STSAN FRANCISCOCA94104PUBLIC CHARITYCHARITABLE$1,000
OUTWARD BOUND- BAY AREA
1539 PERSHING DRIVESAN FRANCISCOCA94129PUBLIC CHARITYCHARITABLE$250
OWEN KRISSOFF EDUCATION TRUST
OWEN KRISSOFF TRUST FUND NORTHERNSAN FRANCISCOCA94104PUBLIC CHARITYEDUCATIONAL$500TRUST 580 CALIFORNIA ST STE 1800
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVENUEMOUNTAIN VIEWCA940439985PUBLIC CHARITYCHARITABLE$100
PRINCETON IN AFRICA
194 NASSAU STPRINCETONNJ08542PUBLIC CHARITYCHARITABLE$1,000
PRINCETON UNIVERSITY
P O BOX 5357PRINCETONNJ08540PUBLIC CHARITYEDUCATIONAL$20,940
RAZOO FOUNDATION
25 THOMSON PLACE 1ST FLOORBOSTONMA02210PUBLIC CHARITYCHARITABLE$100
SAN FRANCISCO EDUCATION FUND
727 GOLDEN GATE AVENUESAN FRANCISCOCA94102PUBLIC CHARITYEDUCATIONAL$500
SAN FRANCISCO PARKS TRUST
451 HAYES STATTN MARIA DANGELICO/PASAN FRANCISCOCA94102PUBLIC CHARITYCHARITABLE$5,000K PARTNERS
SAN FRANCISCO SCHOOL ALLIANCE
114 SANSOME STREETSAN FRANCISCOCA94104PUBLIC CHARITYEDUCATIONAL$250
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVENUE ADM 153SAN FRANCISCOCA94132PUBLIC CHARITYEDUCATIONAL$250
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PUBLIC CHARITYEDUCATIONAL$500
SCLERODERMA RESEARCH FOUNDATION
220 MONTGOMERY STREET SUITE 1411SAN FRANCISCOCA941043546PUBLIC CHARITYCHARITABLE$500
SF FILM SOCIETY
THE PRESIDIO 39 MESA STREET SUITESAN FRANCISCOCA941291025PUBLIC CHARITYCHARITABLE$250110
SONOMA VALLEY EDUCATION FOUNDATION
P O BOX 493SONOMACA95476PUBLIC CHARITYCHARITABLE$1,000
ST ANDREW'S EPISCOPAL CHURCH
79 DENTON ROADWELLESLEYMA02482PUBLIC CHARITYCHARITABLE$1,750
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA94102PUBLIC CHARITYCHARITABLE$250
ST CROIX VALLEY FOUNDATION
516 SECOND STREET SUITE 214HUDSONWI54016PUBLIC CHARITYCHARITABLE$500
ST LUKE'S SCHOOL
1755 CLAY STREETSAN FRANCISCOCA94109PUBLIC CHARITYCHARITABLE$8,334
ST MARY'S MIRACLE KITCHEN OUTREACH FUND
3055 MAIN STREETBARNSTABLEMA02630PUBLIC CHARITYCHARITABLE$250
ST PAUL'S EPISCOPAL CHURCH
815 EAST GRACE STREETRICHMONDVA23219PUBLIC CHARITYCHARITABLE$8,000
STANFORD BUSINESS SCHOOL ALUMNI ASSOCIATION
655 KNIGHT WAYSTANFORDCA94305PUBLIC CHARITYEDUCATIONAL$1,500
STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH
JANE BESSIN SIEPR 366 GALVEZ STREETSTANFORDCA943056015PUBLIC CHARITYEDUCATIONAL$1,000
SUMMER SEARCH
DEPT 34425SAN FRANCISCOCA94139PUBLIC CHARITYCHARITABLE$1,000
THE EPISCOPAL CHURCH AT PRINCETON
53 UNIVERSITY PLACEPRINCETONNJ085405100PUBLIC CHARITYCHARITABLE$250
THE HAMLIN SCHOOL
2120 BROADWAY STREETSAN FRANCISCOCA94115PUBLIC CHARITYEDUCATIONAL$500
THE TRUSTEES OF PRINCETON UNIVERSITY
194 NASSAU STPRINCETONNJ08542PUBLIC CHARITYEDUCATIONAL$1,000
THE WILD ANIMAL SANCTUARY
1946 COUNTY ROAD 53KEENSBURGCO80643PUBLIC CHARITYCHARITABLE$100
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PUBLIC CHARITYEDUCATIONAL$500
US LACROSS FOUNDATION
113 WEST UNIVERSITY PARKWAYBALTIMOREMD21210PUBLIC CHARITYCHARITABLE$1,000
UC BERKLEY GRADUATE SCHOOL OF EDUCATION
BERKELEY GRADUATE SCHOOL OFBERKLEYCA947021670PUBLIC CHARITYEDUCATIONAL$1,500EDUCATION 3615 TOLMAN
UNIVERSITY HIGH SCHOOL
DEVELOPMENT OFFICE 3065 JACKSONSAN FRANCISCOCA94115PUBLIC CHARITYEDUCATIONAL$11,000SSTREET
UNIVERSITY OF PENNSYLVANIA SCHOOL OF LAW
3400 CHESTNUT STREETPHILADELPHIAPA19104PUBLIC CHARITYEDUCATIONAL$12,500
VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
2470 EL CAMINO REALPALO ALTOCA94306PUBLIC CHARITYCHARITABLE$2,000
WHEELCHAIR FOUNDATION
3820 BLACKHAWK ROADDANVILLECA945064617PUBLIC CHARITYCHARITABLE$1,500
WILLIAMS COLLEGE
880 MAIN STREETWILLIAMSTOWNMA01267PUBLIC CHARITYEDUCATIONAL$22,500
WILLIAMS PARENT FUND
75 PARK STREETWILLIAMSTOWNMA01267PUBLIC CHARITYEDUCATIONAL$3,500
WOMEN'S COMMUNITY CLINIC
1833 FILLMORE STSAN FRANCISCOCA94115PUBLIC CHARITYCHARITABLE$100
YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650SAN FRANCISCOCA94111PUBLIC CHARITYCHARITABLE$200
YOUNG WOMENS CHORAL PROJECTS
P O BOX 170508SAN FRANCISCOCA94117PUBLIC CHARITYCHARITABLE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year205404TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$91ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$91ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA91TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSCHMIDT FAMILY LIVING TRUSTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1555 BRYANT STREETAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94301ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions526985AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description775 SHARES GOOGLE INCNoncashPropertyDescription
Fair Market Value526985FairMarketValue
Date Received2012-10-23DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategory
Amount$1,200Amount
Net Investment Income1200NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVEDescription
Revenue And Expenses Per Books48RevenueAndExpensesPerBooks
Net Investment Income48NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHMIDT FAMILY LIVING TRUSTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 BRYANT STREETAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94301ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE$9,03500
CALIFORNIA FILING FEES$1051050

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