TRAMIEL CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRAMIEL CHARITABLE TRUST (EIN 46-6354615)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-18
- IRS object ID
- 201321999349100712
- Schema version
- 2012v2.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-18T14:01:51-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vavrinek Trine Day & Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Sheridan Ave Suite 440 | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466354615 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRAMIEL CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRAM | NameControl |
| Phone | 6509493757 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 OLD ADOBE ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAM TRAMIEL | Name |
| Title | Trustee | Title |
| Date Signed | 2013-07-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard D Blake | Name |
| PTIN | P00105989 | PTIN |
| Phone | 6504620400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4310341 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 1087 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1087 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1087 | DividendsAdjNetIncm |
| Other Income Rev And Expnss | -9607 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -9607 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | -9607 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | -8520 | TotalRevenueAndExpenses |
| Total Net Investment Income | -8520 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | -8520 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 1029 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1029 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 1029 | LegalFeesAdjNetIncm |
| Taxes Rev And Expnss | 163 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 163 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 163 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1192 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1192 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1192 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16192 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1192 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1192 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24712 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 10000 | CashEOY |
| Cash EOYFMV | 10000 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 17657 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17657 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock EOY | 2928320 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3902312 | InvestmentsCorpStockEOYFMV |
| Investments Other EOY | 349206 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 380372 | InvestmentsOtherEOYFMV |
| Total Assets EOY | 3305183 | TotalAssetsEOY |
| Total Assets EOYFMV | 4310341 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings EOY | 3305183 | RetainedEarningsEOY |
| Total Net Assets EOY | 3305183 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3305183 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | -24712 | ExcessOfRevenueOverExpenses |
| Other Increases | 3329895 | OtherIncreases |
| Subtotal | 3305183 | Subtotal |
| Total Net Assets Fund Balances EOY | 3305183 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM TRAMIEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6509493757 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 OLD ADOBE ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| LEONARD TRAMIEL | ||||||
| 767 ADDISON AVENUE | PALO ALTO | CA | 94301 | CO-TRUSTEE | 0.00 | 0 |
| GARRY TRAMIEL | ||||||
| 4 SUSAN GALE COURT | MENLO PARK | CA | 94025 | CO-TRUSTEE | 0.00 | 0 |
| SAM TRAMIEL | ||||||
| 4160 OLD ADOBE ROAD | PALO ALTO | CA | 94306 | CO-TRUSTEE | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1090765 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3560 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1094325 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1094325 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16415 | CashDeemedCharitable |
| Net Noncharitable Assets | 1077910 | NetNoncharitableAssets |
| Minimum Investment Return | 53896 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53896 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 53896 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 53896 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 53896 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15000 | ExpensesAndContributions |
| Qualifying Distributions | 15000 | QualifyingDistributions |
| Adj Qualifying Distributions | 15000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53896 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 15000 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15000 | AppliedToCurrentYear |
| Undistributed Income CY | 38896 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| FJC JEWISH COMM OF POLAND FUND | ||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 870 MARKET STREET SUITE 1015 | SAN FRANCISCO | CA | 94102 | 501(C)(3) | TO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,087 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| INERGY MIDSTREAM LP | 14 | -$843 |
| HOLLY ENERGY PARTNERS LP | 14 | -$8,764 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$8,520 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -8520 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ESTATE OF JACK TRAMIEL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 OLD ADOBE ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4134674 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | VARIOUS STOCK AND SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 4091882 | FairMarketValue |
| Date Received | 2012-11-26 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 253550 | 261200 |
| AEGON NV 8% | 130163 | 139900 |
| SUNCOR ENERGY INC | 258317 | 274064 |
| RETAIL PPTYS AMER CL-A | 19361 | 26334 |
| PHILLIPS 66 COM | 1216512 | 1869120 |
| MEDICAL PROPERTIES TRUST INC | 179400 | 239200 |
| HSBC HOLDINGS PLC SPON | 436675 | 530700 |
| DDR CORP COM | 147863 | 162238 |
| CITIGROUP INC | 286479 | 399556 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INERGY MIDSTREAM | AT COST | 209233 | 222500 |
| HOLLY ENERGY PARTNERS LP | AT COST | 139973 | 157872 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST ADMINISTRATION FEES | Category |
| Amount | $1,029 | Amount |
| Net Investment Income | 1029 | NetInvestmentIncome |
| Adjusted Net Income | 1029 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INERGY MIDSTREAM LP | -843 | -843 | -843 |
| HOLLY ENERGY PARTNERS LP | -8764 | -8764 | -8764 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAID IN TRUST PRINCIPAL | Description |
| Amount | $3,329,895 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ESTATE OF JACK TRAMIEL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 OLD ADOBE ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $163 | Amount |
| Net Investment Income | 163 | NetInvestmentIncome |
| Adjusted Net Income | 163 | AdjustedNetIncome |