SNOW CHARITABLE TRUST: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SNOW CHARITABLE TRUST (EIN 94-6690136)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-03-20
IRS object ID
201330799349100208
Schema version
2011v1.5
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)
Timestamp2013-03-20T19:29:39-05:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN263839190EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BURR PILGER MAYER INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12001 NORTH MAIN STREET SUITE 360AddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code94596ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN946690136EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SNOW CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSNOWNameControl
Phone9259540100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946181734ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEVE SNOWName
TitleMANAGERTitle
Phone9259540100Phone
Date Signed2013-03-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePHIL LEIBOWITZName
PTINP00004275PTIN
Phone9252961040Phone
Date Prepared2013-03-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY35544FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100920ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-8931NetGainSaleAssetsRevAndExpnss
Gross Sales Price92000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm75507CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses91990TotalRevenueAndExpenses
Total Net Investment Income75508TotalNetInvestmentIncome
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 Expnss1150AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm288AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1160TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm288TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss59898ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps59898ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss61058TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm288TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps59898TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses30932ExcessOfRevenueOverExpenses
Net Investment Income75220NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY-1CashEOY
Cash EOYFMV-1CashEOYFMV
Savings And Temp Cash Invst BOY4012SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY35545SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV35545SavingsAndTempCashInvstEOYFMV
Total Assets BOY4012TotalAssetsBOY
Total Assets EOY35544TotalAssetsEOY
Total Assets EOYFMV35544TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY10750CapitalStockBOY
Capital Stock EOY10750CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-6738RetainedEarningsBOY
Retained Earnings EOY24794RetainedEarningsEOY
Total Net Assets BOY4012TotalNetAssetsBOY
Total Net Assets EOY35544TotalNetAssetsEOY
Total Liabilities Net Assets BOY4012TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY35544TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4012TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses30932ExcessOfRevenueOverExpenses
Other Increases600OtherIncreases
Subtotal35544Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY35544TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset4,000 SH ARIAD PHARMACEUTICALSDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2012-10-17DateAcquired
Date Sold2012-10-19DateSold
Gross Sales Price92000GrossSalesPrice
Cost Or Other Basis16493CostOrOtherBasis
Gain Or Loss75507GainOrLoss
Gains Minus Excess Or Losses75507GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income75507CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year178165QualifyingDistributionsYear1
Noncharitable Assets Year118402NoncharitableAssetsYear1
Distribution Ratio Year14.247636DistributionRatioYear1
Qualifying Distributions Year26680QualifyingDistributionsYear2
Noncharitable Assets Year267318NoncharitableAssetsYear2
Distribution Ratio Year20.099231DistributionRatioYear2
Qualifying Distributions Year374181QualifyingDistributionsYear3
Noncharitable Assets Year328240NoncharitableAssetsYear3
Distribution Ratio Year32.626806DistributionRatioYear3
Qualifying Distributions Year448362QualifyingDistributionsYear4
Noncharitable Assets Year464642NoncharitableAssetsYear4
Distribution Ratio Year40.748151DistributionRatioYear4
Qualifying Distributions Year5108090QualifyingDistributionsYear5
Noncharitable Assets Year5137427NoncharitableAssetsYear5
Distribution Ratio Year50.786527DistributionRatioYear5
Total Distribution Ratio8.508351TotalDistributionRatio
Average Distribution Ratio1.701670AverageDistributionRatio
Net Noncharitable Assets11671NetNoncharitableAssets
Adjusted Noncharitable Assets19860AdjustedNoncharitableAssets
One Percent Net Investment Income752OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One20612AdjNonchrtblAssetsAndOnePct
Qualifying Distributions59898QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax752InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal752Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income752TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Tax Due752TaxDue

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 Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9252961040BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line15620 MARGARIDO DRIVEAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946181734ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
STEPHEN A SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE1.00000
CYNTHIA SNOW
5620 MARGARIDO DRIVEOAKLANDCA946181734TRUSTEE1.00000
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 Balances11849AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets11849TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets11849AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable178CashDeemedCharitable
Net Noncharitable Assets11671NetNoncharitableAssets
Minimum Investment Return584MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return584MinimumInvestmentReturn
Tax Based On Investment Income752TaxBasedOnInvestmentIncome
Total Tax752TotalTax
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 Contributions59898ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions59898QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm752OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions59146AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5101639ExcessDistriCarryoverYear5
Excess Distri Carryover Year445606ExcessDistriCarryoverYear4
Excess Distri Carryover Year373645ExcessDistriCarryoverYear3
Excess Distri Carryover Year23914ExcessDistriCarryoverYear2
Excess Distri Carryover Year177245ExcessDistriCarryoverYear1
Total Excess Distri Carryover302049TotalExcessDistriCarryover
Qualifying Distributions59898QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus59898RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus361947TotalCorpus
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 Year5101639ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year260308ExcessDistriCyovToNextYear
Excess From Year445606ExcessFromYear4
Excess From Year373645ExcessFromYear3
Excess From Year23914ExcessFromYear2
Excess From Year177245ExcessFromYear1
Excess From Current Year59898ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN A SNOWContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AURORA THEATRE
2081 ADDISONBERKELEYCA94704OTHER PUBLIC CHARITYGENERAL OPERATIONS$21,650
BERKELEY REPERTORY THEATRE
2025 ADDISON STBERKELEYCA94704OTHER PUBLIC CHARITYGENERAL OPERATIONS$1,500
OAKLAND MUSEUM
1000 OAK STREETOAKLANDCA94607OTHER PUBLIC CHARITYGENERAL OPERATIONS$60
HILLCREST PTA
30 MARGUERITE DRIVEOAKLANDCA94618OTHER PUBLIC CHARITYGENERAL OPERATIONS$188
SF CHRONICLE SEASON OF SHARING
901 MISSION STREETSAN FRANCISCOCA94103OTHER PUBLIC CHARITYGENERAL OPERATIONS$35,000
TEMPLE SINAI FIRST HEBREW CONGREGATION
2808 SUMMIT STREETOAKLANDCA94609OTHER PUBLIC CHARITYGENERAL OPERATIONS$500
GEORGE WASHINGTON HILLEL
2300 H STREET NWWASHINGTONDC20052OTHER PUBLIC CHARITYGENERAL OPERATIONS$500
GEORGE WASHINGTON HATCHET
2140 G STREET NWWASHINGTONDC20001OTHER PUBLIC CHARITYGENERAL OPERATIONS$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year59898TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$8,931ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion-$8,930ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-8930TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,150Amount
Net Investment Income288NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionFEDERAL TAX REFUNDDescription
Amount$600Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryREGISTRY OF CHARITABLE TRUSTSCategory
Amount$10Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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