BETA

WENDELL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WENDELL FAMILY FOUNDATION (EIN 94-3374830)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202601359349102850
Schema version
2025v4.1
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)
Return2026-05-15T11:30:12-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133050313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SACKS PRESS & LACHER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100161901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943374830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WENDELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWENDBusinessNameControlTxt
Phone6508541000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 SUTTER CREEK LNAddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945832671ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER WENDELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6508541000PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY D LACHERPreparerPersonNm
PTINP00192831PTIN
Phone2126826640PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,974,023FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$72,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,690DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,305,220NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,495,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,137,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,377,910TotalRevAndExpnssAmt
Total Net Invst Incm$2,210,249TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,658TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$902,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$902,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$915,608TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$902,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$462,302ExcessRevenueOverExpensesAmt
Net Investment Income$2,208,249NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$323,385CashBOYAmt
Cash EOY$115,139CashEOYAmt
Cash EOYFMV$115,139CashEOYFMVAmt
Sav And Temp Cash Invst BOY$275,044SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,135,923SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,135,923SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,819,679CorporateStockBOYAmt
Corporate Stock EOY$629,348CorporateStockEOYAmt
Corporate Stock EOYFMV$1,722,961CorporateStockEOYFMVAmt
Total Assets BOY$2,418,108TotalAssetsBOYAmt
Total Assets EOY$2,880,410TotalAssetsEOYAmt
Total Assets EOYFMV$3,974,023TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,418,108RetainedEarningBOYAmt
Retained Earning EOY$2,880,410RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,418,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,880,410TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,418,108TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,880,410TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,418,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$462,302ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,880,410SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,880,410TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$1,248,188$354,486$893,702$893,702
DATABRICKS 13485 SHS$1,247,363$3,506$1,243,857$1,243,857D2002-12-082025-03-07
FieldValueIRS element (for citing)
Capital Gain Net Income$2,137,559CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30,695InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,695SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,695TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$18,695TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTAXPAYERIndividualWithBooksNm
Phone6506456220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1830 SUTTER CREEK LNAddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583PRESIDENT, DIRECTOR, SECY4.00$0$0$0
LYNN WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR2.00$0$0$0
CHRISTOPHER WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR0.25$0$0$0
BRIAN WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR0.25$0$0$0
JENNIFER LENTZ
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR0.25$0$0$0
EMILY WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR0.25$0$0$0
PATRICK WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR0.25$0$0$0
CAROLYN A WENDELL
830 SUTTER CREEK LNSAN RAMONCA94583DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,341,777AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$443,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,785,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,785,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,784CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,713,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$235,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$235,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,695TaxBasedOnInvestmentIncomeAmt
Total Tax$30,695TotalTaxAmt
Distributable Before Adj$204,997DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$204,997DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$204,997DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$902,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$902,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$204,997DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$429,415ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$430,759ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$613,971ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$561,600ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$696,243ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,731,988TotalExcessDistributionCyovAmt
Qualifying Distributions$902,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$204,997AppliedToCurrentYearAmt
Remaining Distri From Corpus$697,953RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,429,941TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$429,415ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,000,526ExcessDistriCyovToNextYrAmt
Excess From Year4$430,759ExcessFromYear4Amt
Excess From Year3$613,971ExcessFromYear3Amt
Excess From Year2$561,600ExcessFromYear2Amt
Excess From Year1$696,243ExcessFromYear1Amt
Excess From Current Year$697,953ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER WENDELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OU FOUNDATION
UNIVERSITY OF OKALHOMA FOUNDATIONPO BOX 258856OKLAHOMA CITYOK73125PCGENERAL PURPOSES$5,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA303031002PCGENERAL PURPOSES$250
SEASON OF SHARING FUND
901 MISSION STREETSAN FRANCISCOCA94103PCGENERAL PURPOSES$50,000
EPISCOPAL CHURCH OF ST MARY THE VIRGIN
2325 UNION STREETSAN FRANCISCOCA94123PCGENERAL PURPOSES$3,200
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACEPRINCETONNJ08540PCGENERAL PURPOSES$5,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL PURPOSES$185,000
GRASSROOTS SOCCER
15 LEBANON STREETHANOVERNH03755PCGENERAL PURPOSES$5,000
HARVARD BUSINESS SCHOOL
P O BOX 412275BOSTONMA022412275PCGENERAL PURPOSES$25,000
HARVARD BUISNESS SCHOOL MBA CLASS OF 1976 INC
315 PHIPPS POINT ROADWOOLWICHME04579PCGENERAL PURPOSES$25,000
HARVARD MAGAZINE
7 WARE STREETCAMBRIDGEMA02138PCGENERAL PURPOSES$500
JOHNS HOPKINS MEDICAL SCHOOL
550 NORTH BROADWAYBALTIMOREMD21205PCGENERAL PURPOSES$50,000
LEWIS W BUTLER FOUNDATION
1420 SUTTER STREET FL 1SAN FRANCISCOCA94109PCGENERAL PURPOSES$1,000
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494PCGENERAL PURPOSES$4,106
PRINCETON - FRIENDS OF LACROSSE
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PCGENERAL PURPOSES$1,000
PRINCETON BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540PCGENERAL PURPOSES$2,500
PRINCETON IN AFRICA
LOUIS A SIMPSON INTL BLDG PRINCETONUNIVERSITYPRINCETONNJ08530PCGENERAL PURPOSES$10,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCGENERAL PURPOSES$260,000
REST OF THE WORLD
101 GREENWICH STREETNEW YORKNY10006PCGENERAL PURPOSES$1,044
ST PAUL'S EPISCOPAL CHURCH
100 PINE HILL ROADBEDFORDMA01730PCGENERAL PURPOSES$78,500
TEN STRANDS
330 IGNACIO BLVD SUITE 201NOVATOCA94949PCGENERAL PURPOSES$2,000
THE EXPLORATORIUM
PIER 17SAN FRANCISCOCA94111PCGENERAL PURPOSES$25,000
UCSF FOUNDATION
P O BOX 45339SAN FRANCISCOCA94145PCGENERAL PURPOSES$51,000
UNIVERSITY HIGH SCHOOL
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$4,000
US LACROSSE
2 LOVETON CIRCLESPARKSNV21152PCGENERAL PURPOSES$2,500
UTEC
15 WARREN STREETLOWELLMA01852PCGENERAL PURPOSES$1,000
SANCTUARY FOR FAMILIES
DEVELOPMENT DEPT PO BOX 1406NEW YORKNY10268PCGENERAL PURPOSES$5,000
SMALL POINT SUMMER SCHOOL
10 SPRAGUE ROADPHIPPSBURGME04562PCGENERAL PURPOSES$2,500
CATDC
THE BAY SCHOOL 35 KEYES AVENUESAN FRANCISCOCA94129PCGENERAL PURPOSES$2,500
MISSION DOLORES ACADEMY
3371 16TH STREETSAN FRANCISCOCA94114PCGENERAL PURPOSES$5,000
SAN FRANCISCO EDUCATION FUND
5650 MISSION STREETSAN FRANCISCOCA94105PCGENERAL PURPOSES$5,000
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
1156 15TH STREET NWWASHINGTONDC20005PCGENERAL PURPOSES$5,000
MILAAN FOUNDATION
2926 MARFITT ROADEAST LANSINGMI48823PCGENERAL PURPOSES$5,000
SAN FRANCISCO BALLET
455 FRANKLIN STREETSAN FRANCISCOCA94102PCGENERAL PURPOSES$10,000
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131PCGENERAL PURPOSES$250
EDGEWOOD CENTER
1801 VICENTE STREETSAN FRANCISCOCA94116PCGENERAL PURPOSES$1,000
THE LITTLE SCHOOL
1520 LYON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$10,000
MARIN COUNTRY DAY SCHOOL
5221 PARADISE DRIVECORTE MADERACA94925PCGENERAL PURPOSES$10,000
PRINCETON UNIVERSITY RUGBY ENDOWMENT
PRINCETON UNIVERSITY JADWIN GYMPRINCETONNJ08544PCGENERAL PURPOSES$2,500
EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT STREETBOSTONMA02111PCGENERAL PURPOSES$5,000
SJOGREN'S FOUNDATION
10701 PARKRIDGE BLVDRESTENVA20191PCGENERAL PURPOSES$2,500
THE HAMLIN SCHOOL
2120 BROADWAYSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL PURPOSES$2,500
CAMINAR
1410 MARSHALL STREETREDWOOD CITYCA94603PCGENERAL PURPOSES$1,000
PALO ALTO PLAYERS
1305 MIDDLEFIELD ROADPALO ALTOCA94301PCGENERAL PURPOSES$2,500
LITERACY VOLUNTEERS
PO BOX 235WESTERLYRI02891PCGENERAL PURPOSES$1,000
INTERFAITH CENTER AT THE PRESIDIO
PO BOX 29055SAN FRANCISCOCA94129PCGENERAL PURPOSES$100
CURE ALZHEIMER'S FUND
34 WASHINGTON STREETWELLESLEYMA02481PCGENERAL PURPOSES$500
LET'S SHARE THE SUN FOUNDATION
165 JORDAN ROADTROYNY12180PCGENERAL PURPOSES$2,500
PARENTS ASSOCIATION OF KIDS INTO SPEAKING SPANISH
1650 MOUNTAIN BOULEVARDOAKLANDCA94611PCGENERAL PURPOSES$10,000
AMERICAN INDIA FOUNDATION
216 E 45TH STREET 7TH FLNEW YORKNY10017PCGENERAL PURPOSES$10,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVE SUITE 100MOUNTAIN VIEWCA94043PCGENERAL PURPOSES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$902,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,690ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,305,220ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,377,910ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,377,910TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySACKS PRESS & LACHERCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUST, SERIES 1$324,290$1,030,812
SPDR S&P ETF TRUST$305,058$692,149

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES$343$0$0
FEDERAL EXCISE$10,315$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.