STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@BRADFORD & LAUREN KOENIG FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE@BRADFORD & LAUREN KOENIG FOUNDATION (EIN 13-3993307)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349104819
Schema version
2018v3.1
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)
Return2019-11-15T17:59:59-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEILER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1THREE LAGOON DR STE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94065ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133993307EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRADFORD & LAUREN KOENIG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SEILER LLPInCareOfNm
Business Name ControlBRADBusinessNameControlTxt
Phone6503654646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SEILER LLP3 LAGOON DRIVE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940651565ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADFORD KOENIGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503654646PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE D MARINOSPreparerPersonNm
PTINP00305572PTIN
Phone6503654646PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.203.59.194IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id94293920193195000017FederalOriginalSubmissionId
Federal Original Submission Id2019-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0D8475C06E4721747ACF429EDD9CF917A74A2A75AtSubmissionCreationDeviceId
At Submission Filing Device IdEACF6BF6391E1601CDF38CF9BCADE17E4D321AE7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,790,474FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,980ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,627DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,627DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$30,890NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147,863GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,362OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$8,092TotalRevAndExpnssAmt
Total Net Invst Incm$27,640TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$9,945AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,973AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,972AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,362TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,342TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,007TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,741,986ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,741,986ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,753,328TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,973TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,746,993TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,745,236ExcessRevenueOverExpensesAmt
Net Investment Income$22,667NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,184SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,688SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,688SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$0AcctRcvblAmt
Acct Rcvbl BOY$2,000AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Corporate Stock BOY$606CorporateStockBOYAmt
Corporate Stock EOY$145CorporateStockEOYAmt
Corporate Stock EOYFMV$335,590CorporateStockEOYFMVAmt
Corporate Bonds BOY$449,572CorporateBondsBOYAmt
Corporate Bonds EOY$264,123CorporateBondsEOYAmt
Corporate Bonds EOYFMV$200,808CorporateBondsEOYFMVAmt
Other Investments BOY$500,000OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,249,388OtherInvestmentsEOYFMVAmt
Total Assets BOY$959,362TotalAssetsBOYAmt
Total Assets EOY$768,956TotalAssetsEOYAmt
Total Assets EOYFMV$1,790,474TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$959,362CapitalStockBOYAmt
Capital Stock EOY$768,956CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$959,362TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$768,956TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$959,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$768,956TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$959,362TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,745,236ExcessRevenueOverExpensesAmt
Other Increases$1,554,830OtherIncreasesAmt
Subtotal$768,956SubtotalAmt
Tot Net Ast Or Fund Balances EOY$768,956TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50000 SHS NEW ALBERTSON'S INCD2001-06-132018-02-05$46,945$54,205-$7,260-$7,260
115000 SHS NEW ALBERTSON'S INCD2001-06-132018-05-08$100,918$124,548-$23,630-$23,630
FieldValueIRS element (for citing)
Capital Gain Net Income-$30,890CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,158,321AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,629,758NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.319118DistributionYr1Rt
Adjusted Qlfy Distri Yr2$660,211AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,773,042NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.174981DistributionYr2Rt
Adjusted Qlfy Distri Yr3$457,645AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,211,401NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.142506DistributionYr3Rt
Adjusted Qlfy Distri Yr4$716,059AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,240,673NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.22096DistributionYr4Rt
Adjusted Qlfy Distri Yr5$297,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,195,704NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.135492DistributionYr5Rt
Total Distribution0.993057TotalDistributionRt
Average Distribution0.198611AverageDistributionRt
Net Vl Noncharitable Assets$2,490,663NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$494,673AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$227NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$494,900AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,746,993QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$227InvestmentIncomeExciseTaxAmt
Subtotal$227SubtotalAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,362EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,362TotalPaymentsAndCreditsAmt
Overpayment$2,135OverpaymentAmt
Applied To ES Tax$2,135AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SEILER LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503654646PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 LAGOON DRIVE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940651565ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRADFORD KOENIG
C/O SEILER LLP3 LAGOON DRIVE 400REDWOOD CITYCA940651565TRUSTEE--AS NEEDED0$0$0$0
LAUREN KOENIG
C/O SEILER LLP3 LAGOON DRIVE 400REDWOOD CITYCA940651565TRUSTEE--AS NEEDED0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,241,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,023AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,251,935FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,528,592TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,528,592AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,929CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,490,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,533MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,533MinimumInvestmentReturnAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Total Tax$227TotalTaxAmt
Distributable Before Adj$124,306DistributableBeforeAdjAmt
Distributable Before Ded$124,306DistributableBeforeDedAmt
Distributable As Adjusted$124,306DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,746,993ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,746,993QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$227PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,746,766AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,306DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$189,561ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$574,595ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$298,787ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$472,151ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$977,453ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,512,547TotalExcessDistributionCyovAmt
Qualifying Distributions$1,746,993QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$124,306AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,622,687RemainingDistriFromCorpusAmt
Total Corpus$4,135,234TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$189,561ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,945,673ExcessDistriCyovToNextYrAmt
Excess From Year4$574,595ExcessFromYear4Amt
Excess From Year3$298,787ExcessFromYear3Amt
Excess From Year2$472,151ExcessFromYear2Amt
Excess From Year1$977,453ExcessFromYear1Amt
Excess From Current Year$1,622,687ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRADFORD LAUREN KOENIGContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SACRED HEART SCHOOLS
150 VALPARAISO AVENUEATHERTONCA94027NONEPCUNRESTRICTED$194,389
Dartmouth College
6066 development officeHANOVERNH03755NONEPCkoening family endowment fund$361,778
FAMILY REACH FOUNDATION
2001 US-46 310PARSIPPANYTROY HILLSNJ07054NONEPCUNRESTRICTED$20,000
coaching corps
310 8th street suite 300oaklandCA94607nonePCunrestricted$20,000
stanford university
326 galvez streetstanfordCA943056105nonePCunrestricted$374,060
Dream Program Inc
30 COMMUNITY DRIVESOUTH BURLINGTONVT05403NONEPCUNRESTRICTED$5,000
Alzheimer's Association
2290 N 1st Street Suite 101San JoseCA95131NONEPCUNRESTRICTED$25,000
Ronald McDonald House
520 Sand Hill RoadPalo AltoCA94304NONEPCUNRESTRICTED$10,000
Dartmouth College
6066 development officeHANOVERNH03755NONEPCField House$537,423
ALS Therapy Development Institute
300 Technology Square Suite 400CambridgeMA02139NONEPCUNRESTRICTED$30,000
Boys & Girls Clubs
401 Pierce RoadMenlo ParkCA94025NONEPCUNRESTRICTED$10,000
Dartmouth College
6066 development officeHANOVERNH03755NONEPCFriends of Football$5,000
Dartmouth College
6066 development officeHANOVERNH03755NONEPCUNRESTRICTED$10,000
Tipping Point Community
220 Montgomery Street Suite 850San FranciscoCA94104NONEPCUNRESTRICTED$10,000
Stanford University
326 galvez streetstanfordCA943056105NONEPCThe Lauren and Bradford Koenig Cardinal Service Fund$91,796
Stanford University
326 galvez streetstanfordCA943056105NONEPCThe Buck/Cardinal Club Fund$2,540
LifeMoves
181 Constitution DriveMenlo ParkCA94025NONEPCUNRESTRICTED$30,000
Notre Dame University
1100 Grace HallNotre DameIN46556NONEPCUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,741,986TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,627ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$30,890ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$1,362ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,888ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,888TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBRADFORD AND LAUREN KOENIGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O SEILER LLP 3 LAGOON DRIVE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94065ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,980TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$9,945Amt
Net Investment Income$4,973NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,972DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond235,000 FV NEW ALBERTSONS, INCBondNm
EOY Book Value$264,123EOYBookValueAmt
EOYFMV$200,808EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock2560 SH FACEBOOK INC.StockNm
EOY Book Value$145EOYBookValueAmt
EOYFMV$335,590EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8,715 SH SELIGMAN TECHAT COST
SPECTRUM FUNDAT COST$500,000$1,249,388

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$1,362RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN THE COST BASIS AND$0
FMV OF STOCKS GRANTED TO CHARITY$1,561,524
ADJUSTMENT-$6,694

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,362Amt