THE@BRADFORD & LAUREN KOENIG FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRADFORD & LAUREN KOENIG FOUNDATION (EIN 13-3993307)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349101626
- Schema version
- 2016v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:54:14-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133993307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRADFORD & LAUREN KOENIG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SEILER LLP | InCareOfNm |
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SEILER LLP3 LAGOON DRIVE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940651565 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADFORD KOENIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.97.82.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94293920173185000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A7F1DB048A26177136EDC980A236BAF1DBCF177C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1C87D4AE8A0A04F0CD2ABD349A6388E0D7ACFF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,542,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,640 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,053 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $271 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $49,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,605 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,803 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,802 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,030 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $654,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $654,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $687,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $660,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$637,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,950 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,232 | CorporateStockBOYAmt |
| Corporate Stock EOY | $990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,011,764 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $449,572 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $449,572 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $407,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,031,431 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,184,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,042,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,542,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,184,286 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,042,512 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,184,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,042,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,184,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,042,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,184,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$637,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $495,965 | OtherIncreasesAmt |
| Subtotal | $1,042,512 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,042,512 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $457,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,211,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $716,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,240,673 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.22096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,195,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,599,650 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.125027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $551,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,596,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.345656 | DistributionYr5Rt |
| Total Distribution | 0.969641 | TotalDistributionRt |
| Average Distribution | 0.193928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,773,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $731,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $296 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $731,994 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $660,211 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $592 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $592 | SubtotalAmt |
| Tax Based On Investment Income | $592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $271 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,271 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $1,672 | OverpaymentAmt |
| Applied To ES Tax | $1,672 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503654646 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LAGOON DRIVE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940651565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADFORD KOENIG | ||||||||
| C/O SEILER LLP3 LAGOON DRIVE 400 | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0.0 | $0 | $0 | $0 |
| LAUREN KOENIG | ||||||||
| C/O SEILER LLP3 LAGOON DRIVE 400 | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,724,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $969,051 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,830,500 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,830,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,773,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $592 | TotalTaxAmt |
| Distributable Before Adj | $188,060 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $188,060 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $188,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $660,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $660,211 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $660,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,060 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $474,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $189,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $574,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $298,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,658,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $660,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $188,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $472,151 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,131,077 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $474,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,656,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,197 | ExcessFromYear4Amt |
| Excess From Year3 | $189,561 | ExcessFromYear3Amt |
| Excess From Year2 | $574,595 | ExcessFromYear2Amt |
| Excess From Year1 | $298,787 | ExcessFromYear1Amt |
| Excess From Current Year | $472,151 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADFORD LAUREN KOENIG | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SACRED HEART SCHOOLS | ||||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | UNRESTRICTED | $36,167 | |
| Dartmouth College | ||||||||
| 6066 development office | HANOVER | NH | 03755 | NONE | PC | koening family endowment fund | $501,207 | |
| US NAVAL ACADEMY FOUNDATION | ||||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | PC | UNRESTRICTED | $25,000 | BEACH HALL |
| BAY AREA LYME FOUNDATION | ||||||||
| 884 PORTOLA ROAD SUITE A7 | PORTOLA VALLEY | CA | 94028 | NONE | PC | UNRESTRICTED | $10,000 | |
| FAMILY REACH FOUNDATION | ||||||||
| 2001 US-46 310 | PARSIPPANYTROY HILLS | NJ | 07054 | NONE | PC | UNRESTRICTED | $25,000 | |
| ALZHEIMERS DISEASE & RELATED DISORDERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $25,000 | |
| DREAM CORPS | ||||||||
| 1611 TELEGRAPH AVENUE SUITE 600 | OAKLAND | CA | 94612 | NONE | PC | UNRESTRICTED | $10,000 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 NORTH RENGSTORFF AVENUE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | UNRESTIRCTED | $17,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $654,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $341 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $271 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,665 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRADFORD AND LAUREN KOENIG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SEILER LLP 3 LAGOON DRIVE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,640 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $11,605 | Amt |
| Net Investment Income | $5,803 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,802 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 400,000 FV NEW ALBERTSONS, INC | BondNm |
| EOY Book Value | $449,572 | EOYBookValueAmt |
| EOYFMV | $407,800 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 17,486 SH FACEBOOK INC. | StockNm |
| EOY Book Value | $990 | EOYBookValueAmt |
| EOYFMV | $2,011,764 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8,715 SH SELIGMAN TECH | AT COST | ||
| SPECTRUM FUND | AT COST | $500,000 | $1,031,431 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $271 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN THE COST BASIS AND | $0 |
| FMV OF STOCKS GRANTED TO CHARITY | $495,965 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $21,030 | Amt |