THE JOAN AND LEWIS PLATT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE JOAN AND LEWIS PLATT FOUNDATION (EIN 20-8868425)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-18
- IRS object ID
- 201731089349100008
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T10:15:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 208868425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOAN AND LEWIS PLATT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 6505293499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PINON DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940287323 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN PLATT | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 6505293499 | PhoneNum |
| Signature | 2017-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2017-04-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-18 | IPDt |
| IP Tm | 08:07:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E51DEB8025EDE220F0D57DC940EF88C4F838B22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $162,937 | 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 | $360,592 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $934,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $369,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,785 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $644 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $644 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $938 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,812 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $498 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,749 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $510,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $510,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$214,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,353 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $83,945 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,447 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,046 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $251,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,538 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $360,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $360,520 | RetainedEarningBOYAmt |
| Retained Earning EOY | $145,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,520 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $360,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,520 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$214,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $145,927 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $934,241 | $779,361 | $154,880 | $154,880 | |
| CAPITAL GAINS DIVIDENDS | $66 | $66 | $66 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,946 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $418,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.403353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $364,019 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $366,878 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.992207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $578,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.238283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,287 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $871,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.454835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,442 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,079,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160724 | DistributionYr5Rt |
| Total Distribution | 2.249402 | TotalDistributionRt |
| Average Distribution | 0.449880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $354,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,686 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $582,240 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,596 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOAN PLATT | IndividualWithBooksNm |
| Phone | 6505293499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PINON DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940287323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN PLATT | ||||||||
| 127 PINON DRIVE | PORTOLA VALLEY | CA | 94028 | CHAIRPERSON/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALLAN JACOBI | ||||||||
| 417 MONTGOMERY ST 3RD FLOOR | SAN FRANCISCO | CA | 94104 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| HILLARY MARGOLIS | ||||||||
| 127 PINON DRIVE | PORTOLA VALLEY | CA | 94028 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVE NW STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $68,749 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $284,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $360,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $354,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,582 | TotalTaxAmt |
| Distributable Before Adj | $16,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,166 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,166 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $582,240 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,582 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $580,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,805 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $346,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,077,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,166 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $566,074 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,643,272 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $120,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,523,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,805 | ExcessFromYear4Amt |
| Excess From Year3 | $109,448 | ExcessFromYear3Amt |
| Excess From Year2 | $346,379 | ExcessFromYear2Amt |
| Excess From Year1 | $148,391 | ExcessFromYear1Amt |
| Excess From Current Year | $566,074 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||
| 1301 CONNECTICUT AVE NW STE 400 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $85,000 |
| TOSTAN | |||||||
| 641 S STREET NW 3RD FLOOR | WASHINGTON | DC | 20001 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| JUST VISION | |||||||
| 1616 P STREET NW STE 340 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BRITDOC BRITDOC INC | |||||||
| 20 JAY STREET SUITE 1008 | BROOKLYN | NY | 11201 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| LAST MILE HEALTH BRITDOC INC | |||||||
| 20 JAY STREET SUITE 1008 | BROOKLYN | NY | 11201 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| SUNDANCE INSTITUTE | |||||||
| 5900 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90036 | N/A | PC | PROGRAM SUPPORT | $45,000 |
| SCHWAB CHARITABLE GIFT FUND | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | N/A | PC | PROGRAM SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $510,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,089 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JOAN PLATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PINION DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $360,592 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLICLY TRADED SECURITIES. | NoncashPropertyDesc |
| Fair Market Value | $356,842 | FairMarketValueAmt |
| Received | 2016-05-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,812 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTIONS TO A DONOR-ADVISED FUND | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE DISTRIBUTION OF $250,000 WAS MADE TO A DONOR ADVISED FUND AT CHARLES SCHWAB OVER WHICH ONEOF THE DIRECTORS HAS ADVISORY PRIVILEGES. THE FOUNDATION TREATED THIS DISTRIBUTION AS A QUALIFYING DISTRIBUTION BECAUSETHE FUNDS WILL BE DIRECTED TO SIMILAR IF NOT THE SAME PUBLICCHARITIES THAT THE FOUNDATION GRANTS TO. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,731.082 SHS BLACKROCK TOTAL RETURN | BondNm |
| EOY Book Value | $20,447 | EOYBookValueAmt |
| EOYFMV | $20,046 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,006.034 SHS DFA COMMODITY STRATEGY | AT COST | $6,060 | $6,026 |
| 695.555 SHS DFA INTL REAL ESTATE | AT COST | $2,924 | $3,269 |
| 371.282 SHS NEUBERGER BERMAN ABSOL | AT COST | $3,916 | $3,843 |
| 516.339 SHS PIMCO ALL ASSET INSTL | AT COST | $5,542 | $5,757 |
| 503.831 SHS PIMCO MULTI STRAT ALT FD | AT COST | $4,926 | $4,912 |
| 1,628.403 SHS VANGUARD FTSE SOCIAL | AT COST | $8,570 | $23,286 |
| 59 SHS ISHARES TIPS BOND | AT COST | $6,159 | $6,677 |
| 389 SHS VANGUARD FTSE ALL WORLD | AT COST | $16,604 | $17,186 |
| 242 SHS VANGUARD FTSE EMERGING | AT COST | $9,037 | $8,659 |
| 96 SHS VANGUARD REIT ETF | AT COST | $6,389 | $7,923 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $644 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $644 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $498 | $498 | $0 |
| MANAGEMENT FEES | $68,749 | $0 | $68,749 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $495 | $0 | $0 |
| FOREIGN TAXES | $103 | $103 | $0 |