PETER E SILLS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PETER E SILLS FAMILY FOUNDATION (EIN 46-4260360)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-07
- IRS object ID
- 201531279349101288
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T18:36:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261367143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVOLIO & TALLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 CALIFORNIA ST STE 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464260360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER E SILLS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4158179917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 SUTTER STREET NO 689 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941040689 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE SILLS | PersonNm |
| Person Title | PRESIDENT, SECRETARY, TREASURER | PersonTitleTxt |
| Phone | 4158179917 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S TALLMAN | PreparerPersonNm |
| PTIN | P00625362 | PTIN |
| Phone | 4159561750 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,014,119 | 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 | $146 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $630,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,087,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $630,579 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $655,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $654,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,360 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,390 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,275 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $258 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,962 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $533,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $647,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $50,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,269 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $456,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $941,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $963,850 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $456,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $991,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,119 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,793 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,793 | 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 | $456,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $989,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $456,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $989,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $456,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $991,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $456,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $533,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $989,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $989,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 22,000 SHS COMCAST CORP | D | 2011-08-29 | 2014-01-02 | $1,087,076 | $456,500 | $630,576 | $630,576 |
| 0.42 SHS SEVENTY SEVEN ENERGY INC COM | P | 2014-02-12 | 2014-06-30 | $11 | $8 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $630,579 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,080,900 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,025,805 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,835 | 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 | $6,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,474 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PESILLSFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BLAKE R SILLS | IndividualWithBooksNm |
| Phone | 4158179917 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MISSION STREET UNIT 28A | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PETER E SILLS | ||||||||
| 26 MAKIN GRADE | KENTFIELD | CA | 94904 | DIRECTOR & CHAIRMAN | 0.00 | $0 | $0 | $0 |
| BLAKE R SILLS | ||||||||
| 301 MISSION STREET UNIT 28A | SAN FRANCISCO | CA | 94105 | PRESIDENT, SECRETARY, TREA | 2.00 | $2,780 | $0 | $0 |
| HILARY WEHLITZ | ||||||||
| 10 LUPINE AVENUE APT 22 | SAN FRANCISCO | CA | 94118 | VP - DEVELOPMENT | 1.00 | $580 | $0 | $0 |
| DAVID S TALLMAN | ||||||||
| 255 CALIFORNIA STREET SUITE 400 | SAN FRANCISCO | CA | 94111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DENISE CASTLE | ||||||||
| 435 LOS CERROS DRIVE | GREENBRAE | CA | 94904 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT TOMASELLO | ||||||||
| 425 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $761,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $279,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,041,426 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,041,426 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,025,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,474 | TotalTaxAmt |
| Distributable Before Adj | $44,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,998 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,998 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,021 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,021 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $60,021 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER E SILLS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLAKE R SILLS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 SUTTER STREET 689 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941040689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4158179917 | RecipientPhoneNum |
| Recipient Email Address | BSILLS@PESILLSFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MICHIGAN HEALTH SYSTEMS | |||||||
| 1500 E MEDICAL CENTER DR | ANN ARBOR | MI | 48109 | N/A | 501(C)(3) | HSP RESEARCH | $65,000 |
| BOYS AND GIRLS CLUB OF TRACY | |||||||
| 753 W LOWELL AVE | TRACY | CA | 95376 | N/A | 501(C)(3) | YOUTH DEVELOPMENT SERVICES AND PROGRAMS | $5,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | N/A | 501(C)(3) | NARCOLEPSY RESEARCH | $20,000 |
| BOYS AND GIRLS CLUB OF STANISLAUS | |||||||
| 422 MCHENRY AVE | MODESTO | CA | 95354 | N/A | 501(C)(3) | SUMMER BRAIN GAIN PROGRAM | $2,500 |
| CAMP PHOENIX | |||||||
| 423 7TH STREET SUITE 213 | OAKLAND | CA | 94607 | N/A | 501(C)(3) | GENERAL APPROPRIATION | $2,500 |
| FAMILY HOUSE INC | |||||||
| 50 IRVING STREET | SAN FRANCISCO | CA | 94122 | N/A | 501(C)(3) | GROCERIES, PRESCRIPTIONS, AND OTHER NECESSITIES FOR CANCER PATIENTS WITH LOW INCOME | $5,000 |
| KIDS ENJOY EXERCISE NOW SF | |||||||
| PO BOX 191321 | SAN FRANCISCO | CA | 94119 | N/A | 501(C)(3) | GENERAL APPROPRIATION | $2,500 |
| SCHOOLS MENTORING AND RESOURCE TEAM | |||||||
| 1663 MISSION STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | 501(C)(3) | MIDDLE SCHOOL SUPPORT PROGRAM FOR EMOTIONAL AND SOCIAL SUPPORT FOR DISADVANTAGED STUDENTS | $2,500 |
| SPASTIC PARAPLEGIA FOUNDATION INC | |||||||
| PO BOX 1208 | FORTSON | GA | 318081208 | N/A | 501(C)(3) | GENERAL APPROPRIATION | $60 |
| AT THE CROSSROADS | |||||||
| 333 VALENCIA STREET 320 | SAN FRANCISCO | CA | 94103 | N/A | 501(C)(3) | GENERAL APPROPRIATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,560 | 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 | $24,743 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $630,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $655,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $655,322 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,680 | Amt |
| Net Investment Income | $3,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 22,000 SHS COMCAST CORP | $0 | $0 |
| 2,000 SHS ABB LTD | $48,983 | $42,300 |
| 500 SHS ABBOTT LABORATORIES | $19,215 | $22,510 |
| 1,000 SHS AMERICA MOVIL SA DE CV ADR | $21,304 | $22,180 |
| 1,500 SHS AT&T | $50,117 | $50,385 |
| 1,000 SHS BANK OF NY MELLON CORP | $31,124 | $40,570 |
| 1,000 SHS CHESAPEAKE ENERGY CORP | $23,529 | $19,570 |
| 1,000 SHS CONAGRA FOODS INC. | $29,224 | $36,280 |
| 1,000 SHS CSX CORP | $27,494 | $36,230 |
| 400 SHS DISH NETWORK | $26,429 | $29,156 |
| 750 SHS EBAY | $40,053 | $42,090 |
| 1,000 SHS EMC CORP MASS | $25,224 | $29,740 |
| 300 SHS EXXON MOBIL CORP | $27,079 | $27,735 |
| 1500 SHS FREEPORT MCMORAN INC | $50,448 | $35,040 |
| 2,000 SHS GENERAL ELECTRIC | $53,758 | $50,540 |
| 1,250 SHS GLAXOSMITHKLINE PLC ADS | $62,986 | $53,425 |
| 1,000 SHS INTEL CORP. | $25,532 | $36,290 |
| 1,000 SHS KKR & CO. LP | $22,452 | $23,210 |
| 700 SHS KRAFT FOODS GROUP INC | $41,491 | $43,862 |
| 750 SHS METLIFE INC. | $39,568 | $40,568 |
| 1,000 SHS MONDELEZ INTL INC. | $33,463 | $36,325 |
| 1,500 SHS PFIZER INC. | $45,907 | $46,725 |
| 1,500 SHS POTASH CP OF SASKATCHEWAN INC. | $49,258 | $52,980 |
| 1,500 SHS SENIOR HSF PPTY TR SBI | $34,805 | $33,165 |
| 71 SHS SEVENTY SEVEN ENERGY INC | $1,427 | $384 |
| 1,000 SHS VODAFONE GROUP | $34,400 | $34,170 |
| 1,000 SHS FIRST REPUBLIC BANK | $26,237 | $27,500 |
| 1,000 SHS JPMORGAN CHASE | $25,000 | $25,560 |
| 1,000 SHS REGIONS FINANCIAL | $25,000 | $25,360 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $258 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPUTER AND TECHNOLOGY | Desc |
| Revenue And Expenses Per Books | $619 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL DISH NETWORK CORP CLASS 1/17/15 | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,793 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,962 | Amt |
| Net Investment Income | $1,962 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER E SILLS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 MAKIN GRADE | AddressLine1Txt |
| City | KENTFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94904 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $315 | $315 | $0 |
| STATE FRANCHISE TAX | $10 | $0 | $0 |
| FILING FEE | $75 | $0 | $0 |