REIS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- REIS FOUNDATION INC (EIN 31-1486993)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201543209349100709
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T05:22:00-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Blvd Suite 900 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311486993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Reis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIS | BusinessNameControlTxt |
| Phone | 9415525544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Ln | AddressLine1Txt |
| City | Rolling Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela P Reis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan O Thompson | PreparerPersonNm |
| PTIN | P00276728 | PTIN |
| Phone | 9419544040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,425,150 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $443,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,028,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $522,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $520,008 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,868 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $934 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $934 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $42 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,043 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,318 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $65 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $65 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,221 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $507,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,931 | CashBOYAmt |
| Cash EOY | $12,445 | CashEOYAmt |
| Cash EOYFMV | $12,445 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $596,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,589 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $75,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $11,225,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,605,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,043,116 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,904,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,987,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,425,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,904,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,987,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,904,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,987,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,904,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,987,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,904,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,234 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,987,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,987,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | 2014-01-01 | 2014-12-31 | $1,027,646 | $874,826 | $152,820 | $152,820 |
| Cash in Lieu | P | 2014-01-01 | 2014-12-31 | $471 | $471 | $471 | |
| Stockr | P | 2014-01-01 | 2014-12-31 | $75,000 | -$75,000 | -$75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,291 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $78,291 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,486,292 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01366 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,883,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,297,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15319 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,878 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,146,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00539 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,083,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,047,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,999,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00722 | DistributionYr5Rt |
| Total Distribution | 0.27754 | TotalDistributionRt |
| Average Distribution | 0.05551 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,053,172 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $946,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $951,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,160 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,160 | SubtotalAmt |
| Tax Based On Investment Income | $10,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $1,034 | OverpaymentAmt |
| Applied To ES Tax | $1,034 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | Pamela Reis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103776999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Lane | AddressLine1Txt |
| City | Rolling Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Perryn Reis | ||||||
| 341 Linfield Dr | Menlo Park | CA | 94025 | Vice President | 0.25 | $0 |
| Blythe G Reis | ||||||
| 791 Ishi Pishi Rd | Orleans | CA | 95556 | Secretary | 0.30 | $0 |
| Pamela P Reis | ||||||
| One Wagon Lane | Rolling Hills | CA | 90274 | President | 2.00 | $0 |
| Kyle C Reis | ||||||
| 714 Upper Boulevard | Ridgewood | NJ | 07450 | Chairman &Treas | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,960,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $352,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,312,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,312,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,053,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,160 | TotalTaxAmt |
| Distributable Before Adj | $842,499 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $842,499 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $842,499 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,816 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $415,816 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $415,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $842,499 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,262,576 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,262,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,816 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $415,816 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $426,683 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $426,683 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $835,893 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $835,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $835,893 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Mid Klamath Watershed Council | |||||||
| PO Box 409 | Orleans | CA | 95556 | none | PC | General Operating Support | $10,000 |
| Planned Parenthood of LA | |||||||
| 400 W 30th St | LA | CA | 90007 | none | PC | general contribution | $10,000 |
| Los Angeles Opera | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | General Contribution | $5,000 |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW STE 600 | Washington | DC | 20009 | NONE | PC | General Contribution | $100,000 |
| South Central Scholars | |||||||
| 29000 S Western Avenue STE 207 | Rancho Palos Verdes | CA | 90275 | NONE | PC | General Contribution | $5,000 |
| Center on Philanthropy Public Polic | |||||||
| USC Sol Price School of Public Pol | Los Angeles | CA | 90089 | NONE | PC | General Contribution | $5,000 |
| Public Design Studio | |||||||
| 1211 Folsom Street 4th Floor | San Francisco | CA | 94103 | NONE | PC | General Contribution | $10,000 |
| Peninsula Family Connections | |||||||
| PO Box 358 | San Carlos | CA | 94070 | NONE | PC | General Contribution | $2,000 |
| East Palo Alto Kids Foundation | |||||||
| PO Box 50542 | Palo Alto | CA | 94303 | NONE | PC | General Contribution | $1,000 |
| Cornell University | |||||||
| 130 East Seneca St Ste 400 | Ithica | NY | 14850 | NONE | PC | Curtis S. Reis Endowment for Big Red Tennis | $200,000 |
| Teen Success Inc | |||||||
| 576 Valley Way | Milpitas | CA | 90505 | NONE | PC | Scholarship Program General Contribution | $10,000 |
| UNAFFMidpeninsula UNA-USABetter Wor | |||||||
| P O Box 19369 | Stanford | CA | 94309 | None | PC | General Contribution | $1,000 |
| Hollaback | |||||||
| 30 3rd Avenue 800B | Brooklyn | NY | 11271 | None | PC | General Contribution | $9,000 |
| Rendell Center for Civics Civic Eng | |||||||
| 202 South 36th St | Philadelphia | PA | 19104 | None | PC | General Contribution | $5,000 |
| Endangered Language Alliance | |||||||
| 3 West 18th Street 6th Floor | New York | NY | 10011 | None | PC | General Contribution | $5,000 |
| 350org | |||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | None | PC | General Contribution | $5,000 |
| America Nepal Medical Foundation | |||||||
| 27 Gloria Drive | Westfield | MA | 01085 | None | PC | General Contribution | $1,000 |
| Urban School of San Francisco | |||||||
| 1563 Page Street | San Francisco | CA | 94117 | None | PC | General Contributions | $1,000 |
| Health Connected | |||||||
| 480 James Avenue | Redwood City | CA | 94062 | None | PC | Peer Education Services | $5,000 |
| K S Wild | |||||||
| PO Box 102 | Ashland | OR | 97520 | None | PC | General Contribution | $5,000 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Contribution | $1,250 |
| Oregon Shakespeare Festival | |||||||
| 15 S Pioneer Street | Ashland | OR | 97520 | None | PC | General Contribution | $1,250 |
| Exponent PhilanthroppyAssoc of Smal | |||||||
| 123 Mission Street | San Francisco | CA | 94105 | None | PC | General Contribution | $725 |
| Innovation NetworkKyle Board Servic | |||||||
| 1625 K Street NW Suite 1050 | Washington | DC | 20006 | None | PC | General Contribution | $10,000 |
| Klamath Forest Alliance | |||||||
| 650 2nd Avenue | Trinidad | CA | 95570 | None | PC | General Contribution | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $522,798 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $522,798 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep fees | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7500 General American Investr | $187,320 | $194,925 |
| 2700 Aflac Inc. | $121,617 | $167,940 |
| 960 Amn Elec Power | $31,776 | $50,851 |
| 12722 Anglo Amern PLC | $159,004 | $92,107 |
| 2800 Apple | $164,991 | $351,190 |
| 3000 AT&T | $78,541 | $106,560 |
| 2200 Automatic Door | $116,574 | $176,506 |
| 1000 Baidu Inc. | $108,924 | $199,080 |
| 5000 Bank of New York | $163,100 | $209,850 |
| 1400 Baxter International | $99,546 | $97,902 |
| 1400 Becton Dickinson | $97,988 | $198,310 |
| 5000 Bristol-Myers | $129,428 | $332,700 |
| 3000 CA Inc. | $87,809 | $87,870 |
| 1000 Canadian National Railway | $78,103 | $115,500 |
| 750 Caterpillar Inc. | $60,995 | $63,615 |
| 2700 Cigna Corp | $25,000 | $437,400 |
| 2000 Colgate Palmolive | $77,640 | $130,820 |
| 3565 Comcast Corp | $90,452 | $214,399 |
| 1000 Conns Inc. | $49,965 | $39,700 |
| 8700 Corning Inc. | $169,389 | $171,651 |
| 7000 Deutsche Tele | $94,570 | $120,505 |
| 2500 Disney | $126,686 | $285,350 |
| 1000 DSW | $39,900 | $66,740 |
| 2800 Du Pont | $91,476 | $179,060 |
| 1500 Ecolab | $102,443 | $169,605 |
| 3000 Eli Lilly & Co. | $117,440 | $250,470 |
| 2715 Express Scripts Hldg | $154,096 | $241,472 |
| 4000 Exxon Mobil Corp | $238,160 | $332,800 |
| 3500 Facebook | $85,305 | $300,178 |
| 6544 Ford Motor | $89,359 | $98,225 |
| 8000 General Eletric | $181,334 | $212,560 |
| 200 Google Inc CL A | $67,703 | $108,008 |
| 2000 Helen of Troy | $67,514 | $194,980 |
| 4000 Hertz Global | $104,456 | $72,480 |
| 1000 Hewlett Packard | $53,920 | $30,010 |
| 2500 Home Depot | $153,539 | $277,825 |
| 11100 Intel Corp | $247,781 | $337,607 |
| 1650 JM Smucker | $98,177 | $178,877 |
| 1500 Johnson & Johnson | $103,063 | $146,190 |
| Johnson Controls Inc. | $125,518 | $198,120 |
| JP Morgan Overseas | $252,900 | $484,905 |
| 1975 JP Morgan Chase | $96,769 | $133,826 |
| 1000 Kinder Morgan Energy | $6,860 | |
| 3000 Kla Tencor | $144,518 | $168,630 |
| 1500 McDonalds Corp | $133,750 | $142,605 |
| 5352 Mcgraw Hill Financial | $226,103 | $487,383 |
| 3500 Microsoft Corp | $100,541 | $154,525 |
| 7000 Mondelez International | $133,834 | $226,270 |
| 2 General Motors | $100 | |
| 3400 Murphy Oil Corp | $154,760 | $141,338 |
| 2500 Nestle | $155,889 | $180,400 |
| 6500 Nextera Energy | $299,195 | $637,195 |
| 2000 Northern Trust | $47,337 | $152,920 |
| 5000 Northwest Banc Shares | $61,323 | $64,100 |
| 2000 Novartis | $114,367 | $196,680 |
| 1000 Novo Nordisk | $156,828 | $273,800 |
| 2000 Nucor Corp | $83,770 | $88,140 |
| 6000 Nvidia | $76,292 | $120,660 |
| 1600 Pepsico | $104,798 | $149,344 |
| 4000 Pfizer | $102,668 | $134,120 |
| 3900 Pinnacle | $137,241 | $221,871 |
| 2000 Procter & Gamble | $125,621 | $156,480 |
| 2500 Qualcomm | $151,666 | $156,575 |
| 5520 Questar Corp | $88,985 | $115,423 |
| 4000 RPM International | $117,275 | $195,880 |
| 3300 Sanofi | $107,491 | $163,449 |
| 2000 Schlumberger | $150,461 | $172,380 |
| 4000 Seadrill | $139,280 | $41,360 |
| 4000 Seagate Tech | $104,036 | $190,000 |
| 1500 St Jude | $71,860 | $109,605 |
| 2200 Stryker | $119,533 | $210,254 |
| 1582 Telefonica SA spain | $37,465 | $22,464 |
| 1000 Tiffany | $102,480 | $137,700 |
| 6000 United Techs | $331,902 | $610,115 |
| 1000 Verizon | $41,811 | $46,610 |
| 8964 Wells Fargo | $245,610 | $447,895 |
| 2900 Xylem | $83,508 | $107,503 |
| 1500 3m Company | $171,409 | $231,450 |
| 500 Berkshire Hathaway | $23,950 | $68,055 |
| 500 Hewlett Packard | $13,170 | $15,005 |
| 800 Pfizer | $21,936 | $26,824 |
| 1500 Vodafone | $39,936 | $29,816 |
| 250 Western Asset | $254,375 | $219,925 |
| 2000 Anheuser-Busch | $171,647 | $241,340 |
| 3000 BCE | $107,116 | $127,500 |
| 2000 Cabot | $57,740 | $74,580 |
| Verizon Communications Com | $18,957 | $18,364 |
| 1000 Check Point Software tech | $65,725 | $79,550 |
| 9200 Entegris inc Minnesota | $108,390 | $134,044 |
| 200 Google shs cl c | $67,486 | $104,102 |
| 1000 Metlife inc | $49,637 | $55,990 |
| Motors liq co guc tr | $231 | |
| 850 Murphy USA INC SHS | $24,964 | $47,447 |
| 2700 National-Oilwell Varco Inc. | $192,665 | $130,356 |
| Popeyes Louisiana | $55,610 | $89,985 |
| 2000 Stratasys LTD | $190,301 | $69,860 |
| 1250 Whirlpool Corp | $195,994 | $216,313 |
| general motors - gmwsa | $71 | |
| general motors - gmwsb | $48 | |
| 1400 C.H Robinson Worldwide | $105,735 | $87,346 |
| CDK Global Inc | $16,858 | $39,567 |
| 1000 Conocophillips | $78,147 | $61,410 |
| 4000 Fortinet | $114,609 | $165,320 |
| 1600 Honeywell Intl Inc | $162,618 | $163,152 |
| 2193 Kinder Morgan Inc | $91,086 | $84,189 |
| 402 Laboratory CP Amer Holdings | $47,034 | $48,730 |
| 1500 Synaptics Inc | $109,242 | $130,103 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,868 | LegalFeesAmt |
| Net Investment Income | $934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $934 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $61 | $61 |
| INVESTMENT FEES | $2,160 | $2,160 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFICE SUPPLIES | CategoryTxt |
| Amt | $42 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $17,325 | |
| Foreign Taxes | $7,318 | $7,318 |
| Tax Refund | $5,600 |