REIS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- REIS FOUNDATION INC (EIN 31-1486993)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-07
- IRS object ID
- 201413119349100606
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-07T09:18:12-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Blvd Suite 900 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Curtis S Reis | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2014-10-31 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,647,961 | 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 | $5,639 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,639 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $415,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $415,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,303 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,001,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,303 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $567,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $567,943 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,698 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,419 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $345,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $6,931 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $511,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $596,538 | SavAndTempCashInvstEOYAmt |
| Other Nts And Loans Rcvbl | $75,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $75,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $75,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $75,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,772,340 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,225,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,572,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,000 | CorporateBondsBOYAmt |
| Total Assets BOY | $11,558,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,904,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,647,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,558,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,904,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,558,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,904,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,558,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,904,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,558,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $345,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,904,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,904,466 | 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 | 2013-01-01 | 2013-12-31 | $1,000,787 | $853,725 | $147,062 | $147,062 |
| Cash in Lieu | P | 2013-01-01 | 2013-12-31 | $60 | $60 | $60 | |
| Bankruptcy settlement distributions | P | 2013-01-01 | 2013-12-31 | $181 | $181 | $181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,303 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $147,303 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,883,845 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,297,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,878 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,146,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,083,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,047,705 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,999,570 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00722 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $6,898,950 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.26388 | TotalDistributionRt |
| Average Distribution | 0.05278 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,486,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $817,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,588 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $822,908 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,177 | SubtotalAmt |
| Tax Based On Investment Income | $11,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,652 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,652 | TotalPaymentsAndCreditsAmt |
| Tax Due | $525 | TaxDueAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Perryn Reis Rowland | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Vice President | 0.00 | $0 |
| Curtis S Reis-Deceased | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | President & CEO | 1.00 | $0 |
| Blythe G Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Secretary | 0.00 | $0 |
| Pamela P Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | President | 1.00 | $0 |
| Kyle C Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Chairman &Treas | 1.00 | $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 | $15,339,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $382,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,722,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,722,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,486,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $774,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $774,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,177 | TotalTaxAmt |
| Distributable Before Adj | $763,138 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $763,138 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $763,138 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,550 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $211,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,138 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $538,495 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,275,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,814,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,550 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,550 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $551,588 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $551,588 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,262,576 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,262,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,262,576 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Mid Klamath Watershed Council | |||||||
| PO Box 409 | Orleans | CA | 95556 | none | 501(c)3 | panamnik building project | $5,000 |
| Teen Talk Sexuality Education | |||||||
| 703 Woodside Rd Ste 7 | Redwood City | CA | 94061 | none | 501(c)3 | Teen talk sexuality education | $4,000 |
| Planned Parenthood of LA | |||||||
| 400 W 30th St | LA | CA | 90007 | none | 501(c)3 | general contribution | $10,000 |
| california council on economic educ | |||||||
| 5500 university parkway | san bernardino | CA | 92407 | NONE | 501(c)3 | general contribution | $2,500 |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW STE 600 | Washington | DC | 20009 | NONE | 501(c)3 | General Contribution | $100,000 |
| South Central Scholars | |||||||
| 29000 S Western Avenue STE 401 | Rancho Palos Verdes | CA | 90275 | NONE | 501(c)3 | General Contribution | $3,750 |
| IDEOorg | |||||||
| Pier 28 Annex | San Francisco | CA | 94105 | NONE | 501(c)3 | General Contribution | $10,000 |
| Center on Philanthropy Public Polic | |||||||
| USC Sol Price School of Public Pol | Los Angeles | CA | 90089 | NONE | 501(c)3 | General Contribution | $5,000 |
| South Coast Botanic Garden Foundati | |||||||
| 26300 Crenshaw Blvd | Palso Verdes | CA | 90274 | NONE | 501(c)3 | General Contribution | $15,000 |
| Visual Arts Foundation | |||||||
| 220 East 23 St | New York | NY | 10010 | NONE | 501(c)3 | General Contribution | $10,000 |
| Peninsula Family Connections | |||||||
| 111 Michigan Ave NW | Washington | DC | 20010 | NONE | 501(c)3 | General Contribution | $2,500 |
| East Palo Alto Kids Foundation | |||||||
| PO Box 50542 | Palo Alto | CA | 94303 | NONE | 501(c)3 | General Contribution | $1,000 |
| Teen Success | |||||||
| 550A Valley Way | Milpitas | CA | 95035 | NONE | 501(c)3 | General Contribution | $10,000 |
| Ravenswood Education Foundation | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | 501(c)3 | General Contribution | $1,000 |
| Building Futures Now | |||||||
| PO BOX 1524 | PALO ALTO | CA | 94302 | NONE | 501(c)3 | General Contribution | $500 |
| Menlo Atherton High School Foundati | |||||||
| 555 middlefield road | atherton | CA | 94027 | NONE | 501(c)3 | General Contribution | $1,000 |
| Fellowship of Reconciliation | |||||||
| po box 271 | nyack | NY | 10960 | NONE | 501(c)3 | General Contribution | $5,000 |
| cultural survival inc | |||||||
| 33 richdale avenue no 208 | cambridge | MA | 02140 | NONE | 501(c)3 | General Contribution | $5,000 |
| Institute for Fisheries Resources | |||||||
| po box 29196 | san francisco | CA | 94129 | NONE | 501(c)3 | General Contribution | $5,000 |
| Southern California Public Radio | |||||||
| 474 S Raymond Avenue | Pasadena | CA | 91105 | NONE | 501(c)3 | General Contribution | $10,000 |
| Early Manuscripts Electronic Librar | |||||||
| 1445 Brett Place | San Pedro | CA | 90732 | NONE | 501(c)3 | General Contribution | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Cornell University | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Campus Road | AddressLine1 |
| City | Ithaca | City |
| State | NY | State |
| ZIP Code | 14853 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(c)3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Men's and Women's Tennis Programs | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,639 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,303 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $567,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $567,943 | 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 | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (108 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7500 General American Investr | $187,320 | $191,400 |
| 2700 Aflac Inc. | $121,617 | $168,075 |
| 960 Amn Elec Power | $31,776 | $53,539 |
| 12722 Anglo Amern PLC | $159,004 | $156,099 |
| 400 Apple | $164,991 | $260,204 |
| 3000 AT&T | $78,541 | $106,080 |
| 2000 Atlas Air | $90,042 | $73,700 |
| 2200 Automatic Door | $133,440 | $174,416 |
| 1000 Baidu Inc. | $108,924 | $186,810 |
| 5000 Bank of New York | $163,100 | $187,400 |
| 1400 Baxter International | $99,546 | $101,220 |
| 1400 Becton Dickinson | $97,988 | $165,620 |
| 5000 Bristol-Myers | $129,428 | $242,550 |
| 3000 CA Inc. | $87,809 | $86,220 |
| 1000 Canadian National Railway | $78,103 | $130,040 |
| 750 Caterpillar Inc. | $60,995 | $81,503 |
| 4000 China Biotics | $38,730 | |
| 2700 Cigna Corp | $25,000 | $248,319 |
| 2000 Colgate Palmolive | $77,640 | $136,360 |
| 3565 Comcast Corp | $90,452 | $191,369 |
| 1000 Conns Inc. | $49,965 | $49,390 |
| 8700 Corning Inc. | $169,389 | $190,965 |
| 1500 Covance Inc. | $76,405 | $128,370 |
| 1500 Deere | $114,896 | $135,825 |
| 7000 Deutsche Tele | $94,570 | $122,640 |
| 2500 Disney | $126,686 | $214,350 |
| 1000 DSW | $39,900 | $55,880 |
| 2800 Du Pont | $91,476 | $183,232 |
| 1500 Ecolab | $102,443 | $167,010 |
| 3000 Eli Lilly & Co. | $117,440 | $186,510 |
| 2000 Emerson Elec | $105,026 | $132,720 |
| 2715 Express Scripts Hldg | $154,096 | $188,231 |
| 4000 Exxon Mobil Corp | $238,160 | $402,720 |
| 3500 Facebook | $85,305 | $235,515 |
| 3000 Foot Locker | $103,481 | $152,160 |
| 6544 Ford Motor | $89,359 | $112,819 |
| 6000 General Eletric | $131,814 | $157,680 |
| 200 Google Inc CL A | $67,703 | $116,934 |
| 2000 Helen of Troy | $67,514 | $121,260 |
| 4000 Hertz Global | $104,456 | $112,120 |
| 1000 Hewlett Packard | $53,920 | $33,680 |
| 2500 Home Depot | $153,539 | $202,400 |
| 11100 Intel Corp | $247,781 | $342,990 |
| 1000 INTL Business Machines | $155,744 | $181,270 |
| 1650 JM Smucker | $98,177 | $175,841 |
| 1500 Johnson & Johnson | $103,063 | $156,930 |
| Johnson Controls Inc. | $125,518 | $199,720 |
| JP Morgan Overseas | $252,900 | $488,556 |
| 1475 JP Morgan Chase | $96,769 | $113,800 |
| 1000 Kinder Morgan Energy | $58,599 | $82,210 |
| 3000 Kla Tencor | $144,518 | $217,920 |
| 1500 McDonalds Corp | $133,750 | $151,110 |
| 5352 Mcgraw Hill Financial | $226,103 | $402,862 |
| 3500 Microsoft Corp | $100,541 | $145,950 |
| 7000 Mondelez International | $133,834 | $206,855 |
| 2 General Motors | $73 | |
| 3400 Murphy Oil Corp | $154,760 | $226,032 |
| 2500 Nestle | $155,889 | $194,175 |
| 6500 Nextera Energy | $299,195 | $666,120 |
| 2000 Northern Trust | $47,337 | $128,420 |
| 5000 Northwest Banc Shares | $61,323 | $67,850 |
| 2000 Novartis | $114,367 | $181,060 |
| 1000 Novo Nordisk | $156,828 | $230,950 |
| 1000 Nucor Corp | $34,950 | $49,250 |
| 6000 Nvidia | $76,632 | $111,240 |
| 1600 Pepsico | $104,798 | $142,944 |
| 4000 Pfizer | $102,668 | $118,720 |
| 3900 Pinnacle | $137,241 | $225,576 |
| 2000 Procter & Gamble | $125,621 | $157,180 |
| 2500 Qualcomm | $151,666 | $198,000 |
| 5520 Questar Corp | $88,985 | $136,896 |
| 4000 RPM International | $117,275 | $184,720 |
| 3300 Sanofi | $107,491 | $175,461 |
| 1500 Schlumberger | $106,602 | $176,925 |
| 4000 Seadrill | $139,280 | $159,800 |
| 5000 Seagate Tech | $131,196 | $284,100 |
| 1500 St Jude | $71,860 | $103,875 |
| 2200 Stryker | $119,533 | $185,504 |
| 1539 Telefonica SA spain | $37,027 | $26,409 |
| 1000 Tiffany | $102,480 | $150,375 |
| 6000 United Techs | $331,902 | $634,975 |
| 1000 Verizon | $41,811 | $48,930 |
| 8964 Wells Fargo | $245,610 | $418,588 |
| 2900 Xylem | $83,508 | $113,332 |
| 3m Company | $87,976 | $143,240 |
| 500 Berkshire Hathaway | $23,950 | $63,280 |
| 500 Hewlett Packard | $13,170 | $16,840 |
| 800 Pfizer | $21,936 | $23,744 |
| 1500 Vodafone | $39,936 | $27,313 |
| 250 Western Asset | $254,375 | $257,293 |
| 2000 Anheuser-Busch | $171,647 | $229,880 |
| 3000 BCE | $107,116 | $136,080 |
| 2000 Cabot | $57,740 | $115,980 |
| Verizon Communications Com | $18,957 | $19,278 |
| 500 Check Point Software tech | $30,720 | $33,515 |
| 7200 Entegris inc Minnesota | $81,011 | $98,964 |
| 200 Google shs cl c | $67,486 | $115,056 |
| 1000 Metlife inc | $49,637 | $55,560 |
| Motors liq co guc tr | $307 | |
| 850 Murphy USA INC SHS | $24,964 | $41,557 |
| 1000 National-Oilwell Varco Inc. | $70,893 | $82,350 |
| 250 now inc | $7,972 | $9,053 |
| Popeyes Louisiana | $55,610 | $65,565 |
| Stratasys LTD | $106,718 | $102,267 |
| 1500 Three d systems new | $103,631 | $89,700 |
| 1000 Whirlpool Corp | $143,431 | $139,220 |
| general motors - gmwsa | $53 | |
| general motors - gmwsb | $37 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $1,358 | $1,358 |
| License | $61 | $61 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | stockr inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $75,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $7,698 | Amt |
| Net Investment Income | $7,698 | NetInvestmentIncomeAmt |