INNOVATE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INNOVATE FAMILY FOUNDATION (EIN 27-3980665)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201423179349101092
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:41:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273980665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Innovate Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | INNO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy J Ronzetta | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $13,608,330 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,217,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,160 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,808 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,593 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,593 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $167,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $167,785 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $106 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $106 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,427 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,427 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,070 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,070 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $54,830 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $250,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $247,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $713,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $963,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $960,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$719,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $229,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $283,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $283,030 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $175,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $175,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $175,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,031,271 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,028,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,995,300 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $155,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,360,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,641,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,608,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,360,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,641,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,360,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,641,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,360,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,641,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,360,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$719,465 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,641,104 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,641,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,217,888 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,211,728 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,160 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,791,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,398,007 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017754 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,057,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.052851 | TotalDistributionRt |
| Average Distribution | 0.017617 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,703,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $226,226 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $960,619 | 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 | $2,436 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,436 | SubtotalAmt |
| Tax Based On Investment Income | $2,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,645 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,645 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $208 | OverpaymentAmt |
| Applied To ES Tax | $208 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Theresia Ranzetta | |||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir* | 1.0 | $0 | |
| Timothy Ranzetta | |||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $3,808 | $4,108 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Amy Helmstetter | |||||
| 518 40th St Apt 4 suite 302 | Oakland | CA | 94609 | Philanthropic | $79,912 |
| Foundation Source | |||||
| 55 Walls Drive 3rd floor | Fairfield | CT | 06824 | Administrative | $51,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,417,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $208,082 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,896,547 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,896,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,703,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,436 | TotalTaxAmt |
| Distributable Before Adj | $632,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $632,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $632,719 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $960,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $960,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,436 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $958,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $632,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $563,619 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $960,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $563,619 | AppliedToYear1Amt |
| Applied To Current Year | $397,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $235,719 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THERESIA RANZETTA | ContributingManagerNm |
| Contributing Manager | TIMOTHY RANZETTA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | ||||||||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Eastside Business Institute | $100,000 | |||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | ||||||||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Chris Bischof and Helen Kim Endowment Campaign | $100,000 | |||||
| EQUAL OPPORTUNITY SCHOOLS | ||||||||||||
| 999 N NORTHLAKE WAY STE 268 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $75,000 | |||||
| FRESH LIFELINES FOR YOUTH INC | ||||||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Ensure competitiveness of management compensation initiative | $50,000 | |||||
| IMPACTASSETS INC | ||||||||||||
| 7315 WISCONSIN AVE STE 1100W | BETHESDA | MD | 20814 | N/A | PC | FARM Fund | $100,000 | |||||
| IQRA FUND | ||||||||||||
| 405 EL CAMINO REAL 201 | MENLO PARK | CA | 94025 | N/A | PC | Girls Scholarship program | $50,000 | |||||
| JUMP MATH | ||||||||||||
| N/A | PC | hire additional writers to get the JUMP Curriculum to be aligned with Common Core standards in the US Program | $120,000 | ONE YONGE ST STE 1014 | TORONTO | ON | CA | M5E 1 | ||||
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | Makerspace Project | $10,000 | |||||
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | STEM Program | $50,000 | |||||
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | Superintendent Search Project | $7,000 | |||||
| WISHBONEORG | ||||||||||||
| 2144 LEAVENWORTH ST | SAN FRANCISCO | CA | 94133 | N/A | PC | General & Unrestricted | $51,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $713,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $710 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONVERTIBLE PROMISSORY- FORMATIVE LOAN RECEIVABLE | Desc |
| Business | 110000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $243,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,554 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Theresia Ranzetta | PersonNm |
| Short Explanation | *Resigned from position | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL-WLD EX-US SM | $287,347 | $306,190 |
| VANGUARD FTSE ALL-WORLD EX-US | $1,459,952 | $1,648,046 |
| VANGUARD GROWTH ETF | $2,008,963 | $3,162,492 |
| VANGUARD MSCI EMERGING MARKETS | $231,089 | $205,185 |
| VANGUARD SMALL-CAP GROWTH ETF | $274,073 | $423,256 |
| VANGUARD SMALL-CAP VALUE ETF | $348,537 | $503,442 |
| VANGUARD ST BOND ETF | $2,127,558 | $2,106,555 |
| VANGUARD TOTAL STOCK MARKET ET | $985,736 | $1,168,035 |
| VANGUARD VALUE ETF | $2,304,819 | $3,472,099 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLOOMBOARD, INC - SER A-2 PFD | $105,000 | $105,000 |
| MODERN GUILD PFD STOCK | $25,000 | $25,000 |
| OPMOSYS, INC. SERIES SEED PREF | $25,000 | $25,000 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $51,139 | $51,139 |
| Equipment Maintenance | $607 | $607 |
| Indemnification Insurance | $1,625 | $1,625 |
| Office Supplies | $970 | $970 |
| State or Local Filing Fees | $25 | $25 |
| Website Hosting/Support | $464 | $464 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONVERTIBLE PROMISSORY- loan receivable | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (6 entries)
| Balance DueBalanceDueAmt |
|---|
| FORMATIVELEARNING INC |
| $0 |
| CAREER EAGLE INC |
| $25,000 |
| EMICS INC |
| $50,000 |
| FORUS INC |
| $25,000 |
| LIMELIGHT CORP |
| $25,000 |
| NOTEDLY INC |
| $50,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PHILANTHROPIC CONSULTING SVCS | $158,785 | $158,785 |
| Website Development | $9,000 | $9,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $2,400 | Amt |