THE@BRADFORD & LAUREN KOENIG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRADFORD & LAUREN KOENIG FOUNDATION (EIN 13-3993307)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-25
- IRS object ID
- 201433299349100703
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-25T17:18:18-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE STE 400 | AddressLine1 |
| City | REDWOOD CITY | City |
| State | CA | State |
| ZIP Code | 94065 | 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 | 133993307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRADFORD & LAUREN KOENIG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SEILER LLP | InCareOfNm |
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SEILER LLP | AddressLine1 |
| Address Line2 | 3 LAGOON DRIVE SUITE 400 Suite | AddressLine2 |
| City | REDWOOD CITY | City |
| State | CA | State |
| ZIP Code | 940651565 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADFORD KOENIG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | 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 | $3,003,743 | 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 | $389,955 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $186,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $482,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,292 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $184,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,577 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,766,622 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $755,926 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $602,484 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $520,042 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $623,502 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,418,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,233,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,003,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,418,402 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,233,439 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,418,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,233,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,418,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,233,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,418,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $184,747 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,603,149 | SubtotalAmt |
| Other Decreases | $369,710 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,233,439 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 1,096 SH ZIPCAR | D | 2010-01-01 | 2013-03-15 | $13,426 | $13,426 | $13,426 | |
| 150,000 SH MEADWESTVACO CORP. | D | 2001-06-13 | 2013-07-25 | $173,042 | $20,621 | $20,621 | $152,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,599,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $551,795 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,596,370 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.345656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $872,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,006,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.434843 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $821,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,413,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.340487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $768,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,721,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.206506 | DistributionYr5Rt |
| Total Distribution | 1.452519 | TotalDistributionRt |
| Average Distribution | 0.290504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,195,704 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $637,861 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $923 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $638,784 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,846 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,846 | SubtotalAmt |
| Tax Based On Investment Income | $1,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,738 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,738 | TotalPaymentsAndCreditsAmt |
| Overpayment | $892 | OverpaymentAmt |
| Applied To ES Tax | $892 | 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 | CA | 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 | SEILER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503654646 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LAGOON DRIVE STE 400 | AddressLine1 |
| City | REDWOOD CITY | City |
| State | CA | State |
| ZIP Code | 940651565 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRADFORD KOENIG | ||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0 | $0 |
| LAUREN KOENIG | ||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0 | $0 |
| MARK R TERCEK | ||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,606,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,229,141 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,229,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,195,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,785 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,846 | TotalTaxAmt |
| Distributable Before Adj | $107,939 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $107,939 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $107,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,500 | 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 | $297,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $297,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $601,856 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $704,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $778,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $474,786 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,680,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $107,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,561 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,870,089 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $601,856 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,268,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $704,341 | ExcessFromYear4Amt |
| Excess From Year3 | $778,348 | ExcessFromYear3Amt |
| Excess From Year2 | $474,786 | ExcessFromYear2Amt |
| Excess From Year1 | $121,197 | ExcessFromYear1Amt |
| Excess From Current Year | $189,561 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADFORD LAUREN KOENIG | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| SACRED HEART SCHOOLS | |||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | 501(C)(3) | GENERAL NEEDS OF ORGANIZATION | $33,500 | |
| BAY AREA LYME FOUNDATION | |||||||
| 884 PORTOLA ROAD | PORTOLA VALLEY | CA | 94028 | 501(C)(3) | GENERAL NEEDS OF ORGANIZATION | $10,000 | SUITE A7 |
| BOYS AND GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | 501(C)(3) | GENERAL NEEDS OF ORGANIZATION | $5,000 | |
| LUCILLE PACKARD FDN FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVENUE | PALO ALTO | CA | 94301 | 501(C)(3) | GENERAL NEEDS OF ORGANIZATION | $25,000 | SUITE 340 |
| STANFORD UNIVERSITY DEVELOPMENT SERVICES | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501(C)(3) | GENERAL NEEDS OF ORGANIZATION | $224,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,500 | 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 | $92 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,153 | 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 | $34,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,292 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRADFORD AND LAUREN KOENIG | |||||||
| 1 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $2,620 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 2 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $10,201 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 3 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $206,057 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 4 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $44,772 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 5 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $12,340 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 6 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $37,589 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 7 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $18,096 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 8 | C/O SEILER LLP 3LAGOON DRIVE SUITE | REDWOOD CITY | CA | 94065 | $10,450 | Yes (X) | Yes (X) |
| BRADFORD AND LAUREN KOENIG | |||||||
| 9 | C/O SEILER LLP 3 LAGOON DRIVE SUIT | REDWOOD CITY | CA | 94065 | $47,830 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | 1,546 SH AMBARELLA INC CMN | $44,772 | 2013-12-23 |
| 7 | 1,278 SH BRIGHTCOVE INC CMN | $18,096 | 2013-12-23 |
| 2 | 219 SH IMPERVA INC CMN | $10,201 | 2013-12-23 |
| 1 | 218 SH JAMBA INC CMN | $2,620 | 2013-12-23 |
| 6 | 1,204 SH PROOFPOINT INC CMN | $37,589 | 2013-12-23 |
| 5 | 452 SH RESPONSYS INC CMN | $12,340 | 2013-12-23 |
| 8 | 1,244 SH SERVICESOURCE INT'L LLC | $10,450 | 2013-12-23 |
| 3 | 2,917 SH SPLUNK INC CMN | $206,057 | 2013-12-23 |
| 9 | 1,376 SH TRULIA INC CMN | $47,830 | 2013-12-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150,000 FV MEADWESTVACO CORP | $152,912 | $174,042 |
| 400,000 FV NEW ALBERTSONS, INC | $449,572 | $346,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,546 SH AMBARELLA INC. | $918 | $52,394 |
| 1,005 SH BRIGHTCOVE INC. | $1,934 | $14,211 |
| 1,278 SH BRIGHTCOVE INC. | $12,624 | $18,071 |
| 206 SH IMPERVA INC. | $417 | $9,915 |
| 219 SH IMPERVA INC. | $1,587 | $10,540 |
| 21,761 SH FACEBOOK INC. | $1,232 | $1,189,217 |
| 218 SH JAMBA INC. | $2,710 | |
| 1,204 SH PROOFPOINT INC. | $39,937 | |
| 452 SH RESPONSYS INC. | $1,484 | $12,389 |
| 3,140 SH SERVICESOURCE INTL | $2,072 | $26,313 |
| 1,244 SH SERVICESOURCE INTL | $10,425 | |
| 2,917 SH SPLUNK INC. | $1,952 | $200,310 |
| 1,376 SH TRULIA INC. | $2,701 | $48,531 |
| 1,103 SH ZILLOW INC. | $5,405 | $90,148 |
| 523 SH OPENTABLE INC. | $5,052 | $41,511 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,799 SH SELIGMAN TECH | AT COST | ||
| SPECTRUM FUND | AT COST | $500,000 | $623,502 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADJUSTMENT TO DONOR'S COST BASIS FOR | $0 |
| DONATED SECURITIES | $369,710 |