Philip Wood Trust
- Assets
- $0.0
- Revenue
- $29.0
- Investments
- $0.0
- Employees
- 0
- Location
- El Cerrito, CA
- Founding
- Data as of
- 12/2017
- EIN
- 46-6717634
Organization Overview
Philip Wood Trust is located in El Cerrito, CA.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2017
Describe the Organization's Mission:
Part 3 - Line 1
TRUST WAS AN ADMINISTRATIVE TRUST REQUIRED TO DISTRIBUTE ALL OF THE NET ASSETS TO BOTH CHARITABLE AND NONCHARITABLE BENEFICIARIES. TRUST COMPLETED DISTRIBUTIONS TO NONCHARITABLE BENEFICIARIES IN 2014 AND IS THEREFORE CONSIDERED TERMINATED FOR FEDERAL INCOME TAX PURPOSES. TRUST FILED A FINAL FEDERAL FORM 1041 AND CALIFORNIA FORM 541 IN 2014. STARTING IN 2015, THE TRUST IS CONVERTING INTO AND FILING AS A CHARITABLE TRUST AND WILL CONTINUE TO DO SO UNTIL THE DATE ON WHICH FINAL DISTRIBUTION OF THE NET ASSETS TO THE LAST REMAINING CHARITABLE BENEFICIARY IS MADE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TRUST IS IN THE PROCESS OF LIQUIDATING ASSETS AND DISBURSING FUNDS TO SUPPORTED CHARITABLE ORGANIZATIONS, IN ACCORDANCE WITH TRUST TERMS.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $9 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $20 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $29 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $21,800 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $9,536 |
| Fees for services: Accounting | $16,555 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $48,673 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Unrestricted restricted net Assets | $0 |
| Temporarily restricted net Assets | $0 |
| Permanently restricted net Assets or current funds | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total net assets or fund balances | $0 |
Grants Awarded
Over the last fiscal year, Philip Wood Trust has awarded $21,800 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
HONOLULU ACADEMY OF ART PURPOSE: Provide Financial Support | $7,267 |
REGENTS OF THE UNIV OF CAL PURPOSE: Provide Financial Support | $14,533 |