Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
Chabot Space & Science Center |
943146233 | 10 | No | 0 | 0 | |
| (B)
USS Hornet MuseumFleet Week |
943226801 | 10 | No | 0 | 0 | |
| (C)
MUSEUM OF AMERICAN FINANCE |
133540880 | 10 | No | 0 | 0 | |
|
Total 3
|
0 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu | ORGANIZATION ACTIVITIES DIRECTLY FURTHER EXEMPT PURPOSES OF SUPPORTED ORGANIZATION AS FOLLOWS:THE W FOUNDATION HAS ESTABLISHED A LONG-TERM LOAN OF ASSETS WHICH ARE CURRENTLY ON DISPLACE AT CHABOT'S NEW PERMANENT SPACE EXHIBITION: "BEYOND BLASTOFF-SURVIVING IN SPACE". THIS DISPLAY INCLUDES ITEMS FROM THE W FOUNDATION COLLECTION TO INCLUDE THE ORLAN EVA LIFE SUPPORT BACKPACK AND ORLAN EVA SPACE SUIT WHICH HELPS VISITORS GRASP THE COMPLEXITY OF LIFE SUPPORT SYSTEMS NEEDED TO ALLOW ASTRONAUTS TO SAFELY WORK OUTSIDE A SPACECRAFT. THE W FOUNDATION ALSO SHOW CASED ITS SPACE COLLECTION AND PHOTOGRAPHS OF ARTIFACTS THAT HAVE MADE THE LONG JOURNEY TO THE MOON. THE W FOUNDATION ARRANGED TO HAVE VARIOUS NAVY AVIATOR ASTRONAUTS, TO INCLUDE ASTRONAUTS ROBERT CURBEAM AND DICK GORDON, ON SITE TO INTERACT WITH THE PUBLIC AND TELL THEIR STORIES ABOUT ADVENTURES IN OUTER SPACE. SPONSORED PROGRAMS AND EVENTS INCLUDE THE FOLLOWING:2005 - THE W FOUNDATION HAS PROVIDED THE USS HORNET MUSEUM WITH A GEMINI TEST CAPSULE FOR EXHIBIT. 2006 - THE W FOUNDATION PROVIDED FUNDING FOR THE CHABOT LUNAR LANDING SIMULATOR.2007 - THE W FOUNDATION SHOW CASED AN EXHIBIT ENTITLED "OUR SPACE HISTORY" AT A SAN FRANCISCO THEATER. 2008 - THE W FOUNDATION SUPPORTED "BEYOND BLASTOFF - SURVIVING SPACE" AT THE CHABOT SPACE & SCIENCE CENTER IN OAKLAND, CA. THE FOUNDATION ALSO SPONSORED A "NAVY IN SPACE" EXHIBIT COMPLETE WITH ASTRONAUTS AT THE FORT MASON FLEET WEEK EVENT IN SAN FRANCISCO. 2009 - THE FOUNDATION HOSTED AN EXHIBIT CALLED "TO THE MOON - SNOOPY SOARS WITH NASA" AT THE CHARLES SCHULTZ MUSEUM IN SANTA ROSA, CA. APOLLO 11 AND APOLLO 12 ARTIFACTS WERE ON DISPLAY AT THE USS HORNET MUSEUM IN OAKLAND, CA. THE "NAVY IN SPACE" EXHIBIT WAS ALSO HELD AT THE ANNUAL FORT MASON FLEET WEEK EVENT IN SAN FRANCISCO. DURING THIS TIME, VISITORS ARE REMINDED OF THE VARIOUS EXHIBITS AT CHABOT & THE USS HORNET. 2010 - IN OCTOBER 2010, THE FOUNDATION HOSTED ITS ANNUAL NAVY IN SPACE EXHIBIT IN FORT MASON, CA AS PART OF FLEET WEEK. THIS INCLUDED PHOTOGRAPHS AND ARTIFACTS THAT HAVE MADE THE LONG JOURNEY TO THE MOON TO INCLUDE A VISIT WITH NAVY AVIATOR ASTRONAUTS JOHN HERRINGTON WHO HAS FLOWN TO THE INTERNATIONAL SPACE STATION ON THE ENDEAVOR. DURING THIS TIME, VISITORS ARE REMINDED OF THE VARIOUS EXHIBITS AT CHABOT TO INCLUDE "BEYOND BLASTOFFX AND "ONE GIANT LEAP: A MOON ODYSSEY". 2011 - IN OCTOBER 2011, THE FOUNDATION HOSTED ITS ANNUAL NAVY IN SPACE EXHIBIT IN FORT MASON, CA AS PART OF FLEET WEEK. THIS INCLUDED PHOTOGRAPHS AND ARTIFACTS THAT HAVE MADE THE LONG JOURNEY TO THE MOON TO INCLUDE A VISIT WITH NAVY AVIATOR ASTRONAUTS JOHN HERRINGTON, DAN BURSCH, RIC SEARFOSS AND DICK GORDON WHO HAVE FLOWN TO THE INTERNATIONAL SPACE STATION. DURING THIS TIME, VISITORS ARE REMINDED OF THE VARIOUS EXHIBITS AT CHABOT & THE USS HORNET. ITEMS FROM THE W FOUNDATION SPACE COLLECTION HAVE BEEN ON DISPLAY FOR MANY YEARS AT CHABOT SPACE SCIENCE CENTER AND THE USS HORNET MUSEUM. 2012 - THE W FOUNDATION CONTINUED TO DISPLAY THE SPACE COLLECTION AT CHABOT SPACE SCIENCE CENTER AND THE USS HORNET MUSEUM. IN ADDITION, THE W FOUNDATION SPONOSED A JULY 2012 SPACE FESTIVAL IN NOVATO, CA. THE W FOUNDATION HAS ALSO ESTABLISHED A NEW SPACE MUSEUM IN NOVATO, CA CALLED "THE SPACE STATION". THIS EXHIBIT EDUCATES CHILDREN ABOUT THE EXCITING HISTORY OF SPACE EXPLORATION AND TO INCREASE THE PUBLIC'S UNDERSTANDING THAT A STRONG GLOBAL COMMITMENT TOWARD FUTURE SPACE TRAVEL IS KEY TO ACCELERATING OUR CIVILIZATION'S DEVELOPMENT. THIS EXHIBT IS OPEN ON THE WEEKENDS, IS STAFFED COMPLETELY BY VOLUNTEERS, AND IS FREE TO THE PUBLIC. 2013 AND 2014 - THE W FOUNDATION CONTINUED TO DISPLAY THE SPACE COLLECTION AT CHABOT SPACE SCIENCE CENTER AND THE USS HORNET MUSEUM. THE FOUNDATION ALSO OPERATED A SAPCE MUSUEM IN PACHECO PLAZA. STAFFED BY ALL VOLUNTEERS, THE MUSEUM IS FREE TO THE GENERAL PUBLIC. THE MUSEUM HAS ONE OF THE LARGEST COLLECTIONS OF SPACE MEMORABILIA AND EQUIPMENT. THE MUSEUM STAFF WORKS WITH NASA ON SPECIAL EVENTS AND OFTEN HOSTS A NASA ASTRONAUT OR ENGINEER TO INTERACT WITH THE GENERAL PUBLIC, ANSWER QUESTIONS AND EXPLAIN SPACE HISTORY. THE W FOUNDATION ALSO PARTICIPATED IN THE JROTC'S STARS & STRIPES CELEBRATION WITH NOVATO HIGH SCHOOL AND THE NORTH BAY SCIENCE FAIR. THE FOUNDATION PARTICIPATED IN THE 2013 NOVATO SPACE FESTIVAL AND DISPLAYED SPACE HISTORY ITEMS IN THE PETALUMA MUSEUM AND CSU CHICO. 2015- THE W FOUNDATION CONTINUED TO SPONOR AND OPERATE THE SPACE MUSEUM IN NOVATO. THE 2015 EVENT FEATURED ASTRONAUTS JERRY ROSS, RHEA SEDDON, YVONNE CAGLE, AND AL WORDEN (APOLLO 15). STAFFED BY ALL VOLUNTEERS, THE MUSEUM IS FREE TO THE GENERAL PUBLIC. THE MUSEUM STAFF WORKS WITH NASA ON SPECIAL EVENTS AND OFTEN HOSTS A NASA ASTRONAUT OR ENGINEER TO INTERACT WITH THE GENERAL PUBLIC, ANSWER QUESTIONS AND EXPLAIN SPACE HISTORY. 2016 & 2017 - THE W FOUNDATION CONTINUES TO SPONOR AND OPERATE THE SPACE MUSEUM IN NOVATO. THE 2016 AND 2017 EVENT FEATURED ASTRONAUTS AL WORDEN (APOLLO 15), CHARLIE DUKE, KENT ROMINGER, DAN BURSCH (SHUTTLE ASTRONAUT), DR. YVONNE CAGLE (NASA FLIGHT SURGEON), DR. RHEA SEDDON (SHUTTLE ASTRONAUT). STAFFED BY ALL VOLUNTEERS, THE MUSEUM IS FREE TO THE GENERAL PUBLIC. THE MUSEUM HAS ONE OF THE LARGEST COLLECTIONS OF SPACE MEMORABILIA AND EQUIPMENT. THE MUSEUM STAFF WORKS WITH NASA ON SPECIAL EVENTS AND OFTEN HOSTS A NASA ASTRONAUT OR ENGINEER TO INTERACT WITH THE GENERAL PUBLIC, ANSWER QUESTIONS AND EXPLAIN SPACE HISTORY. |
| Part IV, Section E, Line 2b: Reasons For The Organization's Position | SEE PART VI. THE SUPPORTED ORGANIZATIONS DO NOT HAVE THE ASSETS AND RESOURCES PROVIDED BY THE W FOUNDATION. WITHOUT THE FOUNDATION'S SUPPORT, THERE WOULD BE NO DISPLAYS RELATED TO MAN IN SPACE. |
| Software ID: | 22015553 |
| Software Version: | 2022v5.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, Line 2 | TWO OF BOARD MEMBERS ARE MARRIED TO ONE ANOTHER. |
| Form 990, Part VI, Section B, Line 11b | THE BOARD PRESIDENT AND TREASURER REVIEW THE RETURN AND DISCUSS THE RETURN PRIOR TO FILING. THEY ACT AS A COMMITTEE OF THE BOARD AND HAVE BEEN DELEGATED THE RESPONSIBILITY FOR THE PREPARATION AND IN DEPTH REVIEW OF THE TAX RETURN. |
| Form 990, Part VI, Section B, Line 12c | THE BOARD OF DIRECTORS IS CURRENTLY REVIEWING A CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section C, Line 18 | THE TAX RETURNS ARE AVAILABLE TO THE GENERAL PUBLIC VIA GUIDESTAR. ALL DOCUMENTS ARE AVAILABE UPON REQUEST. |
| Form 990, Part VI, Section C, Line 19 | ORGANIZATIONAL DOCUMENTS ARE AVAILABLE AT THE ATTORNEY GENERAL'S WEBSITE. |
| Statement Note 1 | THE W FOUNDATIONADVISORY BOARDTHE W FOUNDATIONS'S ADVISORY BOARD IS DESIGNED TO GIVE STRATEGIC DIRECTION AND ADVICE TO THE FOUNDATION TO GUIDE THE ORGANIZATION IN THE FULFILLMENT OF ITS GOALS AND OBJECTIONS. THE ADVISORY BOARD MEMBERS ARE INFLUENTIAL MEMBERS OF THE INTERNATIONAL SPACE AND BUSINESS COMMUNITY WHO HAVE BEEN STRONG SUPPORTERS OF THE GOALS OF TEH W FOUNDATION: TO SUPPORT ORGANIZATIONS THAT PROMOTE SCIENCE, TECHNOLOGY, ENGINEERING, MATH AND ECONOMICS. THE ADVISOR BOARD FOR THE CURRENT YEAR INCLUDE THE FOLLOWING (IN ORDER OF TENURE):Dr. Millie H. Fulford, Astronaut (STS: 40)Robert L. Curbeam, Astronaut (STS: 85,98)John B. Herrington, Astronaut (STS: 113)Rick Searfoss, Astronaut (STS: 90)Bill Pullman, Actor & DirectorWill Wright, Computer Game DesignerJoe Martinez, Model Building ExpertMimi Stuart, Aviation ArtistDon Shields, Former USAF pilot & aerospace executivePaul Heavenridge, Executive Director, LiteracyworksAlfred M. Worden, Astronaut (Apollo 15) |
| Statement Note 2 | THE W FOUNDATION SPECIAL PROGRAM EVENTNOVATO SPACE FESTIVALDUE TO THE IMPACT OF COVID-19, THE W FOUNDATION DID NOT HOST AN ANNUAL SPACE FESTIVAL. THIS FESTIVAL IS GENERALLY OPEN TO THE GENERAL PUBLIC AND ALLOWS VISITORS AND SCHOOL GROUPS A CHANCE TO EXPLORE THE HISTORY OF MANNED SPACEFLIGHT AND EXPLORATION. THE SPACE FESTIVAL IS A FREE FAMILY EVENT THAT OFFERS HANDS-ON ACTIVITIES, INTERACTIVE DISPLAYS, AND A RARE OPPORTUNITY TO TALK WITH LEDGENDARY NASA ASTRONAUTS WHO HAVE FLOWN INTO SPACE, PILOTED A SPACE SHUTTLE, OR LIVED ON THE INTERNATIONAL SPACE STATION. VISITORS CAN TRY ON A PAIR OF RUSSIAN COSMONAUT'S SPACE SUIT GLOVES, TOUCH REAL MOON ROCKS, DON A PROTOTYPE SPACE HELMET DESIGNED FOR THE APOLLO MISSIONS, AND EVEN SIT IN A SEAT FROM A SOYUZ SPACECRAFT. THE FOUNDATION POSSESSES ONE OF THE LARGEST PRIVATE COLLECTIONS OF SPACE EXPLORATION ARTIFACTS IN THE WORLD AND ALSO WORKS WITH ORGANIZATINOS AND EVENTS LIKE OAKLAND'S CHABOT SPACE AND SCIENCE CENTER, THE USS HORNET MUSEUM IN ALAMEDA, AND SAN FRANCISCO FLEET WEEK TO PRESENT EDUCATIONAL EXHIBITS ON THE HISTORY OF SPACE EXPLORATION. IN LIEU OF FESTIVAL EVENTS, THE W FOUNDATION DID A "COVID-19 WORK-AROUNDX AND HOSTED LIVE INTERVIEWS ON SOCIAL MEDIA WITH ASTRONAUTS AND SPACE INDUSTRY EXPERTS, SUCH AS AERONAUTICS ENGINEERS AND PLANETARY GEOLOGISTS. IN 2020, THE FOUNDATION ALSO SPONSORED A TRIBUTE TO APOLLO 15 ASTRONAUT COL. AL WORDEN. THE ARTIFACTS FROM THE FOUNDATION'S EXTENSIVE COLLECTION ARE CURRENTLY BEING HOUSED IN A WAREHOUSE FOR SAFEKEEPING. |
| Software ID: | 22015553 |
| Software Version: | 2022v5.0 |