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ObjectId: 202001559349100905 - Submission: 2020-06-03
TIN: 04-3246845
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
19
Name of the organization
THE STORY EXCHANGE FOUNDATION
C/O VICTORIA D WANG
Employer identification number
04-3246845
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution:
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page
2
Name of organization
THE STORY EXCHANGE FOUNDATION
C/O VICTORIA D WANG
Employer identification number
04-3246845
Part I
Contributors
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
327,863
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
52,450
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
31,740
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
72,638
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
56,374
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
29,554
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Name of organization
THE STORY EXCHANGE FOUNDATION
C/O VICTORIA D WANG
Employer identification number
04-3246845
Part I
Contributors
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
14,995
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
16,027
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
832
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
3,184
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
VICTORIA D WANG
130 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
$
14,842
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page
3
Name of organization
THE STORY EXCHANGE FOUNDATION
C/O VICTORIA D WANG
Employer identification number
04-3246845
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
5000 SHARES OF FIDELITY LIMITED TERM MUNI INCOME FUND WITH ORIGINAL BASIS OF $53,685
$
52,450
2019-01-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
3000 SHARES OF FIDELITY LIMITED TERM MUNI INCOME FUND WITH ORIGINAL BASIS OF $32,213
$
31,740
2019-04-26
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
6840 SHARES OF FIDELITY LIMITED TERM MUNI INCOME FUND WITH ORIGINAL BASIS OF $73,430
$
72,638
2019-05-21
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
200 SHARES OF BIOGEN INC COM WITH ORIGINAL BASIS OF $5,477
$
56,374
2019-10-22
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
100 SHARES OF BIOGEN INC COM WITH ORIGINAL BASIS OF $2,739
$
29,554
2019-10-28
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
7
50 SHARES OF BIOGEN INC COM WITH ORIGINAL BASIS OF $1,369
$
14,995
2019-10-30
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Name of organization
THE STORY EXCHANGE FOUNDATION
C/O VICTORIA D WANG
Employer identification number
04-3246845
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
341 SHARES OF ACCELRON PHARMA WITH ORIGINAL BASIS OF $1,364
$
16,027
2019-11-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
530 SHARES OF SELECTA BIOSCIENCES WITH ORIGINAL BASIS OF $4,184
$
832
2019-11-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
838 SHARES OF SERES THERAPEUTICS INC WITH ORIGINAL BASIS OF $662
$
3,184
2019-11-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
50 SHARES OF BIOGEN INC COM WITH ORIGINAL BASIS OF $1,369
$
14,842
2019-12-13
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page
4
Name of organization
THE STORY EXCHANGE FOUNDATION
C/O VICTORIA D WANG
Employer identification number
04-3246845
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Additional Data
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