HAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAND FOUNDATION (EIN 56-2403164)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-14
- IRS object ID
- 202410459349100506
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-14T09:08:17-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562403164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAND Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HAND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARZAD NAZEM | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FARZAD | PersonFirstNm |
| Person Last | NAZEM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,982,705 | 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 | $38,399 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,399 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,665 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $179,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $60,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60,444 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,444 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,131,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,980,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,980,085 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,196,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,196,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,002,620 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,328,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,176,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,982,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,328,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,176,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,328,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,176,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,328,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,176,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,328,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,176,971 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,176,971 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,489 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,489 | SubtotalAmt |
| Tax Based On Investment Income | $2,489 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,194 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,494 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5 | OverpaymentAmt |
| Applied To ES Tax | $5 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nasrin Hashemi | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Noosheen Hashemi | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Farzad Nazem | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $54,472 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOROOZ OUTREACH PROJECT - TO EDUCATE THE PUBLIC ABOUT AND SHARE THE PERSIAN NEW YEAR IN THE US, HENCE ADVANCING DIVERSITY AND INCLUSION IN SOCIETY. | Description1Txt |
| Expenses1 | $1,703 | Expenses1Amt |
| 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 | $14,922,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,968,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,890,102 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,890,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,621,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $881,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $881,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,489 | TotalTaxAmt |
| Distributable Before Adj | $878,599 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $878,599 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $878,599 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,944 | 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 | $328,944 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $878,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $161,688 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $328,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $161,688 | AppliedToYear1Amt |
| Applied To Current Year | $167,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $711,343 | 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 | Farzad Nazem | ContributingManagerNm |
| Contributing Manager | Noosheen Hashemi | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIGHT | |||||||
| 615 1ST AVE NE STE 500 | MINNEAPOLIS | MN | 55413 | N/A | PC | Ukraine Response fund | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | Ruth Bader Ginsburg Liberty Center | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTH | |||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | N/A | PC | To support indigenous justice | $25,000 |
| BASKERVILLE INSTITUTE | |||||||
| 350 E 400 S STE 407 | SALT LAKE CITY | UT | 84111 | N/A | PC | to purchase 100 copies of An American Martyr in Persia: The Epic Life and Tragic Death of Howard Baskerville for distribution to the community | $3,000 |
| CAREMESSAGE | |||||||
| PO BOX 7307 | SAN FRANCISCO | CA | 94120 | N/A | PC | General & Unrestricted | $10,000 |
| COLLEGE TRACK | |||||||
| 483 9TH ST STE 200 | OAKLAND | CA | 94607 | N/A | PC | Charitable Event | $25,000 |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1900 M ST NW STE 850 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 |
| DIASPORA ARTS CONNECTION INC | |||||||
| 55 GOLF CLUB ROAD STE 126 | PLEASANT HILL | CA | 94523 | N/A | PC | General & Unrestricted | $20,000 |
| GO ONCOLOGY INC | |||||||
| PO BOX 72101 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | Emergency Relief fund for the families in Turkey and Syria impacted by the recent earthquake | $5,000 |
| IRANIAN-AMERICAN BAR ASSOCIATION FOUNDATION | |||||||
| 5185 MACARTHUR BLVD NW STE 624 | WASHINGTON | DC | 20016 | N/A | PC | Charitable Event | $5,000 |
| KODE WITH KLOSSY INC | |||||||
| 632 BROADWAY RM 602 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $5,000 |
| MATHEMATICAL SCIENCES RESEARCH INSTITUTE | |||||||
| 17 GAUSS WAY | BERKELEY | CA | 94720 | N/A | PC | Maryam Mirzakhani Endowed Professorship Fund | $25,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | Youth Philanthropy Project for the Global Issues for Global Citizens class | $4,000 |
| MOMS AGAINST POVERTY | |||||||
| 851 BURLWAY RD STE 800 | BURLINGAME | CA | 94010 | N/A | PC | Khoy Earthquake Relief fund | $5,000 |
| MOMS AGAINST POVERTY | |||||||
| 851 BURLWAY RD STE 800 | BURLINGAME | CA | 94010 | N/A | PC | Charitable Event | $5,000 |
| PLOUGHSHARES FUND INC | |||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | Charitable Event | $10,000 |
| PRESIDENT AND DIRECTORS OF GEORGETOWN COLLEGE FOR | |||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | N/A | PC | Dean's Innovation Fund | $10,000 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY 4TH FL MC 5470 | REDWOOD CITY | CA | 94063 | N/A | PC | The General Gift Fund to support research on metabolic health, under the direction of Dr. Tracey L. McLaughlin (GHETB) | $10,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Charitable Event | $5,000 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | Dean's Fund | $50,000 |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | N/A | PC | Digital Ecosystem Fund | $25,000 |
| THE SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92106 | N/A | PC | The Max LeNail Memorial Bridge Fund | $2,500 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,500 | 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 | $38,399 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,665 | 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 Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| 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 | $179,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,064 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $277,206 | $3,061,926 |
| ALPHABET INC CL C | $261,645 | $1,688,741 |
| AMAZON COM | $857,339 | $3,259,000 |
| APPLE INC | $963,948 | $1,551,760 |
| ORACLE CORP | $61,480 | $2,381,800 |
| SALESFORCE.COM | $163,933 | $676,032 |
| VANGUARD SHORT-TERM CORPORATE | $4,337,099 | $4,190,021 |
| VANGUARD SM-CAP ETF | $1,274,236 | $1,193,340 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $54,472 | $54,472 |
| Foundation Dues & Memberships | $650 | $650 |
| Insurance Premiums | $508 | $508 |
| Office Supplies | $4,050 | $4,050 |
| Postage/Delivery Service | $42 | $42 |
| State or Local Filing Fees | $50 | $50 |
| Website Hosting/Support | $672 | $672 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2023 | CategoryTxt |
| Amt | $1,500 | Amt |