CABIN ROAD FOUNDATION 04042011: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CABIN ROAD FOUNDATION 04042011 (EIN 30-6284988)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-10
- IRS object ID
- 202411019349100131
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T14:20:48-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CABIN ROAD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | dated April 4 2011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANNE GROUSBECK MATTA | InCareOfNm |
| Business Name Control | CABI | BusinessNameControlTxt |
| Phone | 4153922123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SEILER 220 MONTGOMERY ST Ste 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MATTA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6504544731 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | MATTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $377,811,589 | 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 | $4,499,045 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,499,045 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,473,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,473,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,720,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,686,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,646,941 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $425,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $194,043 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,119,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,813,622 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $102,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,273 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,273 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $337,493 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $77,600 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $302 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,129,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,975,008 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,602,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,087,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,273 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,520,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,520,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,122,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,087,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,570,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,003,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,726,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,159,211 | CashBOYAmt |
| Cash EOY | $69,100,895 | CashEOYAmt |
| Cash EOYFMV | $69,100,895 | CashEOYFMVAmt |
| Corporate Stock BOY | $62,200,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,200,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,170,795 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $77,580,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,628,181 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,989,471 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $63,222,698 | OtherAssetsBOYAmt |
| Other Assets EOY | $63,222,698 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $160,550,428 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $254,162,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $252,151,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $377,811,589 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $254,162,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $252,151,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $254,162,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $252,151,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $254,162,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $252,151,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $254,162,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,003,558 | ExcessRevenueOverExpensesAmt |
| Subtotal | $252,159,147 | SubtotalAmt |
| Other Decreases | $7,373 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $252,151,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| K-1 STCG | P | $39,079 | -$39,079 | -$39,079 | |
| K-1 LTCG | P | $608,773 | $608,773 | $608,773 | |
| K-1 1231 GAIN | P | $214,652 | $214,652 | $214,652 | |
| 28102 SHS ROUTEONE REDEEMED | P | $28,000,000 | $2,651,435 | $2,651,435 | $30,651,435 |
| K-1 1256 GAIN | P | $211,160 | $211,160 | $211,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,646,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162,998 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $162,998 | SubtotalAmt |
| Tax Based On Investment Income | $162,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,002 | OverpaymentAmt |
| Applied To ES Tax | $37,002 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | ANNE GROUSBECK MATTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153922123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2995 WOODSIDE ROAD SUITE 400 | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE GROUSBECK MATTA | ||||||||
| 2995 WOODSIDE ROAD SUITE 400 | WOODSIDE | CA | 94062 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| HORACIO MATTA VELASCO | ||||||||
| 2995 WOODSIDE ROAD SUITE 400 | WOODSIDE | CA | 94062 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX | ServiceTypeTxt |
| Compensation | $102,820 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,318,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,598,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $247,420,572 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $382,338,075 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $382,338,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,735,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $376,603,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,830,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,830,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $162,998 | TotalTaxAmt |
| Distributable Before Adj | $18,667,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,667,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,667,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,570,273 | 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 | $13,570,273 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,667,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,879,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,157,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,036,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,570,273 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,570,273 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,096,879 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,096,879 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,939,889 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,939,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,782,512 | ExcessFromYear2Amt |
| Excess From Year1 | $6,157,377 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE G MATTA TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2995 WOODSIDE ROAD SUITE 400 | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6504544731 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED ELECTRONICALLY AND INCLUDE PROOF OF IRC 501(C)(3) STATUS. UNSOLICITED GRANT REQUESTS MAY NOT RECEIVE ACKNOWLEDGEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRC SECTION 501(C)(3) DEFINED PURPOSES AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | GENERAL | $8,000,000 |
| UC BERKELEY FOUNDATION | |||||||
| PO BOX 2167 | ALAMEDA | CA | 94501 | GENERAL | $5,520,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,520,000 | 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 | $4,499,045 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $353 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,473,593 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $73,904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,646,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PASSTHROUGH LOSSES | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $231,452 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $305,709 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,813,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,119,331 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $102,820 | Amt |
| Net Investment Income | $34,273 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,273 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD 500 INDEX ADMIRAL | StockNm |
| EOY Book Value | $62,200,000 | EOYBookValueAmt |
| EOYFMV | $67,170,795 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIVERSIFIED PARTNERSHIPS | $57,628,181 | $80,989,471 |
| DIVERSIFIED INVESTMENTS | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE COMPANY STOCK | $31,500,000 | $31,500,000 | $132,000,000 |
| PRIVATE COMPANY DEBT | $31,722,698 | $31,722,698 | $28,550,428 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $7,373 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY | $6,281 | $6,281 |
| 59E EXPENSE | $78,499 | |
| OTHER PORTFOLIO DEDUCTIONS | $4,612 | $4,612 |
| OTHER DEDUCTIONS | $1,702,131 | $1,638,525 |
| CONTRIBUTIONS | $150 | $150 |
| SECTION 162 TRADER EXPENSES | $36,153 | $36,153 |
| NONDEDUCTIBLE EXPENSES | $9,263 | |
| DEPLETION | $14,706 | $12,058 |
| LLC RENEWAL FEE | $400 | $400 |
| SEC 743 B | $276,829 | $276,829 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY | $247,129 | $1,256 |
| RENTAL | -$39,291 | -$20,029 |
| ROYALTIES | $94,744 | $92,304 |
| OTHER PORTFOLIO | $115,871 | $113,470 |
| OTHER INCOME | $926 | $926 |
| REFUNDS | $6,116 | $6,116 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $11,296 | $302 |
| STATE TAXES | $6,256 |