HEWLETT PACKARD ENTERPRISE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: HEWLETT PACKARD ENTERPRISE FOUNDATION (EIN 47-5011215)
Tax period: 2020-11-01 to 2021-10-31
Filed: 2022-09-14
IRS object ID: 202242579349101314
Schema version: 2020v4.1
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
Contractor Compensation Expln
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-09-14T18:31:25-05:00	ReturnTs
Tax Period End	2021-10-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1899 L ST NW 850	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	475011215	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEWLETT PACKARD ENTERPRISE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% THE ORGANIZATION	InCareOfNm
Business Name Control	HEWL	BusinessNameControlTxt
Phone	2027724468	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 Pennsylvania Ave	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MONICA BATCHELDER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2027724468	PhoneNum
Signature	2022-03-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Monica	PersonFirstNm
Person Last	Batchelder	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANK H SMITH	PreparerPersonNm
PTIN	P00639053	PTIN
Phone	2022275000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$98,180,841	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

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
Dividends Rev And Expnss	$1,610,380	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,610,380	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,154,015	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$30,745,546	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,154,015	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,764,395	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,764,395	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$70,171	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$35,086	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$35,085	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$298,529	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$129,128	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$169,401	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$32,499	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$83,815	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$310	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$83,505	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$485,014	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$164,524	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$287,991	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,099,925	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,099,925	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,584,939	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$164,524	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,387,916	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$4,820,544	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,599,871	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$76,949	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$576,324	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$576,324	SavAndTempCashInvstEOYFMVAmt
Grants Receivable BOY	$10,000,000	GrantsReceivableBOYAmt
Corporate Stock BOY	$50,721,895	CorporateStockBOYAmt
Corporate Stock EOY	$66,257,836	CorporateStockEOYAmt
Corporate Stock EOYFMV	$66,257,836	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$24,932,094	CorporateBondsBOYAmt
Corporate Bonds EOY	$31,346,681	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$31,346,681	CorporateBondsEOYFMVAmt
Total Assets BOY	$85,730,938	TotalAssetsBOYAmt
Total Assets EOY	$98,180,841	TotalAssetsEOYAmt
Total Assets EOYFMV	$98,180,841	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$13,412	AccountsPayableBOYAmt
Accounts Payable EOY	$5,911	AccountsPayableEOYAmt
Other Liabilities BOY	$55,436	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$295,600	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$68,848	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$301,511	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$85,662,090	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$97,879,330	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$85,662,090	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$97,879,330	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$85,730,938	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$98,180,841	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$85,662,090	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$4,820,544	ExcessRevenueOverExpensesAmt
Other Increases	$17,277,948	OtherIncreasesAmt
Subtotal	$98,119,494	SubtotalAmt
Other Decreases	$240,164	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$97,879,330	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS INVESTMENTS-ST	P	$11,610,522	$11,529,041	$81,481	$81,481
GOLDMAN SACHS INVESTMENTS-LT	P	$19,066,062	$18,062,490	$1,003,572	$1,003,572

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,154,015	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$36,138	InvestmentIncomeExciseTaxAmt
Subtotal	$36,138	SubtotalAmt
Tax Based On Investment Income	$36,138	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$26,539	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$22,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$48,539	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$264	EsPenaltyAmt
Overpayment	$12,137	OverpaymentAmt
Applied To ES Tax	$12,137	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
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
Org Report Or Register State	DE	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	Yes (true)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2027724468	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 PENNSYLVANIA AVE	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	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	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	Yes (true)	UndistributedIncomePYInd
Business Holdings	Yes (true)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
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 (7 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
GREGG MELINSON
6280 AMERICA CENTER DRIVE	SAN JOSE	CA	95002	PRES/EXEC DIRECTOR/BOARD MEM	1.5	$0	$0	$0
JOHN SCHULTZ
6280 AMERICA CENTER DRIVE	SAN JOSE	CA	95002	BOARD MEMBER	0.5	$0	$0	$0
BRIAN TIPPENS
6280 AMERICA CENTER DRIVE	SAN JOSE	CA	95002	BOARD MEMBER	0.5	$0	$0	$0
MAX CUELLAR
6280 AMERICA CENTER DRIVE	SAN JOSE	CA	95002	BOARD MEMBER	1.0	$0	$0	$0
ALAN MAY
6280 AMERICA CENTER DRIVE	SAN JOSE	CA	95002	BOARD MEMBER	1.0	$0	$0	$0
JENNIFER TEMPLE
6280 AMERICA CENTER DRIVE	SAN JOSE	CA	95002	BOARD MEMBER	1.0	$0	$0	$0
Vishal Lall
6280 America Center Drive	San Jose	CA	95002	Board Member	1.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
BENEVITY
32 W 25TH AVENUE	SAN MATEO	CA	94403	PHILANTHROPY CONSULT	$83,455
GOLDMAN SACHS
1735 MARKET STREET	PHILADELPHIA	PA	19103	INVESTMENT MGMT	$129,128
SMARTER REALITY
2121 HILTON HEAD	ROUND ROCK	TX	78664	DESIGN AND DEVELOPME	$169,401
MARCUM LLP
750 THIRD AVENUE	NEW YORK	NY	10017	ACCOUNTING & TAX SVC	$70,171

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	$93,143,580	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,539,879	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$94,683,459	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$94,683,459	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,420,252	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$93,263,207	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,663,160	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,663,160	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$36,138	TaxBasedOnInvestmentIncomeAmt
Total Tax	$36,138	TotalTaxAmt
Distributable Before Adj	$4,627,022	DistributableBeforeAdjAmt
Distributable Before Ded	$4,627,022	DistributableBeforeDedAmt
Distributable As Adjusted	$4,627,022	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,387,916	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	$7,387,916	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$7,387,916	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,627,022	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,667,873	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,003,722	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$84,501	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,227,654	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,396,777	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$10,380,527	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,387,916	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$4,627,022	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,760,894	RemainingDistriFromCorpusAmt
Total Corpus	$13,141,421	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$2,667,873	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$10,473,548	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,003,722	ExcessFromYear4Amt
Excess From Year3	$84,501	ExcessFromYear3Amt
Excess From Year2	$2,227,654	ExcessFromYear2Amt
Excess From Year1	$3,396,777	ExcessFromYear1Amt
Excess From Current Year	$2,760,894	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICA ONLINE GIVING FOUNDATION
200 MAIN STREET	SAFETY HARBOR	FL	34695	NONE	PC	EMPLOYEE MATCHING PROGRAM AND COMMUNITY IMPACT GRANTS	$4,220,000
SILICON VALLEY COMMUNITY FOUNDATION
2440 WEST EL CAMINO REAL	MOUNTAIN VIEW	CA	94040	NONE	PC	EMPLOYEE MATCHING PROGRAM AND COMMUNITY IMPACT GRANTS.	$740,000	SUITE 300
AMERICAN NATIONAL RED CROSS
430 17th St NW	WASHINGTON	DC	20006	NONE	PC	DISASTER RESPONSE PROGRAM	$250,000
FFWD HPE Foundation
1004 OREILLY AVE STE A	SAN FRANCISCO	CA	94129	NONE	PC	HPE ACCELERATING IMPACT	$1,269,925
AMERICAN HEART ASSOCIATION
7272 greenville ave	dallas	TX	75231	none	PC	fight heart disease and improve lives	$25,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOOR	NEW YORK	NY	10011	NONE	PC	NRDC works to safeguard the earth-its people, its plants and animals, and the natural systems on which all life depends.	$250,000
UK CHARITABLE GIVING FOUNDATION
32 W 25TH AVE 203	SAN MATEO	CA	94403	NONE	PC	TO ASSIST OTHER CHARITABLE ORGANIZATIONS	$35,000
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRIVE	HOUSTON	TX	77007	NONE	PC	creates opportunities for people in our community to thrive by	$200,000
UNITED STATES FOR UNICEF
125 Maiden Lane	NEW YORK	NY	10038	NONE	PC	To relentlessly pursue an equitable world for every child	$100,000
ONE MIND INSTITUTE
PO Box 680	RUTHERFORD	CA	94573	NONE	PC	TO ACCELERATE BRAIN HEALTH RESEARCH AND ADVOCACY	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,099,925	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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,610,380	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,154,015	ExclusionAmt

Field	Value	IRS element (for citing)
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	$2,764,395	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,764,395	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	$70,171	Amt
Net Investment Income	$35,086	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$35,085	DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (4 entries)

ExplanationExplanationTxt
BENEVITY
PHILANTHROPIC CONSULTING
GOLDMAN SACHS
INVESTMENT MANAGEMENT
SMARTER REALITY
DESIGN AND DEVELOPMENT
MARCUM LLP
ACCOUNTING & TAX SVCS

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	GS INV.FIXED INC. MUTUAL FUNDS	BondNm
EOY Book Value	$31,346,681	EOYBookValueAmt
EOYFMV	$31,346,681	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GS US EQUITY MUTUAL FUNDS	$44,741,702	$44,741,702
GS NON US EQUITY MUTUAL FUNDS	$21,516,134	$21,516,134

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED TAX ADJUSTMENT	Desc
Amt	$240,164	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
BENEVITY FEES	$83,455	$83,455
MISC. INVESTMENT FEES	$310	$0	$310
STATE FILING FEES	$50	$50

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc
OTHER INCOME: HPEF TR- RUSS IND FD
OTHER INCOME: HPEF TR- US DEBT IND FD

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$17,277,948	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED FEDERAL EXCISE TAX	Desc
BOY Book Value	$55,436	BOYBookValueAmt
EOY Book Value	$295,600	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$129,128	$129,128
OUTSIDE CONTRACT SERVICES	$169,401		$169,401

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAXES	CategoryTxt
Amt	$32,499	Amt