HEWLETT PACKARD ENTERPRISE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEWLETT PACKARD ENTERPRISE FOUNDATION (EIN 47-5011215)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-09-12
- IRS object ID
- 202402569349100530
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T18:10:54-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
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 STREET 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 | 2022-11-01 | 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) |
|---|---|---|
| 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 | 2024-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,434,206 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,889,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,889,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,813,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,468,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,813,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,703,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,703,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,358 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,733,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,733,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,077,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,876,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,625,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,549,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $378,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,564,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,564,047 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $47,248 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,624 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,624 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $50,695,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,969,698 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,969,698 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,786,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,729,303 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,729,303 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,184,385 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,151,534 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,151,534 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $76,092,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,434,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,434,206 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $74,190 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $97,720 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $74,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,720 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,017,925 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,336,486 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,017,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,336,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,092,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,434,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,017,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,625,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,692,823 | OtherIncreasesAmt |
| Subtotal | $82,336,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,336,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS INVESTMENTS | 2021-11-01 | 2023-10-31 | $8,386,953 | $7,655,291 | $731,662 | $731,662 | |
| CAPITAL GAINS DIVIDENDS | $1,081,872 | $1,081,872 | $1,081,872 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,813,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,424 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,424 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $16,055 | OverpaymentAmt |
| Applied To ES Tax | $16,055 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MONICA BATCHELDER | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | PRES/EXEC DIRECTOR/BOARD MEM | 2.00 | $0 | $0 | $0 |
| VISHAL LALL | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN SCHULTZ | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| JENNIFER TEMPLE | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GREGG MELINSON | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CYNDIE WANG STARTED 4-27-2023 | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALAN MAY | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | INVESTMENT MANAGEMENT | $117,778 |
| BENEVITY | |||||
| 32 W 25TH AVENUE | SAN MATEO | CA | 94403 | PHILANTHROPY CONSULT | $99,390 |
| MARCUM LLP | |||||
| 750 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING & TAX SERVICES | $53,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,420,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $644,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,064,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,064,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,185,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,878,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,893,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,893,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,340 | TotalTaxAmt |
| Distributable Before Adj | $3,844,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,844,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,844,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,876,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,876,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,844,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,227,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,396,777 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,760,894 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,413,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,883,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,876,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,844,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,031,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,914,613 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $84,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,830,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,227,654 | ExcessFromYear4Amt |
| Excess From Year3 | $3,396,777 | ExcessFromYear3Amt |
| Excess From Year2 | $2,760,894 | ExcessFromYear2Amt |
| Excess From Year1 | $4,413,201 | ExcessFromYear1Amt |
| Excess From Current Year | $5,031,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING EXPENSES | $250,000 |
| AMERICAN ONLINE GIVING FOUNDATION | ||||||
| 200 MAIN ST | SAFETY HARBOR | FL | 34695 | PC | EMPLOYEE MATCHING PROGRAM AND COMMUNITY IMPACT GRANTS | $3,948,000 |
| CAREERVILLAGE INC | ||||||
| 1475 COLUMBIA CT | PALO ALTO | CA | 94304 | PC | GENERAL OPERATING EXPENSES | $65,000 |
| CURATEED PATHWAYS TO INNOVATION | ||||||
| 375 S 3RD ST | SAN JOSE | CA | 951123649 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PC | EMPLOYEE MATCHING PROGRAM AND COMMUNITY IMPACT GRANTS | $2,432,000 |
| VILCAP INC | ||||||
| 829 7TH ST NW 200 | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING EXPENSES | $235,000 |
| LABSTART INNOVATIONS INC | ||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | PC | GENERAL OPERATING EXPENSES | $150,000 |
| FOODREASON HOUSTON INC | ||||||
| 8 GREENWAY PLAZA SUITE 900 | HOUSTON | TX | 77046 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| FAST FOWARD (FFWD) | ||||||
| 1002A OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | PC | GENERAL OPERATING EXPENSES | $1,503,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,733,830 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,889,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,813,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,703,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,703,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT PACKARD FOUNDATION COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $71,355 | Amt |
| Net Investment Income | $35,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,218 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES US AGGREGATE BOND INDEX FUND | $10,284,417 | $10,284,417 |
| ISHARES SHORT-TERM CORPORATED BOND | $15,444,886 | $15,444,886 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS ISHARES S&P 500 INDEX FUND | $29,701,234 | $29,701,234 |
| FIDELITY LARGE CAP VALUE INDEX FUND | $1,146,864 | $1,146,864 |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND | $4,654,507 | $4,654,507 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND | $6,435,519 | $6,435,519 |
| SSHA HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND | $6,487,566 | $6,487,566 |
| SSGA EMERGING MARKET EQUITY INDEX FUND | $1,544,008 | $1,544,008 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DFA REAL ESTATE SECURITIES PROTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,151,534 | BookValueAmt |
| EOYFMV | $1,151,534 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $750 | $0 | $750 |
| BENEVITY FEES | $99,390 | $0 | $99,390 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,692,823 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $74,190 | BOYBookValueAmt |
| EOY Book Value | $97,720 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $117,778 | Amt |
| Net Investment Income | $117,778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT PACKARD FOUNDATION COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 PENNSYLVANIA AVE | AddressLine1Txt |
| City | WASHGINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX EXPENSE | CategoryTxt |
| Amt | $54,243 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |