TROPER WOJCICKI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TROPER WOJCICKI FOUNDATION (EIN 20-2777268)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349104000
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:25:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202777268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROPER WOJCICKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TROP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 MAIN ST 259 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS TROPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAMIE CHEW GUPTA | PreparerPersonNm |
| PTIN | P00773559 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $289,144,583 | 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 | $12,817,529 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,635,868 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,635,868 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,347,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,347,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,192,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,988,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,192,233 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $17,824 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $17,824 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$246,946 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$236,932 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,764,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,938,970 | 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 |
| Legal Fees Rev And Expnss | $2,824 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,824 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,038,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $379,935 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $658,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $365,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,347 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,461,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $451,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $689,158 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,595,579 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,595,579 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,057,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $451,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,284,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,706,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,487,188 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,413 | CashBOYAmt |
| Cash EOY | $9,090 | CashEOYAmt |
| Cash EOYFMV | $9,090 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,609,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,270,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,270,587 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $225,043,829 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $283,864,906 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $283,864,906 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $229,782,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $289,144,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $289,144,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $229,782,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $289,144,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $229,782,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $289,144,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,782,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $289,144,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $229,782,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,706,845 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,654,930 | OtherIncreasesAmt |
| Subtotal | $289,144,583 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $289,144,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,538,163 | $2,556,697 | -$18,534 | -$18,534 |
| PUBLICLY TRADED SECURITIES | $2,782,466 | $3,289,686 | -$507,220 | -$507,220 |
| PUBLICLY TRADED SECURITIES | $34,667,626 | $13,949,639 | $20,717,987 | $20,717,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,192,233 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $326,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $326,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $326,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $340,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $420,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $93,528 | OverpaymentAmt |
| Applied To ES Tax | $93,528 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PACIFIC FOUNDATION SERVICES LLC | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN WOJCICKI | ||||||||
| 171 MAIN ST SUITE 259 | LOS ALTOS | CA | 94022 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DENNIS TROPER | ||||||||
| 171 MAIN ST SUITE 259 | LOS ALTOS | CA | 94022 | TREASURER & SECRETARY | 0.50 | $0 | $0 | $0 |
| MONICA GNANADEV | ||||||||
| 171 MAIN ST SUITE 259 | LOS ALTOS | CA | 94022 | AUDIT COMMITTEE CHAIR | 0.50 | $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 |
|---|---|---|---|---|---|
| REDWOOD PACIFIC MANAGEMENT | |||||
| 171 MAIN STREET SUITE 259 | LOS ALTOS | CA | 94022 | PHILANTHROPIC ADVISOR FEES | $523,814 |
| GOLDMAN SACHS | |||||
| 555 CALIFORNIA STREET 44TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGER | $379,935 |
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT SERVICES | $135,000 |
| 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 | $242,710,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,029,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,134,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $268,875,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $268,875,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,033,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $264,842,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,242,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,242,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $326,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $326,472 | TotalTaxAmt |
| Distributable Before Adj | $12,915,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,915,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,915,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,284,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,284,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,915,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,338 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,284,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,338 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,915,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,307,766 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,307,766 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,307,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,307,766 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN WOJCICKI | ContributingManagerNm |
| Contributing Manager | DENNIS TROPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMIGOS OF COSTA RICA INC | |||||||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||
| AMIGOS OF COSTA RICA INC | |||||||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||
| BAY AREA FRIENDSHIP CIRCLE | |||||||||||
| 3921 FABIAN WAY SUITE A023 | PALO ALTO | CA | 94303 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| BEYOND FISTULA | |||||||||||
| 191 PINE LANE | LOS ALTOS | CA | 94022 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||
| BOYS & GIRLS CLUBS OF THE PENINSULA | |||||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $250,000 | ||||
| BROAD INSTITUTE INC | |||||||||||
| 415 MAIN ST | CAMBRIDGE | MA | 02142 | NONE | PC | DEVELOPING NOVEL MS-BASED INITIATIVES FOR PERSONALIZED IMMUNOTHERAPY THROUGH ACQUISITION OF ADVANCED INSTRUMENTATION | $1,450,000 | ||||
| CALIFORNIA ACADEMY OF SCIENCES | |||||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT | $500,000 | GATE PARK | |||
| CAMFED USA FOUNDATION | |||||||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||
| CODE ORG | |||||||||||
| 1501 4TH AVENUE SUITE 900 | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||
| DANA-FARBER CANCER INSTITUTE | |||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | AMPVAX: A DISRUPTIVE PERSONAL CANCER VACCINE | $762,666 | ||||
| DOCTORS WITHOUT BORDERS - USA | |||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $333,348 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $500,023 | ||||
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $500,023 | ||||
| FRIENDS OF THE OSA | |||||||||||
| 1300 I STREET NORTHWEST SUITE 400E | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT FOR OSA CONSERVATION, COSTA RICA | $500,023 | 9996 | |||
| GRASSROOTS ECOLOGY | |||||||||||
| 3921 E BAYSHORE RD STE 202 | PALO ALTO | CA | 94303 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||
| GROWING TOGETHER BAY AREA INC | |||||||||||
| 843 E MEADOW AVE | PINOLE | CA | 94564 | NONE | PC | FARMS TO COMMUNITIES PROGRAM | $50,000 | ||||
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION | |||||||||||
| 12902 USF MAGNOLIA DR | TAMPA | FL | 33612 | NONE | PC | ADVANCING THERAPIES FOR LUNG CANCER - NEXT GENERATION TIL | $1,980,000 | ||||
| HEIFER INTERNATIONAL | |||||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||
| INNOCEANA | |||||||||||
| 85 LANCASTER AVENUE | KENTFIELD | CA | 94904 | NONE | PC | GENERAL SUPPORT | $20,000 | ||||
| INSIGHT MEDITATION CENTER | |||||||||||
| 220 CREEKVIEW LN | HAMPTON | VA | 23669 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $750,000 | ||||
| LIFEMOVES | |||||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | PC | GENERAL SUPPORT | $250,080 | ||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||
| P O BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | NONE | GROUP | A FIRST-IN-HUMAN CLINICAL TRIAL OF ENGINEERED TUMOR INFILTRATING LYMPHOCYTES WITH MEMBRANE BOUND IL15 PLUS ACETAZOLAMIDE IN METASTATIC NSCLC | $500,000 | ||||
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $500,023 | ||||
| OSE THERAPIES | |||||||||||
| NONE | EXPENDITURE RESPONSI | SUPPORT OF CHARITABLE ACTIVITIES | $20,000 | RUE DU BUGNON 8 1005 | LAUSANNE | SZ | |||||
| PARTNERS IN HEALTH | |||||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PC | GENERAL SUPPORT | $1,000,000 | ||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $250,020 | ||||
| POPULATION SERVICES INTERNATIONAL | |||||||||||
| 1120 19TH STREET NORTHWEST | WASHINGTON | DC | 20036 | NONE | PC | REPRODUCTIVE HEALTH & LIFESKILLS PROGRAMS | $250,080 | ||||
| PORTOLA VALLEY THEATRE CONSERVATORY | |||||||||||
| 945 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CLIMATE AND SUSTAINABILITY SEED GRANT PROGRAM AT HARVARD UNIVERSITY | $500,000 | ||||
| RAINFOREST TRUST | |||||||||||
| 7078 AIRLIE ROAD | WARRENTON | VA | 20187 | NONE | PC | GENERAL SUPPORT | $1,000,045 | ||||
| RESOURCE AREA FOR TEACHING | |||||||||||
| 1355 RIDDER PARK DRIVE | SAN JOSE | CA | 95131 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||
| ROOM TO READ | |||||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $500,000 | ||||
| SAVE THE REDWOODS LEAGUE | |||||||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT AND SUPPORT FOR RUSSIAN RIVER REDWOODS PROJECT | $250,080 | ||||
| SECOND HARVEST OF SILICON VALLEY | |||||||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL SUPPORT | $500,023 | ||||
| SEMPERVIRENS FUND | |||||||||||
| PO BOX 1417 | LOS ALTOS | CA | 94023 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||
| TEENSMART INTERNATIONAL | |||||||||||
| 107 APPLE CART WAY | MORRISVILLE | NC | 27560 | NONE | PC | LIFT CAMPAIGN | $100,000 | ||||
| BAY AREA FRIENDSHIP CIRCLE | |||||||||||
| 3921 FABIAN WAY SUITE A023 | PALO ALTO | CA | 94303 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||
| THE MALALA FUND | |||||||||||
| PO BOX 73767 | WASHINGTON | DC | 20056 | NONE | PC | GENERAL SUPPORT | $250,080 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $250,080 | ||||
| THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $750,000 | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | CLINICAL TUMOR TME ACQUIRED RESISTANCE | $460,000 | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | ANTIBODY DIRECTED RELEASE OF TARGETED THERAPIES FOR OVERCOMING ON-TARGET TOXICITY IN HER2-MUTANT NSCLC | $208,686 | ||||
| THE TECH INTERACTIVE | |||||||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| THE TREVOR PROJECT | |||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | GOVT | A MUTATION-SPECIFIC TAILORED APPROACH FOR TREATING HER2 MUTANT NON-SMALL CELL LUNG CANCER | $397,995 | ||||
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | GOVT | TUMOR AGNOSTIC DEVELOPMENT OF TCR TARGETS FOR LUNG CANCER AND SOLID TUMORS | $1,305,304 | ||||
| UC BERKLEY FOUNDATION | |||||||||||
| 1995 UNIVERSITY AVENUESUITE 401 | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT OF GRIZZLYCORPS | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,595,579 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,635,868 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,347,801 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,192,233 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,824 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,014 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$236,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,014 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,956,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,946,780 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DENNIS TROPER AND SUSAN WOJCICKI | |||||||
| 1 | 171 MAIN ST SUITE 259 | LOS ALTOS | CA | 94022 | $8,309,474 | Yes (X) | Yes (X) |
| THE PACUARE CLAT | |||||||
| 2 | 171 MAIN ST SUITE 259 | LOS ALTOS | CA | 94022 | $508,055 | Yes (X) | |
| DENNIS TROPER AND SUSAN WOJCICKI | |||||||
| 3 | 171 MAIN ST SUITE 259 | LOS ALTOS | CA | 94022 | $4,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 39580 SHS ALPHABET INC. CLASS C | $4,200,032 | 2023-05-02 |
| 1 | 4995 SHS NVIDIA CORPORATION | $2,109,389 | 2023-07-10 |
| 1 | 14281 SHS ALPHABET INC. CLASS C | $2,000,054 | 2023-11-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $55,000 | Amt |
| Net Investment Income | $27,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSE THERAPIES | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUE DU BUGNON 8 1005 | AddressLine1Txt |
| City | LAUSANNE | CityNm |
| Country | SZ | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-15 | GrantDt |
| Grant | $20,000 | GrantAmt |
| Purpose Of Grant | SUPPORT OF CHARITABLE ACTIVITIES | PurposeOfGrantTxt |
| Expended By Grantee | $19,566 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/6/24 | DatesOfReportsByGranteeTxt |
| Verification | 2024-11-08 | VerificationDt |
| Results Of Verification | GRANT FUNDS WERE USED TOWARD INTENDED PURPOSE | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOTAL EQUITIES | FMV | $178,337,628 | $178,337,628 |
| TOTAL FIXED INCOME | FMV | $82,392,444 | $82,392,444 |
| TOTAL ALTERNATIVE INVESTMENT | FMV | $23,134,834 | $23,134,834 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,824 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,824 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$246,946 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$236,932 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$246,946 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRECONTRIBUTION GAIN | Desc |
| Amt | $41,654,930 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC ADVISOR FEES | $523,814 | $0 | $523,814 |
| GS (MANAGEMENT FEES) | $379,935 | $379,935 | $0 |
| FOUNDATION MANAGEMENT FEES | $135,000 | $0 | $135,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $44,347 | $0 |
| FEDERAL EXCISE TAXES | $365,292 | $0 | $0 |