GILEAD SCIENCES FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GILEAD SCIENCES FOUNDATION (EIN 20-1042419)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202312839349100326
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T14:13:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PARKWAY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950085071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201042419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILEAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILE | BusinessNameControlTxt |
| Phone | 6504252945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 LAKESIDE DRIVE | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERILEA J WIELENGA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6504252945 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERILEA | PersonFirstNm |
| Person Last | WIELENGA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Preparation | 2023-10-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $164,823,663 | 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 | $85,174,294 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,387,027 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,387,027 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,830,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,004,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,279,020 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $64,732,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,667,851 | 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 | $63,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,887 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $202,732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,096 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173,533 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $582,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,686,797 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,731,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,269,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,853,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,463,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,348,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,797,380 | CashEOYAmt |
| Cash EOYFMV | $5,797,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,436,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,839,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,839,504 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $235,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $235,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,763,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,185,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,800,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,800,226 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $769,771 | OtherAssetsBOYAmt |
| Other Assets EOY | $151,553 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $151,553 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $126,155,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,823,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,823,663 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,700,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $1,180,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,880,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $123,275,891 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $164,823,663 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,275,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,823,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,155,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,823,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,275,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,463,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $167,739,193 | SubtotalAmt |
| Other Decreases | $2,915,530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $164,823,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2022-01-01 | 2022-12-31 | $110,285,289 | $69,328,082 | $40,957,207 | $40,957,207 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2022-12-31 | $99,718,929 | $114,397,116 | -$14,678,187 | -$14,678,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,279,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $407,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $407,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $407,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $645,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $645,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $237,052 | OverpaymentAmt |
| Applied To ES Tax | $237,052 | 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 | WWW.GILEAD.COM/PURPOSE/GIVING/GILEAD-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | GILEAD SCIENCES TAX DEPT | IndividualWithBooksNm |
| Phone | 6505224632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 LAKESIDE DRIVE | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | 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 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KORAB ZUKA | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | PRESIDENT (THROUGH OCT 1, 2022) | 1.00 | $0 | $0 | $0 |
| TERI WIELENGA | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | SECRETARY AND TREASURER | 2.00 | $0 | $0 | $0 |
| KEELEY WETTAN | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| ALEX KALOMPARIS | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW DICKINSON | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOYDEEP GANGULY | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JYOTI MEHRA | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MERDAD PARSEY | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VALERIE BROWN | ||||||||
| 333 LAKESIDE DRIVE | FOSTER CITY | CA | 94404 | DIRECTOR | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEBAY FINANCIAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 CAMINO RAMON SUITE 200 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $113,636 | CompensationAmt |
| 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 | $105,184,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,758,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $386,553 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,330,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $143,330,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,149,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,180,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,059,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,059,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $407,948 | TotalTaxAmt |
| Distributable Before Adj | $6,651,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $44,434 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,695,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,695,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,853,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,853,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,695,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,884,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,821,328 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,039,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $451,675 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,197,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,853,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,695,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,157,711 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,354,756 | 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 | $8,884,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,470,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,821,328 | ExcessFromYear4Amt |
| Excess From Year3 | $2,039,521 | ExcessFromYear3Amt |
| Excess From Year2 | $451,675 | ExcessFromYear2Amt |
| Excess From Current Year | $13,157,711 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF METROPOLITAN HOUSTON INC | |||||||||||||
| PO BOX 604 | BELLAIRE | TX | 774020604 | NONE | PC | A FRAMEWORK FOR SCHOOLING: THE STATE OF THE BLACK MAN-CHILD IN EDUCATION CONFERENCE | $25,000 | ||||||
| ALL STARS PROJECT INC | |||||||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 100366216 | NONE | PC | YOUTH PROGRAM SUPPORT: DEVELOPMENT SCHOOL FOR YOUTH & DEVELOPMENT COACHING PROGRAMS | $150,000 | ||||||
| AMERICA ONLINE GIVING FOUNDATION | |||||||||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | NONE | PC | 2022/23 GIVING TOGETHER DONATION | $7,500,000 | ||||||
| AYUDANDO LATINOS A SONAR | |||||||||||||
| PO BOX 961 | EL GRANADA | CA | 940180961 | NONE | PC | FOOD PANTRY / GENERAL OPERATING | $100,000 | ||||||
| BOYS & GIRLS CLUBS OF OAKLAND INC | |||||||||||||
| 3300 HIGH ST 2ND FLOOR | OAKLAND | CA | 946191818 | NONE | PC | EDUCATIONAL ENHANCEMENT & CAREER DEVELOPMENT PROGRAM | $25,000 | ||||||
| BROWN UNIVERSITY OF PROVIDENCE | |||||||||||||
| 350 EDDY ST 4TH FLOOR BOX 1873 | PROVIDENCE | RI | 029034202 | NONE | PC | TARGETING SCHOOL FUNDS TO INCREASE HEALTH PROSPERITY THROUGH EDUCATIONAL EQUITY | $200,000 | ||||||
| CENTRAL VALLEY SCHOLARS | |||||||||||||
| 710 VAN NESS 141 | FRESNO | CA | 937212912 | NONE | PC | CENTRAL VALLEY SCHOLARS | $50,000 | ||||||
| CHARITABLE GIVING LTD | |||||||||||||
| NONE | PC | 2023 GILEAD GIVING TOGETHER DONATION | $28,905 | UNION MINE ROAD PITTS CLEAVE | TAVISTOCK | DEVON | UK | PL19 0NS | |||||
| CITY OF FOSTER CITYESTERO MUNICIPAL IMPROVEMENT DISTRICT | |||||||||||||
| 610 FOSTER CITY BOULEVARD | FOSTER CITY | CA | 94404 | NONE | GOV | FOSTER CITY RECREATION CENTER | $500,000 | ||||||
| EAST BAY COMMUNITY LAW CENTER | |||||||||||||
| 1950 UNIVERSITY AVE STE 200 | BERKELEY | CA | 947043266 | NONE | PC | ADDRESSING THE LONG-TERM IMPACTS OF COVID-19 IN EAST BAYS COMMUNITIES OF COLOR | $250,000 | ||||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 943032013 | NONE | PC | GENERAL OPERATING SUPPORT 2021-22 | $250,000 | ||||||
| FORWARD IMPACT | |||||||||||||
| 777 S ALAMEDA ST | LOS ANGELES | CA | 900211656 | NONE | PC | NARRATIVES THAT BIND US: HOW STORYTELLING CAN DISRUPT THE SCHOOL-TO-PRISON PIPELINE, AND REIMAGINE YOUTH INCARCERATION | $500,000 | ||||||
| FOTC - SF BAY AREA | |||||||||||||
| 111 QUINT ST | SAN FRANCISCO | CA | 941241403 | NONE | PC | EMPOWERING YOUTH SUCCESS THROUGH A PROFESSIONAL MENTORSHIP MODEL | $100,000 | ||||||
| FOUNDATION FOR THE SMAC EDUCATION AND LEADERSHIP PROGRAMS | |||||||||||||
| 1730 S AMPHLETT BLVD STE 206 | SAN MATEO | CA | 944022712 | NONE | PC | LEADERSHIP PROGRAM | $15,000 | ||||||
| FRED FINCH YOUTH CENTER | |||||||||||||
| 3800 COOLIDGE AVE | OAKLAND | CA | 946023311 | NONE | PC | FRED FINCH RACIAL EQUITY INITIATIVE PHASE 2; MENTORSHIP PROGRAM | $50,000 | ||||||
| FRESH LIFELINES FOR YOUTH INC | |||||||||||||
| 568 VALLEY WAY | MILPITAS | CA | 950354106 | NONE | PC | PEER POINT | $125,000 | ||||||
| HAUS DES SIFTENS | |||||||||||||
| NONE | PC | FUNDING WILL SUPPORT GILEAD'S 2023 GIVING TOGETHER EMPLOYEE MATCHING DONATIONS PROGRAM | $26,119 | LANDSHUTER ALLEE 11 | MUENCHEN | GM | 80637 | ||||||
| HISPANIC FOUNDATION OF SILICON VALLEY | |||||||||||||
| 1922 THE ALAMEDA STE 217 | SAN JOSE | CA | 951261430 | NONE | PC | LATINOS IN TECHNOLOGY INITIATIVE | $25,000 | ||||||
| INDEPENDENT ARTS & MEDIA | |||||||||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 941420442 | NONE | PC | EMPOWERING BLACK YOUTH | $25,000 | ||||||
| KINGMAKERS OF OAKLAND | |||||||||||||
| 745 ARIMO AVE | OAKLAND | CA | 946101154 | NONE | PC | FALL FORUM CONFERENCE | $260,000 | ||||||
| KQED INC | |||||||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | PC | ADVANCING EDUCATION AND HEALTHY OUTCOMES THROUGH MEDIA LITERACY AND YOUTH MEDIA | $500,000 | ||||||
| LATINO EDUCATION ADVANCEMENT FOUNDATION | |||||||||||||
| 538A VALLEY WAY BUILDING 3 | MILPITAS | CA | 950354106 | NONE | PC | LEAF CENTER FOR COLLEGE SUCCESS | $100,000 | ||||||
| LEADERSHIP COUNCIL SAN MATEO COUNTY | |||||||||||||
| 1350 OLD BAYSHORE HWY | BURLINGAME | CA | 94010 | NONE | PC | LEADERSHIP COUNCIL SAN MATEO COUNTY | $75,000 | ||||||
| LIFEMOVES | |||||||||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 940251106 | NONE | PC | SAN MATEO COUNTY GENERAL OPERATING SUPPORT | $250,000 | ||||||
| MOREHOUSE COLLEGE | |||||||||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 303143773 | NONE | PC | STRENGTHENING A SENSE OF BELONGING TO IMPROVE HEALTH AND EDUCATIONAL OUTCOMES FOR BLACK MALES | $500,000 | ||||||
| NATIONAL SCIENCE & TECHNOLOGY MEDALS FOUNDATION | |||||||||||||
| 3222 N ST NW STE 300 | WASHINGTON | DC | 200072895 | NONE | PC | INSTEM: A FOUR-YEAR MENTORSHIP PROGRAM FOR MARGINALIZED STUDENTS IN SCIENCE AND TECHNOLOGY | $50,000 | ||||||
| NOTE IN THE POCKET INC | |||||||||||||
| 9650 STRICKLAND RD STE 103 168 | RALEIGH | NC | 276151903 | NONE | PC | CLOTHED IN CONFIDENCE | $25,000 | ||||||
| NPOWER INC | |||||||||||||
| 55 WASHINGTON ST STE 560 | BROOKLYN | NY | 112011061 | NONE | PC | TECH FUNDAMENTALS | $25,000 | ||||||
| OAKLAND FUND FOR PUBLIC INNOVATION | |||||||||||||
| 5493 BANCROFT AVENUE | OAKLAND | CA | 94601 | NONE | PC | HEALING VIOLENCE IN OUR COMMUNITY AND SCHOOLS | $1,000,000 | ||||||
| PALOMAR HEALTH FOUNDATION | |||||||||||||
| PO BOX 463063 | ESCONDIDO | CA | 920463063 | NONE | PC | HANDS ON WITH HEALTHCARE: DISCOVERY STEM KITS FOR CLASSROOMS | $45,000 | ||||||
| PARS EQUALITY CENTER | |||||||||||||
| PO BOX 1383 | MENLO PARK | CA | 940261383 | NONE | PC | AFGHAN SUPPORT PROJECT | $100,000 | ||||||
| PENINSULA BRIDGE PROGRAM | |||||||||||||
| 457 KINGSLEY AVE | PALO ALTO | CA | 943013222 | NONE | PC | PENINSULA BRIDGE SUMMER STEM PROGRAM | $100,000 | ||||||
| PROJECT WRECKLESS | |||||||||||||
| PO BOX 883032 | SAN FRANCISCO | CA | 941883032 | NONE | PC | PROJECT WRECKLESS | $25,000 | ||||||
| PULSE OF PERSEVERANCE | |||||||||||||
| 18617 LORAS CT | COUNTRY CLUB HILLS | IL | 604785289 | NONE | PF | PULSE OF PERSEVERANCE MENTORING APP | $214,300 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||||||||
| 2195 HEARST AVE RM 120 MC 1104 | BERKELEY | CA | 947201083 | NONE | PC | SCIENCE FESTIVALS & MIDDLE SCHOOL SCIENCE COMMUNICATORS | $25,000 | ||||||
| SAMARITAN HOUSE | |||||||||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 944034666 | NONE | PC | SAMARITAN HOUSE GENERAL OPERATING SUPPORT | $500,000 | ||||||
| SAN FRANCISCO FOOD BANK | |||||||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 941073446 | NONE | PC | GENERAL OPERATIONS | $100,000 | ||||||
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||||||||
| 3065 JACKSON ST | SAN FRANCISCO | CA | 941151022 | NONE | PC | BREAKTHROUGH SUMMERBRIDGE SUMMER TEACHING FELLOWSHIPS | $25,000 | ||||||
| SAN MATEO POLICE ACTIVITIES LEAGUE | |||||||||||||
| 200 FRANKLIN PKWY | SAN MATEO | CA | 944031921 | NONE | PC | PROMOTING HEALTHY FUTURES | $75,000 | ||||||
| SAN MATEO-FOSTER CITY COMMUNITY EDUCATION FOUNDATION | |||||||||||||
| 1170 CHESS DR | FOSTER CITY | CA | 944041107 | NONE | PC | THE ODYSSEY PROJECT | $75,000 | ||||||
| SCHOOLS MENTORING & RESOURCE TEAM | |||||||||||||
| 1061 MARKET ST MEZZANINE | SAN FRANCISCO | CA | 941031667 | NONE | PC | GENERAL OPERATING | $75,000 | ||||||
| SCIENCE FROM SCIENTISTS INC | |||||||||||||
| 1 DEANGELO DR STE C | BEDFORD | MA | 017302230 | NONE | PC | IN-SCHOOL MODULE-BASED (ISMB) STEM ENRICHMENT PROGRAM CALIFORNIA | $150,000 | ||||||
| SHE PROJECT INC | |||||||||||||
| 123A HIGHWAY 80 E | CLINTON | MS | 390564738 | NONE | PC | JACKSON, MS WATER CRISIS | $25,000 | ||||||
| SOUTHERN POVERTY LAW CENTER INC | |||||||||||||
| PO BOX 548 | MONTGOMERY | AL | 361010548 | NONE | PC | WORKING IN PARTNERSHIP WITH COMMUNITIES TO PROMOTE STUDENT HEALTH & WELLBEING BY ADVANCING EDUCATION EQUITY | $500,000 | ||||||
| ST ANTHONY FOUNDATION | |||||||||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 941023810 | NONE | PC | CREATING COMMUNITY GATEWAYS TO STABILITY | $250,000 | ||||||
| ST JOHNS WELL CHILD AND FAMILY CENTER INC | |||||||||||||
| 808 W 58TH ST | LOS ANGELES | CA | 900373632 | NONE | PC | DISRUPTING THE SCHOOL TO PRISON PIPELINE BY ADDRESSING ADVERSE CHILDHOOD EXPERIENCES A PARTNERSHIP BETWEEN ST. JOHNS COMMUNITY HEALTH AND THE COMPTON UNIFIED SCHOOL DISTRICT | $1,000,000 | ||||||
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||||||||
| PO BOX 2599 | OAKLAND | CA | 946140599 | NONE | PC | ALLEVIATING HUNGER IN ALAMEDA COUNTY DURING THE COVID-19 PANDEMIC | $50,000 | ||||||
| THE OAKLAND PUBLIC EDUCATION FUND | |||||||||||||
| PO BOX 71005 | OAKLAND | CA | 946127105 | NONE | PC | TECH EXCHANGE 2022: SUSTAINABLE DIGITAL EQUITY FOR THE BAY AREA | $1,075,000 | ||||||
| THE TREVOR PROJECT INC | |||||||||||||
| 8704 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 900694555 | NONE | PC | THE TREVOR PROJECT'S LIFE-SAVING CRISIS SERVICES | $250,000 | ||||||
| THERE WITH CARE OF THE BAY AREA | |||||||||||||
| 2682 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 940633478 | NONE | PC | SUPPORT FOR FAMILIES WITH LIFE-THREATENING DISEASES | $25,000 | ||||||
| UK ONLINE GIVING FOUNDATION | |||||||||||||
| NONE | PC | 2023 GILEAD GIVING TOGETHER DONATION | $75,029 | UNIT 9 CIRENCESTER OFFICE PARK | TETBURY ROAD | GLOUCESTERSHIRE | UK | GL7 6JJ | SUITE CD | ||||
| UK ONLINE GIVING FOUNDATION | |||||||||||||
| NONE | PC | 2022 GILEAD GIVING TOGETHER DONATION (EUROS) | $131,879 | UNIT 9 CIRENCESTER OFFICE PARK | GLOUCESTERSHIRE | UK | SUITE CD | ||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||||
| UCSF BOX 0815 SUITE 425 | SAN FRANCISCO | CA | 941430000 | NONE | PC | BAY AREA SCIENCE FESTIVAL | $10,000 | ||||||
| UNIVERSITY OF LA VERNE | |||||||||||||
| 1950 3RD ST | LA VERNE | CA | 917504401 | NONE | PC | DIVERSIFYING THE HEALTH AND WELL-BEING WORKFORCE | $100,000 | ||||||
| XAVIER UNIVERSITY OF LOUISIANA | |||||||||||||
| 1 DREXEL DR | NEW ORLEANS | LA | 701251056 | NONE | PC | DISRUPTING OBSTACLES TO EDUCATION: THE GILEAD-XAVIER UNIVERSITY OF LOUISIANA STUDENT PROMISE FOR LOUISIANA | $1,000,000 | ||||||
| YELLOW WORK INC | |||||||||||||
| 2425 BOWLAND PKWY STE 112 | VIRGINIA BEACH | VA | 234545229 | NONE | PC | YELLOW - GROWTH & SCALING | $1,000,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,731,232 | 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 | $3,387,027 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,830,792 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$20,441,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$20,441,961 | 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 | GILEAD SCIENCES INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 LAKESIDE DRIVE | AddressLine1Txt |
| City | FOSTER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $85,174,294 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 980,392 SHARES OF SCHOLAR ROCK, 1,450,566 SHARES OF SIERRA ONCOLOGY | NoncashPropertyDesc |
| Fair Market Value | $84,674,294 | FairMarketValueAmt |
| Received | 2022-05-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX SERVICES | CategoryTxt |
| Amt | $63,773 | Amt |
| Net Investment Income | $31,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,887 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULSE OF PERSEVERANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4522 S PRAIRIE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606533912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-09-29 | GrantDt |
| Grant | $214,300 | GrantAmt |
| Purpose Of Grant | TO EMPOWER AND INSPIRE YOUNG BLACK YOUTH TO WORK TOWARDS THEIR GOALS BY GIVING THEM A BLUEPRINT AND RESOURCES FOR SUCCESS. TO SUPPORT YOUTH THROUGH MENTORSHIP, EXPOSURE, AND SCHOLARSHIPS. | PurposeOfGrantTxt |
| Expended By Grantee | $214,300 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/30/23 | DatesOfReportsByGranteeTxt |
| Verification | 2023-06-30 | VerificationDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC INCOME OPPORTUNITIES FUN | FMV | $25,481,965 | $25,481,965 |
| ISHARES ESG AWARE MSCI USA ETF | FMV | $10,550,329 | $10,550,329 |
| ISHARES:10-20 TRS BD ETF | FMV | $4,934,306 | $4,934,306 |
| ISHARES:CORE HIGH DIV | FMV | $2,410,863 | $2,410,863 |
| ISHARES:CORE MSCI EAFE | FMV | $14,398,056 | $14,398,056 |
| ISHARES:CORE S&P 500 | FMV | $37,016,712 | $37,016,712 |
| ISHARES:CORE S&P SM-CP | FMV | $1,731,344 | $1,731,344 |
| ISHARES:GLBL INFRA | FMV | $1,240,201 | $1,240,201 |
| ISHARES:GSCI COMM DYN RS | FMV | $1,763,967 | $1,763,967 |
| ISHARES:MBS ETF | FMV | $1,217,993 | $1,217,993 |
| ISHARES:MSCI EAFE VAL | FMV | $2,630,300 | $2,630,300 |
| ISHARES:MSCI EM MV F | FMV | $6,249,131 | $6,249,131 |
| ISHARES:MSCI USA MOM FCT | FMV | $2,353,705 | $2,353,705 |
| ISHARES:MSCI USA MVF | FMV | $2,404,958 | $2,404,958 |
| ISHARES:US TECH ETF | FMV | $3,416,396 | $3,416,396 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNSETTLED TRADES | $769,771 | $0 | $0 |
| ACCRUED INTEREST RECEIVABLE | $151,553 | $151,553 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,915,530 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $173,533 | $173,533 | $0 |
| BUSINESS LICENSES | $1,000 | $0 | $1,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,804 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INCOME TAX PAYABLE | $895,000 | $0 |
| DEFERRED TAXES | $285,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $113,636 | $113,636 | $0 |
| CONTRACT SERVICES | $89,096 | $0 | $89,096 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $141,196 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |