SOMELAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOMELAND FOUNDATION (EIN 45-3438376)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313209349100401
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T22:50:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | 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 | 453438376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMELAND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ADLER & COLVIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOME | BusinessNameControlTxt |
| Phone | 6508556800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508556800 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | WILLIAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R AMSTER | PreparerPersonNm |
| PTIN | P00189994 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $284,758,983 | 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 | $24,247,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,538,664 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,538,664 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,694,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,694,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $682,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,140,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,890,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,552,080 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,552,080 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,714,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,675,372 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $429,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,600 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,551 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,029 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,998,986 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,988,986 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $79,192 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,427 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,662 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,837,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,031,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,508,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,754,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,345,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,031,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,754,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,369,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,643,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,747,589 | CashBOYAmt |
| Cash EOY | $19,096,971 | CashEOYAmt |
| Cash EOYFMV | $19,096,971 | CashEOYFMVAmt |
| Acct Rcvbl | $116,758 | AcctRcvblAmt |
| Acct Rcvbl BOY | $50,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $116,758 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $116,758 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $155,307 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,193,534 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,193,534 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $310,857,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $263,337,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $263,337,443 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,014,277 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,014,277 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $328,810,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $284,758,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $284,758,983 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $448,875 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,016 | AccountsPayableEOYAmt |
| Grants Payable BOY | $16,571,252 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,224,532 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $213,798 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $213,798 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,233,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,490,346 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $311,576,898 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $275,268,637 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $311,576,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $275,268,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,810,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $284,758,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $311,576,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,369,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $123,944 | OtherIncreasesAmt |
| Subtotal | $332,070,316 | SubtotalAmt |
| Other Decreases | $56,801,679 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $275,268,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | P | 2022-01-01 | 2022-12-31 | $4,657,952 | $4,515,029 | $142,923 | $142,923 |
| CHARLES SCHWAB | P | 2022-01-01 | 2022-12-31 | $99,658,750 | $76,735,318 | $22,923,432 | $22,923,432 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2022-01-01 | 2022-12-31 | $1,619,189 | $1,619,189 | $1,619,189 | |
| ALTERNATIVE INVESTMENTS | P | 2022-01-01 | 2022-12-31 | $204,957 | $204,957 | $204,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,890,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $412,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $412,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $412,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $187,672 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $550,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $737,672 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $325,622 | OverpaymentAmt |
| Applied To ES Tax | $325,622 | 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 | 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 | BPM LLP | IndividualWithBooksNm |
| Phone | 6508556800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA WILLIAMS | ||||||||
| 135 MAIN STREET 20TH FLOOR | SAN FRANCISCO | CA | 94105 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| EVAN WILLIAMS | ||||||||
| 135 MAIN STREET 20TH FLOOR | SAN FRANCISCO | CA | 94105 | VP, TREASURER, SECRETARY | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBEY BANKS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $429,000 | CompensationAmt |
| Employee Benefits | $11,600 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET SUITE 600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AUDIT & TAX SERVICES | ServiceTypeTxt |
| Compensation | $75,071 | 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 | $181,407,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,238,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $103,440,427 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $294,086,760 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $294,086,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,411,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $289,675,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,483,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,483,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $412,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $412,050 | TotalTaxAmt |
| Distributable Before Adj | $14,071,723 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,071,723 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,071,723 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,754,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,754,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,071,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,355,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,658,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,514,070 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $33,527,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,754,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,071,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,683,102 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,210,671 | 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 | $35,210,671 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,355,497 | ExcessFromYear4Amt |
| Excess From Year3 | $2,658,002 | ExcessFromYear3Amt |
| Excess From Year2 | $20,514,070 | ExcessFromYear2Amt |
| Excess From Current Year | $1,683,102 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA WILLIAMS | ContributingManagerNm |
| Contributing Manager | EVAN WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 VALENCIA | ||||||||
| 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | N/A | 501(C)3 | GENERAL SUPPORT | $300,073 | |
| ACLU FONDATION OF TEXAS | ||||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | 501(C)3 | GENERAL SUPPORT | $200,000 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | N/A | 501(C)3 | GENERAL SUPPORT | $250,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000,000 | |
| CITY3 | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94612 | N/A | 501(C)3 | GENERAL SUPPORT | $150,000 | |
| COLORSTACK | ||||||||
| 2145 AVY AVENUE | MENLO PARK | CA | 94025 | N/A | 501(C)3 | GENERAL SUPPORT | $150,000 | |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| 330 7TH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 | |
| DATA & SOCIETY RESEARCH | ||||||||
| 36 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 | |
| DEMOCRACY FRONTLINES FUNDING COLLABRATIVE | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | N/A | 501(C)3 | GENERAL SUPPORT | $1,030,928 | |
| DEV-COLOR | ||||||||
| 505 BRANNAN ST 4TH FLOOR | SAN FRANCISCO | CA | 94107 | N/A | 501(C)3 | GENERAL SUPPORT | $250,000 | |
| DIA ART FOUNDATION | ||||||||
| 535 WEST 22ND STREET | NEW YORK | NY | 10111 | N/A | 501(C)3 | GENERAL SUPPORT | $750,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 | |
| GIRLTREK | ||||||||
| 1800 WYOMING AVE NW FLOOR 2 | WASHINGTON | DC | 20009 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 | |
| INTERNATIONAL COMMITTEE OF THE RED CROSS | ||||||||
| 1100 CONNECTICUT AVENUE SUITE 500 | WASHINGTON | DC | 20036 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 | |
| LAND LIGHT FOUNDATION | ||||||||
| 69 WOOSTER STREET 7 | NEW YORK | NY | 10012 | N/A | 501(C)3 | GENERAL SUPPORT | $50,000 | |
| LOCK & KEY FOUNDATION | ||||||||
| 150 POST STREET SUITE 405 | SAN FRANCISCO | CA | 94105 | N/A | 501(C)3 | GENERAL SUPPORT | $25,000 | |
| MISSION GRADUATES | ||||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 | |
| NATIONAL REDISTRICTING FOUNDATION | ||||||||
| 17 EAST MONROE STREET 214 | CHICAGO | IL | 60603 | N/A | 501(C)3 | GENERAL SUPPORT | $2,000,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 1110 VERMONT AV NW | WASHINGTON | DC | 20005 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 | |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT SPARK | ||||||||
| 135 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | 501(C)3 | GENERAL SUPPORT | $3,308,824 | |
| SCHOLARMATCH | ||||||||
| 849 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)3 | GENERAL SUPPORT | $90,000 | |
| THE ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)3 | GENERAL SUPPORT | $2,000,000 | |
| THE GOOD FOOD INSTITUTE | ||||||||
| 1380 MONROE ST NW 229 | WASHINGTON | DC | 20010 | N/A | 501(C)3 | GENERAL SUPPORT | $250,000 | |
| THE OBAMA FOUNDATION | ||||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | N/A | 501(C)3 | GENERAL SUPPORT | $250,000 | |
| UCSF FOUNDATION | ||||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | 501(C)3 | GENERAL SUPPORT | $250,000 | |
| UNDAUNTEDK12 | ||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 92130 | N/A | 501(C)3 | GENERAL SUPPORT | $150,000 | 308-97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,754,825 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| 330 7TH AVENUE | NEW YORK | NY | 10011 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 |
| DIA ART FOUNDATION | |||||||
| 535 WEST 22ND STREET | NEW YORK | NY | 10111 | N/A | 501(C)3 | GENERAL SUPPORT | $300,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 1110 VERMONT AV NW | WASHINGTON | DC | 20005 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,538,664 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,694,127 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,552,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,467,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,467,447 | 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 | EVAN AND SARA WILLIAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,247,200 | 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 | 480,000 SHS TWITTER INC. | NoncashPropertyDesc |
| Fair Market Value | $24,247,200 | FairMarketValueAmt |
| Received | 2022-10-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $85,029 | Amt |
| Net Investment Income | $42,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $263,337,443 | BookValueAmt |
| EOYFMV | $263,337,443 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,551 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROMISSORY NOTES | $0 | $900,000 | $900,000 |
| ACCRUED INTEREST | $0 | $14,277 | $14,277 |
| SIMPLE AGREEMENT FOR FUTURE EQUITY | $0 | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $56,801,679 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $37,916 | $0 | $0 |
| MISCELLANEOUS | $1,774 | $0 | $0 |
| ADVERTISING | $650 | $0 | $0 |
| OFFICE EXPENSE | $3,431 | $0 | $0 |
| PASSTHROUGH EXPENSE | $3,792 | $0 | $0 |
| OPERATIONS | $2,131 | $0 | $0 |
| OTHER EXPENSES | $21,744 | $0 | $0 |
| OTHER FEES | $11,249 | $0 | $0 |
| STAFF DEVELOPMENT | $20,000 | $0 | $0 |
| BANK FEE | $12 | $0 | $0 |
| ORGANIZATIONAL EXPENSES | $391 | $0 | $0 |
| PROFESSIONAL SERVICE EXPENSE | $10,785 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $25 | $0 | $0 |
| PAYROLL EXPENSES | $2,857 | $0 | $0 |
| PERFORMANCE ALLOCATION | $19,963 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $1,361,752 | $1,361,752 | $1,361,752 |
| PASSTHROUGH INCOME | $1,087,345 | $1,087,345 | $1,087,345 |
| INCENTIVE ALLOCATION | $2,843 | $2,843 | $2,843 |
| CARRIED INTEREST ALLOCATION | $41,368 | $41,368 | $41,368 |
| FOREIGN EXCHANGE RATE CONVERSION | $58,772 | $58,772 | $58,772 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $123,944 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $213,798 | BOYBookValueAmt |
| EOY Book Value | $213,798 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,988,986 | $1,988,986 | $0 |
| OUTSIDE CONTRACT SERVICES | $10,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $825 | $0 | $0 |
| PAYROLL TAXES | $15,559 | $0 | $0 |
| PROVISIONS FOR INCOME TAX | $14,043 | $0 | $0 |