MERCURY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MERCURY FOUNDATION (EIN 81-4466525)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-09-03
- IRS object ID
- 202212469349100106
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-03T15:21:14-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814466525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCURY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER WALKER GROUSBECK | InCareOfNm |
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 4153922123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SEILER 220 MONTGOMERY ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER GROUSBECK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4153922123 | PhoneNum |
| Signature | 2022-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | GROUSBECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $412,740,307 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $182,659 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $182,659 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,461,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,461,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,802,614 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,917,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,794,507 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$158,933 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$241,940 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,287,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,196,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $44,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,947 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,947 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $96,956 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $40,905 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $44,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,988 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,254,110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,165,961 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,504,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,223,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,605,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,605,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,109,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,223,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,685,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,822,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,972,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,804,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,804,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,804,989 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $122,733,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,714,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,490,194 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $91,838,409 | OtherAssetsBOYAmt |
| Other Assets EOY | $62,945,124 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $163,445,124 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $314,377,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,464,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $412,740,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $314,377,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $301,464,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $314,377,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,464,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $314,377,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,464,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $314,377,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,822,310 | ExcessRevenueOverExpensesAmt |
| Subtotal | $303,554,744 | SubtotalAmt |
| Other Decreases | $2,089,831 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $301,464,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 STCG | P | $1,008,042 | $1,008,042 | $1,008,042 | |
| K-1 LTCG | P | $1,278,624 | $1,278,624 | $1,278,624 | |
| K-1 1231 LOSS | P | -$22,538 | -$22,538 | $22,538 | |
| K-1 1256 LOSS | P | -$100,089 | -$100,089 | $100,089 | |
| REDEMPTION - ROUTEONE SHARES | P | $31,630,468 | $3,630,468 | $3,630,468 | $28,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,794,507 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,917 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96,917 | SubtotalAmt |
| Tax Based On Investment Income | $96,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,651 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $118,651 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $382 | EsPenaltyAmt |
| Overpayment | $21,352 | OverpaymentAmt |
| Applied To ES Tax | $21,352 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER WALKER GROUSBECK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153922123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29129 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WALKER GROUSBECK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29129 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX | ServiceTypeTxt |
| Compensation | $55,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,920,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,443,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $138,378,121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $389,741,410 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $389,741,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,846,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $383,895,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,194,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,194,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,917 | TotalTaxAmt |
| Distributable Before Adj | $19,097,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,097,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,097,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,685,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,685,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,685,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,097,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,587,287 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,685,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,587,287 | AppliedToYear1Amt |
| Applied To Current Year | $97,820 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $19,000,027 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER W GROUSBECK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29129 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153922123 | RecipientPhoneNum |
| Recipient Email Address | MERCURYFDN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED ELECTRONICALLY AND INCLUDE PROOF OF IRC 501(C)(3) STATUS. UNSOLICITED GRANT REQUESTS MAY NOT RECEIVE ACKNOWLEDGEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRS SECTION 501(C)(3) DEFINED PURPOSES AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 100383533 | NONE | PC | GENERAL | $1,500,000 |
| DOWNTOWN WOMENS CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 900132132 | NONE | PC | GENERAL | $500,000 |
| FOOD FINDERS | |||||||
| 3744 N INDUSTRY AVE STE 401 | LAKEWOOD | CA | 90712 | NONE | PC | GENERAL | $250,000 |
| IMMIGRANT LEGAL RESOURCE CENTER | |||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 941032523 | NONE | PC | GENERAL | $500,000 |
| NAACP LEGAL DEFENSE AND EDUCATION FUND | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $750,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 100114211 | NONE | PC | GENERAL | $1,000,000 |
| PANTHERA | |||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $500,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $1,000,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $750,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $10,000,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 223068628 | NONE | PC | GENERAL | $400,000 |
| WESTRIDGE SCHOOL | |||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | NONE | PC | GENERAL | $5,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 200371124 | NONE | PC | GENERAL | $250,000 |
| YOUTH EMERGING STRONGER | |||||||
| PO BOX 988 | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,605,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,659 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $271 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,461,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,107 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,794,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PASSTHROUGH INCOME OR LOSSES | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $83,007 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$241,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $91,385 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,196,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,287,625 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,840 | Amt |
| Net Investment Income | $14,947 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,947 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROUTE ONE FUND | $66,328,858 | $66,328,858 |
| DIVERSIFIED PARTNERSHIPS | $30,385,942 | $41,161,336 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE COMPANY STOCK | $31,500,000 | $31,500,000 | $132,000,000 |
| PRIVATE COMPANY DEBT | $60,338,409 | $31,445,124 | $31,445,124 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $2,089,831 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY | $5,341 | $5,341 | |
| 59E EXPENSE | $73,527 | ||
| OTHER PORTFOLIO DEDUCTIONS | $19,408 | $19,408 | |
| OTHER DEDUCTIONS | $1,113,597 | $1,112,740 | |
| CONTRIBUTIONS | $56 | $56 | |
| SECTION 162 TRADER EXPENSES | $16,132 | $16,132 | |
| NONDEDUCTIBLE EXPENSES | $401 | ||
| DEPLETION | $25,488 | $12,284 | |
| STATE FILING FEE | $160 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY | $119,101 | -$642 |
| RENTAL | -$104,614 | -$60,545 |
| ROYALTIES | $29,604 | $29,604 |
| OTHER PORTFOLIO | -$4,972 | -$4,972 |
| OTHER INCOME | -$205,425 | -$205,385 |
| REFUNDS | $7,373 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $65,000 | Amt |
| Disbursements Charitable Prps | $65,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF PAYMENTS | $18,000 | |
| FOREIGN TAX | $26,029 | $1,988 |