GIVE FORWARD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GIVE FORWARD FOUNDATION (EIN 82-3785197)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202241339349102604
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T11:22:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA STREET SUITE 3550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823785197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVE FORWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVE | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 EL CAMINO REAL BLDG 4 250 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BOYERS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | BOYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY HOM | PreparerPersonNm |
| PTIN | P01085786 | PTIN |
| Phone | 4153625990 | PhoneNum |
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 | 2021 | 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 | $28,557,063 | 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 | $23,232,876 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $971,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $961,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,189,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,821,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,030,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $159 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,394,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,991,782 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $616 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $92 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $528 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,188,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $453,335 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $679,974 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $249,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $911 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,162 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $38 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $213 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,516,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $466,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $752,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,349,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,134,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,865,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $466,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,886,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,528,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,525,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,669,392 | CashBOYAmt |
| Cash EOY | $221,243 | CashEOYAmt |
| Cash EOYFMV | $221,243 | CashEOYFMVAmt |
| Acct Rcvbl | $29,809 | AcctRcvblAmt |
| Acct Rcvbl EOY | $29,809 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,809 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $171,377 | PledgesRcvblBOYAmt |
| Prepaid Expenses EOY | $35,710 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,710 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $2,515,323 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,790,428 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,790,428 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,869,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,575,405 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,479,873 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,730,273 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,956,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,652,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,557,063 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $65,160 | AccountsPayableEOYAmt |
| Grants Payable BOY | $900,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,115,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $178,325 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,352 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,078,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,210,512 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,877,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,442,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,877,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,442,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,956,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,652,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,877,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,528,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,406,014 | SubtotalAmt |
| Other Decreases | $963,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,442,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UAL STOCK SALES | D | 2021-12-31 | 2021-12-31 | $449,708 | $349,439 | $100,269 | $100,269 |
| VROOM STOCK SALES | D | 2021-12-31 | 2021-12-31 | $934,536 | $196,137 | $738,399 | $738,399 |
| VROOM STOCK SALES | D | 2021-12-31 | 2021-12-31 | $959,180 | $196,137 | $763,043 | $763,043 |
| MUTUAL FUNDS SALES | P | 2021-12-31 | 2021-12-31 | $858,022 | $839,049 | $18,973 | $18,973 |
| FIXED INCOME SALES | P | 2021-12-31 | 2021-12-31 | $331,557 | $300,665 | $30,892 | $30,892 |
| GOV'T SECURITIES SALES | P | 2021-12-31 | 2021-12-31 | $1,108,088 | $1,102,004 | $6,084 | $6,084 |
| MUTUAL FUNDS SALES | P | 2021-12-31 | 2021-12-31 | $421,875 | $409,410 | $12,465 | $12,465 |
| ETF SALES | P | 2021-12-31 | 2021-12-31 | $4,847,667 | $3,840,713 | $1,006,954 | $1,006,954 |
| MUTUAL FUND SALES | P | 2021-12-31 | 2021-12-31 | $2,750,799 | $2,420,663 | $330,136 | $330,136 |
| SNOWFLAKE INC STOCK SALES | D | 2021-12-31 | 2021-12-31 | $5,951,724 | $49,464 | $5,902,260 | $5,902,260 |
| SNOWFLAKE INC STOCK SALES | D | 2021-12-31 | 2021-12-31 | $1,400,258 | $17,500 | $1,382,758 | $1,382,758 |
| SNOWFLAKE INC STOCK SALES | D | 2021-12-31 | 2021-12-31 | $3,035,202 | $35,000 | $3,000,202 | $3,000,202 |
| SNOWFLAKE INC STOCK SALES | D | 2021-12-31 | 2021-12-31 | $655,251 | $7,350 | $647,901 | $647,901 |
| SNOWFLAKE INC STOCK SALES | D | 2021-12-31 | 2021-12-31 | $2,454,444 | $27,080 | $2,427,364 | $2,427,364 |
| CAPITAL GAINS DIVIDENDS | P | 2021-12-31 | 2021-12-31 | $662,911 | $662,911 | $662,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,030,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $243,603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $243,603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $243,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $378,612 | 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 | $378,612 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $135,009 | OverpaymentAmt |
| Applied To ES Tax | $135,009 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BOYERS | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | CEO | 10.00 | $75,000 | $0 | $0 |
| BARBARA SULLIVAN | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| JULIE MIKUTA | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | BOARD MEMBER AND AUDIT CHA | 1.00 | $0 | $0 | $0 |
| CRISTINE DEBERRY | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 555 CALIFORNIA STREET 14TH FL | SAN FRANCISCO | CA | 94104 | INVESTMENT MGMT FEE | $294,028 |
| ASH SOLAR | |||||
| 1725 EL PESCADOR CT | DAVIS | CA | 95618 | CONSULTANT | $183,375 |
| PAUL KEY | |||||
| 336 CUMBERLAND STREET | SAN FRANCISCO | CA | 94114 | CONSULTANT | $161,100 |
| ROY ADVISORS | |||||
| 27300 DEER SPRINGS WAY | LOS ALTOS HILLS | CA | 94022 | CONSULTANT | $144,184 |
| KITAMBA | |||||
| 300 BROADCRES DR SUITE 150 | BLOOMFIELD | NJ | 07003 | CONSULTANT | $127,519 |
| 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 | $43,061,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,827,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,889,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,889,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $673,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,215,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,210,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,210,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243,603 | TotalTaxAmt |
| Distributable Before Adj | $1,967,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,967,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,967,187 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,886,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,886,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,967,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $196,690 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,261,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,355,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,813,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,886,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,967,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,919,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,732,804 | 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 | $8,732,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $196,690 | ExcessFromYear3Amt |
| Excess From Year2 | $1,261,529 | ExcessFromYear2Amt |
| Excess From Year1 | $3,355,092 | ExcessFromYear1Amt |
| Excess From Current Year | $3,919,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY STREET SUITE B | REDWOOD CITY | CA | 94062 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATION SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATION SUPPORT | $200,000 | |
| CHALKBEAT INC | ||||||||
| PO BOX 300434 | BROOKLYN | NY | 11230 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHILD MIND INSTITUTE INC | ||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | FALL LUNCHEON | $5,000 | |
| CITIZEN SCHOOLS NATIONAL | ||||||||
| 1 BEACON STREET | BOSTON | MA | 02108 | N/A | PC | GENERAL OPERATING SUPPORT - EMILY MCCANN TRIBUTE FUND | $10,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 94018 | N/A | PC | TO SUPPORT ADDITIONAL STAFFING FOR IMMIGRATION LEGAL SERVICES WORK, AND TO COVER CLIENT APPLICATION AND FILING FEES BASED ON NEED | $100,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATION SUPPORT | $150,000 | |
| CRYSTAL SPRINGS UPLANDS SCHOOL | ||||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | N/A | PC | CRYSTAL FUND | $15,000 | |
| EDSOURCE | ||||||||
| 436 14TH ST SUITE 1005 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 94953 | N/A | PC | 2022 MEMBERSHIP | $2,500 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | $100,000 IN GENERAL OPERATING SUPPORT AND $100,000 TO SUPPORT THE CRISP COLLABORATIVE STARTING IN JULY 2022 | $200,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA) | ||||||||
| 1111 MARKET STREET FOURTH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| INNOVATE PUBLIC SCHOOLS | ||||||||
| SOBRATO CENTER FOR NONPROFITS 1400 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | PARKMOOR AVE STE 24065 |
| INSTRUCTION PARTNERS | ||||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| LA RAZA CENTRO LEGAL - SAN FRANCISCO | ||||||||
| 474 VALENCIA STREET SUITE 295 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LEADING EDUCATORS INC | ||||||||
| 1824 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | ||||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | TWIN DOLPHIN DRIVE SUITE 123 |
| NEW SCHOOLS FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NOTICEABILITY INC | ||||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 350 SANSOME STREET STE 650 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT THE WORK OF AFGHAN NETWORK FOR ADVOCACY AND RESOURCES (ANAR) - $50,000 | $50,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 350 SANSOME STREET STE 650 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING GRANT - 2021 RAVENSWOOD ANNUAL GALA EVENT | $2,500 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATION SUPPORT | $500,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | GENERAL OPERATION SUPPORT | $250,000 | |
| SARVODAYA USA | ||||||||
| 525 N ARMISTED ST | ALEXANDRIA | VA | 22312 | N/A | PC | GENERAL OPERATING SUPPORT, MATCHING GRANT | $100,000 | |
| SERVICES & IMMIGRANT RIGHTS AND EDUCATION NETWORK | ||||||||
| 1425 KOLL CIRCLE SUITE 108 | SAN JOSE | CA | 95112 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SOCIAL JUSTICE COLLABORATIVE | ||||||||
| 1832 2ND STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| STREETCODE ACADEMY | ||||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT - TFA MASSACHUSETTS | $10,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | N/A | PC | BLACK EDUCATOR FUND | $35,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | GENERAL OPERATING SUPPORT - TFA MASSACHUSETTS | $10,000 | |
| TEACH PLUS INC | ||||||||
| 27 SCHOOL STREET 5TH FLOOR | BOSTON | MA | 02108 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| TIPPING POINT | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| TNTP | ||||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PC | 2020-2021 ANNUAL FUND | $25,000 | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PC | 2021-2022 ANNUAL FUND | $25,000 | |
| ALL FIVE | ||||||||
| 1391 CHILCO STREET | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DETENTION WATCH NETWORK | ||||||||
| 1915 I STREET NW SUITE 800 | WASHINGTON | CA | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WORLD COLLABORATIVE FOR TRANSFORMATIVE COMMUNITY | ||||||||
| PO BOX 20175 | STANFORD | CA | 94309 | N/A | PC | TO SUPPORT THE WORK OF EVERGREEN COLLECTIVE | $100,000 | |
| FAITH IN ACTION BAY AREA | ||||||||
| 1336 B ARROYO AVENUE | SAN CARLOS | CA | 94070 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LATINOS UNITED FOR A NEW AMERICA | ||||||||
| 1692 STORY ROAD SUITE 221 | SAN JOSE | CA | 95122 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | MUSIC THERAPY SPECIAL INSTRUMENT PROGRAM - IN HONOR OF ANTON POPOWITZ | $360 | |
| MIJENTE SUPPORT COMMITTEE | ||||||||
| 734 WEST POLK STREET | PHOENIX | AZ | 85007 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TEACH FOR ALL INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| OAKLAND REACH | ||||||||
| 333 HEGENBERGER ROAD | OAKLAND | CA | 94621 | N/A | PC | DETENTION WATCH NETWORK: GENERAL OPERATING SUPPORT | $1,000 | |
| WOODSIDE VILLAGE CHURCH | ||||||||
| 3154 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PC | GROUP DESIGNATION | $25,000 | |
| YOUTH UNITED FOR COMMUNITY ACTION | ||||||||
| 2135 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | UNRESTRICTED - INCLUDING PURCHASE OF YUCA HOUSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,134,360 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INSTRUCTION PARTNERS | ||||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | N/A | PC | GENERAL OPERATING GRANT | $500,000 | |
| LEADING EDUCATORS INC | ||||||||
| 1825 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING GRANT | $500,000 | |
| LEADING EDUCATORS INC | ||||||||
| 1825 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | MICHELLE BOYERS - BOARD MEMBER | PC | FOR THE COALITION TO IMPROVE THE TEACHING PROFESSION | $100,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 397 | MENLO PARK | CA | 94026 | MICHELLE BOYERS - BOARD MEMBER | PC | $500,000 FOR GENERAL OPERATING SUPPORT AND $500,000 FOR THE TALENT INITIATIVE | $500,000 | |
| ST MARGARET'S HOUSE | ||||||||
| 17 N LAFAYETTE BLVD | SOUTH BEND | IN | 46601 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | GENERAL OPERATING GRANT - TFA MASSACHUSETTS | $10,000 | |
| TEACH PLUS INC | ||||||||
| 1 BEACON STREET 15TH FLOOR SUITE | BOSTON | MA | 02108 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $500,000 | 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,115,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $971,672 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,189,508 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,161,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,161,180 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MICHELLE M BOYERS | |||||||
| 1 | 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | $22,955,876 | Yes (X) | |
| BILL AND TAMMY CROWN | |||||||
| 2 | 222 NORTH LASALLE STREET SUITE 1000 | CHICAGO | IL | 60601 | $277,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 74837 SHARES OF SNOWFLAKE INC. | NoncashPropertyDesc |
| Fair Market Value | $22,955,876 | FairMarketValueAmt |
| Received | 2021-01-14 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY FIXED INCOME - 8813 | BondNm |
| EOY Book Value | $8,790,428 | EOYBookValueAmt |
| EOYFMV | $8,790,428 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY EQUITIES- #8357, #9108, #8491, #9380 | AT COST | $32,083,295 | $16,987,763 |
| ALTIMITER | AT COST | $2,492,110 | $2,492,110 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| MORGAN STANLEY MUTUAL FUNDS - 8357 | $856,618 |
| MORGAN STANLEY MUTUAL FUNDS - 8813 | $2,472,852 |
| MORGAN STANLEY MUTUAL FUNDS - 9108 | $7,393,622 |
| INTEREST RECEIVABLE | $14,953 |
| DIVIDENDS RECEIVABLE | $3,225 |
| PREPAID EXPENSE | $643 |
| UNSETTLED TRANSACTIONS | -$11,640 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX DIFFERENCE - UNREALIZED GAIN/LOSS | Desc |
| Amt | $963,931 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $294 | $294 | $0 |
| STATE FILING FEES | $150 | $0 | $0 |
| PROCESSING FEES | $986 | $148 | $838 |
| DUES AND SUBSCRIPTIONS | $1,176 | $353 | $1,855 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $112,024 | $0 |
| DEFERRED EXCISE TAX PAYABLE | $60,801 | $30,352 |
| CHASE CREDIT CARD | $5,500 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $294,028 | $294,028 | $0 |
| FOUNDATION MANAGEMENT FEES | $65,343 | $9,801 | $55,542 |
| AUDIT & TAX PREPARATION FEES | $12,768 | $1,915 | $10,853 |
| OTHER PROFESSIONAL FEES | $786,959 | $118,045 | $613,579 |
| ALTIMETER GROWTH PARTNERS FUND VI, LP | $29,546 | $29,546 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRAD GERSTNER | |||
| ONE INTERNATIONAL PLACE SUITE 4610 | BOSTON | MA | 02110 |
| MICHELLE M BOYERS | |||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $243,250 | $0 | $0 |
| PAYROLL TAX | $6,073 | $911 | $5,162 |