MAXWELL HANRAHAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAXWELL HANRAHAN FOUNDATION (EIN 83-2118884)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349107113
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T19:02:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832118884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAXWELLHANRAHAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIM TRAYNOR | InCareOfNm |
| Business Name Control | MAXW | BusinessNameControlTxt |
| Phone | 4159653160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD STE 288-195 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DELLE MAXWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159653160 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DELLE | PersonFirstNm |
| Person Last | MAXWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S GOLDSTEIN | PreparerPersonNm |
| PTIN | P01252695 | 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 | 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 | $236,528,130 | 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 | $102,173,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,206,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,716,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,656,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,713,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,580,329 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $452,070 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,414 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $111,487,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,283,012 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $360,130 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $360,130 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $69,118 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,867 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,769 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,863 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,713 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $454,895 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,998 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $120,278 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,559,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,560 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $27,132 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,358 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,148 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $274,910 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,588,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $517,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $654,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,269,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,269,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,858,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $517,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,924,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,629,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,765,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,787,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,014,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,014,960 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,603 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,122 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,122 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,979,308 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,807,985 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,807,985 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $91,263,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,964,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,964,390 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,383,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,595,823 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,595,823 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $31,856 | OtherAssetsBOYAmt |
| Other Assets EOY | $128,850 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $128,850 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,448,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,528,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $236,528,130 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,853 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $840,026 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,853 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $840,026 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $123,432,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $235,688,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,432,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $235,688,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,448,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $236,528,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,432,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,629,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,626,307 | OtherIncreasesAmt |
| Subtotal | $235,688,104 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $235,688,104 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONGTERM CAPITAL GAIN DISTRIBUTION | P | 2015-01-01 | 2021-12-31 | $3,262,733 | $3,262,733 | $3,262,733 | |
| PUBLICLY TRADED SECURITIES | P | 2015-01-01 | 2021-12-31 | $7,841,843 | $708,994 | $708,994 | $7,132,849 |
| PUBLICLY TRADED SECURITIES | D | 2015-12-01 | 2021-12-31 | $145,549,031 | $145,549,031 | $145,549,031 | |
| KLS STRUCTURE INC FUND | 2000-01-01 | 2021-12-31 | $59,571 | $59,571 | $59,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,580,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,123,445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,123,445 | SubtotalAmt |
| Tax Based On Investment Income | $2,123,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,832,337 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,332,337 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $226 | EsPenaltyAmt |
| Overpayment | $208,666 | OverpaymentAmt |
| Applied To ES Tax | $208,666 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Org Report Or Register State | DE | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM TRAYNOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5102805772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 384 COLUSA AVE STE 2 | AddressLine1Txt |
| City | KINSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 947071205 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DELLE MAXWELL | ||||||||
| 3130 ALPINE ROAD STE 288-195 | PORTOLA VALLEY | CA | 94028 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| PATRICK HANRAHAN | ||||||||
| 3130 ALPINE ROAD STE 288-195 | PORTOLA VALLEY | CA | 94028 | SECRETARY & TREASURER | 2.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL STRADER | ||||||||
| 3130 ALPINE ROAD STE 288-195 | PORTOLA VALLEY | CA | 94028 | EXCUTIVE DIRECTOR | 28.0 | $173,325 | $7,931 | $1,500 |
| MIRIAM BILLINGER | ||||||||
| 3130 ALPINE ROAD STE 288-195 | PORTOLA VALLEY | CA | 94028 | OPERATION DIRECTOR | 28.0 | $109,974 | $21,963 | $1,500 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | |||||
| 2570 W EL CAMINO REAL SUTIE 600 | MOUNTAIN VIEW | CA | 94040 | INVESTMENT SERVICE | $174,550 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE 3 RD FLOOR | FAIRFIELD | CT | 06824 | GRANT MANAGEMENT | $94,343 |
| SEILER LLP | |||||
| 3 LAGOON DRIVE SUTIE 400 | REDWOOD CITY | CA | 94087 | TAX & AUDIT SERVICES | $52,595 |
| 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 | $106,019,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,162,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,800,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,983,015 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $159,983,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,399,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,583,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,879,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,879,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,123,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,123,445 | TotalTaxAmt |
| Distributable Before Adj | $5,755,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,755,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,755,719 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,924,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $55,284 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,979,543 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,755,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $502,276 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,979,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $502,276 | AppliedToYear1Amt |
| Applied To Current Year | $2,477,267 | 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 | $3,278,452 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||||||
| 475 RIVERSIDE DR STE 960 | NEW YORK | NY | 10115 | NONE | PC | 2021 Environmental Fellows Program | $22,000 | ||||
| CALIFORNIA ACADEMY OF SCIENCES | |||||||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | NONE | PC | To support biodiversity science and community science in California; and engaging Bay Area educators with science learning | $50,000 | ||||
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 939401023 | NONE | PC | To support conservation research and education | $40,000 | ||||
| THE CORAL REEF ALLIANCE | |||||||||||
| 1330 BROADWAY STE 600 | OAKLAND | CA | 946122505 | NONE | PC | To support reducing land-based sources of pollution in Hawaii | $20,000 | ||||
| THE TRUST FOR HIDDEN VILLA | |||||||||||
| 26870 MOODY RD | LOS ALTOS HLS | CA | 940224209 | NONE | PC | 2021 Summer Camp scholarship fund | $15,000 | ||||
| UC SAN DIEGO FOUNDATION | |||||||||||
| 9500 Gilman Drive MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | Establish the Arthur E. Maxwell Endowed Graduate Fellowship | $250,000 | ||||
| UNITED STATES ARTISTS INC | |||||||||||
| 200 WEST MADISON ST Fl 3 | CHICAGO | IL | 60606 | NONE | PC | to support design and administration of the inaugural year of the Maxwell/Hanrahan individual awards program for emerging and/or under-recognized artisans across the country | $664,600 | ||||
| ANDERSON RANCH ARTS FOUNDATION | |||||||||||
| PO BOX 5598 | SNOWMASS VLG | CO | 816155598 | NONE | PC | To support a scholarship for an Artist-in-Residence including a small stipend and travel expense. | $10,000 | ||||
| ARROWMONT SCHOOL OF ARTS AND CRAFTS | |||||||||||
| PO BOX 567 | GATLINBURG | TN | 377380567 | NONE | PC | To support the Artists-in-Residence Program. | $10,000 | ||||
| HANDWEAVERS GUILD OF AMERICA INC | |||||||||||
| 1201 PEACHTREE STREET 200 | ATLANTA | GA | 303616340 | NONE | PC | To support the Convergence internship program for undergraduate or graduate students enrolled in fiber arts programs. | $10,000 | ||||
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | |||||||||||
| 89 HAYSTACK SCHOOL DR | DEER ISLE | ME | 046273762 | NONE | PC | To support Haystack's BIPOC fellowship initiative for summer workshops. | $10,000 | ||||
| NORTH BENNET STREET SCHOOL | |||||||||||
| 150 NORTH ST | BOSTON | MA | 021091405 | NONE | PC | To support scholarship(s) for students in the full-time program, with a preference for students of diverse backgrounds and/or underrepresented in their craft or trade. | $10,000 | ||||
| PENLAND SCHOOL OF CRAFT | |||||||||||
| PO BOX 37 | PENLAND | NC | 287650037 | NONE | PC | To support two scholarships for HBCU arts faculty members to attend Penland workshops. | $10,000 | ||||
| PETERS VALLEY CRAFT CENTER INC | |||||||||||
| 19 KUHN RD | LAYTON | NJ | 078512004 | NONE | PC | To establish an Artist Residency Program that allows 5 artists (one per studio) to reside at Peters Valley for a period of 2 weeks in the fall or spring season and dedicate their time to their craft in a fully equipped studio within the retreat-like setting of the campus located in a National Park. | $10,000 | ||||
| ARCHBOLD EXPEDITIONS INC | |||||||||||
| 123 MAIN DR | VENUS | FL | 339602039 | NONE | PC | To support the Post-Baccalaureate Internship Program. | $10,000 | ||||
| CENTER FOR FURNITURE CRAFTSMANSHIP | |||||||||||
| 25 MILL ST | ROCKPORT | ME | 048564842 | NONE | PC | To support the Teaching the Teachers program, which awards scholarships directly to educational and service organizations that teach woodworking to economically disadvantaged communities in the U.S. and abroad. | $10,000 | ||||
| JEWISH FAMILY AND COMMUNITY SERVICES EAST BAY | |||||||||||
| 2484 SHATTUCK AVE STE 210 | BERKELEY | CA | 947042076 | NONE | PC | To support Afghanistan Evacuation/Resettlement | $5,000 | ||||
| PANGEA LEGAL SERVICES | |||||||||||
| 391 SUTTER STREET STE 500 | SAN FRANCISCO | CA | 941084303 | NONE | PC | To support the Afghanistan Resource Project. | $5,000 | ||||
| ALLIANCE FOR CALIFORNIA TRADITIONAL ARTS | |||||||||||
| 744 P ST STE 307 | FRESNO | CA | 937212713 | NONE | PC | To support 2-3 apprenticeships in traditional material arts. | $10,000 | ||||
| CALIFORNIA COLLEGE OF THE ARTS | |||||||||||
| 1111 EIGHTH STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | To support scholarship(s) for students focusing in ceramics, furniture, glass, jewelry & metal arts, or textiles. | $10,000 | ||||
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||||||
| 42 N WATER ST | PORT HADLOCK | WA | 983398706 | NONE | PC | To support a Prothero Intern. | $10,000 | ||||
| SOCIETY OF ARTS AND CRAFTS | |||||||||||
| 1973 DORCHESTER AVE APT 6013 | BOSTON | MA | 021243878 | NONE | PC | To support the Mentor Program. | $10,000 | ||||
| INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION | |||||||||||
| 83 AVAN NU PO ROAD | SANTA FE | NM | 87508 | NONE | PC | To support scholarship(s) for undergraduate students majoring in Studio Arts. | $10,000 | ||||
| KRENOV FOUNDATION | |||||||||||
| 711B N MAIN ST | FORT BRAGG | CA | 954373016 | NONE | PC | To support scholarship(s) for women in the nine-month program in fine cabinet and furniture making. | $10,000 | ||||
| NATIVE ARTS AND CULTURES FOUNDATION INC | |||||||||||
| 400 E EVERGREEN BLVD STE 10 | VANCOUVER | WA | 986603281 | NONE | PC | To support the LIFT - Early Career Support for Native Artists program and/or scholarships for the 2022 national convening. | $10,000 | ||||
| PAI FOUNDATION | |||||||||||
| PO BOX 17483 | HONOLULU | HI | 968170483 | NONE | PC | To support The Nana I Ke Kumu cultural workshop series, with a focus on hands-on traditional arts. | $10,000 | ||||
| Karl Berg | |||||||||||
| 108 Country Club Road | Brownsville | TX | 78520 | NONE | I | 2021 Field Biology Award | $100,000 | ||||
| Pedro Peloso | |||||||||||
| 1904 MISTY RIDGE DR | Leander | TX | 78641 | NONE | I | 2021 Field Biology Award | $100,000 | ||||
| UC SAN DIEGO FOUNDATION | |||||||||||
| 9500 Gilman Drive MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | To support one student to participate in the 2022 summer Scripps Undergraduate Research Fellowship, focused on marine biological sciences with a field research component. | $10,000 | ||||
| COMMUNITY HOSPICE FOUNDATION INC | |||||||||||
| 445 NEW KARNER RD | ALBANY | NY | 122053809 | NONE | PC | General Support | $500 | ||||
| FRIENDS OF THE SARATOGA CNTY ANIMAL SHELTER | |||||||||||
| PO BOX 788 | SARATOGA SPGS | NY | 128660788 | NONE | PC | General Support | $500 | ||||
| THE TRUST FOR HIDDEN VILLA | |||||||||||
| 26870 MOODY RD | LOS ALTOS HLS | CA | 940224209 | NONE | PC | General Support | $1,000 | ||||
| MOTE MARINE LABORATORY | |||||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 342361004 | NONE | PC | To support one or more students from underrepresented backgrounds to participate in the Mote Research Experience for Undergraduates Program | $10,000 | ||||
| UNIVERSITY OF HAWAII FOUNDATION | |||||||||||
| 1314 S KING ST STE B | HONOLULU | HI | 968141956 | NONE | PC | To support the expenses (including but not limited to stipends) associated with undergraduate internships at the Hawaii Institute of Marine Biology at the University of Hawaii for one or more students from underrepresented backgrounds | $10,000 | ||||
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||||||
| BOX 355726 224 GOULD HALL | SEATTLE | WA | 98195 | NONE | PC | To support student(s) to attend the REU Blinks Program for Undergraduates and Post-Baccalaureates at Friday Harbor Laboratories | $10,000 | ||||
| POLYNESIAN VOYAGING SOCIETY | |||||||||||
| 10 SAND ISLAND PKWY | HONOLULU | HI | 968194355 | NONE | PC | To support Moananuiakea - A Voyage for the Pacific | $30,000 | ||||
| REGENTS OF THE UNIVERSITY OF CA SANTA CRUZ | |||||||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 950641077 | NONE | PC | To support two students to attend the CAMINO (The Center to Advance Mentored, Inquiry-based Opportunities) summer internship program | $10,000 | ||||
| THE UNIVERSITY CORPORATION SAN FRANCISCO STATE | |||||||||||
| 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 941321722 | NONE | PC | To support up to two rising scholars through the Interdisciplinary Marine & Estuarine Sciences graduate program, based at the Estuary & Ocean Science Center. | $10,000 | ||||
| FIELD MUSEUM OF NATURAL HISTORY | |||||||||||
| 1400 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | NONE | PC | To support a graduate student in a field-based internship for urban monarch and pollinator conservation in 2022 | $10,000 | ||||
| PENINSULA OPEN SPACE TRUST | |||||||||||
| 222 HIGH ST | PALO ALTO | CA | 943011040 | NONE | PC | To support the Coyote Valley program | $50,000 | ||||
| RANCHO SANTA ANA BOTANIC GARDEN TRUSTEES OF RANCHO | |||||||||||
| 1500 N COLLEGE AVE | CLAREMONT | CA | 917113157 | NONE | PC | To support undergraduate summer internships in Applied Plant Conservation at the California Botanic Garden | $10,000 | ||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||
| 79TH STREET AT CENTRAL PARK WEST | NEW YORK | NY | 100245192 | NONE | PC | To support undergraduate, graduate or post-doc student biology research in the field through the Richard Gilder Graduate School | $10,000 | ||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | NONE | PC | To support undergraduate interns or graduate students to engage in field research along with NYBG botanists | $10,000 | ||||
| POINT REYES BIRD OBSERVATORY | |||||||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 949546964 | NONE | PC | To support the Education Program, including STRAW (Students and Teachers Restoring A Watershed), the Community College Conservation Internship Program, and/or intern training | $40,000 | ||||
| SAVE THE REDWOODS LEAGUE | |||||||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 941044541 | NONE | PC | To support at least two students' participation in the BIPOC Science Starter Grant Program | $10,000 | ||||
| SOCIAL GOOD FUND INC | |||||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PC | To support Brown Girl Surf's community surf programs, which may include strategic planning | $15,000 | ||||
| MARINE BIOLOGICAL LABORATORY | |||||||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PC | To support an undergraduate student(s) to pursue summer field research at the MBL in 2022 | $10,000 | ||||
| NATIONAL TROPICAL BOTANICAL GARDEN | |||||||||||
| 3530 PAPALINA RD | KALAHEO | HI | 967419599 | NONE | PC | To support a field-based research internship for an undergraduate or graduate student(s) | $10,000 | ||||
| PHILANTHROPIC VENTURES FOUNDATION | |||||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 946121204 | NONE | PC | To support the Environmental Science Resource Grants Program for public school teachers in Contra Costa, Marin, Napa, Solano, Sonoma, Santa Clara, San Francisco and San Mateo Counties | $125,000 | ||||
| SONOMA LAND TRUST | |||||||||||
| 822 5TH ST | SANTA ROSA | CA | 954044517 | NONE | PC | To support Education and Community Programs, and General Operating Support | $30,000 | ||||
| TRUST FOR PUBLIC LAND | |||||||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 941044148 | NONE | PC | To support Trust for Public Land's Bay Area programs and initiatives | $30,000 | ||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| 9500 GILMAN DRIVE 0853 | LA JOLLA | CA | 92093 | NONE | PC | To support research and scholarly activities at Scripps Institution of Oceanography at UC San Diego, as conducted by Dr. Anela Choy | $85,000 | ||||
| Anela Choy | |||||||||||
| 3243 Caminito Eastbluff 39 | La Jolla | CA | 92037 | NONE | I | 2021 Field Biology Individual Award | $15,000 | ||||
| WILLAMETTE UNIVERSITY | |||||||||||
| 900 STATE ST | SALEM | OR | 973013922 | NONE | PC | To support research and scholarly activities conducted by Dr. Rosa Len-Zayas | $100,000 | ||||
| COMMUNITY INITIATIVES | |||||||||||
| 1000 BROADWAY STE 480 | OAKLAND | CA | 94607 | NONE | PC | To support Latino Outdoors' programs in California | $15,000 | ||||
| NATIONAL GEOGRAPHIC SOCIETY | |||||||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | To support the STEM Field Assistant Program | $10,000 | ||||
| ORGANIZATION FOR TROPICAL STUDIES INC | |||||||||||
| 408 SWIFT AVE | DURHAM | NC | 277054831 | NONE | PC | To support an Internship in the Urban Tropics | $10,000 | ||||
| SANTA BARBARA BOTANIC GARDEN INC | |||||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | To support the Summer Inclusivity Internship Program | $10,000 | ||||
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||||||
| 50 CALIFORNIA ST STE 650 | SAN FRANCISCO | CA | 941114607 | NONE | PC | To support the Nature Engagement Education & Staff Mentoring Program and Outdoor Education Programs | $15,000 | ||||
| HUMBOLDT LIBRARY FOUNDATION | |||||||||||
| PO BOX 440 | EUREKA | CA | 955020440 | NONE | PC | General Support | $150 | ||||
| JACOBY CREEK LAND TRUST | |||||||||||
| PO BOX 33 | BAYSIDE | CA | 955240033 | NONE | PC | General Support | $400 | ||||
| CHILDRENS MIRACLE NETWORK | |||||||||||
| 205 W 700 S | SALT LAKE CTY | UT | 841012715 | NONE | PC | To support Bernard & Millie Duker Children's Hospital at Albany Medical Center | $50 | ||||
| SAVE THE WAVES COALITION | |||||||||||
| 849 ALMAR AVE STE C | SANTA CRUZ | CA | 950605875 | NONE | PC | General Operations | $100 | ||||
| LAKE GEORGE ASSOCIATION INC | |||||||||||
| PO BOX 408 | LAKE GEORGE | NY | 128450408 | NONE | PC | To support the Lake George Waterkeeper program | $100 | ||||
| JACOBY CREEK CHILDRENS EDUCATION FOUNDATION | |||||||||||
| 1617 OLD ARCATA RD | BAYSIDE | CA | 955249301 | NONE | PC | General Support | $1,000 | ||||
| HUMBOLDT BOTANICAL GARDENS FOUNDATION | |||||||||||
| PO BOX 6117 | EUREKA | CA | 955026117 | NONE | PC | General Support | $225 | ||||
| BOYS & GIRLS CLUB OF THE REDWOODS | |||||||||||
| 939 HARRIS ST | EUREKA | CA | 955034500 | NONE | PC | General Support | $500 | ||||
| HEART OF THE REDWOODS COMMUNITY HOSPICE | |||||||||||
| 464 MAPLE LN | GARBERVILLE | CA | 955423423 | NONE | PC | General Support | $120 | ||||
| BIRD ALLY X | |||||||||||
| PO BOX 1020 | ARCATA | CA | 955181020 | NONE | PC | General Support | $120 | ||||
| NATIONAL PUBLIC RADIO INC | |||||||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | PC | General Support | $100 | ||||
| FOOD FOR PEOPLE INC | |||||||||||
| PO BOX 4922 | EUREKA | CA | 955024922 | NONE | PC | General Support | $300 | ||||
| HUMBOLDT LIBRARY FOUNDATION | |||||||||||
| PO BOX 440 | EUREKA | CA | 955020440 | NONE | PC | General Support | $150 | ||||
| SANCTUARY FOREST INC | |||||||||||
| PO BOX 166 | WHITETHORN | CA | 955890166 | NONE | PC | General Support | $1,000 | ||||
| SIENA HOUSE MATERNITY HOME OF SANTA CRUZ COUNTY | |||||||||||
| 108 HIGH ST | SANTA CRUZ | CA | 950603711 | NONE | PC | General Support | $360 | ||||
| AMAH MUTSUN LAND TRUST | |||||||||||
| 2460 17TH AVE 1019 | SANTA CRUZ | CA | 950621860 | NONE | PC | General Support | $250 | ||||
| JACOBY CREEK CHILDRENS EDUCATION FOUNDATION | |||||||||||
| 1617 OLD ARCATA RD | BAYSIDE | CA | 955249301 | MIRIAM BILLINGER IS AN UNPAID VOLUNTEER | PC | General Support | $325 | ||||
| SUSTAINABLE SURF | |||||||||||
| 754 26TH ST | MANHATTAN BCH | CA | 902662365 | NONE | PC | To support the SeaTrees program | $120 | ||||
| SURFRIDER FOUNDATION | |||||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 926730119 | NONE | PC | General Operations | $50 | ||||
| SAVE THE WAVES COALITION | |||||||||||
| 849 ALMAR AVE STE C | SANTA CRUZ | CA | 950605875 | NONE | PC | General Operations | $500 | ||||
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | |||||||||||
| PO BOX 841949 | LOS ANGELES | CA | 900841949 | NONE | NC | MBARI Summer Internship Program | $10,000 | ||||
| Marta Kolanowska | |||||||||||
| I | 2021 Field Biology Individual Award | $100,000 | Pilotow 13F/1 | Gdansk | PL | 80-460 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,269,520 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,206,204 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,656,276 | 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 | PARTNERSHIP INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $452,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,314,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,314,550 | 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 |
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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PATRICK HANRAHAN | |||||||
| 1 | 3130 ALPINE ROAD STE 288-195 | PORTOLA VALLEY | CA | 94208 | $500,000 | Yes (X) | |
| DELLE MAXWELL PATRICK HANRAHAN | |||||||
| 2 | 3130 ALPINE ROAD STE 288-195 | PORTOLA VALLEY | CA | 94208 | $101,673,200 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 370,000 SH SALESFORCE.COM INC | NoncashPropertyDesc |
| Fair Market Value | $101,673,200 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT/TAX PREPARATION FEE | $56,725 | $26,298 | $26,297 |
| ACCOUNTING FEES | $31,138 | $13,415 | $13,415 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| ROCKEFELLER CAPITAL MANAGEMENT |
| ADVISING & MANAGING OF INVESTMENTS |
| FOUNDATION SOURCE |
| ADVISING & MANAGEMENT OF GRANTS |
| SEILER LLP |
| PROVIDING TAX & AUDIT SERVICES |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Sandholdt Rd | AddressLine1Txt |
| City | MOSS LANDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-17 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | MBARI Summer Internship Program | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/31/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-05-31 | VerificationDt |
| Results Of Verification | THE GRANT WILL BE USED PER THE GRANT AGREEMENT. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 279,000 SH SALESFORCE COM | $26,780,728 | $26,780,728 |
| 268,751 SHS ALLSPRING EMERG MK | $3,359,383 | $3,359,383 |
| 67,554 SHS ALLSPRING SPECIAL M | $3,413,511 | $3,413,511 |
| 184,070 SHS BARON EMRG MKTS FD | $3,235,955 | $3,235,955 |
| 514,964 SHS BLACKROCK EVENT DR | $5,108,438 | $5,108,438 |
| 888,416 SHS BLACKSTONE ALT MUL | $9,417,208 | $9,417,208 |
| 17,987 SHS BROWN CAP MGMT SMAL | $2,095,689 | $2,095,689 |
| 180,835 SHS CAUSEWAY INT SML C | $2,394,254 | $2,394,254 |
| 94,415 SHS HARTFORD MIDCAP I | $3,258,245 | $3,258,245 |
| 196,965 SHS JOHCM INTL SLCT FD | $5,922,730 | $5,922,730 |
| 321,802 SHS JPMORGAN GLOBAL AL | $7,037,818 | $7,037,818 |
| 140,844 SHS JPMORGAN VAL ADV | $5,619,689 | $5,619,689 |
| 628,915 SHS PARAMETRIC COMMODI | $3,968,453 | $3,968,453 |
| 190,975 SHS T. ROWE PRICE CAP | $7,058,445 | $7,058,445 |
| 23,940 SHS T.ROWE PRICE INT DI | $2,014,520 | $2,014,520 |
| 544,647 SHS T.ROWE P IN DISC E | $5,462,806 | $5,462,806 |
| 84,784 SHS T. ROWE PRICE LRG C | $6,233,324 | $6,233,324 |
| 160,970 SHS VIRTUS ALLIANZGI W | $3,583,194 | $3,583,194 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,807,985 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,807,985 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL RENEWABLE PWR INFRA FD | FMV | $463,755 | $463,755 |
| BRIDGE DEBT STRATEGIES FD IV | FMV | $2,040,052 | $2,040,052 |
| GT OFFSHORE FUND LTD | FMV | $12,161,723 | $12,161,723 |
| FIDELITY SEP | FMV | $2,400,012 | $2,400,012 |
| HL SFV OFFSHORE ACCESS FUND LP | FMV | $2,481,765 | $2,481,765 |
| SROA CAPITAL FUND VIII, LP | FMV | $1,268,268 | $1,268,268 |
| MARATHON HEALTHCARE FIN (EU) | FMV | $644,852 | $644,852 |
| DYAL V OFFSHORE INVESTORS LP | FMV | $3,465,247 | $3,465,247 |
| MILLENNIUM DRAWDOWN FUND, LP | FMV | $1,102,018 | $1,102,018 |
| GLENDOWER CAPITAL SEC OP FD V | FMV | $1,568,131 | $1,568,131 |
| KLS STRUCTURED INC FUND B LP | FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,769 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,163 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $31,856 | $41,898 | $41,898 |
| LEASEHOLD IMPROVEMENT | $0 | $55,284 | $55,284 |
| SECURITY DEPOSIT | $0 | $31,668 | $31,668 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MAIL & POSTAGE | $2,751 | $2,724 | |
| WEB HOSTING | $12 | $12 | |
| FILING FEES | $255 | $145 | |
| PAYROLL PROCESSING FEES | $12,355 | $12,331 | |
| MEMBERSHIP FEES | $1,895 | $1,800 | |
| TELECOMMUNICATIONS | $23 | $23 | |
| INSURANCE | $9,237 | $9,237 | |
| GRANT EXPENSES | $1,039 | $1,039 | |
| PARTNERSHIP INVESTMENT FEES | $0 | $274,762 | |
| BANK CHARGES | $295 | $147 | $148 |
| REGISTRATION FEES | $600 | $600 | |
| PUBLICATION EXPENSES | $65 | $65 | |
| PRINTING AND COPYING EXPENSES | $9 | $9 | |
| SUPPLIES | $484 | $484 | |
| OFFICE EQUIPMENT | $9,490 | $9,490 | |
| SOFTWARE AND LICENSES | $1,491 | $892 | |
| OTHER PROGRAM EXPENSES | $2,311 | $2,311 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSSES | Desc |
| Revenue And Expenses Per Books | $452,070 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,414 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $6,626,307 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM CONSULTING FEES | $35,875 | $25,935 | |
| INVESTMENT MANAGEMENT FEES | $279,100 | $150,998 | |
| PROFESSIONAL FEES | $139,920 | $94,343 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $2,532,100 | ||
| PAYROLL TAXES | $27,132 | $27,132 | |
| FOREIGN TAXES | $51,560 |