Moore Family Foundation: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- Moore Family Foundation (EIN 94-3024440)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2022-12-19
- IRS object ID
- 202233539349100313
- Schema version
- 2021v4.1
- 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
- Liquidation Explanation Stmt
- 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 | 2022-12-19T15:12:18-08:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823709663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSS ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4824 E BASELINE RD STE 101 | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943024440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moore Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOOR | BusinessNameControlTxt |
| Phone | 6509410861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6898 | AddressLine1Txt |
| City | Incline Village | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Moore | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven | PersonFirstNm |
| Person Last | Moore | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Brown | PreparerPersonNm |
| PTIN | P01866266 | PTIN |
| Phone | 6026994829 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $173,909 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,261,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,261,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,395,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,176,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,395,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,698 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,698 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,659,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,659,701 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,329 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,361 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,968 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,062 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,755 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $73,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,633 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $327 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,306 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,377 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,292 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,751,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,751,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,099,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,854,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,439,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,488,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $857,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,735,046 | CorporateStockBOYAmt |
| Other Investments BOY | $17,789,993 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $26,382,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $173,909 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,382,603 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $173,909 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,382,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,382,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,382,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,439,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,231,077 | OtherIncreasesAmt |
| Subtotal | $173,909 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $173,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2005-01-01 | SoldDt |
| Gross Sales Price | $8,176,279 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,780,938 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,395,341 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,395,341 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,395,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,284 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76,284 | SubtotalAmt |
| Tax Based On Investment Income | $76,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,219 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $77,219 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $935 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $935 | RefundAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | 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 | Yes (true) | 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 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509410861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6898 | AddressLine1Txt |
| City | INCLINE Village | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89450 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| GORDON E Moore | |||||||
| PO BOX 6898 | INCLINE VILLAGE | NV | 89450 | Trustee | 1.00 | $0 | |
| BETTY I MOORE | |||||||
| PO BOX 6898 | INCLINE VILLAGE | NV | 89450 | Trustee | 1.00 | $0 | |
| STEVEN E MOORE | |||||||
| PO BOX 6898 | INCLINE VILLAGE | NV | 89450 | Trustee | 35.00 | $125,000 | $18,043 |
| KENNETH G MOORE | |||||||
| PO BOX 6898 | INCLINE VILLAGE | NV | 89450 | Trustee | 1.00 | $0 | |
| KRISTEN L Moore | |||||||
| PO BOX 6898 | INCLINE VILLAGE | NV | 89450 | Trustee | 1.00 | $0 | |
| KATHLEEN E JUSTICE-MOORE | |||||||
| PO BOX 6898 | INCLINE VILLAGE | NV | 89450 | Trustee | 1.00 | $0 | $14,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAYEZ SAROFIM & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 FANNIN ST STE 2907 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $77,339 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,441,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,640,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,082,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,082,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,855,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $742,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $742,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,284 | TotalTaxAmt |
| Distributable Before Adj | $666,505 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $666,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $666,505 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,854,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,854,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $666,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $260,420 | UndistributedIncomePYAmt |
| Qualifying Distributions | $72,854,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $260,420 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $666,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,927,935 | RemainingDistriFromCorpusAmt |
| Total Corpus | $71,927,935 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $71,927,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $71,927,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON E Moore | ContributingManagerNm |
| Contributing Manager | BETTY I MOORE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Idea Wild | ||||||
| 420 Riddle Drive | Fort Collins | CO | 80521 | PC | Funding for the purchase and shipment of essential equipment and supplies to conservation biologists' projects and educators in developing countries around the world. | $50,000 |
| Coral Reef Alliance | ||||||
| 1330 Broadway Suite 1602 | Oakland | CA | 94612 | PC | Hawaii Program, to support efforts to reduce land-based pollution entering the ocean, to protect coral reefs. | $100,000 |
| EARTH University Foundation | ||||||
| 151 Ellis St NW STE 133 | ATLANTA | GA | 30303 | PC | Scholarship support for EARTH University located in Costa Rica for Education in Agricultural Sciences and Natural Resources, Contributing to Sustainable Development of the Humid Tropics. | $75,000 |
| Island Conservation | ||||||
| 2100 Delaware Ave Ste 1 | Santa Cruz | CA | 95060 | PC | SUPPORT FOR CONSERVATION PROJECTS IN THE PACIFIC REGION | $150,000 |
| Auburn Cord Duesenberg Automobile M | ||||||
| 1600 South Wayne St PO Box 271 | Auburn | IN | 46706 | PC | General Operations | $10,000 |
| Point Blue Conservation Science | ||||||
| 3820 Cypress Place 11 | Petaluma | CA | 94954 | PC | California Current Program, Guiding Ocean Uses for Wildlife and People project. | $100,000 |
| Osa Conservation | ||||||
| 1012 14th Street NW 625 | Washington | DC | 20005 | PC | General Support of their conservation work on the Osa Peninsula, Costa Rica. | $60,000 |
| Snow Leopard Trust | ||||||
| 4649 Sunnyside Ave North Ste 325 | Seattle | WA | 98103 | PC | General Support of Snow Leopard conservation and research efforts in Central Asia. | $15,000 |
| Ocean Conservancy | ||||||
| 1300 19th St NW 8th Fl | Washington | DC | 20036 | PC | California Current and Pacific Region Projects. | $75,000 |
| Marine Conservation Institute | ||||||
| 1914 N 34th St Ste 400 | Seattle | WA | 98103 | PC | Conserving California's Seamounts project. | $50,000 |
| Team 4 Tech | ||||||
| 2955 Campus Drive 110 | San Mateo | CA | 94403 | PC | Support for three technology grants to fund hardware, software and other technology infrastructure to improve the quality of education in developing countries. | $45,000 |
| Amazon Conservation Team | ||||||
| 4211 N Fairfax Drive | Arlington | VA | 22203 | PC | Continued support for the Community- Based Rainforest Conservation in Colombia program. | $150,000 |
| UC San Diego Foundation | ||||||
| 9500 Gilman Drive 0210 | La Jolla | CA | 92093 | PC | Scripps Institution of Oceanography, Center for Marine Biodiversity and Conservation, to support the Shark Nurseries Habitat Project for Open-Ocean Sharks, and to support the 100 Island Challenge. | $150,000 |
| The Philanthropy Roundtable | ||||||
| 1120 20th St NW Ste 550 South | Washington | DC | 20036 | PC | General Operating Support, in support of their work to protect philanthropy in the United States. | $20,000 |
| League to Save Lake Tahoe | ||||||
| 2608 Lake Tahoe Boulevard | South Lake Tahoe | CA | 96150 | PC | Combat Pollution and Tackle Invasive Species Campaigns. | $25,000 |
| Global Greengrants Fund | ||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | General Support for this organization which re-grants to small grassroots environmental organizations around the world. | $50,000 |
| Exploratorium | ||||||
| Pier 17 Suite 100 | San Francisco | CA | 94111 | PC | Exhibit Maintenance. | $100,000 |
| CuriOdyssey | ||||||
| 1651 Coyote Point Drive | San Mateo | CA | 94401 | PC | Marina Gallery and Labs, exhibit research, development and fabrication program. | $100,000 |
| Conservation International | ||||||
| 2011 Crystal Drive Suite 600 | Arlington | VA | 22202 | PC | Hawaii Program, to restore and manage fisheries in Hawaii. | $200,000 |
| Junior Achievement of Northern Cal | ||||||
| 3003 Oak Road Suite 130 | Walnut Creek | CA | 94597 | PC | Middle School and High School Programs in Santa Clara County schools. | $40,000 |
| Sepsis Alliance | ||||||
| 3180 University Avenue Suite 235 | San Diego | CA | 92104 | PC | General Support of their work to save lives and reduce suffering by raising awareness of sepsis as a medical emergency. | $50,000 |
| Ecotrust | ||||||
| 721 NW 9th Avenue Suite 200 | Portland | OR | 97209 | PC | To support the Knowledge Systems Program. | $250,000 |
| The Leatherback Trust | ||||||
| 1002 Doe Run | Blacksburg | VA | 24060 | PC | Support for the Leatherback Sea Turtle Conservation, Education, and Research efforts at Playa Grande, Costa Rica. | $200,000 |
| Museum of American Heritage | ||||||
| 351 Homer Avenue PO Box 1731 | Palo Alto | CA | 94302 | PC | General Operations | $30,000 |
| Seacology | ||||||
| 1623 Solano Avenue | Berkeley | CA | 94707 | PC | Pacific Islands Projects to establish marine and terrestrial reserves. | $50,000 |
| San Francisco Baykeeper | ||||||
| 1736 Franklin Street Suite 800 | Oakland | CA | 94612 | PC | General Operating Support for their work to protect San Francisco bay's ecosystem from pollution and to restore the bay's water quality. | $50,000 |
| Oceanic Society | ||||||
| 30 Sir Francis Drake Blvd | Ross | CA | 94957 | PC | State of the World's Sea Turtle Project SWOT to consolidate sea turtle data worldwide in order to monitor the global status of sea turtles. | $250,000 |
| Trees for the Future | ||||||
| 1400 Spring Street Suite 500 | Silver Spring | MD | 20910 | PC | Uganda Forest Garden Project | $50,000 |
| The Tech Interactive | ||||||
| 201 South Market Street | San Jose | CA | 95113 | PC | GENERAL SUPPORT | $50,000 |
| Community Services Agency | ||||||
| 204 Stierlin Road | Mountain View | CA | 94043 | PC | General Support | $125,000 |
| NORTH SIERRA PARTNERSHIP | ||||||
| 4388 25TH ST | SAN FRANCISCO | CA | 94114 | PC | Campaign for the Sierra Valley Preserve. | $125,000 |
| WATERKEEPER ALLIANCE | ||||||
| 180 MAIDEN LANE STE 603 | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $75,000 |
| SECOND HARVEST FOOD BANK SILICON VA | ||||||
| 4001 NORTH FIRST ST | SAN JOSE | CA | 95134 | PC | GENERAL SUPPORT | $100,000 |
| SAN JOSE SEARCH AND RESCUE | ||||||
| PO BOX 3954 | SAN JOSE | CA | 95150 | PC | GENERAL SUPPORT | $5,000 |
| SAN MATEO COUNTY HISTORICAL ASSOCIA | ||||||
| 2200 BROADWAY | REDWOOD | CA | 94063 | PC | CARRIAGE HOUSE CAMPAIGN AT THE SAN MATEO COUNTY HISTORICAL MUSEUM. | $50,000 |
| FIDELITY CHARITABLE | ||||||
| PO BOX 770001 | Cincinnati | OH | 45277 | PC | Support Enivronmental Causes around the world and charities in California | $5,828,512 |
| FIDELITY CHARITABLE | ||||||
| PO BOX 770001 | Cincinnati | OH | 45277 | PC | Support Enivronmental Causes around the world and charities in California. The donation consisted of publicly traded stock with a book value of $22,667,017 based on the stock's purchase price. The donation happened at various times throughout the year. | $63,898,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,751,606 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,261,600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,395,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reclaimable Taxes | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,659,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,659,701 | 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 | BOSS Advisors | CategoryTxt |
| Amt | $8,250 | Amt |
| Net Investment Income | $2,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,188 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Organization is in the process of termination. It plans on fully terminating in the 2022 tax year. As part of this termination, the Foundation has begun to distribute all of its assets to 501(c)(3) public charities. The list of all recipients of the gifts can be found in Part XIV of the return. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Investment Fees | $369 | $369 | |
| Insurance Premiums | $1,876 | $938 | $938 |
| Office Supplies | $184 | $37 | $147 |
| Postage | $240 | $33 | $207 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reclaimable Taxes | Desc |
| Revenue And Expenses Per Books | $2,698 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,698 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book to Tax Adjustments of Donated Securities | Desc |
| Amt | $41,231,077 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Fayez Sarofim & Co. | $77,339 | $77,339 | $0 | $0 |
| Savant Investment Group | $10,416 | $10,416 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $73,000 | |
| Foreign Taxes | $230 | $230 |