BROADCOM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BROADCOM FOUNDATION (EIN 26-4754581)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-30
- IRS object ID
- 202101819349100805
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T08:06:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264754581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Broadcom Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Maria Wronski | InCareOfNm |
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 9464644138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MacArthur Blvd STE 510 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA WRONSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9494644138 | PhoneNum |
| Signature | 2021-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | WRONSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,888,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,217 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,489,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,474,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,136,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,064,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,136,107 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,343 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,306 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,669,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,643,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $382,131 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $382,131 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $241,088 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $241,088 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $124,300 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $124,300 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,878 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,878 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $495,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $426,970 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,134 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,300 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $14,697 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $14,697 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,748 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,748 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $44,618 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $44,618 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210,554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,590,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $427,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,108,898 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,178,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,178,709 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,768,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $427,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,287,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,900,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,216,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,116,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,246,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,246,373 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $37,192 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,530 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $37,192 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $37,192 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $8,787,015 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,168,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,474,628 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $58,011,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,373,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,968,777 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,316,896 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,321,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,161,731 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $91,246,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,147,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,888,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $91,246,674 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,147,179 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,246,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,147,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,246,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,147,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,246,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,900,505 | ExcessRevenueOverExpensesAmt |
| Subtotal | $97,147,179 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $97,147,179 | 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 |
| Gross Sales Price | $52,064,023 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,927,916 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,136,107 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,136,107 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,136,107 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155,911 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $155,911 | SubtotalAmt |
| Tax Based On Investment Income | $155,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $57,611 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $155,911 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maria Wronski | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494644138 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MACARTHUR BLVD STE 510 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Paula Golden | ||||||||
| 4041 MacArthur Blvd STE 510 | Newport Beach | CA | 92660 | Executive Dir, Pres | 40.0 | $272,951 | $30,438 | $0 |
| Carl McKinzie | ||||||||
| 4041 MacArthur Blvd STE 510 | Newport Beach | CA | 92660 | dir | 1.0 | $0 | $0 | $0 |
| Henry Samueli | ||||||||
| 4041 MacArthur Blvd STE 510 | Newport Beach | CA | 92660 | dir | 1.0 | $0 | $0 | $0 |
| Maria Wronski | ||||||||
| 4041 MacArthur Blvd STE 510 | Newport Beach | CA | 92660 | Cfo, Sec | 20.0 | $109,180 | $29,173 | $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 |
|---|---|---|---|---|---|---|---|
| NICOLAOS ALEXOPOULOS | |||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | Foundation Person | 20.0 | $109,180 | $3,093 |
| CAROL MCDONALD | |||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | EXECUTIVE ADMIN | 40.0 | $88,571 | $20,009 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Covington Capital Management | |||||
| 601 South Figueroa St Ste 2000 | Los Angeles | CA | 900175726 | Investment Mgmt | $379,786 |
| LITCO | |||||
| 2422 Guthrie Court | Los Angeles | CA | 90034 | DESIGN | $61,884 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $96,240 |
| 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 | $101,702,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,588,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,290,593 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,290,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,669,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,621,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,481,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,481,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155,911 | TotalTaxAmt |
| Distributable Before Adj | $5,325,151 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,325,151 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,325,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,287,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,287,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,287,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,325,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,109,120 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $5,287,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,109,120 | AppliedToYear1Amt |
| Applied To Current Year | $178,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,146,664 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY SCIENCE AND ENGINEERING FAIR ASSOCI | |||||||||||
| 2622 YORK ST | WEST LINN | OR | 97068 | N/A | PC | Support for Regional Science Fair | $3,000 | ||||
| ARIZONA SCIENCE CENTER | |||||||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | N/A | PC | Support for Regional Science Fair | $5,000 | ||||
| AUSTIN SCIENCE EDUCATION FOUNDATION | |||||||||||
| 704 W GIBSON ST | AUSTIN | TX | 78704 | N/A | PC | Support for Regional Science Fair | $5,000 | ||||
| BAY AREA DISCOVERY MUSEUM | |||||||||||
| 557 MCREYNOLDS RD | SAUSALITO | CA | 94965 | N/A | PC | Mobile STEM Education "Try It Truck" for Bay Area | $10,000 | ||||
| BLACK GIRLS CODE INC | |||||||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | Silicon Valley Academy | $5,000 | ||||
| BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY | |||||||||||
| 201 W ORANGE AVE | S SAN FRAN | CA | 94080 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CALIFORNIA ACADEMY OF SCIENCES | |||||||||||
| 55 MUSIC CONCOURSE DR GOLDEN GATE P | SAN FRANCISCO | CA | 94118 | N/A | PC | Science Action Club Support | $5,000 | ||||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | SUPPORT FOR CA DELEGATES FROM CALIFORNIA SCIENCE & ENGINEERING FAIR TO ATTEND ISEF | $20,000 | ||||
| CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION IN | |||||||||||
| 25800 CARLOS BEE BLVD SA 2750 | HAYWARD | CA | 94542 | N/A | PC | Summer Coding Program aligned with STEM Ecosystem expansion to provide STEM pathways for underrepresented youth in Hayward, San Leandro and San Lorenzo | $25,000 | ||||
| CHILDREN NOW | |||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT FOR CALIFORNIA STEM ECOSYSTEMS INITIATIVE | $20,000 | ||||
| CHILDREN NOW | |||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | OVERSIGHT OF BAY AREA STEM ECOSYSTEM AND EXPANDING ECOSYSTEM CAPACITY AS A REGIONAL LEADER THROUGH OUTREACH AND ENGAGEMENT OF HAYWARD, SAN LEANDRO, AND SAN LORENZO UNIFIED SCHOOL DISTRICTS WITH TARGETED FOCUS ON STEM ACCESS AND PATHWAYS FOR UNDERREPRESENTED students | $100,000 | ||||
| CHILDREN NOW | |||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | TWO CONVENING OF STEM STAKEHOLDERS TO EXAMINE ISSUES OF SUSTAINABILITY OF CALIFORNIA STEM ECOSYSTEMS AND ALIGNMENT WITH CAL STATE UNIVERSITY SYSTEM IN ECOSYSTEM REGIONS | $10,000 | ||||
| COLORADO STATE SCIENCE FAIR INC | |||||||||||
| CSU CAMPUS DELIVERY 1802 | FORT COLLINS | CO | 80523 | N/A | PC | support for Regional Science Fair | $5,000 | ||||
| COMMUNIVERSITY FOUNDATION | |||||||||||
| 1107Y LAKEVIEW DR | FAIRFIELD | IA | 52556 | N/A | PC | Raspberry Pi Workshop in South Africa Township | $3,000 | ||||
| COMPUTER HISTORY MUSEUM | |||||||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | BROADCOM PRESENTS: DESIGN_CODE_BUILD PROJECT | $87,500 | ||||
| CORNELL UNIVERSITY | |||||||||||
| 260 DAY HALL | ITHACA | NY | 14853 | N/A | PC | Science House for African Youth (SHAY) - Institute's African Science Buskers Festival | $7,500 | ||||
| DISCOVERY SCIENCE FOUNDATION | |||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | 2020 ISEF Program Development | $20,000 | ||||
| DISCOVERY SCIENCE FOUNDATION | |||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | Discovery Science Cube of Orange County's STEM Education Outreach/Coding Programs | $125,000 | ||||
| DR NELSON YING ORANGE COUNTY SCIENCE EXPOSITION IN | |||||||||||
| PO BOX 22887 | LK BUENA VIS | FL | 32830 | N/A | PC | General & Unrestricted | $250 | ||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | (SFN) National STEM Ecosystem Initiatives (TIES) | $100,000 | ||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | Israel STEM Ecosystem Initiative (TIES) | $25,000 | ||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | STEM Ecosystem convening of OC/Mexico Ecosystem to explore teacher training next generation science standards and development of Spanish language coding with Raspberry Pi | $2,500 | ||||
| FRIENDS OF THE UNIVERSITY OF HONG KONG LTD | |||||||||||
| 1321 SYDNEY DR | SUNNYVALE | CA | 94087 | N/A | PC | Asia/Pacific University Student Workshop Support | $125,000 | ||||
| GIRL SCOUTS OF ORANGE COUNTY | |||||||||||
| 9500 TOLEDO WAY | IRVINE | CA | 92618 | N/A | PC | STEM Badge and Coding Activities | $20,000 | ||||
| GIRLS INCORPORATED OF ORANGE COUNTY | |||||||||||
| 1801 E EDINGER AVE | SANTA ANA | CA | 92705 | N/A | PC | Afterschool STEM Project | $10,000 | ||||
| GREATER SAN DIEGO SCIENCE AND ENGINEERING FAIR INC | |||||||||||
| PO BOX 15547 | SAN DIEGO | CA | 92175 | N/A | PC | Support for Regional Science Fair | $2,500 | ||||
| GWINNETT COUNTY PUBLIC SCHOOLS FOUNDATION FUND INC | |||||||||||
| 437 OLD PEACHTREE RD NW | SUWANEE | GA | 30024 | N/A | PC | Support for Regional Science Fair | $5,000 | ||||
| IRVINE PUBLIC SCHOOLS FOUNDATION | |||||||||||
| 1 POST STE 250 | IRVINE | CA | 92618 | N/A | PC | support for Irvine Public School District Science Fair | $30,000 | ||||
| LOUISVILLE REGIONAL SCIENCE & ENGINEERING FAIR | |||||||||||
| PO BOX 8184 | LOUISVILLE | KY | 40257 | N/A | PC | General & Unrestricted | $250 | ||||
| MASSACHUSETTS SCIENCE & ENGINEERING FAIR INC | |||||||||||
| 955 MASSACHUSETTS AVE 350 | CAMBRIDGE | MA | 02139 | N/A | PC | Support for Regional Science Fair | $5,000 | ||||
| MINNESOTA ACADEMY OF SCIENCE | |||||||||||
| 970 RAYMOND AVE STE 103 | SAINT PAUL | MN | 55114 | N/A | PC | Support for Regional Science Fair | $5,000 | ||||
| NCTU FOUNDATION | |||||||||||
| PO BOX 2793 | CUPERTINO | CA | 95015 | N/A | PC | National Chaio Tung University for hosting the Asia/Pacific University Student Workshop | $50,000 | ||||
| OCTANE FOUNDATION FOR INNOVATION | |||||||||||
| 65 ENTERPRISE | ALISO VIEJO | CA | 92656 | N/A | SO I | Development and implementation of guidelines and application of post graduate - entrepreneurial and incubator methodologies for student participants in university workshops | $30,000 | ||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | General & Unrestricted | $5,000 | ||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | Support for OC Workforce Development Initiatives | $10,000 | ||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | COVID-19 Relief fund | $50,000 | ||||
| ORANGE COUNTY SCIENCE AND ENGINEERING FAIR INC | |||||||||||
| PO BOX 11151 | SANTA ANA | CA | 92711 | N/A | PC | Support for Regional Science Fair | $50,000 | ||||
| PENANG SCIENCE CLUSTER | |||||||||||
| N/A | PC | General & Unrestricted | $30,000 | WISMA YEAP CHOR EE 37 GAT LEBUH CHI | PENANG | MY | 10200 | ||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | Coolest Projects in North America | $20,000 | ||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | Support for Pi Academy in the US | $30,000 | ||||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | |||||||||||
| 548 MARKET ST PMB 16362 | SAN FRANCISCO | CA | 94104 | N/A | PC | Kids Code Jeunesse, Code Club expenses related to receiving and shipping laptops to Canada | $3,500 | ||||
| RBSEF INC | |||||||||||
| PO BOX 13314 | READING | PA | 19612 | N/A | PC | Support for Regional Science Fair | $5,000 | ||||
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||
| 220 WESTWOOD PLZ RM B10 | LOS ANGELES | CA | 90095 | N/A | PC | UCLA Broadcom Fellowship Program, under the direction of the Dean of the Henry Samueli School of Engineering & Applied Sciences | $150,000 | ||||
| RENAISSANCE YOUTH CENTER | |||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | Code the Bronx program | $25,000 | ||||
| RENAISSANCE YOUTH CENTER | |||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | COVID-19 Support fund for Summer 2020 | $50,000 | ||||
| RIVERSIDE COUNTY OFFICE OF EDUCATION FOUNDATION | |||||||||||
| 3939 13TH ST | RIVERSIDE | CA | 92501 | N/A | PC | Riverside Regional Science Fair Support | $2,500 | ||||
| RURAL UTAH PROJECT EDUCATION FUND | |||||||||||
| 323 S 600 E STE 130 | SALT LAKE CTY | UT | 84102 | N/A | PC | Navajo & Hopi Families COVID-19 Relief Fund | $20,000 | ||||
| SALVATION ARMY SERVICES INC | |||||||||||
| 30840 HAWTHORNE BLVD | RCH PALOS VRD | CA | 90275 | N/A | PC | California, Oregon and Washington Wildfire Relief fund | $50,000 | ||||
| SAN MATEO COUNTY OFFICE OF EDUCATION | |||||||||||
| 101 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | N/A | GOV | Support for San Mateo County Regional Science Fair | $15,000 | ||||
| SANTA CLARA VALLEY SCIENCE FAIR ASN | |||||||||||
| PO BOX 307 | LOS ALTOS | CA | 94023 | N/A | PC | Support for the Regional Science Fair | $2,500 | ||||
| SCIENCE BUDDIES | |||||||||||
| 560 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Support for increasing online Science & Engineering Programs | $50,000 | ||||
| SILICON VALLEY EDUCATION FOUNDATION | |||||||||||
| 1400 PARKMOOR AVE STE 200 | SAN JOSE | CA | 95126 | N/A | PC | ELEVATE Math Program | $20,000 | ||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Broadcom MASTERS Program | $1,819,959 | ||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Qualifying California delegation | $28,000 | ||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Sponsorship Directors Breakfast | $30,000 | ||||
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | ISEF Sponsorship Outreach | $300,000 | ||||
| SOUTH SAN FRANCISCO FRIENDS OF THE LIBRARY | |||||||||||
| 840 W ORANGE AVE | S SAN FRAN | CA | 94080 | N/A | PC | Expanded collaboration with the East Bay STEM Network with a focus on targeted outreach and engagement with the Hayward, San Leandro and San Lorenzo Unified School Districts to expand access to STEM instruction to under-served student populations | $20,000 | ||||
| THE AMERICAN IRELAND FUND | |||||||||||
| 10 POST OFC SQ STE 1205 | BOSTON | MA | 02109 | N/A | PC | The University College Dublin Foundation CLG - EMEA University Workshop Support | $62,500 | ||||
| THE FOUNDATION AT FCOE | |||||||||||
| 1111 VAN NESS AVE 3RD FL | FRESNO | CA | 93721 | N/A | PC | Central Valley Regional Science Fair (Fresno) | $5,000 | ||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | FABCamp Scholarship fund and OC Outreach for underserved middle schoolers | $35,000 | ||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | Asia/Pacific University Student Workshop Support | $50,000 | ||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | OC STEM Ecosystem Initiative | $110,000 | ||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | UCI Broadcom Fellowship fund | $150,000 | ||||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | |||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | UCI K-14 Future Innovators Initiative & ASPIRE/INSPIRE Programs | $75,000 | ||||
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | |||||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | N/A | GOV | General & Unrestricted | $250 | ||||
| WORKING WARDROBES FOR A NEW START | |||||||||||
| 92 CORPORATE PARK STE C | IRVINE | CA | 92606 | N/A | PC | General & Unrestricted | $3,000 | ||||
| ENVISION EXCELLENCE IN STEM EDUCATION | |||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | n/a | PC | National STEM Funders Network Annual fund | $10,000 | ||||
| ONEOC | |||||||||||
| 1901 E 4TH ST | SANTA ANA | CA | 92705 | n/a | PC | OC STEM Funders Network Annual fund | $20,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,178,709 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,217 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,489,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,136,107 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION LAWSUIT PROCEEDS | 14 | $527 |
| Federal Tax Refund | 01 | $11,037 |
| FOREIGN TAX REFUNDS | 01 | $779 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,669,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,669,414 | 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 | Audit Fees | CategoryTxt |
| Amt | $15,750 | Amt |
| Disbursements Charitable Prps | $15,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITA DEGLI STUDI DI PAVIA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORSO STRADA NUOVA 65 | AddressLine1Txt |
| City | PAVIA | CityNm |
| Country | IT | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2012-11-20 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT SCIENTIFIC RESEARCH | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | SEE GENERAL EXPLANATION FOR DATES OF REPORTS | DatesOfReportsByGranteeTxt |
| Results Of Verification | NO VERIFICATION WAS NECESSARY | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT CONT. | IdentifierTxt |
| Form And Line Reference | PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT (CONT'D) | FormAndLineReferenceDesc |
| Medium Explanation | GRANTEE'S NAME: UNIVERSITA DEGLI STUDI DI PAVIA GRANT DATE: 11/20/2012 ADDITIONAL DATES OF ANNUAL REPORTS: 1/10/14, 9/12/14, 5/15/15, 9/15/16, 5/12/17, 12/14/18, 6/12/19 All reporting obligations for this grant have been met; therefore, the Foundation will not include an expenditure responsibility report for this grant on its future Forms 990-PF. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS FUNDING BD - 3.450% - | $1,009,270 | $1,025,930 |
| ALLERGAN PLC - 3.250% - 10/01/ | $30,995 | $30,888 |
| AMERICAN EXPRESS CO - 5.200% - | $142,950 | $148,688 |
| ANHEUSER-BUSCH - 3.650% - 02/0 | $1,092,990 | $1,130,122 |
| BANK AMER CORP - 4.125% - 01/2 | $833,970 | $831,251 |
| BANK OF AMERICA - 6.250% - 12/ | $165,150 | $166,434 |
| BANK OF AMERICA CORP JR SUBORD | $259,375 | $285,625 |
| BANK OF MONTREAL - 2.350% - 09 | $965,340 | $1,035,190 |
| BANK OF NOVA SCOTIA - 2.700% - | $999,810 | $1,102,550 |
| BP CAP MKTS PLC BOND - 3.224% | $997,860 | $1,073,470 |
| BROADCOM INC SER B - 4.700% - | $1,146,650 | $1,145,970 |
| CAPITAL ONE FINANCIAL - 3.900% | $1,094,920 | $1,095,380 |
| CAPITAL ONE FINL CORP NOTE - 3 | $766,158 | $755,085 |
| CITIGROUP INC - 5.950% - 12/29 | $253,750 | $262,400 |
| CITIGROUP INC BND - 3.300% - 0 | $1,247,492 | $1,441,647 |
| CITIGROUP INC BOND - 6.250% - | $255,625 | $286,740 |
| COMCAST CORP NOTE - 3.950% - 1 | $851,263 | $858,919 |
| FIFTH THIRD BANCORP BOND PERPE | $411,141 | $425,400 |
| GENERAL MTRS FINL CO INC NOTE | $1,088,710 | $1,096,490 |
| GENERAL MTRS FINL COINC BOND P | $258,125 | $260,000 |
| GOLDMAN SACHS GROUP INC DTD - | $991,010 | $1,001,860 |
| GOLDMAN SACHS PERP - 5.300% - | $163,155 | $163,833 |
| HOWARD UNIV SER 2020B - 1.991% | $40,998 | $40,685 |
| JPMORGAN CHASE & CO - 3.200% - | $1,523,969 | $1,588,384 |
| JPMORGAN CHASE & CO - 5.150% - | $252,500 | $258,130 |
| JPMORGAN CHASE NOTE - 4.625% - | $300,000 | $296,205 |
| ORACLE CORP - 2.950% - 04/01/2 | $1,135,380 | $1,114,933 |
| PNC FIN - 6.750% - 12/31/2049 | $166,188 | $153,713 |
| ROYAL BK CDA SER H - 1.150% - | $1,004,900 | $1,021,870 |
| SCHWAB CHARLES CORP - 0.000% - | $468,063 | $464,750 |
| SCHWAB CHARLES CORP PERPETUAL | $100,000 | $101,750 |
| STARBUCKS CORP COM - 3.550% - | $1,148,960 | $1,163,700 |
| VERIZON COMMUNICATIONS INC - 4 | $1,112,410 | $1,178,689 |
| WALT DISNEY - 2.300% - 02/12/2 | $750,713 | $751,313 |
| WELLS FARGO & CO NEW DEPOSITAR | $266,875 | $283,438 |
| WELLS FARGO - 3.550% - 09/29/2 | $1,024,530 | $1,120,299 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $714,305 | $873,950 |
| ABBOTT LABS | $465,646 | $656,940 |
| ACCENTURE PLC | $293,526 | $979,538 |
| ADOBE SYSTEMS, INC | $762,470 | $800,192 |
| ALIBABA GROUP HOLDING LTD | $581,595 | $512,006 |
| ALLIANZ AGIC CONVERTIBLE INS | $701,762 | $730,850 |
| ALPHABET INC CL A | $627,828 | $1,007,768 |
| AMAZON COM | $373,535 | $1,221,349 |
| AMERICAN WATER WORKS COMPANY I | $217,420 | $767,350 |
| AMGEN INC | $414,225 | $747,240 |
| ANALOG DEVICES INC | $269,270 | $960,245 |
| APPLE INC | $589,473 | $1,791,315 |
| ARTISAN SMALL CAP FD ADV | $527,254 | $551,264 |
| AVALONBAY CMNTYS INC | $468,138 | $481,290 |
| BANK OF AMERICA CORP | $597,667 | $727,440 |
| BARON INTERNATIONAL GROWTH FUN | $694,697 | $916,072 |
| BERKSHIRE HATHAWAY INC. CLASS | $515,521 | $927,480 |
| BLACKROCK INC | $242,449 | $901,925 |
| BLACKROCK TECHNOLOGY OPPORTUNI | $391,949 | $778,200 |
| BRISTOL-MYERS SQUIBB CO | $778,150 | $899,435 |
| BROADCOM INC | $667,744 | $985,163 |
| CHEVRON CORP | $671,899 | $591,150 |
| CISCO SYSTEMS INC | $792,097 | $805,500 |
| COLUMBIA MORTGAGE OPPORTUNITIE | $1,000,000 | $1,027,778 |
| COMCAST CORP | $555,155 | $655,000 |
| CONSTELLATION BRANDS INC | $668,188 | $766,675 |
| COSTCO WHOLESALE CORPORATION | $412,047 | $941,950 |
| CVS CAREMARK CORP | $498,810 | $601,040 |
| DIAMOND HILL CORPORATE CREDIT | $710,227 | $710,414 |
| DOMINION ENERGY INC | $616,763 | $752,000 |
| FACEBOOK INC | $731,526 | $1,092,640 |
| FASTENAL COMPANY | $254,142 | $610,375 |
| FEDERATED KAUFMANN SM CAP | $367,660 | $568,298 |
| FIDELITY ADVISOR HEALTH CARE C | $518,506 | $527,264 |
| FLAHERTY&CRUMRINE CLAYMORE P | $1,024,801 | $1,405,800 |
| GARMIN LTD | $400,039 | $598,300 |
| GENUINE PARTS COMPANY | $543,567 | $602,580 |
| GOLDMAN SACHS GROUP PFD SER J | $260,000 | $273,300 |
| HOME DEPOT INC | $233,281 | $796,860 |
| INTEL CORP | $936,441 | $934,125 |
| INTERCONTINENTAL EXCHANGE, INC | $632,905 | $979,965 |
| INVESCO OPPENHEIMER GLOBAL OPP | $558,055 | $617,077 |
| INVESCO PREFERRED ETF | $1,125,213 | $1,220,800 |
| JOHN HANCOCK INTERNATIONAL COR | $488,212 | $618,430 |
| JOHNSON & JOHNSON | $486,304 | $865,590 |
| JP MORGAN CHASE | $373,323 | $953,025 |
| JPMORGAN EMERGING MARKETS EQUI | $350,509 | $373,366 |
| KRAFT HEINZ CO | $431,641 | $519,900 |
| L3HARRIS TECHNOLOGIES | $597,120 | $567,060 |
| LOCKHEED MARTIN CORP | $451,721 | $709,960 |
| LOOMIS SAYLES GLOBAL ALLOCATIO | $572,371 | $554,128 |
| MATTHEWS ASIA-PACIFIC FUND | $569,106 | $762,920 |
| MERCK & CO INC | $516,193 | $899,800 |
| MFS INTERNATIONAL DIVERSIFICAT | $470,551 | $558,728 |
| MICROSOFT CORP | $180,152 | $1,334,520 |
| MONDELEZ INTERNATIONAL INC | $429,339 | $584,700 |
| MORGAN STANLEY INSTI FD TR MID | $555,273 | $577,572 |
| MORGAN STANLEY PFD SER E - 7.1 | $228,975 | $235,280 |
| MORGAN STANLEY PFD SER F - 6.8 | $202,894 | $213,750 |
| NEW PERSPECTIVE FUND, CLASS F | $527,644 | $696,069 |
| NEXTERA ENERGY, INC | $160,429 | $771,500 |
| NIKE INC-CL B | $188,433 | $848,820 |
| PAYCHEX | $446,132 | $931,800 |
| PEPSICO INC | $382,807 | $667,350 |
| PGIM GLOBAL TOTAL RETURN FUND | $502,632 | $502,646 |
| PIMCO DIVERSIFIED INCOME FUND | $1,075,673 | $1,092,978 |
| PIMCO FLOATING INCOME INSTITUT | $939,320 | $949,427 |
| PIMCO GNMA FD INSTITUTIONAL CL | $2,023,314 | $2,028,630 |
| PIMCO INCOME FUND | $2,724,922 | $2,713,427 |
| PIMCO MORTGAGE OPPORTUNITIES F | $332,195 | $331,742 |
| PIMCO UNCONSTRAINED TAX MANAGE | $725,877 | $750,228 |
| PNC FINANCIAL SERVICES PFD SER | $601,106 | $602,550 |
| PUBLIC STORAGE INC | $470,894 | $577,325 |
| RAYTHEON TECHNOLOGIES CORP | $524,028 | $607,835 |
| ROPER INDUSTRIES | $450,897 | $625,081 |
| SALESFORCE.COM | $770,804 | $712,096 |
| STARBUCKS CORP COM | $437,893 | $855,840 |
| STRYKER CORPORATION | $196,234 | $918,900 |
| T. ROWE PRICE EMERGING MARKETS | $307,323 | $377,341 |
| T. ROWE PRICE GROUP | $517,669 | $756,950 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $263,043 | $1,417,520 |
| THE COCA-COLA CO | $374,313 | $438,720 |
| THERMO FISHER SCIENTIFIC INC | $551,306 | $931,560 |
| TJX COMPANIES INC | $415,349 | $546,320 |
| UNION PACIFIC | $271,078 | $728,770 |
| UNITEDHEALTH GROUP INC | $357,136 | $964,370 |
| V F CORP | $291,087 | $683,280 |
| VANGUARD INFORMATION TECHNOLOG | $388,999 | $1,238,265 |
| VANGUARD INTL GROWTH FD ADMIRA | $668,324 | $1,070,142 |
| VERIZON COMMUNICATIONS | $850,650 | $881,250 |
| VICTORY SMALL COMPANY OPPORTUN | $552,580 | $553,590 |
| VICTORY SYCAMORE ESTABLISHED V | $556,656 | $568,758 |
| VISA INC | $356,674 | $1,093,650 |
| WASTE MANAGEMENT INC | $612,502 | $648,615 |
| WELLS FARGO PFD 5.25% | $248,250 | $260,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,258,886 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,539,100 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,909,730 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,935,528 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,878 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,878 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $96,240 | $96,240 | |
| Bank Charges | $32 | $32 | |
| Cell Phone Expense | $1,553 | $1,553 | |
| Computers/Electronic Devices | $7,468 | $7,468 | |
| Insurance Premiums | $15,442 | $15,442 | |
| IT SUPPORT EXPENSES | $11,099 | $11,099 | |
| Office Supplies | $1,290 | $1,290 | |
| Payroll Processing Fees | $6,734 | $6,734 | |
| Postage/Delivery Service | $891 | $891 | |
| State or Local Filing Fees | $160 | $160 | |
| Training & Professional Develo | $20 | $20 | |
| Website Hosting/Support | $10,522 | $10,522 | |
| FOUNDATION CREDIT CARD FEE | $95 | $95 | |
| PROMOTIONAL ITEMS | $57,190 | $57,190 | |
| EQUIVALENCY DETERMINATION FEES | $1,850 | $1,850 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $527 | $527 |
| Federal Tax Refund | $11,037 | |
| Foreign Tax Refunds | $779 | $779 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $426,970 | $426,970 | |
| Website Development | $3,850 | $3,850 | |
| PHOTO/VIDEO SERVICES | $2,400 | $2,400 | |
| DESIGN SERVICES | $61,884 | $61,884 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $54,300 | Amt |