HEWLETT PACKARD ENTERPRISE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEWLETT PACKARD ENTERPRISE FOUNDATION (EIN 47-5011215)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-08
- IRS object ID
- 202102519349100425
- Schema version
- 2019v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-08T19:27:35-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475011215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT PACKARD ENTERPRISE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | HEWL | BusinessNameControlTxt |
| Phone | 2027724468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 G STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGG MELINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027724468 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J REITMEYER | PreparerPersonNm |
| PTIN | P01321175 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $85,730,938 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,247,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,247,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$766,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,018,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,480,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,247,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $13,838 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,838 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,539 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,769 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $245,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $125,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,412 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $87,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $87,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $462,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,911,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,911,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,373,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,174,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,107,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,089,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,220,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,949 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $10,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $10,000,000 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $48,005,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,721,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,721,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,139,581 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,932,094 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,932,094 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $81,365,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,730,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,730,938 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,412 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $74,678 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $55,436 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $89,678 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,848 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,276,148 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $85,662,090 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,276,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,662,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,365,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,730,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,276,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,107,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $278,934 | OtherIncreasesAmt |
| Subtotal | $85,662,090 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $85,662,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES- L/T | $14,103,361 | $14,769,660 | -$666,299 | -$666,299 | |
| PUBLICLY TRADED SECURITIES - S/T | $5,743,973 | $6,027,269 | -$271,531 | -$283,296 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$766,932 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,675,956 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $69,843,872 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081266 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,154,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,631,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,077,105 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,830,376 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,851,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,669,548 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.162713 | DistributionYr4Rt |
| Total Distribution | 0.376457 | TotalDistributionRt |
| Average Distribution | 0.094114 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $76,398,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,190,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,211,094 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,174,929 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,790 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,790 | SubtotalAmt |
| Tax Based On Investment Income | $41,790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,329 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $52,329 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,539 | OverpaymentAmt |
| Applied To ES Tax | $10,539 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027724468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 G STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | 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 | Yes (true) | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGG MELINSON | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | PRES/EXEC DIRECTOR/BOARD MEM | 1.5 | $0 | $0 | $0 |
| JOHN SCHULTZ | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 0.5 | $0 | $0 | $0 |
| BRIAN TIPPENS | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 0.5 | $0 | $0 | $0 |
| MAX CUELLAR | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| ALAN MAY | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| JENNIFER TEMPLE | ||||||||
| 6280 AMERICA CENTER DRIVE | SAN JOSE | CA | 95002 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEVITY | |||||
| 32 W 25TH AVENUE | SAN MATEO | CA | 94403 | PHILANTHROPY CONSULT | $86,245 |
| GOLDMAN SACHS | |||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | INVESTMENT MGMT | $120,455 |
| SMARTER REALITY | |||||
| 2121 HILTON HEAD | ROUND ROCK | TX | 78664 | DESIGN AND DEVELOPME | $125,000 |
| MARCUM LLP | |||||
| 750 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING & TAX SVC | $57,554 |
| 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 | $76,447,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,114,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,562,264 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,562,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,163,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,398,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,819,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,819,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,790 | TotalTaxAmt |
| Distributable Before Adj | $3,778,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,778,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,778,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,174,929 | 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 | $7,174,929 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,174,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,778,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,667,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,003,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,501 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,227,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,983,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,174,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,778,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,396,777 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,380,527 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,380,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,667,873 | ExcessFromYear4Amt |
| Excess From Year3 | $2,003,722 | ExcessFromYear3Amt |
| Excess From Year2 | $84,501 | ExcessFromYear2Amt |
| Excess From Year1 | $2,227,654 | ExcessFromYear1Amt |
| Excess From Current Year | $3,396,777 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICA ONLINE GIVING FOUNDATION | ||||||||
| 200 MAIN STREET | SAFETY HARBOR | FL | 34695 | NONE | PC | EMPLOYEE MATCHING PROGRAM AND COMMUNITY IMPACT GRANTS | $4,002,500 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | PC | EMPLOYEE MATCHING PROGRAM AND COMMUNITY IMPACT GRANTS. | $957,000 | SUITE 300 |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 430 17th St NW | WASHINGTON | DC | 20006 | NONE | PC | DISASTER RESPONSE PROGRAM | $250,000 | |
| FFWD | ||||||||
| 1004 OREILLY AVE STE A | SAN FRANCISCO | CA | 94129 | NONE | PC | HPE ACCELERATING IMPACT | $1,234,835 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | PC | SVS STRONG FUND SUPPORTING COVID-19 | $100,000 | SUITE 300 |
| YWCA GOLDEN GATE SILICON VALLEY | ||||||||
| 375 SOUTH 3RD STREET | SAN JOSE | CA | 95112 | NONE | PC | CURATED PATHWAYS TO INNOVATION | $166,666 | |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | Legal Defense and Educational Fund | $100,000 | |
| YWCA GOLDEN GATE SILICON VALLEY | ||||||||
| 375 SOUTH 3RD STREET | SAN JOSE | CA | 95112 | NONE | PC | YWCA SILICON VALLEY | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,911,001 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,247,740 | 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 | -$766,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,480,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,480,808 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HEWLETT PACKARD ENTERPRISE COMPANY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6280 AMERICA CENTER DRIVE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $75,539 | Amt |
| Net Investment Income | $37,769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,770 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (4 entries)
| ExplanationExplanationTxt |
|---|
| BENEVITY |
| PHILANTHROPIC CONSULTING |
| GOLDMAN SACHS |
| INVESTMENT MANAGEMENT |
| SMARTER REALITY |
| DESIGN AND DEVELOPMENT |
| MARCUM LLP |
| ACCOUNTING & TAX SVCS |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GS FIXED INCOME- STMT A | BondNm |
| EOY Book Value | $24,932,094 | EOYBookValueAmt |
| EOYFMV | $24,932,094 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GS MARKETABLE SEC- STMT A | StockNm |
| EOY Book Value | $50,721,895 | EOYBookValueAmt |
| EOYFMV | $50,721,895 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,838 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,838 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYEE CASH MATCH PRG FEE | $86,245 | $86,245 |
| STATE ANNUAL FILING FEES | $275 | $275 |
| MISCELLANEOUS FEES | $800 | $800 |
| OTHER NON DEDUCTIBLE | $235 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| OTHER INCOME: HPEF TR- RUSS IND FD |
| OTHER INCOME: HPEF TR- US DEBT IND FD |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $259,692 |
| DEFERRED TAX ADJUSTMENT | $19,242 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX LI | Desc |
| BOY Book Value | $74,678 | BOYBookValueAmt |
| EOY Book Value | $55,436 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $120,455 | $120,455 | |
| OUTSIDE CONTRACT SERVICES | $125,000 | $125,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $40,412 | Amt |