GIVE FORWARD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GIVE FORWARD FOUNDATION (EIN 82-3785197)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202121309349101747
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T17:29:14-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA STREET SUITE 3550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823785197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVE FORWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVE | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 EL CAMINO REAL BLDG 4 NO 250 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BOYERS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | BOYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY HOM | PreparerPersonNm |
| PTIN | P01085786 | PTIN |
| Phone | 4153625990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,517,192 | 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 | $3,691,001 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $408,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $408,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $315,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,256,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,649,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,414,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,057,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $597 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $90 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $507 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $211,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,584 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $190,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,086 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $922 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,566 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $480,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,544 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,134,429 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,234,429 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,615,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,376,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,200,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,904,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$515,769 | CashBOYAmt |
| Cash EOY | $10,669,392 | CashEOYAmt |
| Cash EOYFMV | $10,669,392 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $4,000 | AcctRcvblBOYAmt |
| Pledges Rcvbl | $171,377 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $171,377 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $22,732,487 | PledgesRcvblEOYFMVAmt |
| Corporate Bonds BOY | $2,271,813 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,515,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,515,323 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,554,921 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,869,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,869,717 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,393,228 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,730,273 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,730,273 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,708,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,956,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,517,192 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $532,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $900,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $208,608 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $97,280 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $178,325 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $837,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,078,325 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,870,305 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,877,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,870,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,877,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,708,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,956,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,870,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,200,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,208,249 | OtherIncreasesAmt |
| Subtotal | $24,877,757 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,877,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UAL STOCK SALES | D | $1,006,428 | $939,929 | $66,499 | $66,499 |
| SALESFORCE STOCK SALES | D | $1,409,226 | $311,097 | $1,098,129 | $1,098,129 |
| SNOWFLAKE STOCK SALES | D | $10,486,175 | $68,700 | $10,417,475 | $10,417,475 |
| MS #8357 STOCK SALES | D | $5,897,000 | $5,898,482 | -$1,482 | -$1,482 |
| MS #8813 STOCK SALES | D | $3,227,543 | $3,095,823 | $131,720 | $131,720 |
| MS #9108 STOCK SALES | D | $1,230,216 | $1,292,914 | -$62,698 | -$62,698 |
| OTHER ADJUSTMENT | D | $8 | -$8 | -$8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,649,635 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,356 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,356 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $111,112 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BOYERS | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | CEO | 10.00 | $75,000 | $0 | $0 |
| BARBARA SULLIVAN | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| JULIE MIKUTA | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | BOARD MEMBER AND AUDIT CHA | 1.00 | $0 | $0 | $0 |
| CRISTINE DEBERRY | ||||||||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 555 CALIFORNIA STREET 14TH FL | SAN FRANCISCO | CA | 94104 | INVESTMENT MGMT FEE | $127,986 |
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT FEE | $64,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,849,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,259,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,108,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,108,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,746,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,187,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,187,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $165,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $165,468 | TotalTaxAmt |
| Distributable Before Adj | $1,021,881 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,021,881 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,021,881 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,376,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,376,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,376,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,021,881 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $196,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,261,529 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,458,219 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,376,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,021,881 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,355,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,813,311 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,813,311 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $196,690 | ExcessFromYear2Amt |
| Excess From Year1 | $1,261,529 | ExcessFromYear1Amt |
| Excess From Current Year | $3,355,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY STREET SUITE B | REDWOOD CITY | CA | 94062 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| BELIZEKIDSORG | ||||||||
| 1760 THE ALAMEDA STE 300 | SAN JOSE | CA | 95126 | N/A | PC | COVID FOOD DRIVE | $1,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | TO SUPPORT EXPANSION INTO RAVENSWOOD, EAST PALO ALTO | $200,000 | |
| CHALKBEAT INC | ||||||||
| PO BOX 300434 | BROOKLYN | NY | 11230 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHARLES ARMSTRONG SCHOOL | ||||||||
| 1405 SOLANO DRIVE | BELMONT | CA | 94002 | N/A | PC | ANNUAL FUND | $2,500 | |
| CHILD MIND INSTITUTE INC | ||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | FALL LUNCHEON | $5,000 | |
| CITIZEN SCHOOLS NATIONAL | ||||||||
| 1 BEACON STREET | BOSTON | MA | 02108 | N/A | PC | THE CITIZEN SCHOOLS OPPORTUNITY FUND | $10,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 94018 | N/A | PC | STAFF ACCREDITATION AND FUNDING A NEW STAFF POSITION | $60,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | TO SUPPORT LEGAL SERVICES FOR IMMIGRANTS IN SAN MATEO AND SANTA CLARA COUNTY | $150,000 | |
| CRYSTAL SPRINGS UPLANDS SCHOOL | ||||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | N/A | PC | CRYSTAL FUND | $15,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | WILLOW OAKS SCHOOL, RAVENSWOOD MIDDLE SCHOOL, COSTANO SCHOOL, BELLE HAVEN ELEMENTARY SCHOOL | $2,929 | |
| EDSOURCE | ||||||||
| 436 14TH ST SUITE 1005 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE EDUCATION TRUST | ||||||||
| 1501 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| EMPOWER SCHOOLS | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | N/A | PC | GENERAL OPERATING SUPPORT, CA COALITION FOR EMPOWERED DISTRICT SCHOOLS | $95,000 | |
| FRACTURED ATLAS | ||||||||
| 382 HURON AVE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING SUPPORT FOR CONSENSES, A PROJECT OF FRACTURED ATLAS | $3,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 94953 | N/A | PC | 2020 MEMBERSHIP DUES | $2,500 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA) | ||||||||
| 1111 MARKET STREET FOURTH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| INNOVATE PUBLIC SCHOOLS | ||||||||
| SOBRATO CENTER FOR NONPROFITS 1400 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | PARKMOOR AVE STE 24065 |
| INSTRUCTION PARTNERS | ||||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| LA RAZA CENTRO LEGAL - SAN FRANCISCO | ||||||||
| 474 VALENCIA STREET SUITE 295 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LEADING EDUCATORS INC | ||||||||
| 1824 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | ||||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | TWIN DOLPHIN DRIVE SUITE 123 |
| MISSION ASSET FUND | ||||||||
| 3269 MISSION STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | RELIEF FOR UNDOCUMENTED PEOPLE IN SAN MATEO COUNTY | $150,000 | |
| NEW SCHOOLS FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NOTICEABILITY INC | ||||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| OUR ONE COMMUNITY | ||||||||
| 1960 CENTRO WEST STREET | TIBURON | CA | 94920 | N/A | PC | TO SUPPORT THE CONSTRUCTION OF TEACHER HOUSING | $40,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 350 SANSOME STREET STE 650 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | MICHELLE BOYERS - BOARD MEMBER | PC | $50,000 FOR DONORSCHOOSE REMOTE LEARNING GRANTS AND PROFESSIONAL DEVELOPMENT PLAN FOR TEACHERS, $250,000 GRANT FOR GENERAL OPERATING SUPPORT | $300,000 | |
| REACH INSTITUTE FOR SCHOOL LEADERSHIP | ||||||||
| 1221 PRESERVATION PARK WAY SUITE | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | 100 |
| SARVODAYA USA | ||||||||
| 525 N ARMISTED ST | ALEXANDRIA | VA | 22312 | N/A | PC | GENERAL OPERATING SUPPORT, MATCHING GRANT | $50,000 | |
| SERVICES & IMMIGRANT RIGHTS AND EDUCATION NETWORK | ||||||||
| 1425 KOLL CIRCLE SUITE 108 | SAN JOSE | CA | 95112 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SOCIAL JUSTICE COLLABORATIVE | ||||||||
| 1832 2ND STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ST MARGARET'S HOUSE | ||||||||
| 17 N LAFAYETTE BLVD | SOUTH BEND | IN | 46601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STREETCODE ACADEMY | ||||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 600 CALIFORNIA STREET 11TH FLOOR | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING SUPPORT FOR TEACH FOR AMERICA - BAY AREA | $325,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | SPONSOR A TEACHER CAMPAIGN, MASSACHUSETTS | $10,000 | |
| TEACH PLUS INC | ||||||||
| 27 SCHOOL STREET 5TH FLOOR | BOSTON | MA | 02108 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| TIPPING POINT | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | EMERGENCY RESPONSE FUND | $250,000 | |
| TNTP | ||||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | RAVENSWOOD CITY SCHOOL DISTRICT CBA ANALYSIS AND SUPPORT | $100,000 | |
| UCSF FOUNDATION | ||||||||
| LOCKBOX 45339 PO BOX 589001-MC3120 | SAN FRANCISCO | CA | 94145 | N/A | PC | TO SUPPORT THE FUNDING OF A BUSINESS PLANNING CONSULTANT | $82,000 | |
| WOODSIDE COMMUNITY FOUNDATION | ||||||||
| PO BOX 620494 | WOODSIDE | CA | 94062 | N/A | PC | WES COVID-19 COMMUNITY COALITION FUND | $2,500 | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PC | WOODSIDE ELEMENTARY SCHOOL SPRING FUNDRAISER | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,234,429 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | TO SUPPORT EXPANSION INTO RAVENSWOOD, EAST PALO ALTO | $200,000 |
| LEADING EDUCATORS INC | |||||||
| 1824 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | MICHELLE BOYERS - BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $500,000 |
| TEACH FOR AMERICA INC | |||||||
| 600 CALIFORNIA STREET 11TH FLOOR | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING GRANT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $315,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $723,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $723,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRADLEY GERSTNER | ||||||
| 1 | ONE INTERNATIONAL PLACE SUITE 4610 | BOSTON | MA | 02110 | $1,463,843 | Yes (X) |
| MICHELLE M BOYERS | ||||||
| 2 | 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 | $1,118,055 | Yes (X) |
| BRADLEY GERSTNER | ||||||
| 3 | ONE INTERNATIONAL PLACE SUITE 4610 | BOSTON | MA | 02110 | $1,109,103 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,100 SHARES OF SALESFORCE.COM | $1,463,843 | 2020-08-12 |
| 2 | 25,576 SHARES OF VROOM, INC. | $1,118,055 | 2020-12-23 |
| 3 | 25,576 SHARES OF VROOM, INC. | $1,109,103 | 2020-12-29 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY FIXED INCOME - 8813 | BondNm |
| EOY Book Value | $2,515,323 | EOYBookValueAmt |
| EOYFMV | $2,515,323 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY EQUITIES- #8357, #9108, #8491 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,869,717 | BookValueAmt |
| EOYFMV | $1,869,717 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY MUTUAL FUNDS - 8357 | $5,413,679 | $856,618 | $856,618 |
| MORGAN STANLEY MUTUAL FUNDS - 8813 | $2,295,368 | $2,472,852 | $2,472,852 |
| MORGAN STANLEY MUTUAL FUNDS - 9108 | $3,624,899 | $7,393,622 | $7,393,622 |
| INTEREST RECEIVABLE | $17,890 | $14,953 | $14,953 |
| DIVIDENDS RECEIVABLE | $9,751 | $3,225 | $3,225 |
| PREPAID EXPENSE | $641 | $643 | $643 |
| UNSETTLED TRANSACTIONS | $31,000 | -$11,640 | -$11,640 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $28 | $28 | $0 |
| STATE FILING FEES | $160 | $0 | $0 |
| PROCESSING FEES | $960 | $144 | $816 |
| DUES AND SUBSCRIPTIONS | $2,500 | $750 | $1,750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX DIFFERENCE - UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,208,249 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $1,055 | $112,024 |
| DEFERRED EXCISE TAX PAYABLE | $41,181 | $60,801 |
| GRANTS IN TRANSIT | $50,000 | $0 |
| CHASE CREDIT CARD | $5,044 | $5,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $127,986 | $127,986 | $0 |
| FOUNDATION MANAGEMENT FEES | $64,063 | $9,609 | $54,454 |
| AUDIT & TAX PREPARATION FEES | $9,977 | $1,497 | $8,480 |
| OTHER PROFESSIONAL FEES | $9,000 | $1,350 | $7,650 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRAD GERSTNER | |||
| ONE INTERNATIONAL PLACE SUITE 4610 | BOSTON | MA | 02110 |
| MICHELLE M BOYERS | |||
| 855 EL CAMINO REAL BLDG 4 SUITE 250 | PALO ALTO | CA | 94301 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $164,969 | $0 | $0 |
| DEFERRED FEDERAL TAXES | $19,620 | $0 | $0 |
| PAYROLL TAX | $5,983 | $897 | $5,086 |