SAND HILL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAND HILL FOUNDATION (EIN 94-3219107)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349101817
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T13:01:21-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 943219107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAND HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6508549310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL ROAD 4-130 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN FORD DORSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508549310 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | FORD DORSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE ZABKO | PreparerPersonNm |
| PTIN | P01065104 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $109,995,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,992,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,992,662 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$717,669 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $821,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,570,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $821,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,811,465 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,160,349 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $73,625,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,974,506 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $202,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,905 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,980 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $373 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $163,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,343,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,190 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,038 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $74,285 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $81,146 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,922 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,248 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,278,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $428,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $481,429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,230,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $567,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $855,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,100,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,931,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,330,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $567,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,787,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,294,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,407,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $294,823 | CashEOYAmt |
| Cash EOYFMV | $294,823 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,563,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,563,797 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,570 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $337,612 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $337,612 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $24,881,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $102,268,258 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,268,258 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $85,458,097 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,369,677 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,369,677 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $158,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,850 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,790 | LandBOYAmt |
| Land EOY | $91,408 | LandEOYAmt |
| Land EOYFMV | $91,408 | LandEOYFMVAmt |
| Other Assets BOY | $120,142 | OtherAssetsBOYAmt |
| Other Assets EOY | $69,594 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $69,594 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $110,532,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,995,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,995,169 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,963 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $77,105 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,690,081 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,858,694 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,692,132 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $206,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,406,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,141,799 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,126,539 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,853,370 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,126,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,853,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,532,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,995,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,126,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,294,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $155,421,175 | SubtotalAmt |
| Other Decreases | $47,567,805 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,853,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPMORGAN #4007 - ST COVERED GAIN | P | 2020-01-01 | 2020-12-31 | $1,848,167 | $1,814,042 | $34,125 | $34,125 |
| JPMORGAN #4007 - LT COVERED GAIN | P | 2019-01-01 | 2020-12-31 | $4,017,746 | $3,915,700 | $102,046 | $102,046 |
| JPMORGAN #4007 - LT NON-COVERED GAIN | P | 2019-01-01 | 2020-12-31 | $2,062 | $2,062 | $2,062 | |
| JPMORGAN #4007 - CAPITAL GAIN DISTRIBUTIONS | P | 2019-01-01 | 2020-12-31 | $321,685 | $321,685 | $321,685 | |
| PASSTRHOUGH LOSS FROM SEQUOIA CAPITAL X | P | 2019-01-01 | 2020-12-31 | $17,694 | -$17,694 | -$17,694 | |
| PASSTRHOUGH GAIN FROM LEGACY VENTURE V (QP) | P | 2020-01-01 | 2020-12-31 | $355 | $355 | $355 | |
| PASSTRHOUGH GAIN FROM LEGACY VENTURE V (QP) | P | 2019-01-01 | 2020-12-31 | $222,147 | $222,147 | $222,147 | |
| PASSTRHOUGH LOSS FROM LEGACY VENTURE VII | P | 2020-01-01 | 2020-12-31 | $890 | -$890 | -$890 | |
| PASSTRHOUGH GAIN FROM LEGACY VENTURE VII | P | 2019-01-01 | 2020-12-31 | $155,075 | $155,075 | $155,075 | |
| PASSTHROUGH GAIN FROM BAY AREA EQUITY FUND I | P | 2019-01-01 | 2020-12-31 | $308 | $308 | $308 | |
| PASSTHROUGH LOSS FROM THE RISE FUND (B) | P | 2020-01-01 | 2020-12-31 | $242 | -$242 | -$242 | |
| PASSTHROUGH GAIN FROM THE RISE FUND (B) | P | 2019-01-01 | 2020-12-31 | $2,518 | $2,518 | $2,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $821,495 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $575,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $575,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $575,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,035,736 | 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 | $1,035,736 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $460,172 | OverpaymentAmt |
| Applied To ES Tax | $460,172 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN FORD DORSEY | IndividualWithBooksNm |
| Phone | 6508549310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL ROAD 4-130 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN FORD DORSEY | ||||||||
| 3000 SAND HILL ROAD 4-130 | MENLO PARK | CA | 94025 | PRESIDENT | 40.00 | $225,000 | $0 | $0 |
| SUSAN LOCKWOOD | ||||||||
| 3000 SAND HILL ROAD 4-130 | MENLO PARK | CA | 94025 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL DORSEY | ||||||||
| 3000 SAND HILL ROAD 4-130 | MENLO PARK | CA | 94025 | TREASURER | 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 |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | PHILANTHROPIC MANAGEMENT | $454,107 |
| JP MORGAN CHASE BANK NA | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISOR | $138,399 |
| 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 | $39,712,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,934,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,178,845 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,825,901 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,825,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,647,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,178,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,408,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,408,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $575,564 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,670,896 | IncomeTaxAmt |
| Total Tax | $5,246,460 | TotalTaxAmt |
| Distributable Before Adj | $162,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,787,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,787,196 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,787,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $301,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,079,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,022,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,056,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,998,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,457,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,787,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,624,730 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,082,068 | 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 | $301,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,780,753 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,079,300 | ExcessFromYear4Amt |
| Excess From Year3 | $2,022,254 | ExcessFromYear3Amt |
| Excess From Year2 | $2,056,369 | ExcessFromYear2Amt |
| Excess From Year1 | $1,998,100 | ExcessFromYear1Amt |
| Excess From Current Year | $7,624,730 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN FORD DORSEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL ROAD 1-120 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6508549310 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE VERIFICATION OF IRC 501(C)(3) STATUS, ACTIVITIES, REFERENCES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REVOLVING | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DR 120 | SAN RAFAEL | CA | 94903 | PUBLIC CHARITY | COLLEGE SUCCESS PROGRAM IN SAN MATEO COUNTY | $30,000 | |
| ABUNDANT GRACE COASTSIDE WORKER INC | |||||||
| 515 KELLY STREET | HALF MOON BAY | CA | 94019 | PUBLIC CHARITY | COASTSIDE CRISIS FUND | $10,000 | |
| ABUNDANT GRACE COASTSIDE WORKER INC | |||||||
| 515 KELLY STREET | HALF MOON BAY | CA | 94019 | PUBLIC CHARITY | WORKFORCE DEVELOPMENT CENTER CAPITAL CAMPAIGN | $50,000 | |
| ADOLESCENT COUNSELING SERVICES | |||||||
| 643 BAIR ISLAND ROAD SUITE 301 | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | MENTAL HEALTH ACCESS FOR YOUTH INITIATIVE | $30,000 | |
| AYUDANDO LATINOS A SONAR | |||||||
| PO BOX 961 | EL GRANADA | CA | 94018 | PUBLIC CHARITY | MENTAL HEALTH SUPPORT FOR COASTSIDE YOUTH | $30,000 | |
| AYUDANDO LATINOS A SONAR | |||||||
| PO BOX 961 | EL GRANADA | CA | 94018 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BAY AREA CANCER CONNECTIONS | |||||||
| 2335 EL CAMINO REAL | PALO ALTO | CA | 94306 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| BOARD OF TRUSTEES OF THE GLIDE FOUNDATION | |||||||
| 330 ELLIS STREET 4TH FLOOR | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 562 SALVATIERRA WALK | STANFORD | CA | 94305 | PUBLIC CHARITY | ENDOWMENT OF THE SAND HILL FELLOWSHIP PROGRAM AT HAAS CENTER FOR PUBLIC SERVICE | $200,000 | |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| ARRILLAGA ALUMNI CENTER 326 GALVEZ | STANFORD | CA | 94305 | PUBLIC CHARITY | SUSAN FORD DORSEY FAMILY DONOR ADVISED FUND | $2,000,000 | STREET |
| BOYS & GIRLS CLUB OF THE COASTSIDE | |||||||
| PO BOX 545 600 CHURCH STREET | HALF MOON BAY | CA | 94019 | PUBLIC CHARITY | CAPITAL CAMPAIGN SERVING THE NEEDS OF MIDDLE SCHOOL AND HIGH SCHOOL YOUTH | $20,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | PUBLIC CHARITY | COVID-19 RESPONSE | $10,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| BOYS & GIRLS CLUBS OF NORTH SAN MATEO COUNTY | |||||||
| 201 W ORANGE AVE | SOUTH SAN FRANCISCO | CA | 94080 | PUBLIC CHARITY | ESSENTIAL INFRASTRUCTURE EMERGENCY WORKERS CHILDCARE PROGRAM | $50,000 | |
| BOYS & GIRLS CLUBS OF NORTH SAN MATEO COUNTY | |||||||
| 201 W ORANGE AVE | SOUTH SAN FRANCISCO | CA | 94080 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT (BUILD) | |||||||
| 900 JEFFERSON AVE BOX BUILDING A | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | BUILDING FUTURES THROUGH ENTEREPRENEURSHIP | $40,000 | 5TH FLOOR |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVER GOLDEN | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | GATE PARK |
| CALIFORNIA SCHOOL AGE CONSORTIUM | |||||||
| PO BOX 20804 | EL SOBRANTE | CA | 94820 | PUBLIC CHARITY | OUT-OF-SCHOOL TIME PROFESSIONAL DEVELOPMENT WELLNESS NETWORK | $160,000 | |
| CALIFORNIA SCHOOL AGE CONSORTIUM | |||||||
| PO BOX 20804 | EL SOBRANTE | CA | 94820 | PUBLIC CHARITY | TEAM WELLNESS GRANT | $5,000 | |
| CALMATTERS | |||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | |||||||
| 1149 S HILL STREET SUITE 925 | LOS ANGELES | CA | 90015 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| CASA OF SAN MATEO COUNTY | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| CENTER FOR EXCELLENCE IN NONPROFITS | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 151 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| CHICANA FOUNDATION OF NORTHERN CALIFORNIA | |||||||
| 1419 BURLINGAME AVE SUITE W2 | BURLINGAME | CA | 94010 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| CHILDREN'S HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | PUBLIC CHARITY | TEAM WELLNESS GRANT | $5,000 | |
| CHILDREN'S HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | PUBLIC CHARITY | CRITICAL TECHNOLOGY NEEDS DURING COVID-19 AND BEYOND | $12,000 | |
| CHILDREN'S HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | PUBLIC CHARITY | RAVENSWOOD WELLNESS PARTNERSHIP PROJECT | $200,000 | |
| CITY OF REDWOOD CITY | |||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | CITY GOVERNMENT | COVID-19 RESPONSE | $10,000 | |
| CLEO EULAU CENTER FOR CHILDREN AND ADOLESCENTS | |||||||
| 2483 OLD MIDDLEFIELD WAY SUITE 201 | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | MENTAL HEALTH SERVICES FOR AT-RISK YOUTH | $30,000 | |
| COCO COALITION | |||||||
| PO BOX 470310 | INGLEWOOD | CA | 90047 | PUBLIC CHARITY | SCHOLARSHIP FUND | $2,500 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PUBLIC CHARITY | EAST PALO ALTO SITE | $50,000 | |
| COMMON SENSE MEDIA | |||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | EVENT SPONSORSHIP | $4,000 | |
| COMMON SENSE MEDIA | |||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | SUMMER COUNSELING PROGRAM FOR YOUTH | $27,000 | |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | SUBSTANCE ABUSE COUNSELING SERVICES RESEARCH PROJECT | $45,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | PUBLIC CHARITY | FAMILY CENTERED MENTAL HEALTH | $30,000 | |
| COUNSELING AND SUPPORT SERVICES FOR YOUTH | |||||||
| 544 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | REDWOOD CITY SCHOOL DISTRICT YOUTH MENTAL HEALTH PROGRAM | $30,000 | |
| DALY CITY PENINSULA PARTNERSHIP COLLABORATIVE | |||||||
| 725 PRICE ST | DALY CITY | CA | 94014 | PUBLIC CHARITY | DALY CITY COMMUNITY SERVICE CENTER - COVID-19 RESPONSE | $10,000 | |
| DEPLOYUS INC | |||||||
| 177 HUNTINGTON AVE SUITE 1703 PMB | BOSTON | MA | 02115 | PUBLIC CHARITY | PROJECT AMPLIFI | $75,000 | 74752 |
| EAST PALO ALTO YOUTH ARTS & MUSIC CENTER | |||||||
| 1765 EAST BAYSHORE ROAD 34 | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | COVID-19 COMMUNITY ENGAGEMENT PROJECT | $20,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | SCHOLARSHIP SUPPORT | $20,000 | |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | |||||||
| 1801 VECENTE STREET | SAN FRANCISCO | CA | 94116 | PUBLIC CHARITY | COVID-19 RAPID RESPONSE INITIATIVE | $30,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | PUBLIC CHARITY | BLUE SKY FUNDERS FORUM | $5,000 | |
| FILOLI CENTER | |||||||
| 86 CANADA ROAD | WOODSIDE | CA | 94062 | PUBLIC CHARITY | MASTER PLAN | $25,000 | |
| FRIENDS FOR YOUTH | |||||||
| 1741 BROADWAY STREET FIRST FLOOR | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | TEAM WELLNESS GRANT | $5,000 | |
| FRIENDS FOR YOUTH | |||||||
| 1742 BROADWAY STREET FIRST FLOOR | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | WHOLE HEALTH FOR YOUTH INITIATIVE | $165,000 | |
| GRANTMAKERS FOR EDUCATION | |||||||
| 700 SW 5TH AVENUE 400 3RD FLOOR | PORTLAND | OR | 97204 | PUBLIC CHARITY | MEMBERSHIP | $1,300 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | MEMBERSHIP | $2,090 | |
| HABITAT FOR HUMANITY | |||||||
| 500 WASHINGTON STREET | SAN FRANCISCO | CA | 94941 | PUBLIC CHARITY | GENERAL SUPPORT IN SAN MATEO COUNTY | $50,000 | |
| HEALTH CONNECTED | |||||||
| 763 GREEN STREET | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | DISTANCE LEARNING AND REMOTE OPERATIONS MIGRATION PROJECT | $8,000 | |
| JEFFERSON UNION HIGH SCHOOL DISTRICT | |||||||
| 699 SERRAMONTE BOULEVARD SUITE 100 | DALY CITY | CA | 94015 | PUBLIC CHARITY | CAPITAL AND GROWTH CAMPAIGN FOR THE DALY CITY YOUTH HEALTH CENTER | $100,000 | |
| JONSSON CANCER CENTER FOUNDATION - UCLA | |||||||
| 8-950 FACTOR BUILDING BOX 951780 | LOS ANGELES | CA | 90095 | PUBLIC CHARITY | OVARIAN CANCER RESEARCH UNDER THE DIRECTION OF DR. GOTTFIRED KONECNY | $25,000 | |
| KARA | |||||||
| 457 KINGSLEY AVENUE | PALO ALTO | CA | 94301 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| KARA | |||||||
| 457 KINGSLEY AVENUE | PALO ALTO | CA | 94301 | PUBLIC CHARITY | TECHNOLOGY INFRASTRUCTURE FOR INCREASED ACCESS | $25,000 | |
| KARA | |||||||
| 457 KINGSLEY AVENUE | PALO ALTO | CA | 94301 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| KENTE CIRCLE TRAINING INSTITUTE | |||||||
| 345 EAST 38TH STREET | MINNEAPOLIS | MN | 55409 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| KEPLER'S LITERARY FOUNDATION | |||||||
| 1047 EL CAMINO REAL SUITE 201 | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | LEGAL SERVICES FOR IMMIGRANTS | $50,000 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | COVID-19 RESPONSE | $10,000 | |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PUBLIC CHARITY | TEAM WELLNESS GRANT | $5,000 | |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PUBLIC CHARITY | ENGAGING HOMELESS YOUTH IN BEHAVIORAL HEALTH SERVICES | $200,000 | |
| THE LOVELAND FOUNDATION | |||||||
| 320 7TH AVENUE 263 | BROOKLYN | NY | 11215 | PUBLIC CHARITY | THERAPY FUND | $5,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | TEAM WELLNESS GRANT | $5,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | GENERAL SUPPORT - SUMMER SCAMPER | $1,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | ALLCOVE INTEGRATED YOUTH MENTAL HEALTH CENTER PILOT | $200,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| MARINE SCIENCE INSTITUTE | |||||||
| 500 DISCOVERY PARKWAY | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| MAVERICKS COASTSIDE FOUNDATION | |||||||
| PO BOX 874 | EL GRANADA | CA | 94018 | PUBLIC CHARITY | COASTSIDE GIVES | $12,000 | |
| MAYVIEW COMMUNITY HEALTH CENTER | |||||||
| 270 GRANT AVENUE | PALO ALTO | CA | 44406 | PUBLIC CHARITY | MERGER SUPPORT | $25,000 | |
| MILL CREEK METROPARKS FOUNATION | |||||||
| 7574 COLUMBIANA-CANFIELD RD | CANFIELD | OH | 44406 | PUBLIC CHARITY | FORD NATURE CENTER RENOVATION | $350,000 | |
| MISSION ASSET FUND | |||||||
| 3269 MISSION STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | SAN MATEO IMMIGRANT RELIEF FUND | $30,000 | |
| MOMENTUM FOR MENTAL HEALTH | |||||||
| 438 NORTH WHITE RD | SAN JOSE | CA | 95127 | PUBLIC CHARITY | NORTH COUNTY OUTPATIENT SERVICES | $40,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | ENVIRONMENTAL EDUCATION FUNDERS COLLABORATIVE | $10,000 | |
| ONE LIFE COUNSELING CENTER | |||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | PUBLIC CHARITY | MENTAL HEALTH COUNSELING FOR LOW-INCOME, IMMIGRANT YOUTH | $30,000 | |
| PACIFICA RESOURCE CENTER | |||||||
| 1809 PALMETTO AVENUE | PACIFICA | CA | 94044 | PUBLIC CHARITY | COVID-19 RESPONSE | $10,000 | |
| PARTNERSHIP FOR CHILDREN AND YOUTH | |||||||
| PO BOX 2847 | EL CERRITO | CA | 94530 | PUBLIC CHARITY | BUILDING QUALITY YOUTH DEVELOPMENT IN AFFORDABLE HOUSING IN THE SOUTH BAY | $30,000 | |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD SUITE 120 | SAN MATEO | CA | 94402 | PUBLIC CHARITY | BIG DREAMS CAMPAIGN | $100,000 | |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD SUITE 120 | SAN MATEO | CA | 94402 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| PENINSULA COLLEGE FUND | |||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | MENTAL HEALTH SERVICES FOR SCHOLARS | $30,000 | |
| PENINSULA COLLEGE FUND | |||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PENINSULA COLLEGE FUND | |||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PENINSULA COLLEGE FUND | |||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | GENERAL SUPPORT FOR SAN MATEO COUNTY | $35,000 | |
| PENINSULA CONFLICT RESOLUTION CENTER | |||||||
| 1670 SOUTH AMPHLETT BLVD SUITE 115 | SAN MATEO | CA | 94402 | PUBLIC CHARITY | SILICON VALLEY MULTICULTURAL AWARDS PROGRAM | $50,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PUBLIC CHARITY | FARMLAND FUTURES INITIATIVE | $200,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| PETALUMA EDUCATIONAL FOUNDATION | |||||||
| 200 DOUGLAS ST | PETALUMA | CA | 94952 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| PIE RANCH | |||||||
| PO BOX 363 | PESCADERO | CA | 94060 | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | PUBLIC CHARITY | GENERAL SUPPORT IN SAN MATEO COUNTY | $25,000 | |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| PRESBYTERIAN CHURCH USA | |||||||
| 945 PORTOLA ROAD | PORTOLA VALLEY | CA | 94028 | PUBLIC CHARITY | CAPITAL CAMPAIGN | $50,000 | |
| PRESBYTERIAN CHURCH USA | |||||||
| 945 PORTOLA ROAD | PORTOLA VALLEY | CA | 94028 | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | PUBLIC CHARITY | COVID-19 RESPONSE | $10,000 | |
| READING PARTNERS | |||||||
| 600B VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | GENERAL SUPPORT FOR READING PARTNERS SILICON VALLEY | $5,000 | |
| REBUILDING TOGETHER PENINSULA | |||||||
| 841 KAYNYNE ST | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| REDWOOD CITY POLICE ACTIVITES LEAGUE | |||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | ACTIVITY BASED CLUB - ONLINE | $10,000 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | PUBLIC CHARITY | COVID-19 RESPONSE | $10,000 | |
| SAN MATEO COUNTY HEALTH FOUNDATION | |||||||
| 222 WEST 39TH AVENUE | SAN MATEO | CA | 94403 | PUBLIC CHARITY | COVID-19 SUPPORT | $15,000 | |
| SAN MATEO RESOURCE CONSERVATION DISTRICT | |||||||
| 80 STONE PINE ROAD SUITE 100 | HALF MOON BAY | CA | 94019 | PUBLIC CHARITY | CZU LIGHTNING COMPLEX FIRE RECOVERY | $100,000 | |
| SAVE THE BAY | |||||||
| 300 FRANK OGAWA PLAZA SUITE 280 | OAKLAND | CA | 94612 | PUBLIC CHARITY | SALESFORCE DONOR DATABASE REBUILD | $50,000 | |
| SAVE THE BAY | |||||||
| 300 FRANK OGAWA PLAZA SUITE 280 | OAKLAND | CA | 94612 | PUBLIC CHARITY | GENERAL SUPPORT FOR SAN MATEO COUNTY | $40,000 | |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | PROTECTING CASCADE CREEK | $25,000 | |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | DONOR CIRCLE FOR THE ENVIRONMENT | $20,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | LEIGH MILLER STILWELL MEMORIAL FUND | $2,500 | |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DRIVE SUITE 103 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | GROWTH FUND | $20,000 | |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | PUBLIC CHARITY | GENERAL SUPPORT OF MAGNIFY COMMUNITY | $50,000 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||
| 151 BUCKINGHAM AVE | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | COVID-19 RESPONSE | $10,000 | |
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||
| 151 BUCKINGHAM AVE | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| STANFORD HEALTH CARE | |||||||
| 300 PASTEUR DRIVE MC 5510 | STANFORD | CA | 94305 | PUBLIC CHARITY | HEALTH CARE PARTNERS | $10,000 | |
| STANFORD HEALTH CARE 227 | |||||||
| 900 BLAKE WILBUR DRIVE | PALO ALTO | CA | 94304 | PUBLIC CHARITY | STANFORD WOMEN'S CANCER CENTER | $10,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | PUBLIC CHARITY | SCHOOL-BASED SERVICES TELEHEALTH PROJECT | $30,000 | |
| STORYCORPS INC | |||||||
| 80 HANSEN PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | ACCELERATING RESTORATION | $50,000 | |
| SUSTAINABLE SAN MATEO COUNTY | |||||||
| 2955 CAMPUS DRIVE 110 | SAN MATEO | CA | 94403 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| SUSTAINABLE SAN MATEO COUNTY | |||||||
| 2955 CAMPUS DRIVE 110 | SAN MATEO | CA | 94403 | PUBLIC CHARITY | WEBSITE REDESIGN | $11,400 | |
| SUTTER BAY MEDICAL FOUNDATION (PALO ALTO MEDICAL FOUNDATION) | |||||||
| 2350 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | MENTAL HEALTH REIMAGINED INITIATIVE | $25,000 | |
| TEEN SUCCESS INC | |||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | DATABASE REBUILD PROJECT | $11,100 | |
| TEN STRANDS | |||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | PUBLIC CHARITY | SAN MATEO ENVIRONMENTAL LEARNING COLLABORATIVE 6.0 | $55,000 | |
| THE TRUST FOR HIDDEN VILLA | |||||||
| 26870 MOODY ROAD | LOS ALTOS HILLS | CA | 94022 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| THRIVE ALLIANCE | |||||||
| 330 TWIN DOLPHIN DRIVE STE 155 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | MEMBERSHIP | $2,400 | |
| TIPPING POINT | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| TRUST FOR CONSERVATION INNOVATION (MULTIPLIER) | |||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | PUBLIC CHARITY | MENLO SPARK CITY CLIMATE & FOSSIL FREE BUILDINGS CAMPAIGN | $50,000 | |
| UPWARD SCHOLARS | |||||||
| 855 JEFFERSON AVE BOX 506 | REDWOOD CITY | CA | 94064 | PUBLIC CHARITY | STRATEGIC PLANNING | $30,000 | |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| WITHALL | |||||||
| 5354 PARKDALE DRIVE | SAINT LOUIS PARK | MN | 55416 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| YMCA OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA STREET SUITE 650 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | COMMUNITY RESOURCE CENTER - COVID-19 RESPONSE | $10,000 | |
| YMCA OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA STREET SUITE 650 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | YOUTH SERVICE BUREAUS - TELEHEALTH SERVICES | $30,000 | |
| YOUTH OUTSIDE | |||||||
| 436 14TH ST SUITE 1209 | OAKLAND | CA | 94612 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,931,990 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| CALMATTERS | |||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| CALMATTERS | |||||||
| 1018 L STREET 261 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| CASA OF SAN MATEO COUNTY | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| CHILDREN'S HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | PUBLIC CHARITY | RAVENSWOOD WELLNESS PARTNERSHIP PROJECT | $200,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PUBLIC CHARITY | EAST PALO ALTO SITE | $50,000 | |
| DEPLOYUS INC | |||||||
| 177 HUNTINGTON AVE SUITE 1703 PMB | BOSTON | MA | 02115 | PUBLIC CHARITY | PROJECT AMPLIFI | $75,000 | 74752 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |
| FRIENDS FOR YOUTH INC | |||||||
| 1741 BROADWAY STREETFIRST FLOOR | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | WHOLE HEALTH FOR YOUTH INITIATIVE | $176,000 | |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PUBLIC CHARITY | ENGAGING HOMELESS YOUTH IN BEHAVIORAL HEALTH SERVICES | $200,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | ALLCOVE INTEGRATED YOUTH MENTAL HEALTH CENTER PILOT | $200,000 | |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD SUITE 120 | SAN MATEO | CA | 94402 | PUBLIC CHARITY | BIG DREAMS CAMPAIGN | $100,000 | |
| PENINSULA COLLEGE FUND | |||||||
| SOBRATO CENTER FOR NONPROFITS | MILPITAS | CA | 95035 | PUBLIC CHARITY | GENERAL SUPPORT FOR SAN MATEO COUNTY | $35,000 | |
| PIE RANCH | |||||||
| PO BOX 363 | PESCADERO | CA | 94060 | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| PIE RANCH | |||||||
| PO BOX 363 | PESCADERO | CA | 94060 | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DRIVE SUITE 103 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | GROWTH FUND | $20,000 | |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 351 TWIN DOLPHIN DRIVE SUITE 103 | REDWOOD CITY | CA | 94065 | PUBLIC CHARITY | GROWTH FUND | $20,000 | |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,866,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,992,662 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$332,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$384,856 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,811,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $821,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$332,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,240,766 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,907,953 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $8,275 | $0 | $3,340 |
| ACCOUNTING FEES | $40,300 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 1999-03-07 | $5,700 | $5,700 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE | 1999-02-27 | $700 | $700 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2003-04-10 | $5,267 | $5,267 | SL | 5.000000000000 | $0 | $0 |
| SCANNER | 2004-02-24 | $879 | $879 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2004-09-28 | $1,813 | $1,813 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2004-11-02 | $956 | $956 | SL | 5.000000000000 | $0 | $0 |
| LAPTOP | 2006-01-12 | $4,769 | $4,769 | SL | 5.000000000000 | $0 | $0 |
| TOUGHBOOK-NETWORK | 2006-04-06 | $3,480 | $3,480 | SL | 5.000000000000 | $0 | $0 |
| TOUGHBOOK-NETWORK | 2006-08-03 | $2,975 | $2,975 | SL | 5.000000000000 | $0 | $0 |
| MAPLE CABINET | 2007-12-20 | $2,911 | $2,911 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2008-04-11 | $1,039 | $1,039 | SL | 3.000000000000 | $0 | $0 |
| SYMANTAC-NETWORK | 2008-01-10 | $7,874 | $7,874 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER | 2008-12-31 | $1,910 | $1,910 | SL | 3.000000000000 | $0 | $0 |
| 2 CHAIRS | 2010-08-04 | $2,165 | $2,165 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2011-12-31 | $870 | $870 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE | 2016-07-01 | $32,150 | $16,075 | SL | 7.000000000000 | $4,593 | $0 |
| FURNITURE | 2019-12-31 | $7,240 | SL | 7.000000000000 | $1,034 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2020-02-06 | $23,514 | SL | 15.000000000000 | $1,437 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2020-05-28 | $42,990 | SL | 15.000000000000 | $1,672 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2020-07-07 | $9,056 | SL | 15.000000000000 | $302 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN - "A" MMKT A/C | $11,973,617 | $11,973,617 |
| JPM "Q" PRIME MM | $21,548,745 | $21,548,745 |
| JPM "A" EQUITIES | $33,846,864 | $33,846,864 |
| JPM "Q" EQUITIES | $3,963 | $3,963 |
| JPM "A" FIXED INCOME | $21,974,278 | $21,974,278 |
| JPM "A ALTERNATIVES | $7,410,137 | $7,410,137 |
| JPM "Q ALTERNATIVES | $5,510,654 | $5,510,654 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEQUOIA CAPITAL X, LP | FMV | $190,194 | $190,194 |
| BAY AREA EQUITY FUND I, LP | FMV | $316,654 | $316,654 |
| LEGACY VENTURE V (QP), LP | FMV | $1,110,605 | $1,110,605 |
| LEGACY VENTURE VII, LLC | FMV | $2,832,406 | $2,832,406 |
| THE RISE FUND (B), LP | FMV | $419,114 | $419,114 |
| SHARED SPV-C LLC | FMV | $300,000 | $300,000 |
| MISCELLANEOUS PARTNERSHIPS | FMV | $200,704 | $200,704 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $5,700 | $5,700 | $0 |
| FURNITURE | $700 | $700 | $0 |
| COMPUTER EQUIPMENT | $5,267 | $5,267 | $0 |
| SCANNER | $879 | $879 | $0 |
| COMPUTER | $1,813 | $1,813 | $0 |
| COMPUTER | $956 | $956 | $0 |
| LAPTOP | $4,769 | $4,769 | $0 |
| TOUGHBOOK-NETWORK | $3,480 | $3,480 | $0 |
| TOUGHBOOK-NETWORK | $2,975 | $2,975 | $0 |
| MAPLE CABINET | $2,911 | $2,911 | $0 |
| COMPUTER | $1,039 | $1,039 | $0 |
| SYMANTAC-NETWORK | $7,874 | $7,874 | $0 |
| COMPUTER | $1,910 | $1,910 | $0 |
| 2 CHAIRS | $2,165 | $2,165 | $0 |
| COMPUTER | $870 | $870 | $0 |
| FURNITURE | $32,150 | $20,668 | $11,482 |
| FURNITURE | $7,240 | $1,034 | $6,206 |
| LEASEHOLD IMPROVEMENTS | $23,514 | $1,437 | $22,077 |
| LEASEHOLD IMPROVEMENTS | $42,990 | $1,672 | $41,318 |
| LEASEHOLD IMPROVEMENTS | $9,056 | $302 | $8,754 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND/INTEREST RECEIVABLE | $23,352 | $38,490 | $38,490 |
| FEDERAL EXCISE TAX RECEIVABLE | $89,710 | $24,024 | $24,024 |
| SECURITY DEPOSIT | $7,080 | $7,080 | $7,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX INCREASE/DECREASE | Desc |
| Amt | $47,567,805 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTOMOBILE EXPENSES | $10,556 | $0 | $0 |
| BANK FEES | $634 | $0 | $0 |
| CELLULAR, PHONE AND INTERNET | $5,951 | $0 | $4,844 |
| DUES AND SUBSCRIPTIONS | $545 | $0 | $545 |
| FOUNDATION MANAGEMENT SERVICES | $454,107 | $0 | $454,107 |
| HEALTH | $16,191 | $0 | $14,572 |
| MEALS AND ENTERTAINMENT EXPENSE | $6,772 | $0 | $5,001 |
| OFFICE SUPPLIES | $4,241 | $0 | $0 |
| PASSTHROUGH EXPENSES FROM BAY AREA EQUITY FUND I | $1,095 | $1,095 | $0 |
| PASSTHROUGH EXPENSES FROM LEGACY V | $12,786 | $12,786 | $0 |
| PASSTHROUGH EXPENSES FROM LEGACY VII | $28,622 | $12,786 | $0 |
| PASSTHROUGH EXPENSES FROM SEQUOIA X | $230 | $230 | $0 |
| PASSTHROUGH EXPENSES FROM SHARES SPV-C | $11 | $11 | $0 |
| PASSTHROUGH EXPENSES FROM THE RISE FUND (B), LP | $16,542 | $16,542 | $0 |
| PASSTHROUGH EXPENSES FROM THE RISE FUND AIRSTREAM AIV | $82 | $82 | $0 |
| PASSTHROUGH EXPENSES FROM THE RISE FUND AIV I | $109 | $109 | $0 |
| PASSTHROUGH EXPENSES FROM THE RISE FUND CARTHAGE AIV II | $17 | $17 | $0 |
| PASSTHROUGH EXPENSES FROM THE RISE FUND DE AIV I | $100 | $100 | $0 |
| PAYROLL FEES | $1,018 | $0 | $1,018 |
| POSTAGE | $427 | $0 | $429 |
| SEMINAR/MEETINGS | $913 | $0 | $913 |
| INSURANCE | $189 | $0 | $0 |
| PASSTHROUGH RENTAL LOSS FROM SHARON LAND COMPANY. LLC | $319,822 | $319,822 | $0 |
| PASSTHROUGH RENTAL LOSS FROM SHARON LAND COMPANY. LLC | $288,436 | $0 | $0 |
| PASSTHROUGH RENTAL LOSS FROM MONTE ROSA LAND COMPANY. LLC | $65,034 | $65,034 | $0 |
| PASSTHROUGH RENTAL LOSS FROM MONTE ROSA LAND COMPANY. LLC | $44,377 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM LEGACY VENTURE V (QP), LLC | $54 | $54 | $54 |
| SECTION 1231 LOSS FROM LEGACY VENTURE V (Q), LLC | -$17 | -$17 | -$17 |
| ORDINARY INCOME FROM LEGACY VENTURE V (Q), LLC | -$286 | -$286 | -$286 |
| OTHER INCOME FROM LEGACY VENTURE VII, LLC | $11,833 | $11,833 | $11,833 |
| ORDINARY INCOME FROM LEGACY VENTURE VII, LLC | $9 | $9 | $9 |
| ORDINARY INCOME FROM SHARES SPV-C LLC | -$5,218 | -$5,218 | -$5,218 |
| OTHER INCOME FROM THE RISE FUND (B), LP | $18,143 | $18,143 | $18,143 |
| ORDINARY INCOME FROM SHARON LAND COMPANY | $780,658 | $780,658 | $780,658 |
| ORDINARY INCOME FROM MONTE ROSA LAND COMPANY | $188,840 | $188,840 | $188,840 |
| OTHER LOSS FROM THE RISE FUND AIV I | -$4,123 | -$4,123 | -$4,123 |
| SECTION 1231 GAIN FROM SHARON LAND COMPANY LLC | $56,205,590 | $29,962,400 | $56,205,590 |
| SECTION 1231 GAIN FROM MONTE ROSA LAND COMPANY, LLC | $13,609,549 | $8,201,623 | $13,609,549 |
| OTHER MISCELLANEOUS INCOME | $6,433 | $6,433 | $6,433 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $1,007,000 | $206,000 |
| DEFERRED UBTI | $8,630,510 | $0 |
| DUE TO FINANCIAL INSTITUTION | $54,622 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $138,399 | $138,399 | $0 |
| PROFESSIONAL FEES - OTHER | $25,000 | $0 | $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,190 | $0 | $13,190 |
| FEDERAL TAXES | $5,700,000 | $0 | $0 |
| STATE TAXES | $2,630,000 | $0 | $0 |
| STATE FILING FEES | $160 | $0 | $0 |