BIA ECHO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BIA ECHO FOUNDATION (EIN 83-3983572)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349105798
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:23:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 833983572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIA-ECHO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SEVEN POST FAMILY OFFICE SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SEILER LLP | InCareOfNm |
| Business Name Control | BIA- | BusinessNameControlTxt |
| Phone | 4153419300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N SIERRA ST 40370 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE SHANAHAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155006690 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICOLE | PersonFirstNm |
| Person Last | SHANAHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL L HALL | PreparerPersonNm |
| PTIN | P00904498 | PTIN |
| Phone | 4153922123 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $24,491,274 | 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 | $23,857,596 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $291,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$349,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,704,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,508,920 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,799,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,734,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $485,124 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $541,243 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $76,692 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $84,811 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,337 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $52,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $177,615 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $348,442 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $90,838 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,414 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $80,750 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $63,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,891 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,891 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,658 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,400,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,102,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,386,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,442,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,787,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,545,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,011,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,641,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,479 | CashBOYAmt |
| Cash EOY | $110,619 | CashEOYAmt |
| Cash EOYFMV | $110,619 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,079,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,270 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $48,887 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,633 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $68,506 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $68,506 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,293,070 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,913,040 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,913,040 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,172,933 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,527,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,527,655 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,615,956 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,615,956 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,958 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,699 | LandBOYAmt |
| Land EOY | $2,285 | LandEOYAmt |
| Land EOYFMV | $2,285 | LandEOYFMVAmt |
| Other Assets BOY | $8,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $106,943 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106,943 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,674,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,491,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,491,274 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $91,951 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,903 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,830,360 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,774,417 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $9,922,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,793,320 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,752,084 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,697,954 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,752,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,697,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,674,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,491,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,752,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,011,886 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,763,970 | SubtotalAmt |
| Other Decreases | $66,016 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,697,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2020-12-31 | $12,817,678 | $13,195,669 | -$377,991 | -$377,991 |
| LONG TERM CAPITAL GAIN DISTRIBUTION | P | 2000-01-01 | 2020-12-31 | $1,907 | $1,907 | $1,907 | |
| PUBLICLY TRADED SECURITIES | D | 1990-01-01 | 2020-05-29 | $23,885,004 | $23,885,004 | $23,885,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,508,920 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $328,619 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $328,619 | SubtotalAmt |
| Tax Based On Investment Income | $328,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $329,216 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $339,216 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $10,544 | OverpaymentAmt |
| Applied To ES Tax | $10,544 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BIAECHO.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155006690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| NICOLE SHANAHAN | ||||||||
| 135 N SIERRA ST 40370 | RENO | NV | 89504 | PRESIDENT | 40.0 | $0 | $0 | $0 |
| CHRISTINE GULBRANSON | ||||||||
| 135 N SIERRA ST 40370 | RENO | NV | 89504 | CHIEF EXECUTIVE OFFICER | 40.0 | $348,764 | $7,700 | $0 |
| CHLOE COCKBURN | ||||||||
| 135 N SIERRA ST 40370 | RENO | NV | 89504 | DIRECTOR | 40.0 | $0 | $0 | $0 |
| WENDY LIM | ||||||||
| 135 N SIERRA ST 40370 | RENO | NV | 89504 | CHIEF OPERATING OFFICER | 40.0 | $187,479 | $7,700 | $0 |
| Daniel Hall | ||||||||
| 220 MONTGOMERY STREET 300 | SAN FRANCISCO | CA | 94104 | TREASURER | 1.0 | $5,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIS WRIGHT TREMAINE LLP | |||||
| 920 FIFTH AVENUE SUITE 3300 | SEATTLE | WA | 98104 | LEGAL SERVICES | $84,811 |
| SEILER LLP | |||||
| 3 LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | ACCOUTING SERVICES | $104,700 |
| CAPGEMINI AMERICA INC | |||||
| 4000 SHORELINE CT 210 | SOUTH SAN FRANCISCO | CA | 94080 | PROGRAM CONSULTING | $102,800 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RESEARCH OF CARBON DRAWDOWN OPPORTUNITY | Description1Txt |
| Expenses1 | $102,800 | Expenses1Amt |
| Description2 | RESEARCH OF REGENERATIVE AGRICULTURE AND PROVIDE INTRODUCTIONS TO KEY STAKEHOLDERS WITHIN THE AREA OF REGENERATIVE AGRICULTURE | Description2Txt |
| Expenses2 | $37,500 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,011,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,079,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,090,192 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,090,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,773,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,038,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,038,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $328,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $328,619 | TotalTaxAmt |
| Distributable Before Adj | $710,073 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $710,073 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $710,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,545,313 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,545,313 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,545,313 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $710,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $7,696,886 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,696,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,545,313 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $710,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,835,240 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,532,126 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,532,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,696,886 | ExcessFromYear1Amt |
| Excess From Current Year | $14,835,240 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICOLE SHANAHAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | NONE | PC | CRIMINAL JUSTICE REFORM | $5,000,000 |
| REDFORD CENTER INC | |||||||
| 1016 LINCOLN BLVD STE 322 | SAN FRANCISCO | CA | 94129 | NONE | PC | HEALTHY AND LIVABLE PLANET | $1,500,000 |
| IMPACT JUSTICE | |||||||
| 2633 TELEGRAPH AVE | OAKLAND | CA | 94612 | NONE | PC | CRIMINAL JUSTICE REFORM | $625,000 |
| NUS AMERICA FOUNDATION INC | |||||||
| 155 E 44TH ST FL 6 STE 34 | NEW YORK | NY | 10017 | NONE | PC | REPRODUCTIVE LONGEVITY AND EQUAL | $2,000,000 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BLVD PO BOX 2230 | Ames | IA | 50010 | NONE | PC | HEALTHY AND LIVABLE PLANET | $317,560 |
| BUCK INSTITUTE FOR RESEARCH IN AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | NONE | PC | Reproductive Longevity and Equality | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,442,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $291,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$349,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$58,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$58,335 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SERGEY BRIN | |||||||
| 1 | 555 BRYANT STREET SUITE 376 | PALO ALTO | CA | 94301 | $11,914,728 | Yes (X) | Yes (X) |
| SERGEY BRIN | |||||||
| 2 | 555 BRYANT STREET SUITE 376 | PALO ALTO | CA | 94301 | $11,942,868 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 8,400 SH ALPHABET CL C HIGH $1,441; LOW $1,396; AVERAGE $1,418 | $11,914,728 | 2020-05-28 |
| 2 | 8,400 SH ALPHABET CL A HIGH $1,444; LOW $1,399; AVERAGE $1,422 | $11,942,868 | 2020-05-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $90,337 | Amt |
| Net Investment Income | $52,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,350 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| DAVIS WRIGHT TREMAINE LLP |
| PROVIDING LEGAL SERVICES |
| SEILER LLP |
| PROVIDING BOOKKEEPING & TAX PREPARATION SERVICES |
| CAPGEMINI AMERICA INC |
| CONSULTING SERVICES FOR THE PROJECT OF CARBON DRAWDOWN OPPORTUNITY. |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER HARDWARE | PropertyDesc |
| Acquired | 2019-07-23 | AcquiredDt |
| Cost Or Other Basis | $4,243 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $544 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3 | LifeRt |
| Current Year Expense | $1,414 | CurrentYearExpenseAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANET LABS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HARRISON ST FLOOR 4 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-11-30 | GrantDt |
| Grant | $400,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE DATA TO SUPPORT THE UNITED NATIONS' SUSTAINABLE DEVELOPMENT GOALS PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/01/2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-11-01 | VerificationDt |
| Results Of Verification | THE GRANT IS IN PROCESS OF BEING UTIILIZED BY THE GRANTEE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400,000 FV ALIBABA HLDG 3.6% | $440,547 | $440,547 |
| 500,000 FV AMAZON INC SR 3.8% | $562,070 | $562,070 |
| 300,000 FV AMERICAN WTR 3.85% | $327,876 | $327,876 |
| 250,000 FV APPLE INC SR 2.85% | $262,533 | $262,533 |
| 400,000 FV BK OF AMER CHR VAR% | $412,992 | $412,992 |
| 365,000 FV BK OF MONTRE VAR% | $367,997 | $367,997 |
| 500,000 FV BK NY MLO COR VAR% | $508,470 | $508,470 |
| 300,000 FV BARCLAYS BK PL 1.05 | $297,894 | $297,894 |
| 250,000 FV BURLIN SANTA 3.05% | $259,713 | $259,713 |
| 100,000 FV FALGSTAFF AR 0.801% | $100,212 | $100,212 |
| 250,000 FV FORT LUEDLE 5.143% | $273,420 | $273,420 |
| 400,000 FV GILEAD SINES INC 4. | $400,000 | $400,000 |
| 250,000 FV INT. BUSINESS 2.85 | $258,880 | $258,880 |
| 179,000 FV MEDTRONIC INC 3.5% | $200,876 | $200,876 |
| 500,000 FV TOKYP MTO JAPAN 2% | $503,065 | $503,065 |
| 400,000 FV MICROSOFT CO 3.125% | $447,176 | $447,176 |
| 250,000 FV NIKE INC SR 2.4% | $269,423 | $269,423 |
| 500,000 FV ORACLE CORP 2.625% | $523,355 | $523,355 |
| 300,000 FV ROYAL BK CDA VAR% | $302,994 | $302,994 |
| 250,000 FV SUNTRUST BK VAR% | $254,538 | $254,538 |
| 300,000 FV SWEDBANK FR 2.65% | $301,257 | $301,257 |
| 391,000 FV TD AMERI HLDG VAR% | $392,036 | $392,036 |
| 400,000 FV TJX COS INC 3.5% | $446,596 | $446,596 |
| 250,000 FV TOYOTA MTR CR 1.35% | $256,665 | $256,665 |
| 250,000 FV US BK NATL 2.05% | $264,555 | $264,555 |
| 450,000 FV VISA INC 3.15% | $504,833 | $504,833 |
| 450,000 FV WELLPOINT INC 3.3% | $475,983 | $475,983 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 83,575 SH FEDERATED HRES ST FD | $728,773 | $728,773 |
| 29,075 SH VANGUARD ST INFL FD | $744,621 | $744,621 |
| 13,751 SH VANGUARD INFL FD | $389,425 | $389,425 |
| 12,884 SH VANGUARD INTRM TRM | $150,744 | $150,744 |
| 157,261 SH VANGUARD ST INTR FD | $1,734,584 | $1,734,584 |
| 77,641 SH LORD ABBETT ULTRA BD | $779,508 | $779,508 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,219,962 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,219,962 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,693,078 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,693,078 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER HARDWARE | CategoryOrItemTxt |
| Cost Or Other Basis | $4,243 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,958 | AccumulatedDepreciationAmt |
| Book Value | $2,285 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $76,692 | LegalFeesAmt |
| Disbursements Charitable Prps | $84,811 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $8,500 | BOYBookValueAmt |
| EOY Book Value | $106,943 | EOYBookValueAmt |
| EOYFMV | $106,943 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $66,016 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $421 | $421 | |
| TELEPHONE | $800 | $800 | |
| INVESTMENT & BANK EXPENSES | $83,948 | $40,658 | $40,658 |
| OFFICE EXPENSES | $11,235 | $11,235 | |
| INSURANCE | $30,428 | $27,529 | |
| PAYROLL EXPENSES | $2,587 | $2,612 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| WEBSITE CONSULTING & SERVICES | $4,378 | $7,315 |
| PROGRAM CONSULTING | $140,300 | $140,300 |
| COMMUNICATION CONSULTING | $30,000 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $325,000 | |
| PAYROLL TAXES | $23,442 | $90,838 |