CAPITAL IMPACT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL IMPACT FOUNDATION (EIN 27-1817842)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349105919
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:20:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N PEARL ST STE 2000 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752012469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271817842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capital Impact Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LANCE TAYLOR | InCareOfNm |
| Business Name Control | CAPI | BusinessNameControlTxt |
| Phone | 6503214910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 University Avenue SUITE 350 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANCE TAYLOR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6503214910 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT MOORE | PreparerPersonNm |
| PTIN | P00733278 | PTIN |
| Phone | 2149991400 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75797020203215000108 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2BD5FDAFC208830AA361407960309F7C70CBF8C2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D5530944BF312492DFB5C620A2F5C937E09D8E8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,176,210 | 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 | $1,144,523 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $1,144,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $201 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,782 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,782 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $984,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $969,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $987,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $972,209 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $177,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $346,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $346,647 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $790,106 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $829,563 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $829,563 | RcvblFromOfficersEOYFMVAmt |
| Total Assets BOY | $967,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,176,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,176,210 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,485 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,485 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $966,280 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,123,725 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $966,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,123,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $967,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,176,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $966,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,445 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,123,725 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,123,725 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $926,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $111,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.333633 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $514,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $144,150 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.567804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $558,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,631 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.780329 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $471,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.833788 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,140 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.886453 | DistributionYr5Rt |
| Total Distribution | 24.402007 | TotalDistributionRt |
| Average Distribution | 4.880401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $271,685 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,325,932 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,325,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $972,209 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $99 | TotalPaymentsAndCreditsAmt |
| Overpayment | $96 | OverpaymentAmt |
| Applied To ES Tax | $96 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCE TAYLOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503214910 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1950 UNIVERSITY AVENUE SUITE 350 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| KURT A KRIEGER | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | DIRECTOR AND SECRETARY | 1.0 | $0 | $0 | $0 |
| LESLIE M BROWN JR | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | CEO AND PRESIDENT | 1.0 | $0 | $0 | $0 |
| GARY L CRITTENDEN | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GREGORY M BENSON | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RICHARD F LAWSON | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| J STEVEN YOUNG | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LANCE R TAYLOR | ||||||||
| 1950 UNIVERSITY AVENUE SUITE 350 | PALO ALTO | CA | 94303 | TREASURER | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,822 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $13,581 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $972,209 | 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 | $972,209 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $972,209 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $187,603 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $464,857 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $553,727 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $507,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $920,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,633,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $972,209 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $958,628 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,592,626 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $187,603 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,405,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $464,857 | ExcessFromYear4Amt |
| Excess From Year3 | $553,727 | ExcessFromYear3Amt |
| Excess From Year2 | $507,091 | ExcessFromYear2Amt |
| Excess From Year1 | $920,720 | ExcessFromYear1Amt |
| Excess From Current Year | $958,628 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Forever Young Foundation | |||||||
| EIN 87-0509354 | 1424 S Stapley Drive | MESA | AZ | 85204 | PC | Title sponsorship for 2019 Steve Young Bay Area and Mountain Classic for Wasach Adaptive Sports to support Toys for Tots at Packard Children's Hospital and to provide therapeutic recreational, educational, and social programs. | $482,000 |
| Hillsborough Schools Foundation | |||||||
| EIN 94-2634550 | 300 El Cerrito Avenue | Hillsborough | CA | 94010 | PC | Donation to support school year. Supports the Hillsborough City School District (California). | $15,000 |
| Huntsman Cancer Foundation | |||||||
| EIN 87-0541293 | 500 Huntsman Way | Salt Lake City | UT | 84108 | PC | donation to Huntsman Cancer Foundation to support cancer research. | $30,000 |
| Rising Star Outreach Inc | |||||||
| EIN 02-0532420 | 3305 North University Avenue Suite | Provo | UT | 84604 | PC | Hole Sponsorship Shawn Bradley Golf Invitational. Rising Star Outreach's mission is to help leprosy colonies in India become thriving, self-sufficient communications through economic rehabilitation, providing medical care, and educating children. | $5,000 |
| Utah Basketball Club | |||||||
| EIN 35-2467156 | 6499 South 1300 West | Tayorsville | UT | 84123 | PC | Support UBC - To develop responsible, deserving young men from Utah into college caliber basketball players. | $10,000 |
| Engage Now Africa Inc | |||||||
| EIN 45-4100494 | 26 Patriot Pl Ste 301 | Foxboro | MA | 02035 | PC | Support for engage now africa, inc. Engage Now Africa's long-term vision is to develop lasting sustainable change with individuals and the villages they work in by improving education, health access, clean water and sanitation, orphan support, micro-credit and anti-slavery programs. | $250,000 |
| San Francisco Zoological Society | |||||||
| EIN 94-1429538 | 1 Zoo Road | San Francisco | CA | 94132 | PC | Support for the 2018 San Francisco Zoological Society Fur Ball, which supports animal care, education, and local and global conservation programs. | $10,000 |
| Right To Play USA | |||||||
| EIN 13-4045245 | 49 West 27th Street Suite 930 | New York | NY | 10001 | PC | Donation and 2:1 foundation Match - L. Taylor - to Right To Play donation, which supports Right To Play's mission to use play to educate and empower children and youth to overcome the effects of poverty, conflict and disease in disadvantaged communities. | $28,000 |
| Thanksgiving Point Institute Inc | |||||||
| EIN 84-1416158 | 3003 N Thanksgiving Way | Lehi | UT | 84043 | PC | Sponsorship to the 2019 Thanksgiving Point Discovery Cup. Thanksgiving Point's mission is to draw upon the natural world and cultivate transformative family learning. | $10,000 |
| Amherst College Trustees | |||||||
| EIN 04-2103542 | PO Box 5000 Controllers Office | Amherst | MA | 01002 | PC | Donation to Trustees of Amherst College which has been helping students find their own voices, discover their own truths, and forge their own paths in the world since 1821. | $10,000 |
| BYU | |||||||
| EIN 87-0217280 | 60 E South Temple Suite 900 | Salt Lake City | UT | 84111 | PC | Donation to support the BYU Golf Skills Training Center. | $5,000 |
| National MS Society | |||||||
| EIN 13-5661935 | 733 Third Avenue | New York | NY | 100173288 | PC | 2:1 Foundation Match Cyndi Zagieboylo - G. Shipp - to National MS Society. | $200 |
| Golden State Warriors Community Foundation | |||||||
| EIN 45-4001645 | 1011 Broadway | Oakland | CA | 454001645 | PC | Donation to Golden State Warriors Community Foundation. | $5,000 |
| Menlo School | |||||||
| EIN 94-3204137 | 50 Valparaiso | Atherton | CA | 94027 | PC | Donation for 2018-19 School Year. Supports the Menlo School. | $15,000 |
| PGA Tour Inc | |||||||
| EIN 52-0999206 | 100 PGA Tour Boulevard | Ponte Vedra Beach | FL | 32082 | PC | 2019 Ellie Mae Classic Tournament Sponsorship. | $5,715 |
| Legends of Sports | |||||||
| EIN 82-1967259 | 1442 East Lincoln Ave Suite 331 | Orange | CA | 92865 | PC | Donation to Legends of Sports. | $5,000 |
| Davidson College | |||||||
| EIN 56-0529961 | Post Office Box 7162 | Davidson | NC | 280357162 | PC | 2:1 Foundation Match - A. Ike donation - to Davidson College. | $500 |
| Palo Alto Partners in Education | |||||||
| EIN 77-0186364 | PO Box 1557 | Palo Alto | CA | 94302 | PC | 2:1 Foundation Match - SK Young Donation - to Palo Alto Partners in Education, providing all Palo Alto Unified School District Students an educational experience beyond what is possible with public funding. | $500 |
| African Equity Fund | |||||||
| EIN 26-2283634 | 1230 California | Palo Alto | CA | 94306 | PC | 2:1 Foundation Match - SK Young Donation - to African Equity Fund. | $2,500 |
| Francis Ouimet Caddie Scholarship Fund Inc | |||||||
| EIN 04-2234126 | 300 Arnold Palmer Boulevard | Norton | MA | 02766 | PC | Donation to Francis Ouimet Scholarship Fund to support providing need-based scholarship aid to both male and female students who have demonstrated a strong work ethic by having completed at least two years of service golf. | $3,000 |
| Liahona Motu Foundation | |||||||
| EIN 26-3430103 | 2575 E Bayshore | Redwood City | CA | 94063 | PC | Donation to the Liahona Motu Foundation to help empower high school students to strive for greatness and to become responsible, compassionate leaders. | $20,000 |
| San Francisco 49ers Foundation | |||||||
| EIN 77-0287514 | 4949 MARIE P DEBARTOLO WAY | Santa Clara | CA | 95054 | PC | Donation to San Francisco 49ers Foundation, which harnesses football to educate and empower bay area youth through collective innovative and community-focused strategies. | $15,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| EIN 13-1924236 | 1275 York Avenue | New York | NY | 10065 | PC | Donation to Memorial Sloan Kettering Cancer Center to provide hope and improved outcomes to people with cancer. | $5,000 |
| St Baldrick's Foundation | |||||||
| EIN 20-1173824 | 1333 South Mayflower Ave No 400 | Monrovia | CA | 91016 | PC | Donation to St. Baldrick's Foundation to research and find cures for childhood cancers. | $5,000 |
| Tony Finau Foundation | |||||||
| EIN 47-2111415 | Tony Finau Foundation PO Box 103 | Lehi | UT | 84043 | PC | Donation to Tony Finau Foundation, which aims to empower and inspire youth and their families to discover, develop, and achieve the best of their gifts and talents through the game of golf, educational funding, and core family values. | $10,000 |
| Aspire Public Schools | |||||||
| EIN 94-3311088 | 1001 22nd Avenue No 100 | Oakland | CA | 94606 | PC | Donation to Aspire Public Schools to enrich students lives and reshape local public school systems by increasing the academic performance of California's diverse students, developing effective educators, and sharing successful practices with other forward-thinking educators. | $2,500 |
| Aim High for High School | |||||||
| EIN 94-3296338 | 2030 Harrison Street | San Francisco | CA | 94110 | PC | Donation to Aim High for High School, which creates life-changing opportunities during the summer and beyond. | $5,000 |
| Community Foundation Sonoma County | |||||||
| EIN 68-0003212 | 120 STONY POINT ROAD NO 220 | Santa Rosa | CA | 95401 | PC | 2:1 Foundation Match - to Sonoma Community Foundation. | $3,910 |
| Piedmont Hills High School Baseball | |||||||
| EIN 27-2552255 | 1377 Piedmont Road | San Jose | CA | 95132 | PC | 2:1 Foundation Match - D. Cook - to PHHS baseball program. | $1,000 |
| Indiana University Foundation | |||||||
| EIN TBD | TBD | CA | 11111 | PC | 2:1 Foundation Match - D. Stanko - to IU Wells Scholars Program. | $3,000 | |
| Children's Hope India Inc | |||||||
| EIN 11-3198837 | 7 Edgemere Drive | Albertson | NY | 11507 | PC | 2:1 Foundation Match - D. Shah - to Children's Hope India. | $1,000 |
| Ocean Conservancy inc | |||||||
| EIN 23-7245152 | 1300 19th Street NW No 8th Fl | Washington | DC | 20036 | PC | 2:1 Foundation Match - C. Shah - to Ocean Conservancy. | $1,000 |
| Crystal Springs uplands school | |||||||
| EIN 94-1247265 | 400 Uplands Dr | Hillsborough | CA | 94010 | PC | 2:1 Foundation Match - P. Dugoni - to Crystal Springs Uplands school. | $700 |
| Tufts University | |||||||
| EIN 04-2103634 | 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | PC | 2:1 Foundation Match - P. Dugoni - to Tufts University. | $600 |
| Jesuit High School | |||||||
| EIN 94-1525873 | 4133 BANKS ST | NEW ORLEANS | LA | 70119 | PC | 2:1 Foundation Match - P. Sampognaro - to Jesuit High School. | $500 |
| Davis Education Foundation | |||||||
| EIN 87-0386379 | 45 East State Street | Farmington | UT | 84025 | PC | 2:1 Foundation Match - H. Barenz - to Davis Education Foundation. | $2,000 |
| Children's Miracle Network | |||||||
| EIN 87-0387205 | 205 West 700 South | Salt Lake | UT | 84101 | PC | 2:1 Foundation Match - H. Barenz - to Children's Miracle Network. | $500 |
| FUSD Brookvale Elementary School | |||||||
| EIN 94-2931862 | 3400 Nicolet Ave | Fremont | CA | 94536 | PC | 2:1 Foundation Match - C.Shah - to FUSD Brookvale Elementary School FBO Aaditya Shah Room #305. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $969,225 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco 49ers Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EIN 77-0287514 | AddressLine1Txt |
| Address Line2 | 4949 MARIE P DEBARTOLO WAY | AddressLine2Txt |
| City | Santa Clara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Donation to San Francisco 49ers Foundation, which harnesses football to educate and empower bay area youth through collective innovative and community-focused strategies | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | |
| 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 | $131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| HGGC LLC | ||||||||||
| 1 | 1950 University Avenue Suite 350 | Palo Alto | CA | 94303 | $769,523 | Yes (X) | ||||
| Davies Group Ltd | ||||||||||
| 2 | $35,000 | Yes (X) | Po Box 2801 | Stoke On Trent | UK | ST4 9DN | ||||
| 4 Over Inc | ||||||||||
| 3 | 5900 SAN FERNANDO ROAD UNIT B | GLENDALE | CA | 91202 | $35,000 | Yes (X) | ||||
| POLICY SERVICES HOLDINGS LLC | ||||||||||
| 4 | 11575 HERON BAY BLVD SUITE 300 | CORAL SPRINGS | FL | 33076 | $35,000 | Yes (X) | ||||
| INTEGRITY MARKETING GROUP INC | ||||||||||
| 5 | 9111 CYPRESS WATERS BLVD SUITE 450 | DALLAS | TX | 75019 | $35,000 | Yes (X) | ||||
| Aventri Inc | ||||||||||
| 6 | 13 MARSHALL ST 1 | NORWALK | CT | 06854 | $35,000 | Yes (X) | ||||
| Denodo Technologies Inc | ||||||||||
| 7 | 530 Lytton Ave Ste 301 | Palo Alto | CA | 94301 | $25,000 | Yes (X) | ||||
| HelpSystems LLC | ||||||||||
| 8 | 6455 City West Parkway | Eden Prairie | MN | 55344 | $35,000 | Yes (X) | ||||
| Idera Inc | ||||||||||
| 9 | 2950 NORTH LOOP FREEWAY WEST SUITE | HOUSTON | TX | 77092 | $35,000 | Yes (X) | ||||
| Nutraceutical Corporation | ||||||||||
| 10 | 1777 SUN PEAK DRIVE | PARK CITY | UT | 84098 | $35,000 | Yes (X) | ||||
| Beauty Industry Group Inc | ||||||||||
| 11 | 631 N 400 W | SALT LAKE CITY | UT | 84103 | $35,000 | Yes (X) | ||||
| Mi9 Retail | ||||||||||
| 12 | 12000 BISCAYNE BLVD SUITE 600 | MIAMI | FL | 33181 | $35,000 | Yes (X) | ||||
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NON-PROFIT ORGANIZATIONS REGISTERED IN THE STATE OF DELAWARE ARE ONLY REQUIRED TO FILE A COPY OF THE FORM 990-PF IF THE NON-PROFIT ACTIVITIES OF THE ORGANIZATION ARE CONDUCTED WITHIN THE STATE. THE FOUNDATION DID NOT CONDUCT ANY NON-PROFIT ACTIVITIES WITHIN THE STATE OF DELAWARE; AS A RESUT, THE FOUNDATION IS NOT REQUIRED TO FILE THE FORM 990-PF IN THE STATE OF DELAWARE. | ExplanationTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - LEGAL | CategoryTxt |
| Amt | $201 | Amt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | PLEDGE REC-DUE FROM DISQUALIFIED PE | BorrowerPersonNm |
| Balance Due | $829,563 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1 | Amt |