SOMELAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOMELAND FOUNDATION (EIN 45-3438376)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349106504
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:32:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | 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 | 453438376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMELAND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ADLER & COLVIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOME | BusinessNameControlTxt |
| Phone | 6508556800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508556800 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R AMSTER | PreparerPersonNm |
| PTIN | P00189994 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.15.126.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 17:44:58 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F546E16579335EB92BF816A457C158704499CFF | 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 | $274,273,518 | 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 | $65,007,104 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,536,062 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,536,062 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,152,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,152,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,736,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,703,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,405,510 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $118,384 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $142,030 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $77,550,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,236,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $375,563 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $74,489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,831 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $923,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $854,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,569,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,656 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,094,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $885,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,409,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,409,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,503,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $885,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,409,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,047,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,351,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,699,641 | CashBOYAmt |
| Cash EOY | $81,169,752 | CashEOYAmt |
| Cash EOYFMV | $81,169,752 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $72,260 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $94,075 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $94,075 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $190,947,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $193,009,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,009,691 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $192,719,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $274,273,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $274,273,518 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $37,116 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,355 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,080,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,438,741 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,117,116 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,944,096 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $181,602,190 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $259,329,422 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,602,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,329,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $192,719,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $274,273,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,602,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,047,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,679,774 | OtherIncreasesAmt |
| Subtotal | $259,329,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $259,329,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB & GOLDMAN SACHS | P | $296,395,678 | $233,297,788 | $63,097,890 | $63,097,890 |
| CAPITAL GAINS DIVIDENDS | P | $1,307,620 | $1,307,620 | $1,307,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,405,510 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,288,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,750,862 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175745 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,484,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,749,021 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053541 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,921,633 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $80,386,206 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048785 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,369,879 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,403,934 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,493,226 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,213,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081984 | DistributionYr5Rt |
| Total Distribution | 0.503620 | TotalDistributionRt |
| Average Distribution | 0.100724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $202,365,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,383,098 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $683,513 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,066,611 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,409,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,367,026 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,367,026 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,367,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,628,825 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,628,825 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $338 | EsPenaltyAmt |
| Overpayment | $261,461 | OverpaymentAmt |
| Applied To ES Tax | $261,461 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | BPM LLP | IndividualWithBooksNm |
| Phone | 6508556800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SARA WILLIAMS | ||||||||
| 135 MAIN STREET 20TH FLOOR | SAN FRANCISCO | CA | 94105 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVAN WILLIAMS | ||||||||
| 135 MAIN STREET 20TH FLOOR | SAN FRANCISCO | CA | 94105 | VP, TREASURER, SECRETARY | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBEY BANKS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $375,563 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADLER & COLVIN | |||||
| 135 MAIN STREET 20TH FLOOR | SAN FRANCISCO | CA | 94105 | LEGAL SERVICES | $68,824 |
| ADDIS GROUP INC | |||||
| 337 17TH STREET SUITE 204 | OAKLAND | CA | 94612 | BRANDING AGENCY | $65,280 |
| BPM LLP | |||||
| 600 CALIFORNIA STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | AUDIT & TAX SERVICES | $61,662 |
| 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 | $175,273,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,767,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,406,855 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,447,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $205,447,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,081,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,365,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,118,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,118,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,367,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,367,026 | TotalTaxAmt |
| Distributable Before Adj | $8,751,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,751,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,751,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,409,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,409,269 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,409,269 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,751,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $799,005 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,728,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $830,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,812,949 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,171,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,409,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,751,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,658,002 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,829,427 | 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 | $799,005 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,030,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,728,616 | ExcessFromYear4Amt |
| Excess From Year2 | $830,855 | ExcessFromYear2Amt |
| Excess From Year1 | $15,812,949 | ExcessFromYear1Amt |
| Excess From Current Year | $2,658,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA WILLIAMS | ContributingManagerNm |
| Contributing Manager | EVAN WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 509 CULTURAL CENTER | |||||||
| 1007 MARKET STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | GENERAL SUPPORT | $100,000 |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)3 | GENERAL SUPPORT | $450,000 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| 330 SEVENTH AVENUE 11TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 |
| DATA & SOCIETY RESEARCH INSTITUTE | |||||||
| 36 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 |
| DIA CENTER FOR THE ARTS | |||||||
| 535 W 22ND STREET FLOOR 4 | NEW YORK | NY | 10011 | N/A | 501(C)3 | GENERAL SUPPORT | $3,000,000 |
| FRIENDS SEMINARY | |||||||
| 222 EAST 16TH STREET | NEW YORK | NY | 10003 | N/A | 501(C)3 | GENERAL SUPPORT | $200,000 |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | |||||||
| 135 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | 501(C)3 | GENERAL SUPPORT | $488,269 |
| SCHOLARMATCH | |||||||
| PO BOX 29090 | SAN FRANCISCO | CA | 94129 | N/A | 501(C)3 | GENERAL SUPPORT | $360,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | N/A | 501(C)3 | GENERAL SUPPORT | $1,011,000 |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | N/A | 501(C)3 | GENERAL SUPPORT | $1,250,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)3 | GENERAL SUPPORT | $2,000,000 |
| WALK SAN FRANCISCO FOUNDATION | |||||||
| 333 HAYES STREET SUITE 202 | SAN FRANCISCO | CA | 94102 | N/A | 501(C)3 | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,409,269 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,536,062 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,152,873 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,736,381 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,543,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,543,700 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVAN AND SARA WILLIAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $64,999,993 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,642 SHS ALPHABET (CLASS A) | $2,207,554 | 2019-12-24 |
| 1 | 1,646 SHS ALPHABET (CLASS C) | $2,211,500 | 2019-12-24 |
| 1 | 277 SHS ATARA BIOTHERAPEUTIC | $4,651 | 2019-12-24 |
| 1 | 1,593 SHS BEYOND MEAT | $123,824 | 2019-12-24 |
| 1 | 363,121 SHS BEYOND MEAT | $28,225,395 | 2019-12-24 |
| 1 | 307 SHS EVENTBRITE | $6,278 | 2019-12-24 |
| 1 | 4,939 SHS FACEBOOK | $1,013,088 | 2019-12-24 |
| 1 | 639 SHS MONGODB | $84,699 | 2019-12-24 |
| 1 | 191 SHS NUTANIX | $6,162 | 2019-12-24 |
| 1 | 91,563 SHS PINTEREST | $1,692,084 | 2019-12-24 |
| 1 | 1,189 SHS SQUARE | $76,048 | 2019-12-24 |
| 1 | 17,000 SHS SUNRUN | $248,030 | 2019-12-24 |
| 1 | 1,767 SHS TESLA | $751,417 | 2019-12-24 |
| 1 | 872,285 SHS TWITTER | $28,349,263 | 2019-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $61,662 | Amt |
| Net Investment Income | $30,831 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $193,009,691 | BookValueAmt |
| EOYFMV | $193,009,691 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $74,489 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $31,711 | $0 | $0 |
| MISCELLANEOUS | $30,732 | $0 | $0 |
| ADVERTISING | $5,543 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INCOME | $51,687 | $142,030 | $51,687 |
| CHARLES SCHWAB & GOLDMAN SACHS - NONDIVIDEND DISTRIBUTIONS | $66,697 | $0 | $66,697 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $14,679,774 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,500,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $854,351 | $854,351 | $0 |
| OUTSIDE CONTRACT SERVICES | $68,880 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,555,560 | $0 | $0 |
| PAYROLL TAXES | $13,930 | $0 | $0 |