CAPITAL IMPACT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL IMPACT FOUNDATION (EIN 27-1817842)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349103106
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:12:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-11-11 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.125.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75797020193185000061 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 38B4FB2CE59CE46811E34F460807A6C659CE51A2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2FA51F56A68A27AF78ED9FDD01EF2A8A078D4EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $967,780 | 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 | $1,090,086 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,090,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,771 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,771 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $918,458 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $918,458 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $926,276 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,383 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,674 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $758,010 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $790,106 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $790,106 | RcvblFromOfficersEOYFMVAmt |
| Total Assets BOY | $802,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $967,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $967,780 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $802,393 | UnrestrictedBOYAmt |
| Unrestricted EOY | $966,280 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $802,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $966,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $802,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $967,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $802,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,887 | ExcessRevenueOverExpensesAmt |
| Subtotal | $966,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $966,280 | 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 | $514,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $144,150 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.567804 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $558,559 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $96,631 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.780329 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $471,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.833788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $66,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.886453 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $97,820 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.89634 | DistributionYr5Rt |
| Total Distribution | 17.964714 | TotalDistributionRt |
| Average Distribution | 3.592943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $111,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,352 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $399,353 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $926,276 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1 | SubtotalAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1 | TaxDueAmt |
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 | $112,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,842 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $5,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $926,276 | 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 | $926,276 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $926,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,556 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $180,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $464,857 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $553,727 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $507,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,893,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $926,276 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $920,720 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,814,607 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $180,609 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,633,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $187,603 | ExcessFromYear4Amt |
| Excess From Year3 | $464,857 | ExcessFromYear3Amt |
| Excess From Year2 | $553,727 | ExcessFromYear2Amt |
| Excess From Year1 | $507,091 | ExcessFromYear1Amt |
| Excess From Current Year | $920,720 | 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 (41 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 2018 Steve Young Desert Classic for Wasach Adaptive Sports to support Toys for Tots at Packard Children's Hospital and to provide therapeutic recreational, educational, and social programs. | $435,000 |
| Hillsborough Schools Foundation | |||||||
| EIN 94-2634550 | 300 El Cerrito Avenue | Hillsborough | CA | 94010 | PC | Donation for 2017-18 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 | MATCHING GIFT CHALLENGE FOR CHILDHOOD CANCER RESEARCH TO HUNTSMAN CANCER FOUNDATION. | $27,500 |
| 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. | $15,000 |
| 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 |
| Bay Area Deputy Sheriffs' Charitable Foundation | |||||||
| EIN 30-0287554 | 460 Brannan St Suite 77650 | San Francisco | CA | 94107 | PC | Support for 2018 BADSCF Christmas Shopping Event and 2018 BADSCF Back to School Event. Providing school supplies, clothes, and backpacks to students from low income families. | $5,000 |
| 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. Brown & 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. | $16,000 |
| Club Assist USA Inc | |||||||
| EIN 47-2823046 | 20804 S Hadrian Way | Queen Creek | AZ | 85142 | PC | 2:1 Foundation Match - L. Brown Donation - to Club Assist USA. | $1,000 |
| Thanksgiving Point | |||||||
| EIN 84-1416158 | 3003 N Thanksgiving Way | Lehi | UT | 84043 | PC | Sponsorship to the 2018 Thanksgiving Point Discovery Cup. Thanksgiving Point's mission is to draw upon the natural world and cultivate transformative family learning. | $10,000 |
| Camp Kesem | |||||||
| EIN 51-0454157 | 10586 W Pico Blvd 196 | Los Angeles | CA | 90232 | PC | Donation to Camp Kesem, which is a nationwide community, driven by passionate college student leaders, that supports children through and beyond their parent's cancer. | $5,000 |
| Trustees of Amherst | |||||||
| EIN 04-2103542 | PO Box 5000 Controllers Office | Amherst | MA | 01002 | PC | Donation to Trustees of Amherst College which have 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 87-0431673 | 60 E South Temple Suite 900 | Salt Lake City | UT | 84111 | PC | Sponsorship of 2018 Distinguished Utah event. | $10,000 |
| American Friends of Cancer Research | |||||||
| EIN 65-0520985 | Chapel York 1000 N West St No 1200 | WILMINGTON | DE | 19801 | PC | Donation to American Friends of Cancer Research. | $12,500 |
| Menlo Atherton Pop Warner | |||||||
| EIN 26-2863512 | PO Box 809 | MENLO PARK | CA | 94025 | PC | Donation to Menlo Atherton Pop Warner. | $5,000 |
| National MS Society | |||||||
| EIN 13-5661935 | 733 Third Avenue | New York | NY | 100173288 | PC | 2:1 Foundation Match Eric Pederson - P. Cozzi, G. Shipp, J. Bollinger & J. Block Donation - to National MS Society. | $690 |
| Oak Knoll PTO | |||||||
| EIN 20-1192341 | 1895 Oak Knoll Lane | Menlo Park | CA | 940256120 | PC | 2:1 foundation Match - N. White donation - to Oak Knoll PTO. | $200 |
| MPAEF | |||||||
| EIN 94-2871701 | PO Box 584 | Menlo Park | CA | 940260584 | PC | 2:1 foundation Match - N. White donation - to MPAEF. | $1,000 |
| Bucknell University | |||||||
| EIN 24-0772407 | 1 Dent Drive Finance Office | Lewisburg | PA | 17837 | PC | 2:1 foundation Match - M. Wu donation - to Bucknell University. | $100 |
| Mission Dolores Parish | |||||||
| EIN 94-0685110 | 3321 16TH ST | San Francisco | CA | 94114 | PC | 2:1 Foundation Match - A. Tompkins Donation - to Mission Dolores Parish. | $3,000 |
| New York City Police Department | |||||||
| EIN 11-3062680 | 272 Durant Avenue | Staten Island | NY | 10306 | PC | Donation to NYPD Foundation Bronze Table. | $15,000 |
| 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 2017-18 School Year. Supports the Menlo School. | $15,000 |
| California Academy of Sciences | |||||||
| EIN 94-1156258 | 55 Music Concourse Drive | San Francisco | CA | 94118 | PC | Donation to California Academy of Sciences. | $10,000 |
| PGA Tour Inc | |||||||
| EIN 52-0999206 | 100 PGA Tour Boulevard | Ponte Vedra Beach | FL | 32082 | PC | 2018 Ellie Mae Classic Tournament Sponsorship. | $3,855 |
| Legends of Sports | |||||||
| EIN 82-1967259 | 1442 East Lincoln Ave Suite 331 | Orange | CA | 92865 | PC | Donation to Legends of Sports. | $5,000 |
| Big Brothers Big Sisters of the Bay Area | |||||||
| EIN 23-7108045 | 649 Mission Street | San Francisco | CA | 94105 | PC | Donation to Big Brothers Big Sisters of the Bay Area, with the mission to provide children facing adversity with strong and enduring, professionally supported, one-to-one mentoring relationships that change their lives for the better forever. | $3,500 |
| Jazz at the Ballroom | |||||||
| EIN 81-5132247 | 1325 Howard Ave 339 | Burlingame | CA | 94010 | PC | Donation to Jazz at the Ballroom, which is dedicated to showcasing and promoting jazz artists, enhancing the appreciation for jazz in California, and fostering music and arts in schools in the Bay Area. | $2,500 |
| Get Involved Foundation | |||||||
| EIN 47-5203795 | PO Box 714 | Los Altos | CA | 94023 | PC | Donation to Get Involved Foundation, which seeks to connect high school students with their interests and helps them make a measurable difference in their communities. | $10,000 |
| Davidson College | |||||||
| EIN 56-0529961 | Post Office Box 7162 | Davidson | NC | 280357162 | PC | 2:1 Foundation Match - Anna Ike Donation - to Davidson College | $1,500 |
| Connecticut Partnership for Children Inc | |||||||
| EIN 26-4609367 | 98 Olive Street | Naugatuck | CT | 06770 | PC | 2:1 Foundation Match etouches - J. Block Donation - to Connecticut Partnership for Children, Inc., which is dedicated to supporting low income children throughout Connecticut by working with their families and the communities in which they live. | $200 |
| Send It | |||||||
| EIN 36-4771251 | PO Box 1841 | Truckee | CA | 96161 | PC | 2:1 Foundation Match Katie Halsted Hoch - P. Sampognaro Donation - to Send It with the mission of inspiring positivity, courage, and gratitude in young adult cancer fighters and survivors through the gift of outdoor adventure and community. | $213 |
| Crystal Springs Uplands School | |||||||
| EIN 94-1247265 | 400 Uplands Drive | Hillsborough | CA | 940106946 | PC | 2:1 Foundation Match - P. Dugoni Donation - to Crystal Springs Uplands School, which seeks to inspire motivated learners to lead meaningful lives in a rapidly changing world. | $1,000 |
| Indiana University Foundation | |||||||
| EIN 35-6018940 | PO Box 500 | Bloomington | IN | 47402 | PC | 2:1 Foundation Match - D. Stano Donation - to Wells Scholar Program, which pays the full cost of attendance for four years of undergraduate study to IU's Bloomington campus and other financial support for Scholars. | $3,000 |
| Love Without Boundaries | |||||||
| EIN 06-1710161 | 2009 Arapaho Road | Edmond | OK | 73013 | PC | 2:1 Foundation Match - H. Barenz Donation - to Love Without Boundaries, which is dedicated to transforming the lives of orphaned and impoverished children by providing hope and healing. | $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 | $1,500 |
| Great Lakes Academy | |||||||
| EIN 46-1862158 | 8401 South Saginaw | Chicago | IL | 60617 | PC | 2:1 Foundation Match - L. Brown Donation - to Great Lakes Academy, who's mission is to prepare students with the fundamental academic skills, critical thinking ability, and strength of character to excel in high school, college, and a career of their choice. | $1,000 |
| Make a Wish Foundation | |||||||
| EIN 86-0481941 | 4742 N 24th Street No 400 | Phoenix | AZ | 850164862 | PC | 2:1 Foundation Match - F. Mirza Donation - to Make a Wish Foundation to support life-changing wishes for children with critical illnesses. | $200 |
| Polaris Project | |||||||
| EIN 03-0391561 | PO Box 65323 | Washington | DC | 20035 | PC | 2:1 Foundation Match - F. Mirza Donation - to Polaris Project to support its mission to disrupt human trafficking networks and help survivors restore their freedom. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $918,458 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | 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 | $77 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77 | 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 (11 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 | Province Or StateContributorForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HGGC LLC | |||||||||||
| 1 | 1950 University Avenue Suite 350 | Palo Alto | CA | 94303 | $790,086 | 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) | |||||
| DEALER-TX GROUP INC | |||||||||||
| 6 | $10,000 | Yes (X) | 2 LANSING SQUARE 1007 | TORONTO | CA | M2J4P8 | ONTARIO | ||||
| Aventri Inc | |||||||||||
| 7 | 13 MARSHALL ST 1 | NORWALK | CT | 06854 | $35,000 | Yes (X) | |||||
| Denodo Technologies Inc | |||||||||||
| 8 | 530 Lytton Ave Ste 301 | Palo Alto | CA | 94301 | $25,000 | Yes (X) | |||||
| HelpSystems LLC | |||||||||||
| 9 | 6455 City West Parkway | Eden Prairie | MN | 55344 | $35,000 | Yes (X) | |||||
| Idera Inc | |||||||||||
| 10 | 2950 NORTH LOOP FREEWAY WEST SUITE | HOUSTON | TX | 77092 | $35,000 | Yes (X) | |||||
| Nutraceutical Corporation | |||||||||||
| 11 | 1777 SUN PEAK DRIVE | PARK CITY | UT | 84098 | $20,000 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CHARGES - BANK | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $37 | DisbursementsCharitablePrpsAmt |
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 | $790,106 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $10 | Amt |