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KOUM FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KOUM FAMILY FOUNDATION (EIN 47-5446562)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-11
IRS object ID
201933159349100138
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-11T10:46:00-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475446562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KOUM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOUMBusinessNameControlTxt
Phone4159033200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 EL CAMINO REAL 603AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAN KOUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4159033200PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNANCY L MORIARTYPreparerPersonNm
PTINP00077306PTIN
Phone6508458100PhoneNum
Preparation2019-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.35.164.230IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm08:45:51IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0C54D7277EB0759CB5F65222E8722703959F2592AtSubmissionCreationDeviceId
At Submission Filing Device Id96BD04DD84A68DEC77757C134E484247D1D6E17FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,548,715,878FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$337,910,966ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16,796,617InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,796,617InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,647,171DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,535,774DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,362,053NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$386,277,755GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,362,053CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$53,953OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53,953OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$384,770,760TotalRevAndExpnssAmt
Total Net Invst Incm$46,748,397TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,647LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$101,441OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$101,250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,030,559TaxesRevAndExpnssAmt
Taxes Net Invst Incm$675,249TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,431,120OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,431,120OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,629,592TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,106,369TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$101,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,001,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,001,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,630,592TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,106,369TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,102,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$346,140,168ExcessRevenueOverExpensesAmt
Net Investment Income$42,642,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$255,395,294SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,826,116SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,826,116SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,037,656,409OtherInvestmentsBOYAmt
Other Investments EOY$1,538,889,762OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,538,889,762OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,293,051,703TotalAssetsBOYAmt
Total Assets EOY$1,548,715,878TotalAssetsEOYAmt
Total Assets EOYFMV$1,548,715,878TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,293,051,703UnrestrictedBOYAmt
Unrestricted EOY$1,548,715,878UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,293,051,703TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,548,715,878TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,293,051,703TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,548,715,878TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,293,051,703TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$346,140,168ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,639,191,871SubtotalAmt
Other Decreases$90,475,993OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,548,715,878TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GS #704-3P$10,861,294$10,872,941-$11,647-$11,647
GS #704-3P$40,831,353$40,908,278-$76,925-$76,925
GS #704-3P$4,900,000$4,900,000$0$0
GS #705-0P$12,430,850$13,519,616-$1,088,766-$1,088,766
GS #705-0P$11,473,959$10,984,714$489,245$489,245
GS #705-0P$36,394$71,890-$35,496-$35,496
GS #706-8P$204,588,904$200,930,769$3,658,135$3,658,135
GS #706-8P$52,561,781$46,011,919$6,549,862$6,549,862
GS #707-6P$2,229,671$2,229,677-$6-$6
GS #707-6P$17,128,140$17,179,950-$51,810-$51,810
GS #708-4P$1,764,074$1,852,329-$88,255-$88,255
GS #708-4P$16,628,825$13,403,482$3,225,343$3,225,343
GS #862-8P$2,894,527$2,902,283-$7,756-$7,756
GS #862-8P$250,560-$250,560-$250,560
GS #862-8P$6,712,187$6,729,383-$17,196-$17,196
GS #862-8P$6,918$6,918$6,918
GS #862-8P$135,232-$135,232-$135,232
GS #722-5P$413,072-$413,072-$413,072
GS #722-5P$619,607-$619,607-$619,607
GS #706-8 - CAPITAL GAIN DISTRIBUTIONSP$7,716$7,716$7,716
GS #708-4 - CAPITAL GAIN DISTRIBUTIONSP$1,221,162$1,221,162$1,221,162
FieldValueIRS element (for citing)
Capital Gain Net Income$12,362,053CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,906,356AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$757,506,349NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.009117DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,018,127AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$463,632,874NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.002196DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$126,343,247NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.011313TotalDistributionRt
Average Distribution0.003771AverageDistributionRt
Net Vl Noncharitable Assets$1,276,567,102NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,813,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$426,420NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,240,355AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,102,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$426,420InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$426,420SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$426,420TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$413,864EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$180,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$593,864TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$167,444OverpaymentAmt
Applied To ES Tax$167,444AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN CO LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6508458100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAN KOUM
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304PRESIDENT3.00$0$0$0
YANA KALIKA
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304CHIEF FINANCIAL OFFICER AN3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GOLDMAN SACHS & CO
555 CALIFORNIA STREET 45TH FLOORSAN FRANCISCOCA94104INVESTMENT MANAGEMENT SERVICES$3,431,120
ARABELLA ADVISORS
601 CALIFORNIA STREETSAN FRANCISCOCA94108PROJECT SUPPORT$101,250
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,275,999,072AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,008,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,296,007,210TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,296,007,210AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,440,108CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,276,567,102NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,828,355MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,828,355MinimumInvestmentReturnAmt
Tax Based On Investment Income$426,420TaxBasedOnInvestmentIncomeAmt
Total Tax$426,420TotalTaxAmt
Distributable Before Adj$63,401,935DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$63,401,935DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$63,401,935DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,102,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,102,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$426,420PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,675,830AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,401,935DistributableAsAdjustedAmt
Undistributed Income PY$29,981,444UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$30,102,250QualifyingDistributionsAmt
Applied To Year1$29,981,444AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$120,806AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$63,281,129UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAN KOUMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADDISON-PENZAK JEWISH COMMUNITY CENTER OF SILICON VALLEY (AP JCC) - JCC LOS
14855 OKA ROAD SUITE 201LOS GATOSCA95032501(C)(3) PUBLIC CHAGENERAL CHARITY$10,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREETNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$500,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
BNAI BRITH YOUTH ORGANIZATION
800 EIGHTH STREET NWWASHINGTONDC20001501(C)(3) PUBLIC CHAGENERAL CHARITY$1,400,000
BNAI ZION FOUNDATION
1430 BROADWAY 1804NEW YORKNY10016501(C)(3) PUBLIC CHAGENERAL CHARITY$1,275,000
FEDERATION OF JEWISH COMMUNITIES OF THE CIS
445 PARK AVENUE 9TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$55,000
FOUNDATION FOR JEWISH CAMP
253 WEST 35TH STREET 4TH FLOORNEW YORKNY10001501(C)(3) PUBLIC CHAGENERAL CHARITY$241,000
FRIENDS OF IR DAVID INC
575 LEXINGTON AVE 4TH FLOORNEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$3,000,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
6505 WILSHIRE BLVD SUITE 625LOS ANGELESCA90048501(C)(3) PUBLIC CHAMAJOR GIFT FUND$5,300,000
FRIENDS OF YAD SARAH
445 PARK AVENUE SUITE 1702NEW YORKNY10022501(C)(3) PUBLIC CHAGENERAL CHARITY$300,000
GLOBAL JEWISH ASSISTANCE AND RELIEF NETWORK
511 AVENUE OF THE AMERICAS SUITE 18NEW YORKNY10011501(C)(3) PUBLIC CHAGENERAL CHARITY$75,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001501(C)(3) PUBLIC CHAGENERAL CHARITY$250,000
ISRAEL & CO
1460 BROADWAYNEW YORKNY10036501(C)(3) PUBLIC CHAGENERAL CHARITY$2,000,000
ISRAEL HEALTHCARE FOUNDATION
25 W 45TH STREET SUITE 1405NEW YORKNY10036501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
ISRAEL ON CAMPUS COALITION
734 15TH STREET NW SUITE 600WASHINGTONDC20005501(C)(3) PUBLIC CHAGENERAL CHARITY$900,000
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST STREETSAN FRANCISCOCA94115501(C)(3) PUBLIC CHAGENERAL CHARITY$310,000
MACCABEE TASK FORCE FOUNDATION
PO BOX 19698LAS VEGASNV89132501(C)(3) PUBLIC CHAGENERAL CHARITY$300,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024501(C)(3) PUBLIC CHAGENERAL CHARITY$70,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303501(C)(3) PUBLIC CHAGENERAL CHARITY$1,000,000
PROJECT GIVING KIDS INC
1150 WALNUT STREET SECOND FLOORNEWTONMA02461501(C)(3) PUBLIC CHAGENERAL CHARITY$50,000
PROJECT KESHER
729 SEVENTH AVENUE 9TH FLOORNEW YORKNY10019501(C)(3) PUBLIC CHAGENERAL CHARITY$150,000
RUSSIAN-SPEAKING JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA
1801 BALBOA STREETSAN FRANCISCOCA94121501(C)(3) PUBLIC CHAGENERAL CHARITY$25,000
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305501(C)(3) PUBLIC CHAGENERAL CHARITY$10,000,000
THE FREEBSD FOUNDATION
2222 14TH STREETBOULDERCO80302501(C)(3) PUBLIC CHAGENERAL CHARITY$750,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129501(C)(3) PUBLIC CHAGENERAL CHARITY$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,001,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,796,617ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,647,171ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$53,953ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,362,053ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,859,794ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,859,794TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
THE JAN KOUM FAMILY TRUST
1C/O FRANK RIMERMAN CO LLP 1801 PAGEPALO ALTOCA94133$91,924,268Yes (X)
JAN KOUM
2C/O FRANK RIMERMAN CO LLP 1801 PAGEPALO ALTOCA94133$245,986,698Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1694,659 SHARES FACEBOOK, INC AND CASH$91,924,2682018-12-27
21,858,687 SHARES FACEBOOK, INC AND CASH$245,986,6982018-12-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$39,825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS #101-9FMV$334,718,311$334,718,311
GOLDMAN SACHS #704-3FMV$487,333,995$487,333,995
GOLDMAN SACHS #705-0FMV$101,473,407$101,473,407
GOLDMAN SACHS #706-8FMV$190,221,367$190,221,367
GOLDMAN SACHS #707-6FMV$123,646,874$123,646,874
GOLDMAN SACHS #708-4FMV$212,560,103$212,560,103
GOLDMAN SACHS #722-5 & 862-8FMV$88,935,705$88,935,705

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$26,647LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND LOSSESDesc
Amt$90,475,993Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$3,431,120RevenueAndExpensesPerBooksAmt
Net Investment Income$3,431,120NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GS #7050$49,472$49,472$49,472
GS #7068$3,617$3,617$3,617
GS #8628$2,620$2,620$2,620
GS #7043$3$3$3
GS #7043 - ORDINARY GAINS$3,303$3,303$3,303
GS #7050 - ORDINARY GAINS-$27,854-$27,854-$27,854
GS #7076 - ORDINARY GAINS$21,420$21,420$21,420
GS #7084 - ORDINARY GAINS$64$64$64
GS #8628 - ORDINARY GAINS$1,308$1,308$1,308

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BILL.COM FEES$191$0$0
ARABELLA ADVISORS$101,250$0$101,250

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JAN KOUM
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304
THE JAN KOUM FAMILY TRUST
C/O FRANK RIMERMAN CO LLP 1801 PAGEMILL RDPALO ALTOCA94304

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$675,249$675,249$0
OTHER FILING FEES$310$0$0
FEDERAL TAX PAYMENTS$4,355,000$0$0