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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T10:46:00-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475446562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOUM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOUM | BusinessNameControlTxt |
| Phone | 4159033200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 EL CAMINO REAL 603 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN KOUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033200 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L MORIARTY | PreparerPersonNm |
| PTIN | P00077306 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2019-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.35.164.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 08:45:51 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0C54D7277EB0759CB5F65222E8722703959F2592 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96BD04DD84A68DEC77757C134E484247D1D6E17F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,548,715,878 | 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 | $337,910,966 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,796,617 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,796,617 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,647,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,535,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,362,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,277,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,362,053 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,953 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $53,953 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $384,770,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,748,397 | 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 |
| Legal Fees Rev And Expnss | $26,647 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $101,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,030,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $675,249 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,431,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,431,120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,629,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,106,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,001,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,001,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,630,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,106,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,102,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $346,140,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,642,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $255,395,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,826,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,826,116 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,037,656,409 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,538,889,762 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,538,889,762 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,293,051,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,548,715,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,548,715,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,293,051,703 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,548,715,878 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,293,051,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,715,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,293,051,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,548,715,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,293,051,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $346,140,168 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,639,191,871 | SubtotalAmt |
| Other Decreases | $90,475,993 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,715,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS #704-3 | P | $10,861,294 | $10,872,941 | -$11,647 | -$11,647 |
| GS #704-3 | P | $40,831,353 | $40,908,278 | -$76,925 | -$76,925 |
| GS #704-3 | P | $4,900,000 | $4,900,000 | $0 | $0 |
| GS #705-0 | P | $12,430,850 | $13,519,616 | -$1,088,766 | -$1,088,766 |
| GS #705-0 | P | $11,473,959 | $10,984,714 | $489,245 | $489,245 |
| GS #705-0 | P | $36,394 | $71,890 | -$35,496 | -$35,496 |
| GS #706-8 | P | $204,588,904 | $200,930,769 | $3,658,135 | $3,658,135 |
| GS #706-8 | P | $52,561,781 | $46,011,919 | $6,549,862 | $6,549,862 |
| GS #707-6 | P | $2,229,671 | $2,229,677 | -$6 | -$6 |
| GS #707-6 | P | $17,128,140 | $17,179,950 | -$51,810 | -$51,810 |
| GS #708-4 | P | $1,764,074 | $1,852,329 | -$88,255 | -$88,255 |
| GS #708-4 | P | $16,628,825 | $13,403,482 | $3,225,343 | $3,225,343 |
| GS #862-8 | P | $2,894,527 | $2,902,283 | -$7,756 | -$7,756 |
| GS #862-8 | P | $250,560 | -$250,560 | -$250,560 | |
| GS #862-8 | P | $6,712,187 | $6,729,383 | -$17,196 | -$17,196 |
| GS #862-8 | P | $6,918 | $6,918 | $6,918 | |
| GS #862-8 | P | $135,232 | -$135,232 | -$135,232 | |
| GS #722-5 | P | $413,072 | -$413,072 | -$413,072 | |
| GS #722-5 | P | $619,607 | -$619,607 | -$619,607 | |
| GS #706-8 - CAPITAL GAIN DISTRIBUTIONS | P | $7,716 | $7,716 | $7,716 | |
| GS #708-4 - CAPITAL GAIN DISTRIBUTIONS | P | $1,221,162 | $1,221,162 | $1,221,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,362,053 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,906,356 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $757,506,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,018,127 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $463,632,874 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.002196 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $126,343,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.011313 | TotalDistributionRt |
| Average Distribution | 0.003771 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,276,567,102 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,813,935 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426,420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,240,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,102,250 | 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 | $426,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $426,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $426,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $413,864 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $180,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $593,864 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $167,444 | OverpaymentAmt |
| Applied To ES Tax | $167,444 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAN KOUM | |||||||||
| C/O FRANK RIMERMAN CO LLP 1801 PAGE | MILL RD | PALO ALTO | CA | 94304 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| YANA KALIKA | |||||||||
| C/O FRANK RIMERMAN CO LLP 1801 PAGE | MILL RD | PALO ALTO | CA | 94304 | CHIEF FINANCIAL OFFICER AN | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 555 CALIFORNIA STREET 45TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT SERVICES | $3,431,120 |
| ARABELLA ADVISORS | |||||
| 601 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PROJECT SUPPORT | $101,250 |
| 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 | $1,275,999,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,008,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,296,007,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,296,007,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,440,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,276,567,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,828,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,828,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $426,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $426,420 | TotalTaxAmt |
| Distributable Before Adj | $63,401,935 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,401,935 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,401,935 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,102,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,102,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $426,420 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,675,830 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,401,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,981,444 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,102,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,981,444 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $63,281,129 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAN KOUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADDISON-PENZAK JEWISH COMMUNITY CENTER OF SILICON VALLEY (AP JCC) - JCC LOS | ||||||
| 14855 OKA ROAD SUITE 201 | LOS GATOS | CA | 95032 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $10,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $500,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 |
| BNAI BRITH YOUTH ORGANIZATION | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,400,000 |
| BNAI ZION FOUNDATION | ||||||
| 1430 BROADWAY 1804 | NEW YORK | NY | 10016 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,275,000 |
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | ||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $55,000 |
| FOUNDATION FOR JEWISH CAMP | ||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $241,000 |
| FRIENDS OF IR DAVID INC | ||||||
| 575 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $3,000,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | 501(C)(3) PUBLIC CHA | MAJOR GIFT FUND | $5,300,000 |
| FRIENDS OF YAD SARAH | ||||||
| 445 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 |
| GLOBAL JEWISH ASSISTANCE AND RELIEF NETWORK | ||||||
| 511 AVENUE OF THE AMERICAS SUITE 18 | NEW YORK | NY | 10011 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $75,000 |
| HAROLD GRINSPOON FOUNDATION | ||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $250,000 |
| ISRAEL & CO | ||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $2,000,000 |
| ISRAEL HEALTHCARE FOUNDATION | ||||||
| 25 W 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 |
| ISRAEL ON CAMPUS COALITION | ||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $900,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $310,000 |
| MACCABEE TASK FORCE FOUNDATION | ||||||
| PO BOX 19698 | LAS VEGAS | NV | 89132 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $300,000 |
| MOISHE HOUSE | ||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $70,000 |
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | ||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $1,000,000 |
| PROJECT GIVING KIDS INC | ||||||
| 1150 WALNUT STREET SECOND FLOOR | NEWTON | MA | 02461 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $50,000 |
| PROJECT KESHER | ||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $150,000 |
| RUSSIAN-SPEAKING JEWISH COMMUNITY OF SAN FRANCISCO BAY AREA | ||||||
| 1801 BALBOA STREET | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $25,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $10,000,000 |
| THE FREEBSD FOUNDATION | ||||||
| 2222 14TH STREET | BOULDER | CO | 80302 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $750,000 |
| TIDES CENTER | ||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | GENERAL CHARITY | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,001,000 | 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 | $16,796,617 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,647,171 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,362,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,859,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,859,794 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| THE JAN KOUM FAMILY TRUST | ||||||
| 1 | C/O FRANK RIMERMAN CO LLP 1801 PAGE | PALO ALTO | CA | 94133 | $91,924,268 | Yes (X) |
| JAN KOUM | ||||||
| 2 | C/O FRANK RIMERMAN CO LLP 1801 PAGE | PALO ALTO | CA | 94133 | $245,986,698 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 694,659 SHARES FACEBOOK, INC AND CASH | $91,924,268 | 2018-12-27 |
| 2 | 1,858,687 SHARES FACEBOOK, INC AND CASH | $245,986,698 | 2018-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $39,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS #101-9 | FMV | $334,718,311 | $334,718,311 |
| GOLDMAN SACHS #704-3 | FMV | $487,333,995 | $487,333,995 |
| GOLDMAN SACHS #705-0 | FMV | $101,473,407 | $101,473,407 |
| GOLDMAN SACHS #706-8 | FMV | $190,221,367 | $190,221,367 |
| GOLDMAN SACHS #707-6 | FMV | $123,646,874 | $123,646,874 |
| GOLDMAN SACHS #708-4 | FMV | $212,560,103 | $212,560,103 |
| GOLDMAN SACHS #722-5 & 862-8 | FMV | $88,935,705 | $88,935,705 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,647 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $90,475,993 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,431,120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,431,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted 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)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| JAN KOUM | ||||
| C/O FRANK RIMERMAN CO LLP 1801 PAGE | MILL RD | PALO ALTO | CA | 94304 |
| THE JAN KOUM FAMILY TRUST | ||||
| C/O FRANK RIMERMAN CO LLP 1801 PAGE | MILL RD | PALO ALTO | CA | 94304 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $675,249 | $675,249 | $0 |
| OTHER FILING FEES | $310 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $4,355,000 | $0 | $0 |