MUSK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MUSK FOUNDATION (EIN 77-0587507)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-08
- IRS object ID
- 201841289349100979
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T15:03:17-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTC myCFO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GENG ROAD SUITE 100 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770587507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONALD F GONG | InCareOfNm |
| Business Name Control | MUSK | BusinessNameControlTxt |
| Phone | 6502105000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10195 DEPT 863 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELON MUSK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6502105000 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD F GONG | PreparerPersonNm |
| PTIN | P00191544 | PTIN |
| Phone | 6502105000 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $362,932,713 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,039,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,143,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,039,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,039,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,039,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $9,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $220,330 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $330 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,798,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,798,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,037,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,812,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,997,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,034,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,054,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,054,760 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,190,320 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,660,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $361,877,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,340,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,715,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,932,713 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,340,644 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,715,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,340,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,715,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,340,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,715,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,340,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,997,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,372,523 | OtherIncreasesAmt |
| Subtotal | $3,715,330 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,715,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20,000 SHRS TESLA INC | 2010-07-02 | 2017-02-08 | $5,151,582 | $53,172 | $5,098,410 | $5,098,410 |
| 19,100 SHRS TESLA INC | 2010-07-02 | 2017-05-19 | $5,991,925 | $50,779 | $5,941,146 | $5,941,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,039,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,369 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,907,702 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.001751 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $570,648 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $109,360 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.218069 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,297,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,665 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 8.849937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $794,547 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $150,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.271781 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $835,189 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $215,491 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.875749 | DistributionYr5Rt |
| Total Distribution | 23.217287 | TotalDistributionRt |
| Average Distribution | 4.643457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $268,042,160 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,244,642,244 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $110,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,244,752,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,812,652 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $220,696 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $220,696 | SubtotalAmt |
| Tax Based On Investment Income | $220,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $223,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,404 | OverpaymentAmt |
| Applied To ES Tax | $2,404 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MUSKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD F GONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502105000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GENG ROAD SUITE 100 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELON MUSK | ||||||||
| PO BOX 10195 DEPT 863 | PALO ALTO | CA | 94303 | PRESIDENT & DIRECTOR | 1.0 | $0 | $0 | $0 |
| KIMBAL MUSK | ||||||||
| PO BOX 10195 DEPT 863 | PALO ALTO | CA | 94303 | SECRETARY, TREASURER & DIR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $271,809,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $314,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,124,020 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $272,124,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,081,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,042,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,402,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,402,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220,696 | TotalTaxAmt |
| Distributable Before Adj | $13,181,412 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,181,412 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,181,412 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,812,652 | 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 | $47,812,652 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,812,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,181,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $211,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $787,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,290,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $565,180 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,854,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,812,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,181,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,631,240 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,485,933 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $211,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,274,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $787,011 | ExcessFromYear4Amt |
| Excess From Year3 | $1,290,643 | ExcessFromYear3Amt |
| Excess From Year2 | $565,180 | ExcessFromYear2Amt |
| Excess From Current Year | $34,631,240 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELON MUSK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YCORG | |||||||
| 335 PIONEER WAY | MOUNTAIN VIEW | CA | 94041 | NONE | PC | FOR SCIENTIFIC RESEARCH | $10,000,000 |
| VANGUARD CHARITABLE | |||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | NONE | PC | FOR PUBLIC CHARITY SUPPORT | $37,798,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,798,322 | 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 | $167 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,039,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PFIZER INC SECURITIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,039,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,039,815 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS X143-0 | $0 | $0 |
| MORGAN STANLEY | $2,660,570 | $361,877,953 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PFIZER INC SECURITIES | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) OF STOCK TRANSFER | Desc |
| Amt | $37,372,523 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEE-FORM 199 | $10 | $10 |
| FILING FEE-FORM RRF-1 | $300 | $300 |
| FILING FEE-SECRETARY OF STATE | $20 | $20 |
| FEDERAL ESTIMATED TAX | $220,000 |