SKYLINE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SKYLINE FOUNDATION (EIN 94-3380194)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-29
- IRS object ID
- 201813029349100711
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-29T11:07:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET SUITE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943380194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOW CHAIR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YELL | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET NO 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA FILO | PersonNm |
| Person Title | CFO & SECRETARY | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2018-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-01 | IPDt |
| IP Tm | 12:15:26 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFE577F76247A8229C67349CC569CC8661C3C51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $314,447,035 | 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 | $70,345,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $231,022 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,870,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,105,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,545,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,628,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,880,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $739 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$661,513 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,766,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,555,495 | 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 |
| Accounting Fees Rev And Expnss | $30,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,888,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,558,838 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $329,943 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $889,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,303 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $265 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,038 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,820,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,574,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $355,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,032,213 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,128,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,852,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,574,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,483,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,914,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,980,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,733,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,107,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,107,405 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $53,057 | AcctRcvblAmt |
| Acct Rcvbl BOY | $56,831 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $53,057 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $53,057 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,898 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,446 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,446 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $153,041,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $184,766,624 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $184,766,624 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,263,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,436,209 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,436,209 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $72,294 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $72,294 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $221,107,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,447,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $314,447,035 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $285,198 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $396,976 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,016,070 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,520,683 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $796,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,306,806 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,097,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,224,465 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $208,009,976 | UnrestrictedBOYAmt |
| Unrestricted EOY | $303,222,570 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,009,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $303,222,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $221,107,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,447,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,009,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,914,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,771,582 | OtherIncreasesAmt |
| Subtotal | $303,695,570 | SubtotalAmt |
| Other Decreases | $473,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $303,222,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS EQUTY | 2016-01-01 | 2017-12-31 | $46,200,383 | $35,994,817 | $10,205,566 | $10,205,566 | |
| GSCP V INSTITUTIONAL AIV, LP - K1 | 2016-01-01 | 2017-12-31 | $404,000 | $404,000 | $404,000 | P | |
| GS CAPITAL PARTNERS VI PARALLEL - K1 | 2016-01-01 | 2017-12-31 | $783,420 | $783,420 | $783,420 | P | |
| GSCP VI PARALLEL AIV | 2016-01-01 | 2017-12-31 | $555,707 | -$555,707 | -$555,707 | P | |
| WHITEHALL PARALLEL GLOBALREAL ESTATE 2007 - K1 | 2016-01-01 | 2017-12-31 | $153,899 | $153,899 | $153,899 | P | |
| WEST STREET ENTERY PARTNERS | 2016-01-01 | 2017-12-31 | $39,757 | -$39,757 | -$39,757 | P | |
| SOCIAL IMPACT FUND | 2016-01-01 | 2017-12-31 | $1,346 | $1,346 | $1,346 | P | |
| OZRE III ACCESS LP | 2016-01-01 | 2017-12-31 | $71,073 | $71,073 | $71,073 | P | |
| WEST STREET CP VII | 2016-01-01 | 2017-12-31 | $224 | $224 | $224 | P | |
| KKR PRINCIPAL OPPORTUNITIES | 2016-01-01 | 2017-12-31 | $90,222 | $90,222 | $90,222 | P | |
| PRIVATE EQUITY MANAGERS 2013 | 2016-01-01 | 2017-12-31 | $101,893 | $101,893 | $101,893 | P | |
| PRIVATE EQUITY MANAGERS 2014 | 2016-01-01 | 2017-12-31 | $82,226 | $82,226 | $82,226 | P | |
| GOLDMAN SACHS VINTAGE FUND III OFFSHORE, LP | 2016-01-01 | 2017-12-31 | $18,888 | $18,888 | $18,888 | P | |
| GOLDMAN SACHS VINTAGE FUND IV OFFSHORE HOLDINGS, LP | 2016-01-01 | 2017-12-31 | $129,528 | $129,528 | $129,528 | P | |
| GOLDMAN SACHS VINTAGE FUND V OFFSHORE HOLDINGS, LP | 2016-01-01 | 2017-12-31 | $363,924 | $363,924 | $363,924 | P | |
| GOLDMAN SACHS VINTAGE FUND VI OFFSHORE | 2016-01-01 | 2017-12-31 | $522,659 | $522,659 | $522,659 | P | |
| GS PRIVATE EQUITY CONCENTRATED OFFSHORE | 2016-01-01 | 2017-12-31 | $37,059 | $37,059 | $37,059 | P | |
| THOMAS H LEE EQUITY FUND VI | 2016-01-01 | 2017-12-31 | $17,354 | -$17,354 | -$17,354 | P | |
| GS MEZZANINE PARTNERS V OFFSHORE, L.P. | 2016-01-01 | 2017-12-31 | $9,158 | $9,158 | $9,158 | P | |
| GS MEZZANINE PARTNERS 2006 OFFSHORE, L.P. | 2016-01-01 | 2017-12-31 | $11,531 | $11,531 | $11,531 | P | |
| ANCHORAGE ILLIQUID OPPORTUNITIES IV ACCESS FUND | 2016-01-01 | 2017-12-31 | $11,311 | $11,311 | $11,311 | P | |
| MT KELLETT CAPITAL PARTNERS II ACCESS FUND | 2016-01-01 | 2017-12-31 | $49,099 | $49,099 | $49,099 | P | |
| GS WLR OPPORTUNITIES FUND OFFSHORE LP | 2016-01-01 | 2017-12-31 | $25,497 | -$25,497 | -$25,497 | P | |
| GROWTH AND EMERGING MARKETS PRIVATE EQUITY | 2016-01-01 | 2017-12-31 | $150,342 | $150,342 | $150,342 | P | |
| ENERGY PRIVATE EQUITY MANAGERS CONCENTRATED II LP | 2016-01-01 | 2017-12-31 | $40,398 | -$40,398 | -$40,398 | P | |
| PRIVATE EQUITY CO-INVESTMENT PARTNERS | 2016-01-01 | 2017-12-31 | $15,418 | $15,418 | $15,418 | P | |
| GLOBAL PRIVATE OPP PARTNERS II OFFSHORE | 2016-01-01 | 2017-12-31 | $13,500 | $13,500 | $13,500 | P | |
| PRIVATE EQUITY MANAGERS 2015 | 2016-01-01 | 2017-12-31 | $219,154 | $219,154 | $219,154 | P | |
| PRIVATE EQUITY MANAGERS 2016 | 2016-01-01 | 2017-12-31 | $41,563 | $41,563 | $41,563 | P | |
| VINTAGE FUND VII | 2016-01-01 | 2017-12-31 | $107,011 | $107,011 | $107,011 | P | |
| WHITEHALL STREET INTERNATIONAL REAL ESTATE CORPORATION 2005 | 2016-01-01 | 2017-12-31 | $173,245 | $173,245 | $173,245 | P | |
| ARTISAN DYNAMIC | 2016-01-01 | 2017-12-31 | $743,092 | $743,092 | $743,092 | P | |
| MCDONALD | 2016-01-01 | 2017-12-31 | $21,505 | -$21,505 | -$21,505 | P | |
| WELLINGTON | 2016-01-01 | 2017-12-31 | $344,959 | $344,959 | $344,959 | P | |
| LSV | 2016-01-01 | 2017-12-31 | $93,928 | $93,928 | $93,928 | P | |
| GOLDMAN SACHS DONATED ALTABA STOCK | 2017-11-10 | 2017-11-30 | $70,398,234 | $53,234 | $70,345,000 | $70,345,000 | D |
| CAPITAL GAINS DIVIDENDS | $2,286,572 | $2,286,572 | $2,286,572 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,880,592 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,461,545 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,264,888 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056066 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,883,269 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $238,807,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,740,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $232,905,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050411 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,352,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $205,427,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045526 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,911,164 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,769,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049570 | DistributionYr5Rt |
| Total Distribution | 0.247146 | TotalDistributionRt |
| Average Distribution | 0.049429 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $243,063,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,014,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $889,806 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,904,201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,483,666 | 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 | $889,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $889,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $889,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $852,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $101,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $953,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,194 | OverpaymentAmt |
| Applied To ES Tax | $63,194 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID FILO | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANGELA FILO | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CFO & SECRETARY | 1.00 | $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 | |||||
| 555 CALIFORNIA STREET 44TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGER | $1,504,275 |
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CONSULTANT | $353,383 |
| 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 | $246,765,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $246,765,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $246,765,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,701,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $243,063,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,153,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,153,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $889,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $889,806 | TotalTaxAmt |
| Distributable Before Adj | $11,263,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,263,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,263,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,483,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,483,666 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $889,806 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,593,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,263,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,075,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,075,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,483,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,263,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,220,287 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,296,219 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,296,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,075,932 | ExcessFromYear1Amt |
| Excess From Current Year | $2,220,287 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826 NATIONAL | |||||||
| 44 GOUGH STREET SUITE 206 | SAN FRANCISCO | CA | 94122 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR SIX AUDACIOUS GOALS | $3,900,000 | |
| THE BDOTE LEARNING CENTER | |||||||
| 3216 E 29TH STREET | MINNEAPOLIS | MN | 55406 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| BERKELEY EAST BAY HUMANE SOCIETY | |||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| BERKELEY STUDENT COOPERATIVE INC | |||||||
| 2424 RIDGE ROAD | BERKELEY | CA | 94709 | 501 (C)(3) PUBLIC CH | SCHOLARSHIP FUND | $2,500 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | 501 (C)(3) PUBLIC CH | HIGH SCHOOL AND COLLEGE ACCESS PROGRAM | $10,000 | |
| CALCASIEU AREA HABITAT FOR HUMANITY | |||||||
| 3551 AVENUE C | LAKE CHARLES | LA | 70615 | 501 (C)(3) PUBLIC CH | FOR CONSTRUCTION OF HOMES | $50,000 | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND | |||||||
| 520 3RD STREET SUITE 204 | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | STRATEGIC PLANNING | $25,000 | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND | |||||||
| 521 3RD STREET SUITE 204 | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| CANOPY | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GROWING THE CANOPY FUNDRAISING CAMPAIGN | $25,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT (NATIONAL) | $100,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | 501 (C)(3) PUBLIC CH | HIGH SCHOOL JOURNALISM PROJECTS | $50,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | 501 (C)(3) PUBLIC CH | TEACHERS SUPPORTING TEACHERS | $600,000 | |
| EAST PALO ALTO ACADEMY FOUNDATION | |||||||
| PO BOX 50803 | PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $75,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | 2107 JOURNALISM TRIP | $10,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $75,000 | |
| THE ENERGY FOUNDATION | |||||||
| 301 BATTERY STREET 5TH FLOOR | TH FLOOR SAN FRANCIS | CA | 94111 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $600,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,500,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| PO BOX 50518 | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| PO BOX 50518 | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $35,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET STREET SEVENTH FLOOR | SAN FRANCISCO | CA | 94102 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $800,000 | |
| GREENBELT ALLIANCE | |||||||
| 312 SUTTER STREET SUITE 510 | SAN FRANCISCO | CA | 94108 | 501 (C)(3) PUBLIC CH | JOHN CHAPMAN FARMS & RANCHES FOREVER INITIATIVE | $5,000 | |
| HORIZONS FOUNDATION | |||||||
| 550 MONTGOMERY STREET SUITE 700 | SAN FRANCISCO | CA | 94111 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $10,000 | |
| IMENTOR | |||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 501 (C)(3) PUBLIC CH | GROWTH CAPITAL | $600,000 | |
| IMPACT JUSTICE | |||||||
| 2633 TELEGRAPH AVENUE SUITE 104 | OAKLAND | CA | 94612 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,000 | |
| JOURNALISM EDUCATION ASSOCIATION | |||||||
| 828 MID-CAMPUS DRIVE SOUTH 103 | MANHATTAN | KS | 66506 | 501 (C)(3) PUBLIC CH | JEA MENTOR PROGRAM SUPPORT | $25,000 | KEDZIE HALL |
| KARA | |||||||
| 457 KINGSLEY AVENUE | PALO ALTO | CA | 94301 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | 501 (C)(3) PUBLIC CH | CMQCC PHASE TWO | $300,000 | |
| MID KLAMATH WATERSHED COUNCIL | |||||||
| PO BOX 409 | ORLEANS | CA | 95556 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| MISSION DHARMA | |||||||
| 2912 DIAMOND STREET PMB 403 | SAN FRANCISCO | CA | 94131 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,000 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVENUE NW SUITE 200 | WASHINGTON | DC | 20005 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | |||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | 501 (C)(3) PUBLIC CH | LISTENING TO MOTHERS IN CALIFORNIA SURVEY | $230,000 | 650 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| NEW TEACHER CENTER | |||||||
| 110 COOPER STREET 5TH FLOOR | SANTA CRUZ | CA | 95060 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $225,000 | |
| PACIFIC BUSINESS GROUP ON HEALTH | |||||||
| 575 MARKET STREET SUITE 600 | SAN FRANCISCO | CA | 94105 | 501 (C)(3) PUBLIC CH | EXPANDING MIDWIFERY: A BEST PRACTICE GUIDE TO IMPLEMENTING CERTIFIED NURSE MIDWIFE-LED CARE | $172,000 | |
| PEACE DEVELOPMENT FUND | |||||||
| PO BOX 888 | WOODACRE | CA | 94973 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR INSIGHT-OUT | $25,000 | |
| PEACE DEVELOPMENT FUND | |||||||
| PO BOX 888 | WOODACRE | CA | 94973 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR INSIGHT-OUT | $10,000 | |
| PENINSULA BRIDGE PROGRAM | |||||||
| PO BOX 963 | MENLO PARK | CA | 94026 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $30,000 | |
| PRESS INSTITUTE FOR WOMEN IN THE DEVELOPING WORLD | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR GLOBAL PRESS | $100,000 | |
| PRO PUBLICA INC | |||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $500,000 | FLOOR |
| QUEST SCHOLARS PROGRAM | |||||||
| 445 SHERMAN AVENUE SUITE 100 | PALO ALTO | CA | 94306 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $100,000 | |
| ROCK STEADY BOXING | |||||||
| 6847 HILLSDALE COURT | INDIANAPOLIS | IN | 46250 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,000 | |
| SALMON RIVER RESTORATION COUNCIL | |||||||
| PO BOX 1089 | SAWYERS BAR | CA | 96027 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| SEEDS OF AFRICA FOUNDATION | |||||||
| 601 W 26TH STREET SUITE 325-47 | NEW YORK | NY | 10001 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $12,000 | |
| SHOTGUN PLAYERS INC | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $2,500 | |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | 501 (C)(3) PUBLIC CH | BEYOND COAL CAMPAIGN AND CALIFORNIA MY GENERATION CAMPAIGN | $1,000,000 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | GSE ALUMNI EXCELLENCE IN EDUCATION AWARD | $26,600 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | THE TRUSTEE ENDOWMENT FUND FOR THE KNIGHT HENNESSY SCHOLARS PROGRAM | $800,000 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | THE STANFORD FUND | $250,000 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | GRADUATE SCHOOL OF EDUCATION DEAN'S FUND | $50,000 | |
| STUDENT PRESS LAW CENTER | |||||||
| 1608 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $100,000 | 211 |
| UC BERKELEY FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR UC BERKELEY GRADUATE SCHOOL OF JOURNALISM | $400,000 | 121 NORTH GATE HALL |
| WOMEN'S FOUNDATION OF CALIFORNIA | |||||||
| 300 FRANK H OGAWA PLAZA 420 | OAKLAND | CA | 94612 | 501 (C)(3) PUBLIC CH | RACE, GENDER AND HUMAN RIGHTS GIVING CIRCLE; GENERAL SUPPORT; A NEW WAY OF LIFE | $10,000 | |
| YUMA COMMUNITY FOOD BANK | |||||||
| 2404 E 24TH STREET | YUMA | AZ | 85365 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,128,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND | |||||||
| 520 3RD STREET SUITE 204 | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND | |||||||
| 520 3RD STREET SUITE 204 | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT (NATIONAL) | $100,000 | |
| THE ENERGY FOUNDATION | |||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $600,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,500,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,500,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| PO BOX 50518 | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $35,000 | |
| STANFORD UNIVERISITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | GSE ALUMNI EXCELLENCE IN EDUCATION AWARD | $24,300 | |
| STANFORD UNIVERISITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | GSE ALUMNI EXCELLENCE IN EDUCATION AWARD | $24,300 | |
| STANFORD UNIVERISITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | GSE ALUMNI EXCELLENCE IN EDUCATION AWARD | $29,700 | |
| NEW TEACHER CENTER | |||||||
| 110 COOPER STREET 5TH FLOOR | SANTA CRUZ | CA | 95060 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $225,000 | |
| PRO PUBLICA INC | |||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $500,000 | FLOOR |
| QUEST SCHOLARS PROGRAM | |||||||
| 445 SHERMAN AVENUE SUITE 100 | PALO ALTO | CA | 94306 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $100,000 | |
| STUDENT PRESS LAW CENTER | |||||||
| 1608 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $100,000 | 211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,888,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,870,240 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $739 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,545,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,421,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,421,595 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND ANGELA FILO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,345,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000,000 SHARES OF ALTABA STOCK | NoncashPropertyDesc |
| Fair Market Value | $70,345,000 | FairMarketValueAmt |
| Received | 2017-11-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,830 | Amt |
| Net Investment Income | $15,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,415 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | QUOTED MARKET | StockNm |
| EOY Book Value | $184,766,624 | EOYBookValueAmt |
| EOYFMV | $184,766,624 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $63,436,209 | BookValueAmt |
| EOYFMV | $63,436,209 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED STOCK | Desc |
| EOY Book Value | $72,294 | EOYBookValueAmt |
| EOYFMV | $72,294 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| Amt | $473,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,337 | $267 | $4,627 |
| MEMBERSHIP DUES | $31 | $2 | $43 |
| MISCELLANEOUS | $121 | $121 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 BOOK/TAX DIFFERENCE OTHER INCOME | $418,541 | ||
| K-1 BOOK/TAX DIFFERENCE DEDUCTIONS | -$147,548 | ||
| K-1 BOOK/TAX DIFFERENCE MANAGEMENT FEES | -$933,245 | ||
| OTHER | $739 | $739 | $739 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $23,771,582 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $796,000 | $1,269,000 |
| CURRENT EXCISE TAX | $0 | $37,806 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION | $353,383 | $53,007 | $300,376 |
| MANAGEMENT FEES | $1,504,275 | $1,504,275 | $0 |
| OTHER | $31,124 | $1,556 | $29,567 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $160 | $0 | $0 |
| EXCISE TAX EXPENSE | $889,806 | $0 | $0 |