TROPER WOJCICKI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TROPER WOJCICKI FOUNDATION (EIN 20-2777268)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349101476
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:53:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202777268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROPER WOJCICKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TROP | BusinessNameControlTxt |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS TROPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAREESA ASHABI | PreparerPersonNm |
| PTIN | P02190725 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $339,320,002 | 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 | $17,826,613 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,653,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,653,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,394,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,432,896 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,386,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,466,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,014,832 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,814 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,262,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,141,063 | 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 | $3,458 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,458 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $112,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $93,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,373,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $638,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,734,538 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $13,555 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $338,656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,656 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194,433 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,829,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $924,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,833,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,829,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,829,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,659,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $924,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,662,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,603,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,216,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,090 | CashBOYAmt |
| Cash EOY | $23,686 | CashEOYAmt |
| Cash EOYFMV | $23,686 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,270,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,722,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,722,765 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $283,864,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $331,573,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $331,573,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $289,144,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,320,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,320,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $289,144,583 | RetainedEarningBOYAmt |
| Retained Earning EOY | $339,320,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $289,144,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $339,320,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $289,144,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $339,320,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $289,144,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,603,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,572,232 | OtherIncreasesAmt |
| Subtotal | $339,320,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $339,320,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,278,692 | $8,938,673 | $340,019 | $340,019 | |
| PUBLICLY TRADED SECURITIES | $35,682,733 | $37,262,789 | -$1,580,056 | -$1,580,056 | |
| PUBLICLY TRADED SECURITIES | $15,500,608 | $3,878,614 | $11,621,994 | $11,621,994 | |
| NET CAPITAL GAINS FROM K-1S | $371,799 | -$371,799 | -$371,799 | P | |
| CAPITAL GAINS DIVIDENDS | $4,674 | $4,674 | $4,674 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,014,832 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $197,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $197,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $197,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $293,528 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $293,528 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $95,914 | OverpaymentAmt |
| Applied To ES Tax | $95,914 | 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 | Yes (1) | 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 | 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 |
| Individual With Books | PACIFIC FOUNDATION SERVICES LLC | IndividualWithBooksNm |
| 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS TROPER AS OF 924 | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| STEPHEN MAGOWAN AS OF 924 | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER/SECRETARY | 0.50 | $0 | $0 | $0 |
| SUSAN WOJCICKI UNTIL 924 | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DENNIS TROPER UNTIL 924 | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER/SECRETARY | 0.50 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 23ANDME | |||||
| 349 OYSTER POINT BLVD | SAN FRANCISCO | CA | 94080 | GENOME-WIDE ASSOCIATION STUDY | $2,399,000 |
| REDWOOD PACIFIC MANAGEMENT LLC | |||||
| 171 MAIN STREET SUITE 259 | LOS ALTOS | CA | 94022 | PHILANTHROPIC AND INVESTMENT ADVISING FEES | $2,079,322 |
| GOLDMAN SACHS | |||||
| 555 CALIFORNIA STREET 44TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGER | $464,076 |
| MCGEE MEDIA LLC | |||||
| 9 E 37TH ST 9FL | NEW YORK | NY | 10016 | DEVELOPMENT & PRODUCTION | $200,000 |
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT SERVICES | $138,510 |
| 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 | $285,858,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,620,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,899,947 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $315,379,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $315,379,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,730,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $310,648,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,532,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,532,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $197,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $197,614 | TotalTaxAmt |
| Distributable Before Adj | $15,334,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,334,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,334,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,662,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,662,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,334,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,307,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,307,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,662,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,334,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,327,987 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,635,753 | 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 | $10,635,753 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,307,766 | ExcessFromYear1Amt |
| Excess From Current Year | $5,327,987 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS TROPER AS OF 924 | ContributingManagerNm |
| Contributing Manager | SUSAN WOJCICKI UNTIL 924 | ContributingManagerNm |
| Contributing Manager | DENNIS TROPER UNTIL 924 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION | ||||||||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | |||||
| AMIGOS OF COSTA RICA INC | ||||||||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |||||
| AMIGOS OF COSTA RICA INC | ||||||||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | PC | IN SUPPORT OF CENTRO ISRAELITA SIONISTA | $3,000 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| BAY AREA FRIENDSHIP CIRCLE | ||||||||||||
| 3921 FABIAN WAY SUITE A023 | PALO ALTO | CA | 94303 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| BAY AREA FRIENDSHIP CIRCLE | ||||||||||||
| 3921 FABIAN WAY SUITE A023 | PALO ALTO | CA | 94303 | NONE | PC | DRY ROT REPAIR | $10,000 | |||||
| BEYOND FISTULA | ||||||||||||
| 191 PINE LANE | LOS ALTOS | CA | 94022 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||||||
| ARRILLAGA ALUMNI CENTER 326 GALVEZ | STANFORD | CA | 94305 | NONE | PC | SUPPORT THE TROPER-WOJCICKI FOR TIL CELL THERAPY RESEARCH FUND IN THE SCHOOL OF MEDICINE | $300,000 | STREET | ||||
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||||
| 55 MUSIC CONCOURSE DRIVE GGP | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL SUPPORT ($470K/YEAR) AND SCIENCE TRUSTEES TABLE AT THE ANNUAL GALA ($30K/YEAR) | $500,000 | |||||
| CAMFED USA FOUNDATION | ||||||||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| THE CENTER FOR JEWISH LIFE INC | ||||||||||||
| 565 MAYFIELD AVENUE | STANFORD | CA | 94305 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| CODEORG | ||||||||||||
| 1501 4TH AVENUE SUITE 900 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| DANA-FARBER CANCER INSTITUTE INC | ||||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PC | AMPVAX: A DISRUPTIVE PERSONAL CANCER VACCINE | $606,667 | |||||
| DANA-FARBER CANCER INSTITUTE INC | ||||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PC | IMPROVING TREATMENT OF ERBB2 LUNG CANCERS (IDENTIFYING SYNERGISTIC COMBINATION VIA CRISPR SCREEN) | $414,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |||||
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | ||||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |||||
| FOREVER FAMILY FOUNDATION | ||||||||||||
| 222 ATLANTIC AVENUE | OCEANSIDE | NY | 11572 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| FRIENDS OF THE OSA | ||||||||||||
| 1300 I STREET NORTHWEST SUITE 400E | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | 9996 | ||||
| GRASSROOTS ECOLOGY | ||||||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| GROWING TOGETHER BAY AREA INC | ||||||||||||
| 843 E MEADOW AVENUE | PINOLE | CA | 94564 | NONE | PC | FARMS TO COMMUNITIES PROGRAM | $50,000 | |||||
| HAMILTON FAMILIES | ||||||||||||
| 2567 MISSION STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |||||
| HAPPY LUNGS PROJECT | ||||||||||||
| 3209 SUNNY LANE | AUSTIN | TX | 78731 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $306,667 | |||||
| HEIFER PROJECT INTERNATIONAL | ||||||||||||
| ONE WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| INNOCEANA | ||||||||||||
| 85 LANCASTER AVENUE | KENTFIELD | CA | 94904 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| INSIGHT MEDITATION CENTER OF THE MID-PENINSULA | ||||||||||||
| 108 BIRCH STREET | REDWOOD CITY | CA | 94062 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| INTERNATIONAL ASSOCIATION FOR THE STUDY OF LUNG CANCER | ||||||||||||
| 1775 SHERMAN STREET SUITE 1600 | DENVER | CO | 80203 | NONE | PC | YOUNG INVESTIGATORS GRANT PROGRAM | $100,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||||
| 1210 S BASCOM AVE SUITE 227 | SAN JOSE | CA | 95128 | NONE | PC | GENERAL OPERATING SUPPORT | $750,000 | |||||
| IOGENETICS | ||||||||||||
| 301 S BEDFORD STREET SUITE 1 | MADISON | WI | 53703 | NONE | ER | IN VITRO MASS SPECTROMETRY ANALYSIS OF PEPTIDE CLEAVAGE | $166,230 | |||||
| ISRAAID US INC | ||||||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | ||||||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT EFFICIENT ISOLATION AND VALIDATION OF NEOAG-SPECIFIC TCRS FROM PRIMARY PBMC | $500,000 | |||||
| LIFEMOVES | ||||||||||||
| 2550 GREAT AMERICA WAY SUITE 201 | SANTA CLARA | CA | 95054 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| LOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION | ||||||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | NONE | PC | IN SUPPORT OF MARCO'S MISSION | $3,500 | |||||
| THE MALALA FUND | ||||||||||||
| LOCKBOX 11114 PO BOX 70280 | PHILADELPHIA | PA | 19176 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| MEDECINS SANS FRONTIERS USA INC | ||||||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $333,333 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| 885 SECOND AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | GROUP | A FIRST-IN-HUMAN CLINICAL TRIAL OF ENGINEERED TUMOR INFILTRATING LYMPHOCYTES WITH MEMBRANE BOUND IL15 PLUS ACETAZOLAMIDE IN METASTATIC NSCLC | $1,000,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 830 S STREET | SACRAMENTO | CA | 95811 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PC | GENERAL OPERATING SUPPORT | $750,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| POPULATION SERVICES INTERNATIONAL | ||||||||||||
| 1120 19TH STREET NORTHWEST | WASHINGTON | DC | 20036 | NONE | PC | REPRODUCTIVE HEALTH & LIFESKILLS PROGRAMS (MAVERICK PORTFOLIO) | $250,000 | |||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CLIMATE AND SUSTAINABILITY SEED GRANT PROGRAM | $500,000 | |||||
| RAINFOREST TRUST | ||||||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||||
| C/O UCSF OFFICE OF SPONSORED | SAN FRANCISCO | CA | 94158 | NONE | PC | CLINICAL TUMOR TME ACQUIRED RESISTANCE | $460,000 | RESEARCH BOX 0962 490 ILLINOIS STRE | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||||
| C/O UCSF OFFICE OF SPONSORED | SAN FRANCISCO | CA | 94158 | NONE | PC | ANTIBODY DIRECTED RELEASE OF TARGETED THERAPIES FOR OVERCOMING ON-TARGET TOXICITY IN HER2-MUTANT NSCLC | $220,243 | RESEARCH BOX 0962 490 ILLINOIS STRE | ||||
| RESOURCE AREA FOR TEACHING | ||||||||||||
| 1355 RIDDER PARK DRIVE | SAN JOSE | CA | 95131 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| ROOM TO READ | ||||||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |||||
| SAVE THE REDWOODS LEAGUE | ||||||||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| SECOND HARVEST OF SILICON VALLEY | ||||||||||||
| 4001 N FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| SEMPERVIRENS FUND | ||||||||||||
| PO BOX 1417 | LOS ALTOS | CA | 94023 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| TAWONGA JEWISH COMMUNITY CORPORATION | ||||||||||||
| 131 STEUART STREET SUITE 460 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| THE TECH INTERACTIVE | ||||||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| TEENSMART INTERNATIONAL | ||||||||||||
| 107 APPLE CART WAY | MORRISVILLE | NC | 27560 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| UC BERKELEY FOUNDATION | ||||||||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | NONE | PC | GENERAL OPERATING SUPPORT OF GRIZZLYCORPS | $50,000 | |||||
| UC BERKELEY FOUNDATION | ||||||||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | NONE | PC | MARCO TROPER SCHOLARSHIP | $400,000 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | $10,000 FOR THE BOA FUND AND $10,000 FOR THE JOHN WOODEN LEADERSHIP FELLOWS PROGRAM | $20,000 | |||||
| UNIVERSITY OF CAMBRIDGE | ||||||||||||
| NONE | ER | FOR THE CHARITABLE ACTIVITIES OF THE LUNG CANCER WORKSHOP BEING ORGANIZED BY THE EARLY CANCER INSTITUTE | $75,000 | THE OLD SCHOOLS TRINITY LANE | CAMBRIDGE | UK | CB2 1 | |||||
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | GOVT | TO SUPPORT THE INVESTIGATION OF SECONDARY HER2 MUTATIONS AND THEIR IMPACT ON HER2 TKI SENSITIVITY UNDER THE STEWARDSHIP OF THE CHAIR OF THORACIC/HEAD AND NECK MEDICAL ONCOLOGY | $300,816 | |||||
| VANDERBILT UNIVERSITY | ||||||||||||
| BAKER BUILDING SUITE 800 110 21ST | NASHVILLE | TN | 37203 | NONE | PC | CIRCULATING TUMOR CELL DERIVED ORGANOIDS FOR NSCLC | $228,000 | AVENUE SOUTH | ||||
| WATER ORG INC | ||||||||||||
| 117 WEST 20TH STREET SUITE 203 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,829,456 | 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 | $1,653,521 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,394,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,386,631 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,435,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,435,627 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DENNIS TROPER AND SUSAN WOJCICKI | |||||||
| 1 | 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | $6,349,979 | Yes (X) | Yes (X) |
| THE PACUARE CLAT | |||||||
| 2 | PO BOX 1936 | LOS ALTOS | CA | 94023 | $559,691 | Yes (X) | |
| DENNIS TROPER AND SUSAN WOJCICKI | |||||||
| 3 | 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | $2,300,000 | Yes (X) | |
| DENNIS TROPER | |||||||
| 4 | 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | $4,916,943 | Yes (X) | Yes (X) |
| DENNIS TROPER | |||||||
| 5 | 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | $3,700,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 35,826 SHS ALPHABET INC. CLASS C | $6,349,979 | 2024-05-29 |
| 4 | 26,008 SHS ALPHABET INC. CLASS C | $4,916,943 | 2024-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT SERVICE FEES | $75,000 | $0 | $75,000 |
| TAX COMPLIANCE SERVICE FEES | $37,500 | $18,750 | $18,750 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IOGENETICS | ||||||||||||||
| 301 S BEDFORD ST SUITE 1 | MADISON | WI | 53703 | 2024-02-16 | $166,230 | IN VITRO MASS SPECTROMETRY ANALYSIS OF PEPTIDE CLEAVAGE | $166,230 | NONE | 7/14/2025 | 2025-07-30 | GRANT FUNDS WERE USED TOWARD INTENDED PURPOSE | |||
| UNIVERSITY OF CAMBRIDGE | ||||||||||||||
| 2024-04-15 | $75,000 | FOR THE CHARITABLE ACTIVITIES OF THE LUNG CANCER WORKSHOP BEING ORGANIZED BY THE EARLY CANCER INSTITUTE | $33,708 | NONE | 01/29/25 | 2025-01-29 | GRANT FUNDS WERE USED TOWARD INTENDED PURPOSE | THE OLD SCHOOLS TRINITY LANE | CAMBRIDGE | UK | ||||
| OSE THERAPIES | ||||||||||||||
| 2023-12-15 | $20,000 | SUPPORT OF CHARITABLE ACTIVITIES | $434 | NONE | 6/10/2025 | 2025-06-23 | GRANT FUNDS WERE USED TOWARD INTENDED PURPOSE | RUE DU BUGNON 8 1005 | LAUSANNE | SZ | ||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOTAL EQUITIES | FMV | $238,393,333 | $238,393,333 |
| TOTAL FIXED INCOME | FMV | $67,280,271 | $67,280,271 |
| TOTAL ALTERNATIVE INVESTMENT | FMV | $25,899,947 | $25,899,947 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,458 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,458 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $1,600 | $0 | $1,600 |
| TOTAL 2% DEDUCTIONS FROM K-1S | $0 | $193,085 | $0 |
| TOTAL OTHER EXPENSES FROM K-1S | $0 | $1,348 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1S | $38,805 | ||
| OTHER INCOME | $1,009 | $1,009 | $1,009 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRECONTRIBUTION GAIN | Desc |
| Amt | $38,572,232 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC ADVISOR FEES | $1,747,695 | $174,769 | $1,572,926 |
| INVESTMENT MANAGEMENT FEES | $464,076 | $464,076 | $0 |
| FOUNDATION MANAGEMENT FEES | $138,510 | $0 | $138,510 |
| GENOME-WIDE ASSOCIATION STUDY | $2,467,475 | $0 | $2,467,475 |
| DEVELOPMENT & PRODUCTION | $200,000 | $0 | $200,000 |
| PHILANTHROPIC ADVISOR REIMBURSEMENTS | $331,627 | $0 | $331,627 |
| SCIENTIFIC ADVISORS FEE | $24,000 | $0 | $24,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $58,656 | $58,656 | $0 |
| FEDERAL EXCISE TAXES | $280,000 | $0 | $0 |