SKYLINE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SKYLINE FOUNDATION (EIN 94-3380194)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-27
- IRS object ID
- 201533009349100518
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-27T18:54:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 226 AIRPORT PARKWAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-10-27 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $241,905,464 | 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 | $11,388,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60,625 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152,738 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,635,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,954,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,458,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,573,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,736,832 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,650,780 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,543,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,495,107 | 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 | $29,424 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,712 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,604,297 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,364,794 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $239,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $273,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $155 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $147 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,579 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,653 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,931,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,391,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $259,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,112,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,752,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,044,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,391,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,011,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,500,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,104,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,781,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,227,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,227,138 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $77,505 | AcctRcvblAmt |
| Acct Rcvbl BOY | $52,218 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $77,505 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $77,505 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,843 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $189,197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $189,197 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $155,618,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,363,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,363,953 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $66,097,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,047,671 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,047,671 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $227,554,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,905,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $241,905,464 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $309,138 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $354,748 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,399,119 | GrantsPayableBOYAmt |
| Grants Payable EOY | $19,758,956 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $920,243 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,299,626 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,628,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,413,330 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $217,925,708 | UnrestrictedBOYAmt |
| Unrestricted EOY | $220,492,134 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $217,925,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $220,492,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,554,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $241,905,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $217,925,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,500,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,193,410 | OtherIncreasesAmt |
| Subtotal | $220,618,134 | SubtotalAmt |
| Other Decreases | $126,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $220,492,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | P | 2012-01-01 | 2014-12-31 | $97,109,292 | $89,650,404 | $7,458,888 | $7,458,888 |
| GOLDMAN SACHS DONATED STOCK | D | 2014-10-29 | 2014-11-13 | $11,388,750 | $11,388,750 | $11,388,750 | |
| GSCP V INSTITUTIONAL AIV, LP - K1 | P | 2012-01-01 | 2014-12-31 | $150,483 | $150,483 | $150,483 | |
| GS CAPITAL PARTNERS V INST. - K1 | P | 2012-01-01 | 2014-12-31 | $494,244 | $494,244 | $494,244 | |
| GS CAPITAL PARTNERS IV PARALLEL - K1 | P | 2012-01-01 | 2014-12-31 | $601,193 | $601,193 | $601,193 | |
| WHITEHALL PARALLEL GLOBAL 2007 - K1 | P | 2012-01-01 | 2014-12-31 | $479,175 | $479,175 | $479,175 | |
| GS PRIVATE EQUITY CONCENTRATED ENERGY FUND II | P | 2012-01-01 | 2014-12-31 | $98 | -$98 | -$98 | |
| GOLDMAN SACHS VINTAGE FUND III OFFSHORE, LP | P | 2012-01-01 | 2014-12-31 | $8,398 | -$8,398 | -$8,398 | |
| GOLDMAN SACHS VINTAGE FUND IV OFFSHORE, LP | P | 2012-01-01 | 2014-12-31 | $3,338 | -$3,338 | -$3,338 | |
| GOLDMAN SACHS VINTAGE FUND V OFFSHORE, LP | P | 2012-01-01 | 2014-12-31 | $4,974 | -$4,974 | -$4,974 | |
| GS MEZZANINE PARTNERS 2006 OFFSHORE LP | P | 2012-01-01 | 2014-12-31 | $50,699 | -$50,699 | -$50,699 | |
| GS MEZZANINE PARTNERS V OFFSHORE LP | P | 2012-01-01 | 2014-12-31 | $95,576 | $95,576 | $95,576 | |
| GS PRIVATE EQUITY CONCENTRATED OFFSHORE LP | P | 2012-01-01 | 2014-12-31 | $34,063 | $34,063 | $34,063 | |
| GOLDMAN SACHS VINTAGE FUND VI OFFSHORE LP | P | 2012-01-01 | 2014-12-31 | $2,042 | $2,042 | $2,042 | |
| PRIVATE EQUITY MANAGERS 2013 | P | 2012-01-01 | 2014-12-31 | $76,889 | -$76,889 | -$76,889 | |
| GS REAL ESETTE MEZZANINE PARTNERS LP | P | 2012-01-01 | 2014-12-31 | $28,445 | -$28,445 | -$28,445 | |
| WHITEHALL STREET INTERNATIONAL REAL ESTATE 2005 | P | 2012-01-01 | 2014-12-31 | $5,323 | -$5,323 | -$5,323 | |
| PRIVATE EQUITY MANAGERS 2014 | P | 2012-01-01 | 2014-12-31 | $7,696 | -$7,696 | -$7,696 | |
| ARTISAN DYNAMIC | P | 2012-01-01 | 2014-12-31 | $763,962 | $763,962 | $763,962 | |
| LATEEF | P | 2012-01-01 | 2014-12-31 | $1,071,413 | $1,071,413 | $1,071,413 | |
| VONTOBEL | P | 2012-01-01 | 2014-12-31 | $239,010 | $239,010 | $239,010 | |
| LSV | P | 2012-01-01 | 2014-12-31 | $143,893 | $143,893 | $143,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,736,832 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,352,311 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $205,427,452 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,911,164 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $179,769,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049570 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,562,687 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $179,159,451 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,073,993 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $152,095,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053085 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,165,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $133,669,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053606 | DistributionYr5Rt |
| Total Distribution | 0.249581 | TotalDistributionRt |
| Average Distribution | 0.049916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $232,905,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,625,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $271,040 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,896,733 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,011,925 | 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 | $271,040 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $271,040 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $271,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $454,918 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $104,800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $559,718 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $288,678 | OverpaymentAmt |
| Applied To ES Tax | $288,678 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | $1,319,979 |
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CONSULTANT | $281,768 |
| 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 | $230,452,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,999,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $236,451,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $236,451,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,546,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $232,905,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,645,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,645,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $271,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $271,040 | TotalTaxAmt |
| Distributable Before Adj | $11,374,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,374,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,374,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,011,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,011,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $271,040 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,740,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,374,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $352,215 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,011,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $352,215 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,374,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $285,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $285,493 | 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 | $285,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $285,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 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 SUITE 206 | SAN FRANCISCO | CA | 94122 | 501(C)(3) PUBLIC CHA | 826 NATIONAL GENERAL SUPPORT | $40,000 | |
| ABRAHAM'S TENT ASSOCIATION | |||||||
| PO BOX 19124 | LAKE CHARLES | LA | 70616 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| ALONZO KING LINES BALLET | |||||||
| 26 SEVENTH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR SIX AUDACIOUS GOALS | $4,400,000 | |
| THE BDOTE LEARNING CENTER | |||||||
| 3216 E 29TH STREET | MINNEAPOLIS | MN | 55406 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| BLOSSOM BIRTH SERVICES | |||||||
| 299 S CALIFORNIA AVENUE STE 120 | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | LISTENING TO MOTHERS- BAY AREA | $10,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | 501(C)(3) PUBLIC CHA | BOYS & GIRLS CLUBS OF THE PENINSULAS (BGCP) EXPANDED LEARNING TIME PROGRAMS AT SCHOOL SITES | $100,000 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| HOOVER MIDDLE SCHOOL 1635 PARK | SAN JOSE | CA | 95126 | 501(C)(3) PUBLIC CHA | BREAKTHROUGH SILICON VALLEY EXPANSION | $40,000 | AVENUE |
| CALCASIEU AREA HABITAT FOR HUMANITY | |||||||
| 3551 AVENUE C | LAKE CHARLES | LA | 70615 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 | |
| CANOPY | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR ENVIRONMENTAL EDUCATION & TREE CARE | $20,000 | |
| COLLEGE TRACK | |||||||
| 111 BROADWAY | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | COLLEGE TRACK-EAST PALO ALTO | $25,000 | |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | INSPIRE TEACHER MATCH CODE PROGRAM | $1,150,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | HIGH SCHOOL JOURNALISM | $50,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | 501(C)(3) PUBLIC CHA | DONORSCHOOSE GIFT CARDS | $20,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | 2013 JOURNALISM TRIP | $11,704 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | 2014 JOURNALISM TRIP | $15,806 | |
| THE ENERGY FOUNDATION | |||||||
| 301 BATTERY ST | TH FLOOR SAN FRANCIS | CA | 94111 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| 2160 EUCLID AVE | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $25,000 | |
| FRIENDS OF THE PALO ALTO JUNIOR MUSEUM AND ZOO | |||||||
| 1451 MIDDLEFIELD ROAD | PALO ALTO | CA | 94301 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $400,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING SUPPORT FOR GLOBAL FUND FOR WOMEN | $60,000 | |
| IMENTOR | |||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) PUBLIC CHA | GROWTH CAPITAL | $600,000 | |
| JOURNALISM EDUCATION ASSOCIATION | |||||||
| KANSAS STATE UNIVERSITY 103 KEDZIE | MANHATTAN | KS | 66506 | 501(C)(3) PUBLIC CHA | JEA MENTOR PROGRAM STIPEND SUPPORT | $33,000 | HALL |
| LAWRENCE SCHOOLS FOUNDATION | |||||||
| 110 MCDONALD DRIVE | LAWRENCE | KS | 66044 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| LELAND STANFORD JUNIOR UNIVERISITY (STANFORD GRADUATE SCHOOL OF EDUCATION) | |||||||
| 485 LASUEN MALL | STANFORD | CA | 94305 | 501(C)(3) PUBLIC CHA | PROFESSORSHIP IN POVERTY AND EDUCATION AT STANFORD GRADUATE SCHOOL OF EDUCATION | $1,170,000 | |
| NEW TEACHER CENTER | |||||||
| 725 FRONT STREET STE 400 | SANTA CRUZ | CA | 95060 | 501(C)(3) PUBLIC CHA | GROWTH CAPITAL CAMPAIGN | $250,000 | |
| NEW TEACHER CENTER | |||||||
| 725 FRONT STREET STE 400 | SANTA CRUZ | CA | 95060 | 501(C)(3) PUBLIC CHA | NTC GENERAL OPERATIONS SUPPORT FY15 | $200,000 | |
| PALO ALTO ART CENTER FOUNDATION | |||||||
| 1313 NEWELL ROAD | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 | |
| PALO ALTO PARTNERS IN EDUCATION | |||||||
| PO BOX 1557 | PALO ALTO | CA | 94302 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| PEACE DEVELOPMENT FUND (INSIGHT-OUT) | |||||||
| 805 FOURTH STREET SUITE 3 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR INSIGHT-OUT | $25,000 | |
| PHOTO ALLIANCE | |||||||
| PO BOX 29010 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 | |
| PRO PUBLICA INC | |||||||
| 55 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $250,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| QUEST SCHOLARS PROGRAM | |||||||
| 115 EVERETT AVE | PALO ALTO | CA | 94301 | 501(C)(3) PUBLIC CHA | QUEST SHOLARS PROGRAM | $60,000 | |
| SAN FRANCISCO CAMERAWORK INC | |||||||
| 1011 MARKET STREET 2ND FLOOR | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 | |
| SAN FRANCISCO JAZZ ORGANIZATION | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| SAN JOSE MUSEUM OF ART ASSOCIATION | |||||||
| 110 SOUTH MARKET | SAN JOSE | CA | 95113 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 2ND STREET SECOND FLOOR | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | 1) BEYOND COAL CAMPAIGN 2) CALIFORNIA CLEAN POWER CAMPAIGN | $500,000 | |
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | NO PLACE LIKE HOME | $50,000 | |
| STANFORD SCHOOL CORPORATION - EAST PALO ALTO ACADEMY | |||||||
| 1050 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | EAST PALO ALTO ACADEMY EARLY COLLEGE PROGRAM | $60,000 | |
| STANFORD UNIVERSITY (BING NURSERY SCHOOL) | |||||||
| 850 ESCONDIDO ROAD | STANFORD | CA | 94305 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR BING NURSERY SCHOOL | $15,000 | |
| STUDENT PRESS LAW CENTER | |||||||
| 1101 WILSON BLVD SUITE 1100 | ARLINGTON | VA | 22209 | 501(C)(3) PUBLIC CHA | SPONSORSHIP - 40TH ANNIVERSARY DINNER | $4,900 | |
| STUDENT PRESS LAW CENTER | |||||||
| 1101 WILSON BLVD SUITE 1100 | ARLINGTON | VA | 22209 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT, STUDENT PRESS LAW CENTER | $100,000 | |
| STUDENT PRESS LAW CENTER | |||||||
| 1101 WILSON BLVD SUITE 1100 | ARLINGTON | VA | 22209 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $27,500 | |
| UC BERKELEY FOUNDATION (GRADUATE SCHOOL OF JOURNALISM) | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | 501(C)(3) PUBLIC CHA | UC BERKELEY GRADUATE SCHOOL OF JOURNALISM GENERAL SUPPORT | $150,000 | 121 NORTH GATE HALL 5860 |
| YUMA COMMUNITY FOOD BANK | |||||||
| 2404 E 24TH STREET | YUMA | AZ | 85365 | 501(C)(3) PUBLIC CHA | YCFB GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,752,910 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT FOR SIX AUDACIOUS GOALS | $15,600,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | 501(C)(3) PUBLIC CHA | BOYS & GIRLS CLUBS OF THE PENINSULA'S (BGCP) EXPANDED LEARNING TIME PROGRAMS AT SCHOOL SITES | $200,000 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| HOOVER MIDDLE SCHOOL 1635 PARK | SAN JOSE | CA | 95126 | 501(C)(3) PUBLIC CHA | BREAKTHROUGH SILICON VALLEY EXPANSION | $80,000 | AVENUE |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,000,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $400,000 | |
| IMENTOR | |||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) PUBLIC CHA | GENERAL CAPITAL | $1,800,000 | |
| NEW TEACHER CENTER | |||||||
| 725 FRONT STREET STE 400 | SANTA CRUZ | CA | 95060 | 501(C)(3) PUBLIC CHA | GROWTH CAPITAL CAMPAIGN | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,580,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,625 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,635,418 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,458,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,154,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,154,931 | 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 | $11,388,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 250,000 SHARES OF YAHOO STOCK | NoncashPropertyDesc |
| Fair Market Value | $11,388,750 | FairMarketValueAmt |
| Received | 2014-10-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $29,424 | Amt |
| Net Investment Income | $14,712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,712 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | QUOTED MARKET | StockNm |
| EOY Book Value | $164,363,953 | EOYBookValueAmt |
| EOYFMV | $164,363,953 | 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 | $68,047,671 | BookValueAmt |
| EOYFMV | $68,047,671 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| Amt | $126,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,843 | $242 | $4,601 |
| MEMBERSHIP DUES | $55 | $3 | $52 |
| OFFICE EXPENSE | $11,334 | $11,334 | $0 |
| MARKETING | $381 | $0 | $0 |
| OTHER | $7,838 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $6,193,410 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $842,000 | $968,000 |
| TAX LIABILITY | $78,243 | $0 |
| UNSETTLED STOCK LIABILITY | $0 | $331,626 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION | $281,768 | $42,265 | $239,503 |
| MANAGEMENT FEES | $1,319,979 | $1,319,979 | $0 |
| OTHER | $2,550 | $2,550 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DAVID FILO | |||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 |
| ANGELA FILO | |||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $2,551 | $0 | $0 |
| EXCISE TAX EXPENSE | $271,040 | $0 | $0 |