BETA

ANNE WOJCICKI FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANNE WOJCICKI FOUNDATION (EIN 47-1835703)
Tax period
2022-01-01 to 2022-12-31
Filed
2024-08-29
IRS object ID
202442429349101154
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-29T13:30:28-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 BUSH STREET SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471835703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANNE WOJCICKI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNEBusinessNameControlTxt
Phone6502099501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1171 MAIN STREET SUITE 259AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE WOJCICKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4084994805PhoneNum
Signature2024-05-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL CALDWELLPreparerPersonNm
PTINP01274602PTIN
Phone4157642700PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$417,477,559FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$956,144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,178,613DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,225,365NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,421,878GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$356,966CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25,116OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,181,509TotalRevAndExpnssAmt
Total Net Invst Incm$1,560,695TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$30,837LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$30,837LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$47,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$23,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$23,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,229,985OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$181,354OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,048,631OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$12,171InterestRevAndExpnssAmt
Interest Net Invst Incm$64,521InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$30,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,000TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,013OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,584,530OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,132OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,360,006TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,883,905TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,110,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,610,304ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,610,304ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,970,310TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,883,905TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,720,404TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,788,801ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,587,128CashBOYAmt
Cash EOY$14,106,438CashEOYAmt
Cash EOYFMV$14,106,438CashEOYFMVAmt
Corporate Stock BOY$298,080,082CorporateStockBOYAmt
Corporate Stock EOY$189,443,462CorporateStockEOYAmt
Corporate Stock EOYFMV$189,443,462CorporateStockEOYFMVAmt
Other Investments BOY$320,233,882OtherInvestmentsBOYAmt
Other Investments EOY$212,802,159OtherInvestmentsEOYAmt
Other Investments EOYFMV$212,802,159OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,125,500OtherAssetsEOYAmt
Other Assets EOYFMV$1,125,500OtherAssetsEOYFMVAmt
Total Assets BOY$621,901,092TotalAssetsBOYAmt
Total Assets EOY$417,477,559TotalAssetsEOYAmt
Total Assets EOYFMV$417,477,559TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$621,901,092NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$417,477,559NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$621,901,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$417,477,559TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$621,901,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$417,477,559TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$621,901,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,788,801ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$602,112,291SubtotalAmt
Other Decreases$184,634,732OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$417,477,559TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COATUE GROWTH FUND IV LP - DISTRIBUTION IN EXCESS OF BASISP2021-12-312022-12-31$3,250,477$196,513$3,053,964$3,053,964
PUBLICLY TRADED SECURITIES2021-04-302022-04-30$1,171,401$1,171,401$1,171,401
K1 TOTALS - NET CAPITAL GAINSP2021-12-312022-12-31$3,868,399-$3,868,399-$3,868,399
FieldValueIRS element (for citing)
Capital Gain Net Income$356,966CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,971EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,971TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$22,971OverpaymentAmt
Applied To ES Tax$22,971AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREDWOOD PACIFIC MANAGEMENTIndividualWithBooksNm
Phone4157642700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1171 MAIN ST SUITE 259AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE WOJCICKI
171 MAIN STREET STE 259LOS ALTOSCA94022PRES & CHAIR1.00$0$0$0
SUSAN WOJCICKI
171 MAIN STREET STE 259LOS ALTOSCA94022TREAS & SEC1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
REDWOOD PACIFIC MANAGEMENT LLC
171 MAIN STREET SUITE 259LOS ALTOSCA94022FOUNDATION MGMT$192,564
PACIFIC FOUNDATION SERVICES LLC
1660 BUSH ST 300SAN FRANCISCOCA94109FOUNDATION MGMT$102,116
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1TO PRODUCE AND DISTRIBUTE A FEATURE FILM BASED ON THE ADAPTATION OF "CASTE: THE ORIGINS OF OUR DISCONTENT" BY ISABEL WILKERSONDescription1Txt
Expenses1$1,125,500Expenses1Amt
Total$1,125,500TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$241,265,650AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,621,196AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$134,449,362FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$499,336,208TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$499,336,208AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,490,043CashDeemedCharitableAmt
Net Vl Noncharitable Assets$491,846,165NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,592,308MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,592,308MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$24,592,308DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,592,308DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,592,308DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,720,404ExpensesAndContributionsAmt
Program Related Invst Total$1,125,500ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,845,904QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,592,308DistributableAsAdjustedAmt
Undistributed Income PY$25,663,919UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$25,845,904QualifyingDistributionsAmt
Applied To Year1$25,663,919AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$181,985AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$24,410,323UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANNE WOJCICKIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARIEL EDUCATION INITIATIVE
200 E RANDOLPH ST STE 2900CHICAGOIL60601PCWASATCH 2022$3,000
ASHOKA
1700 NORTH MOORE STREET SUITE 2000ARLINGTONVA22209PCGENERAL SUPPORT$1,000,000
ASSOCIATION OF THE LOS ALTOS HISTORICAL MUSEUM
51 S SAN ANTONIO RDLOS ALTOSCA94022PCGENERAL SUPPORT$5,000
BEYOND FISTULA
191 PINE LANELOS ALTOSCA94022PCGENERAL SUPPORT$25,000
BLACK ECONOMIC ALLIANCE FOUNDATION
700 13TH STREET NW SUITE 600WASHINGTONDC20005PCGENERAL SUPPORT$100,000
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE RDMENLO PARKCA94025PCGENERAL SUPPORT$1,000,000
BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION
1900 N STREET NWWASHINGTONDC20036PFBREAKTHROUGH PRIZE AND GENERAL OPERATING SUPPORT$2,405,613
BUS BARN STAGE COMPANY A CALIFORNIA NON PROFIT PUBLIC BENEFIT CORP
PO BOX 151LOS ALTOSCA94023PCGENERAL SUPPORT$2,500
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DR GGPSAN FRANCISCOCA94118PCGENERAL SUPPORT$250,000
CITY OF BURLINGAME
850 BURLINGAME AVENUEBURLINGAMECA94010GOVTO SUPPORT THE BURLINGAME COMMUNITY CENTER CAPITAL CAMPAIGN$10,000
CIVIC NATION
1156 15TH STREET NW 1000WASHINGTONDC20005PCGENERAL SUPPORT$1,000,000
COACHART ORG
445 S FIGUEROA ST SUITE 3100LOS ANGELESCA90071PCGENERAL SUPPORT$25,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724PCDNA LEARNING CENTER$1,000,000
COLLEGE IS REAL
550 HARTZ AVE S-200DANVILLECA94526PCGENERAL SUPPORT$250,000
COLLEGE TRACK
112 LINDEN STREETOAKLANDCA94607PCPROVIDE VITAL ONLINE PROGRAMMING TO STUDENT DURING THE COVID-19 CRISIS$250,000
CURIODYSSEY
1651 COYOTE POINT DRSAN MATEOCA94401PCTO SUPPORT CURIODYSSEY'S OTTER EXHIBIT PROJECT INITIATION AND DESIGN DEVELOPMENT, THE OTTER CAPITAL CAMPAIGN AND GENERAL SUPPORT$250,000
CURIODYSSEY
1651 COYOTE POINT DRSAN MATEOCA94401PCTO SUPPORT CURIODYSSEY'S OTTER EXHIBIT PROJECT INITIATION AND DESIGN DEVELOPMENT, THE OTTER CAPITAL CAMPAIGN AND GENERAL SUPPORT$250,000
EMPOWERING LIVES INTERNATIONAL
PO BOX 67UPLANDCA91785PC$1,680 GOING TOWARD IL-126 AND $1,680 TOWARD IL-124$3,360
GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH ST STE 555SAN FRANCISCOCA94104PCGENERAL SUPPORT$100,000
HARVARD UNIVERSITY
PO BOX 419209BOSTONMA02241PCHUTCHINS CENTER FOR AFRICAN & AFRICAN AMERICAN RESEARCH$100,000
INTERSECTION FOR THE ARTS
1446 MARKET STREETSAN FRANCISCOCA94102PCGENERAL SUPPORT FOR ARTS LOS ALTOS$15,000
ISRAAID US INC
PO BOX 61227PALO ALTOCA94306PCGENERAL SUPPORT$100,000
KIWANIS CLUB OF LOS ALTOS FOUNDATION
PO BOX 484LOS ALTOSCA94023PCLOS ALTOS PET PARADE$1,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESAN FRANCISCOCA94102PCGENERAL SUPPORT$500,000
LIFEMOVES
181 CONSTITUTION DRIVEMENLO PARKCA94025PCGENERAL SUPPORT$250,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVENUELOS ALTOSCA94022PCGENERAL SUPPORT FOR GREENTOWN LOS ALTOS$5,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVENUELOS ALTOSCA94022PCGENERAL SUPPORT$31,500
LOS ALTOS ROTARY ENDOWMENT FUND INC
PO BOX 794LOS ALTOSCA94023PCGENERAL SUPPORT$5,000
NEW VENTURE FUND
PO BOX 37734BALTIMOREMD21297PCPROJECT DAYBREAK$5,000,000
PARKINSONS FOUNDATION INC
200 SE 1ST ST SUITE 800MIAMIFL33131PC23ANDME MOVING DAY SF MATCH$25,831
PINK RIBBON GIRLS INC
350 HULS DRENGLEWOODOH45315PCTO SUPPORT PINK RIBBON GIRLS'S WORK IN CALIFORNIA$100,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038PCGENERAL SUPPORT$750,000
PLANT TO PLATE INTERNSHIP PROGRAM
600 HOFFMAN BLVDRICHMONDCA94804PCGENERAL SUPPORT$25,000
PROJECT TF
548 MARKET ST 27707SAN FRANCISCOCA94104PCGENERAL SUPPORT$600,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$150,000
SAFE & SOUND
1757 WALLER STREETSAN FRANCISCOCA94117PCGENERAL SUPPORT$100,000
SANDY ROLLMAN OVARIAN CANCER FOUNDATION INC
308 E LANCASTER AVE STE 225WYNNEWOODPA19096PCIN SUPPORT OF THE SANDY SPRINT CALIFORNIA AND JERILYNN STEPHENS' FUNDRAISING TEAM$5,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUESAN JOSECA95125PCGENERAL SUPPORT$250,000
SILICON VALLEY BICYCLE COALITION
155 S 11TH STSAN JOSECA95112PCGENERAL SUPPORT$5,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART ST STE 460SAN FRANCISCOCA94105PCCAPITAL CAMPAIGN$50,000
THE BARACK OBAMA FOUNDATION
5235 S HARPER CT STE 1140CHICAGOIL60615PCGENERAL SUPPORT$1,000,000
THE EXPLORATORIUM
PIER 17 SUITE 100SAN FRANCISCOCA94111PCSTABILITY AND REVITALIZATION FUND$500,000
THE NUEVA SCHOOL
6565 SKYLINE BLVDHILLSBOROUGHCA94010PCREALIZE THE POTENTIAL CAPITAL CAMPAIGN ($50K TOWARD ANNUAL FUND)$1,000,000
THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC
PO BOX 368BRONXVILLENY10708PCGENERAL SUPPORT$500,000
THE TONY BLAIR FOUNDATION
237 W 35TH ST STE 1101NEW YORKNY10001PCBUILDING PUBLIC HEALTH OPERATIONAL CAPACITY$1,500,000
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069PCGENERAL SUPPORT$300,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104PCGENERAL OPERATING SUPPORT$500,000
UNITED STATES OF CARE CAMPAIGN
2776 S ARLINGTON MILL DRIVE SUITE 5ARLINGTONVA22206PCGENERAL SUPPORT, ENTREPRENEURS COUNCIL$25,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE SUITE 401BERKELEYCA94704PCSEED SCHOLARS PROGRAM$500,000
VITAL VOICES GLOBAL PARTNERSHIP INC
1509 16TH ST NWWASHINGTONDC20036PC2022 VITAL VOICES CAPITAL CAMPAIGN (FOUNDING MEMBER)$125,000
WISH OF A LIFETIME
110 16TH ST STE 406DENVERCO80202PCGENERAL SUPPORT$50,000
WOMENSV
PO BOX 3982LOS ALTOSCA94022PCGENERAL SUPPORT$10,000
Y ENTREPRENEURIAL SOCIETY INC
206 ELM STNEW HAVENCT06511PFGENERAL CHARITABLE SUPPORT$2,500
YALE UNIVERSITY
105 WALL STREETNEW HAVENCT06520PCSID ALTMAN MEMORIAL FUND$100,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521PCGENERAL SUPPORT$1,500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,610,304TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$956,144ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,225,365ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,181,509ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,181,509TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/AUDIT SERVICESCategoryTxt
Amt$47,000Amt
Net Investment Income$23,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,500DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmt
CASTE LLC
1209 ORANGE STREETWILMINGTONDE198012022-12-27$1,125,000TO PRODUCE AND DISTRIBUTE A FEATURE FILM BASED ON THE ADAPTATION OF "CASTE: THE ORIGINS OF OUR DISCONTENT" BY ISABEL WILKERSON
BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION
1900 N STREETNW WASHINGTONDC200362022-11-15$2,405,613CONTRIBUTION FOR BREAKTHROUGH PRIZE AND GENERAL CHARITABLE SUPPORT$2,405,613
Y ENTREPRENEURIAL SOCIETY INC
206 ELM STNEW HAVENCT065112022-12-14$2,500GENERAL CHARITABLE SUPPORT

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
48,562 SHS ALPHABET INC. CLASS A STOCK$26,467,939$26,467,939
52,878 SHS ALPHABET INC. CLASS C STOCK$28,741,410$28,741,410
ALPHABET STOCK VALUATION$121,569,499$121,569,499
JP MORGAN OTHER EQUITIES$4,315,271$4,315,271
JP MORGAN OTHER EQUITIES STOCK VALUATION$2,949,343$2,949,343
23 AND ME STOCK$5,400,000$5,400,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTSAT COST$96,536,314$96,536,314
ALTERNATIVE INVESTMENTS VALUATIONFMV$37,267,884$37,267,884
JP MORGAN FIXED INCOMEAT COST$78,997,961$78,997,961

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$30,837LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$30,837DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASTE LLC - PROGRAM RELATED INVESTMENTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,125,500EOYBookValueAmt
EOYFMV$1,125,500EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$184,634,732Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER FEES AND LICENSES$45$0$45
BANK FEES$2,881$2,881$0
MISC. EXPENSES$7,087$0$7,087
K1 - 2% DEDUCTIONS$0$1,577,432$0
K1 - OTHER PORTFOLIO DEDUCTION$0$4,217$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME FROM 1099SDesc
Revenue And Expenses Per Books$0RevenueAndExpensesPerBooksAmt
Net Investment Income$25,116NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION MANAGEMENT FEES$102,116$0$102,116
PHILANTHROPIC ADVISOR FEES$503,762$181,354$322,408
CONSULTING SERVICES$624,107$0$624,107

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES EXPENSECategoryTxt
Amt$30,000Amt
Net Investment Income$30,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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