SERGEY BRIN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SERGEY BRIN FAMILY FOUNDATION (EIN 47-2107200)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202403199349105310
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T15:41:46-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12580 N 1ST ST STE 460AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472107200EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SERGEY BRIN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PACIFIC FOUNDATION SERVICESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSERGBusinessNameControlTxt
Phone6508122600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTARA FARNSWORTHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6508122600PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4089988400PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,070,439,070FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$57,023,920ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,808,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,088,546DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$385,857,277NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$620,637,035GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$372,406,651CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21,610,266OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$453,689,442TotalRevAndExpnssAmt
Total Net Invst Incm$423,105,463TotalNetInvstIncmAmt
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$119,462LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$59,731LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$33,162LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$86,515AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$43,258AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$38,070AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,392,950OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$100,160OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,615,129OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$34,878InterestRevAndExpnssAmt
Interest Net Invst Incm$34,878InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$7,604,319TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,380TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,200TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,247TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$17,346TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$144,455OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,347,512OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$147,900OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,391,826TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,586,919TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,852,807TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$430,295,656ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$376,611,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$451,687,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,586,919TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$389,463,947TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,001,960ExcessRevenueOverExpensesAmt
Net Investment Income$405,518,544NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,513,572CashBOYAmt
Cash EOY$7,593,176CashEOYAmt
Cash EOYFMV$7,593,176CashEOYFMVAmt
Sav And Temp Cash Invst BOY$100,658,025SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$262,053,798SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$262,053,798SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$253AcctRcvblAmt
Acct Rcvbl BOY$490AcctRcvblBOYAmt
Acct Rcvbl EOY$253AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$253AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$1,553,997PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,301,959PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,301,959PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,659,033,570CorporateStockBOYAmt
Corporate Stock EOY$1,945,505,259CorporateStockEOYAmt
Corporate Stock EOYFMV$1,945,505,259CorporateStockEOYFMVAmt
Other Investments BOY$1,591,633,693OtherInvestmentsBOYAmt
Other Investments EOY$1,848,984,625OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,848,984,625OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,000,000OtherAssetsBOYAmt
Other Assets EOY$2,000,000OtherAssetsEOYAmt
Other Assets EOYFMV$2,000,000OtherAssetsEOYFMVAmt
Total Assets BOY$3,360,393,347TotalAssetsBOYAmt
Total Assets EOY$4,070,439,070TotalAssetsEOYAmt
Total Assets EOYFMV$4,070,439,070TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,002,712AccountsPayableBOYAmt
Accounts Payable EOY$696,948AccountsPayableEOYAmt
Grants Payable BOY$208,882,103GrantsPayableBOYAmt
Grants Payable EOY$262,566,707GrantsPayableEOYAmt
Other Liabilities BOY$24,717,751OtherLiabilitiesBOYAmt
Other Liabilities EOY$31,055,418OtherLiabilitiesEOYAmt
Total Liabilities BOY$236,602,566TotalLiabilitiesBOYAmt
Total Liabilities EOY$294,319,073TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,123,790,781NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,776,119,997NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,123,790,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,776,119,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,360,393,347TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,070,439,070TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,123,790,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,001,960ExcessRevenueOverExpensesAmt
Other Increases$650,327,256OtherIncreasesAmt
Subtotal$3,776,119,997SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,776,119,997TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$620,539,996$290,770,942$329,769,054$329,769,054
YORK CREDIT OPPORTUNITIES UNIT TRUST$82,750$80,725$2,025$2,025P2023-01-012023-12-31
ENDOWMENT PORTFOLIO, LP$42,621,283$42,621,283$42,621,283P2023-01-012023-12-31
CAPITAL GAINS DIVIDENDS$14,289$14,289$14,289P
FieldValueIRS element (for citing)
Capital Gain Net Income$372,406,651CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,636,708InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,636,708SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,636,708TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,680,946EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,680,946TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$44,238OverpaymentAmt
Applied To ES Tax$44,238AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC FOUNDATION SERVICES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155616540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET STE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryUKForeignCountryCd
Foreign CountryCAForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SERGEY BRIN
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR & PRESIDENT2.00$0$0$0
TARA FARNSWORTH
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109TREASURER2.00$0$0$0
ROBERT BROWN
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
COALITION FOR ALIGNING SCIENCE LLC
5425 WISCONSIN AVENUE SUITE 600CHEVY CHASEMD20815SCIENTIFIC AND TECHNICAL CONSULTING$4,383,500
GMMB INC
3050 K STREET NW SUITE 100WASHINGTONDC20007COMMUNICATIONS CONSULTING$3,941,602
RESPOND GLOBAL PTY LTD
PROVIDE ELECTRICITY TO SOUTH PACIFIC ISLAND$1,702,00010/8 SELKIRK DRIVENOOSAVILLEQUEENSLANDAS4566
FREEDMAN CONSULTING
1818 N STREET NW SUITE 450WASHINGTONDC20036RESEARCH & STRATEGIC DEVELOPMENT$1,690,561
PACIFIC FOUNDATION SERVICES
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109MANAGEMENT SERVICES$484,542
FieldValueIRS element (for citing)
Contractor Paid Over50k8ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS A PARTNER IN FUND "LACI CLEANTECH DEBT FUND, LP". TOTAL COMMITMENT THE FOUNDATION HAS AGREED TO IS $3,000,000 OF WHICH $1,000,000 WAS CALLED IN 2022 AND AN ADDITIONAL 1,000,000 WAS CALLED AND PAID IN 2023. THE FUND MAKES LOANS TO INNOVATIVE STARTUPS DEVELOPING GREEN TECH.Description1Txt
Expenses1$1,000,000Expenses1Amt
Description2THE FOUNDATION IS A LOAN GUARANTOR FOR A GEORGIA BASED NONPROFIT (CENTER FOR GLOBAL HEALTH INNOVATION, INC). THE NONPROFIT DEFAULTED IN ITS LOAN OBLIGATION IN 2023, AND THE FOUNDATION WAS FORCED TO PAY THE LOAN PRINCIPAL AND RELATED INTEREST AND FEES.Description2Txt
Expenses2$2,500,000Expenses2Amt
Total$3,500,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,908,465,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$212,521,672AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,853,286,838FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,974,274,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,974,274,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,614,114CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,914,660,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$195,733,009MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$195,733,009MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,636,708TaxBasedOnInvestmentIncomeAmt
Income Tax$16,451IncomeTaxAmt
Total Tax$5,653,159TotalTaxAmt
Distributable Before Adj$190,079,850DistributableBeforeAdjAmt
Recoveries Qualfied Distri$89RecoveriesQualfiedDistriAmt
Distributable Before Ded$190,079,939DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$190,079,939DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$389,463,947ExpensesAndContributionsAmt
Program Related Invst Total$3,500,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$392,963,947QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$190,079,939DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$17,861,204ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$319,094,023ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$336,955,227TotalExcessDistributionCyovAmt
Qualifying Distributions$392,963,947QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$190,079,939AppliedToCurrentYearAmt
Remaining Distri From Corpus$202,884,008RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$539,839,235TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$539,839,235ExcessDistriCyovToNextYrAmt
Excess From Year2$17,861,204ExcessFromYear2Amt
Excess From Year1$319,094,023ExcessFromYear1Amt
Excess From Current Year$202,884,008ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSERGEY BRINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdCityRecipientForeignAddress/CityNm
ADVANCED ENERGY INSTITUTE
1801 PENNSYLVANIA AVENUE NW SUITE410WASHINGTONDC20006N/APCCLEAN ENERGY INITIATIVES$2,500,052
AKRON COMMUNITY FOUNDATION
345 W CEDAR STAKRONOH44307N/APCECONOMIC, WORKFORCE, AND COMMUNITY DEVELOPMENT INITIATIVES$2,000,000
THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
7900 EDGEWATER DRIVEOAKLANDCA94621N/APCGENERAL OPERATING SUPPORT$500,000
AMERICAN LUNG ASSOCIATION
55 W WACKER DR SUITE 1150CHICAGOIL60601N/APCSUPPORT PRESCRIBED FIRE RESEARCH AND EDUCATION PROGRAMS$175,000
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
520 8TH AVENUE 7TH FLOORNEW YORKNY10018N/APCGENERAL OPERATING SUPPORT IN HONOR OF FELICE TSAI$50,000
THE ASPEN INSTITUTE INC
1000 NORTH THIRD STREETASPENCO81611N/APCPROGRAMS SUPPORTING ZERO EMISSIONS IN TRANSPORTATION$4,233,027
AUDUBON CANYON RANCH
PO BOX 577STINSON BEACHCA94970N/APCFIRE FORWARD FIRE CREW$1,226,904
BD2 LLC
1250 4TH STREETSANTA MONICACA90401N/APCSUPPORT RESEARCH RELATED TO BIPOLAR DISORDER$10,000,010
BEYOND 12 EDUCATION INC
1625 CLAY STREET SUITE 100OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$300,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCTHE STANFORD TD RESEARCH FUND$750,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCWASTEWATERSCAN$25,044,866
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCSUPPORT FOR AUTISM RESEARCH$5,500,200
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCTHE SPARK AT STANFORD FUND IN THE DEPARTMENT OF CHEMICAL AND SYSTEMS BIOLOGY$1,200,264
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH$600,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH$4,000,169
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102N/APCCHARITABLE PURPOSES OF CALIFORNIA ALLIANCE OF BOYS & GIRLS CLUBS$300,000
BRAVEN INC
100 N LASALLE STREET SUITE 310CHICAGOIL60602N/APCGENERAL OPERATING SUPPORT$450,000
BREAKTHROUGH ENERGY FOUNDATION
PO BOX 563KIRKLANDWA98083N/APCSUPPORT FOR PROGRAMMING TO DECARBONIZE STEEL AND IRON ORE FACILITIES$1,200,101
BREAKTHROUGH ENERGY FOUNDATION
PO BOX 563KIRKLANDWA98083N/APCSUPPORT FOR PROGRAMMING TO DECARBONIZE STEEL AND IRON ORE FACILITIES$400,000
BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION
1900 N STREET NWWASHINGTONDC20036N/APFBREAKTHROUGH PRIZE$2,750,000
BUCKMINSTER FULLER INSTITUTE
2261 MARKET STREET 469SAN FRANCISCOCA94114N/APCSUPPORT FOR THE GRIDLINK PROJECT$1,565,513
BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY
1918 UNIVERSITY AVENUE 4TH FLOORBERKELEYCA94704N/APCGENERAL OPERATING SUPPORT$300,000
BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT
PO BOX 3316REDWOOD CITYCA94064N/APCGENERAL OPERATING SUPPORT$300,000
CALIFORNIA ASSOCIATION OF FOOD BANKS
1624 FRANKLIN STREET SUITE 722OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$600,000
THE CALL OF DUTY ENDOWMENT
2701 OLYMPIC BOULEVARD BUILDING BSANTA MONICACA90404N/APFVETERAN JOB PLACEMENT ASSISTANCE$200,000
CALSTART INC
48 S CHESTER AVENUEPASADENACA91106N/APCPROGRAMS SUPPORTING ZERO EMISSIONS IN TRANSPORTATION$2,500,000
CAMINAR
411 BOREL AVE SUITE 101SAN MATEOCA94402N/APCGENERAL OPERATING SUPPORT$350,000
CHILDREN'S HEALTH COUNCIL INC
650 CLARK WAYPALO ALTOCA94304N/APCGENERAL OPERATING SUPPORT$62,500
CLIMATE IMPERATIVE FOUNDATION
98 BATTERY STREET 202SAN FRANCISCOCA94111N/APCGENERAL OPERATING SUPPORT$40,000,024
CLIMATE JOBS NATIONAL RESOURCE CENTER
350 W 31ST ST FLOOR 8NEW YORK CITYNY10001N/APCSUPPORT FOR OFFSHORE WIND PROGRAMS$1,800,000
COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
PO BOX 1523NEW YORKNY10008N/APCSUPPORT FOR CNS CONDITIONS RESEARCH$446,680
THE COMMUNITY FOUNDATION OF SINGAPORE
N/APCSUPPORT FOR LOCAL ORGANIZATIONS$200,0006 EU TONG SEN STREETSN05981
COOP CAREERS INC
1747 QUESADA AVESAN FRANCISCOCA94124N/APCGENERAL OPERATING SUPPORT$150,000
COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT
91-1270 KINOIKI STREET BUILDING 1KAPOLEIHI96707N/APCTHE KAKO'O MAUI FUND$800,000
CULTURAL FIRE MANAGEMENT COUNCIL
SITE 10 BOX 13HOOPACA95546N/APCCULTURAL BURN FIRE PROGRAM$1,000,000
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117N/APCMAUI WILDFIRE RELIEF$500,000
DONORSCHOOSE ORG
134 W 37TH ST FL 11NEW YORKNY10018N/APCSUPPORT TEACHERS WORKING WITH STUDENTS WITH DISABILITIES$2,000,192
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111N/APCSUPPORT THE RIGHT TO ZERO TRANSPORTATION PROGRAM$2,500,006
ELEMENTAL EXCELERATOR INC
1099 ALAKEA ST 1250HONOLULUHI96813N/APCGENERAL OPERATING SUPPORT$5,000,000
FEDERATION OF AMERICAN SCIENTISTS
1112 16TH STREET NW SUITE 600WASHINGTONDC20036N/APCSUPPORT CLIMATE AND CLEAN ENERGY FELLOWS$500,000
FEDERATION OF AMERICAN SCIENTISTS
1112 16TH STREET NW SUITE 600WASHINGTONDC20036N/APCSUPPORT WILDFIRE WORK$356,146
FII - NATIONAL
PO BOX 71363OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$200,000
FIRST PLACE FOR YOUTH
426 17TH STREET STE 100OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$250,000
FOOD BANK OF CONTRA COSTA AND SOLANO
4010 NELSON AVENUECONCORDCA94520N/APCGENERAL OPERATING SUPPORT$400,000
FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST
200 BEDFORD STREETMANCHESTERNH03101N/APCFIRST ROBOTICS COMPETITION PROGRAM AND TEAMS IN NORTHERN CALIFORNIA$500,000
FOUNTAIN HOUSE
425 W 47TH STNEW YORKNY10036N/APCGENERAL OPERATING SUPPORT$250,000
GENESYS WORKS
1721 BROADWAY SUITE 201OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$300,000
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVE MS 1A3FAIRFAXVA22030N/APCEQUITABLE AND ACCESSIBLE SOFTWARE FOR INJURY DETECTION$4,850,080
GEORGE WASHINGTON UNIVERSITY
1922 F ST NW 4TH FLOORWASHINGTONDC20052N/APCSUPPORT FOR PUBLIC HEALTH RESEARCH$215,676
GLOBAL EMERGENCY RELIEF RECOVERY & RECONSTRUCTION
255 CARTER HALL LANEMILLWOODVA22646N/APCDISASTER RELIEF PROGRAM SUPPORT$800,000
GLOBAL IMPACT
1199 N FAIRFAX ST 300ALEXANDRIAVA22314N/APCSUPPORT FOR DISASTER RELIEF EFFORTS$3,700,000
GREENLIGHT FUND INC
50 MILK STREET 16TH FLOORBOSTONMA02109N/APCGENERAL OPERATING SUPPORT$3,031,815
GRID ALTERNATIVES
1171 OCEAN AVE SUITE 200OAKLANDCA94608N/APCCALIFORNIA TRIBAL ENERGY RESILIENCE ALLIANCE (C-TERA)$1,000,000
HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREETNEW YORKNY10035N/APCGENERAL OPERATING SUPPORT$25,000
HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREETNEW YORKNY10035N/APCWILLIAM JULIUS WILSON INSTITUTE$1,000,033
HIRE HEROES USA
13010 MORRIS RD SUITE 175ALPHARETTAGA30004N/APCGENERAL OPERATING SUPPORT$200,000
HOMELESS PRENATAL PROGRAM
2500 18TH STSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$500,000
HOPE HOUSE
N/ANCGENERAL OPERATING SUPPORT$145,000CNR BOURGAINVILLEA ROADMP90608
HUMAN RIGHTS FOUNDATION INC
350 5TH AVENUE 4202NEW YORKNY10118N/APCGENERAL OPERATING SUPPORT$500,000
HUMBOLDT STATE UNIVERSITY SPONSORED PROGRAMS FOUNDATION
PO BOX 1185ARCATACA95521N/APCCALIFORNIA TRIBAL ENERGY RESILIENCE ALLIANCE (C-TERA) AT SCHATZ ENERGY RESEARCH CENTER$600,000
ITS TIME FOUNDATION LIMITED
N/ANCSUPPORT THE FIJI SOLAR SCHOOLS PROJECTS AND BUILD ORGANIZATIONAL CAPACITY$700,00028 PARKER ROADAS2518EAST CORRIMAL NSW
JEWISH VOCATIONAL & CAREER COUNSELING SERVICE
548 MARKET ST PMB 37733SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$200,000
JOBTRAIN INC
1200 O BRIEN DRIVEMENLO PARKCA94025N/APCGENERAL OPERATING SUPPORT$100,000
KARUK TRIBE
PO BOX 282ORLEANSCA95556N/AGOVECO-CULTURAL REVITALIZATION$3,000,000
LA COCINA INC
2948 FOLSOM STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$450,000
LA JOLLA INSTITUTE FOR IMMUNOLOGY
9420 ATHENA CIRCLELA JOLLACA92037N/APCSUPPORT FOR INFECTIOUS DISEASE RESEARCH$1,359,560
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESAN FRANCISCOCA94102N/APCGENERAL OPERATING SUPPORT$250,000
LATINO COMMUNITY FOUNDATION
RUSS BUILDING 235 MONTGOMERY ST1160SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$3,000,176
LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22324NEW YORKNY10087N/APCGENERAL OPERATING SUPPORT IN HONOR OF FELICE TSAI$50,000
LIBERTY HILL FOUNDATION
1001 WILSHIRE BLVD PMB 2170LOS ANGELESCA90017N/APCSUPPORT FOR TRADE, HEALTH, AND ENVIRONMENT IMPACT PROJECT$1,000,172
LIFE LEARNING ACADEMY
651 8TH STREET - TREASURE ISLANDSAN FRANCISCOCA94130N/APCGENERAL OPERATING SUPPORT$100,000
LIFEMOVES
2550 GREAT AMERICA WAY SUITE 201SANTA CLARACA95054N/APCSUPPORT PROGRAM COMMUNICATIONS$670,000
MANAGEMENT LEADERSHIP FOR TOMORROW
7200 WISCONSIN AVE SUITE 200BETHESDAMD20814N/APCSUPPORT COLLEGE TO CAREER TRAINING PROGRAM$1,000,176
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W33RD STREET 10TH FLOORNEW YORKNY10001N/APCSUPPORT FOR PARKINSON'S DISEASE THERAPEUTICS$1,500,028
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W33RD STREET 10TH FLOORNEW YORKNY10001N/APCSUPPORT FOR PARKINSON'S DISEASE THERAPEUTICS$5,295,612
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W33RD STREET 10TH FLOORNEW YORKNY10001N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH ON DISEASE ACTIVITY AND PROGRESSION$5,000,005
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W33RD STREET 10TH FLOORNEW YORKNY10001N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH$55,400,088
MISSION ASSET FUND
3269 MISSION STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$500,000
THE MISSION CONTINUES
PO BOX 776792CHICAGOIL60677N/APCGENERAL OPERATING SUPPORT$200,000
MULTIPLIER
548 MARKET STREET PMB 81178SAN FRANCISCOCA94104N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$222,210
MULTIPLIER
548 MARKET STREET PMB 81178SAN FRANCISCOCA94104N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$2,000,009
NATIONAL AUDUBON SOCIETY INC
225 VARICK STREET 7TH FLOORNEW YORKNY10014N/APCGENERAL OPERATING SUPPORT, IN HONOR OF SUSAN ORR$100,000
NATIONAL FALLEN FIREFIGHTERS FOUNDATION
PO DRAWER 498EMMITSBURGMD21727N/APCGENERAL OPERATING SUPPORT$90,000
THE NATIONAL WILDLIFE FEDERATION
11101 WILDLIFE CENTER DRIVERESTONVA20190N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$3,333,463
NEW DOOR VENTURES
3221 20TH STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$200,000
THE NUEVA SCHOOL
6565 SKYLINE BOULEVARDHILLSBOROUGHCA94010N/APCGENERAL OPERATING SUPPORT$200,000
ONE LIFE COUNSELING CENTER
1303 SAN CARLOS AVESAN CARLOSCA94070N/APCSUPPORT FOR ACCESS TO MENTAL HEALTH SERVICES$275,000
PACIFIC ENVIRONMENT AND RESOURCES CENTER
473 PINE STREET THIRD FLOORSAN FRANCISCOCA94104N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$5,000,000
PROSPERA COMMUNITY DEVELOPMENT
1072 60TH STREET 3OAKLANDCA94608N/APCGENERAL OPERATING SUPPORT$200,000
RESOURCES LEGACY FUND
400 CAPITOL MALL SUITE 2150SACRAMENTOCA95814N/APCSUPPORT FOR WILDFIRE MITIGATION STRATEGY$12,524,587
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO80301N/APCCLEAN ENERGY INITIATIVES$2,500,000
SAFE & SOUND
1757 WALLER STREETSAN FRANCISCOCA94117N/APCGENERAL OPERATING SUPPORT$100,000
SAN FRANCISCO FOOD BANK
PO BOX 7203SAN FRANCISCOCA94120N/APCGENERAL OPERATING SUPPORT$400,000
SAND COUNTY FOUNDATION INC
44 EAST MIFFLIN STREETMADISONWI53703N/APCSUPPORT FOR AN ASSESSMENT OF FOREST LAND CONSERVATION$120,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862N/APCSUPPORT INITIATIVES$20,000,000
SECOND HARVEST OF SILICON VALLEY
4001 N FIRST STSAN JOSECA95134N/APCGENERAL OPERATING SUPPORT$1,000,176
STARK STATE COLLEGE FOUNDATION
6200 FRANK AVE NWNORTH CANTONOH44720N/APCFOR THE COMMERCIAL DRIVER'S LICENSE PROGRAM$300,000
STATUE OF LIBERTY ELLIS ISLAND FOUNDATION
17 BATTERY PLACE SUITE 324NEW YORKNY10004N/APCTO SUPPORT REIMAGINE THE ELLIS ISLAND MUSEUM$500,000
SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION
PO BOX 34115WASHINGTONDC20043N/APCSUPPORT MENTAL HEALTH WORK AND MASS CASUALTY INCIDENT TRAININGS$250,000
TARA CLIMATE LTD
N/APCGENERAL OPERATING SUPPORT$5,000,00065 CHULIA STSN049513
TAX-AID
235 MONTGOMERY STREET SUITE 1155SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$50,000
TED FOUNDATION
330 HUDSON ST 11TH FLOORNEW YORKNY10013N/APOFPRODUCE FREE, HIGH-QUALITY EDUCATIONAL VIDEOS, PROGRAMS, AND SERVICES FOR STUDENTS AND TEACHERS$1,000,000
TIME FOR CHANGE FOUNDATION
PO BOX 25040SAN BERNARDINOCA92406N/APCGENERAL OPERATING SUPPORT$1,000,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$5,000,005
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104N/APCDESIGN PHASE FOR WOMEN OF COLOR WEALTH FUND$300,000
THE TRUST FOR HIDDEN VILLA
26870 MOODY RDLOS ALTOS HILLSCA94022N/APCGENERAL OPERATING SUPPORT AND FIRE RESISTANCE PLAN$725,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA94704N/APCCITRIS FOUNDRY OPERATIONAL SUPPORT$250,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA94704N/APCCITRIS CLIMATE PROGRAM SUPPORT$150,000
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145N/APCSUPPORT FOR AUTISM RESEARCH$2,000,160
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH$10,000,236
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH$23,400,068
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145N/APCHUNTERS POINT ANIMAL FACILITY MODERNIZATION PROJECT$16,000,236
UKRAINE DEFENSE FUND INC
5950 MAYFIELD RD OFFICE 1099MAYFIELD HEIGHTSOH44124N/APCGENERAL OPERATING SUPPORT$275,000
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVENUE NWWASHINGTONDC20006N/APCSUPPORT FOR THE INTERNATIONAL MARITIME ORGANIZATION PACIFIC ISLAND NATION PROGRAMS$1,700,004
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVENUE NWWASHINGTONDC20006N/APCSUPPORT FOR THE INTERNATIONAL MARITIME ORGANIZATION CLIMATE PROGRAMS$3,000,051
UNITED STATES ENERGY FOUNDATION
55 SECOND STREET SUITE 2400SAN FRANCISCOCA94105N/APCGENERAL OPERATING SUPPORT$29,000,080
UNITED WAY OF SUMMIT AND MEDINA
37 N HIGH STREETAKRONOH44308N/APCSUPPORT HOMELESSNESS PREVENTION PROGRAM$500,000
UNITED WAY OF THE BAY AREA
550 KEARNY ST SUITE 510SAN FRANCISCOCA94108N/APCGENERAL OPERATING SUPPORT$500,000
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE 12SOUTH PASADENACA91030N/APCGENERAL OPERATING SUPPORT$500,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD OFFICE OF GIFTACCEPTANCECOLLEGE PARKMD20740N/APCMAYA BRIN INSTITUTE FOR NEW PERFORMANCE$1,000,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD OFFICE OF GIFTACCEPTANCECOLLEGE PARKMD20740N/APCBRIN MATHEMATICS RESEARCH CENTER OPERATING FUND$500,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD OFFICE OF GIFTACCEPTANCECOLLEGE PARKMD20740N/APCMAYA BRIN INSTITUTE FOR NEW PERFORMANCE$625,000
UNIVERSITY OF THE SOUTH PACIFIC
N/APCSUPPORT FOR SOLAR ENERGY TRAINING CENTER$573,000USP CAMPUS STATHAM STREET VATUWAQAFJSUVA
WEST OAKLAND JOB RESOURCE CENTER
PO BOX 494OAKLANDCA94604N/APCGENERAL OPERATING SUPPORT$300,000
WESTERN RESERVE COMMUNITY FUND INC
47 N MAIN STAKRONOH44308N/APCSUPPORT FOR THE AKRON RESILIENCY FUND$750,000
WINDWARD FUND
1828 L STREET NW STE 300CWASHINGTONDC20036N/APCSUPPORT FOR WILDFIRE CRISIS PROGRAMS$267,380
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001N/APCTO SUPPORT THE RESPONSE TO THE MAUI WILDFIRES$250,000
YACHTAID GLOBAL
224 BIRMINGHAM DR SUITE 1BCARDIFF BY THE SEACA92007N/APCCYCLONE DISASTER RELIEF AND RECOVERY$24,400
YACHTAID GLOBAL
224 BIRMINGHAM DR SUITE 1BCARDIFF BY THE SEACA92007N/APCCYCLONE DISASTER RELIEF AND RECOVERY$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$376,611,140TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ADVANCED ENERGY INSTITUTE
1801 PENNSYLVANIA AVENUE NW SUITE410WASHINGTONDC20006N/APCCLEAN ENERGY INITIATIVES$2,500,000
THE ASPEN INSTITUTE INC
1000 NORTH THIRD STREETASPENCO81611N/APCPROGRAMS SUPPORTING ZERO EMISSIONS IN TRANSPORTATION$6,167,000
BD2 LLC
1250 4TH STREETSANTA MONICACA90401N/APCSUPPORT RESEARCH RELATED TO BIPOLAR DISORDER$20,000,000
BEYOND 12 EDUCATION INC
1625 CLAY STREET SUITE 100OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$75,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCSUPPORT FOR AUTISM RESEARCH$5,500,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZSTREETSTANFORDCA94305N/APCTHE SPARK AT STANFORD FUND IN THE DEPARTMENT OF CHEMICAL AND SYSTEMS BIOLOGY$1,200,000
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102N/APCCHARITABLE PURPOSES OF CALIFORNIA ALLIANCE OF BOYS & GIRLS CLUBS$75,000
BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY
1918 UNIVERSITY AVENUE 4TH FLOORBERKELEYCA94704N/APCGENERAL OPERATING SUPPORT$75,000
BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT
PO BOX 3316REDWOOD CITYCA94064N/APCGENERAL OPERATING SUPPORT$150,000
CALSTART INC
48 S CHESTER AVENUEPASADENACA91106N/APCPROGRAMS SUPPORTING ZERO EMISSIONS IN TRANSPORTATION$2,500,000
CLIMATE IMPERATIVE FOUNDATION
98 BATTERY STREET 202SAN FRANCISCOCA94111N/APCGENERAL OPERATING SUPPORT$80,000,000
CLIMATE JOBS NATIONAL RESOURCE CENTER
350 W 31ST ST FLOOR 8NEW YORK CITYNY10001N/APCSUPPORT FOR OFFSHORE WIND PROGRAMS$1,800,000
COOP CAREERS INC
1747 QUESADA AVESAN FRANCISCOCA94124N/APCGENERAL OPERATING SUPPORT$37,500
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111N/APCSUPPORT FOR ZERO EMISSIONS PROGRAM$2,500,000
FII - NATIONAL
PO BOX 71363OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$50,000
FRESH LIFELINES FOR YOUTH INC
568 VALLEY WAY SOBRATO CENTER FORNONPROFITSMILPITASCA95035N/APCSUPPORT FOR PHASE 2 OF FLY'S STRATEGIC PLAN, IMAGINE 2030$1,650,000
GENESYS WORKS
1721 BROADWAY SUITE 201OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$150,000
GLOBAL EMERGENCY RELIEF RECOVERY & RECONSTRUCTION
255 CARTER HALL LANEMILLWOODVA22646N/APCDISASTER RELIEF PROGRAM SUPPORT$250,000
LA COCINA INC
2948 FOLSOM STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$225,000
LIFE LEARNING ACADEMY
651 8TH STREET - TREASURE ISLANDSAN FRANCISCOCA94130N/APCGENERAL OPERATING SUPPORT$25,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W33RD STREET 10TH FLOORNEW YORKNY10001N/APCSUPPORT FOR PARKINSON'S DISEASE RESEARCH$23,800,000
MISSION ASSET FUND
3269 MISSION STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$250,000
MULTIPLIER
548 MARKET STREET PMB 81178SAN FRANCISCOCA94104N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$2,000,000
THE NATIONAL WILDLIFE FEDERATION
11101 WILDLIFE CENTER DRIVERESTONVA20190N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$6,666,667
NEW DOOR VENTURES
3221 20TH STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$50,000
PACIFIC ENVIRONMENT AND RESOURCES CENTER
473 PINE STREET THIRD FLOORSAN FRANCISCOCA94104N/APCSUPPORT FOR CLEAN ENERGY PROGRAMMING$5,000,000
PROSPERA COMMUNITY DEVELOPMENT
1072 60TH STREET 3OAKLANDCA94608N/APCGENERAL OPERATING SUPPORT$100,000
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO80301N/APCCLEAN ENERGY INITIATIVES$2,500,000
TARA CLIMATE LTD
N/APCGENERAL OPERATING SUPPORT$5,000,00065 CHULIA STSN049513
TAX-AID
235 MONTGOMERY STREET SUITE 1155SAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$25,000
TED FOUNDATION
330 HUDSON ST 11TH FLOORNEW YORKNY10013N/APOFPRODUCE FREE, HIGH-QUALITY EDUCATIONAL VIDEOS, PROGRAMS, AND SERVICES FOR STUDENTS AND TEACHERS$2,000,000
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145N/APCSUPPORT FOR ASD STUDY AND DATA INFRASTRUCTURE NEEDS$2,000,000
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVENUE NWWASHINGTONDC20006N/APCCLIMATE-RELATED SUPPORT AT THE INTERNATIONAL MARITIME ORGANIZATION$6,000,000
UNITED STATES ENERGY FOUNDATION
55 SECOND STREET SUITE 2400SAN FRANCISCOCA94105N/APCGENERAL OPERATING SUPPORT$87,000,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD OFFICE OF GIFTACCEPTANCECOLLEGE PARKMD20740N/APCMAYA BRIN INSTITUTE FOR NEW PERFORMANCE$1,250,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD OFFICE OF GIFTACCEPTANCECOLLEGE PARKMD20740N/APCBRIN MATHEMATICS RESEARCH CENTER OPERATING FUND$1,500,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD OFFICE OF GIFTACCEPTANCECOLLEGE PARKMD20740N/APCMAYA BRIN INSTITUTE FOR NEW PERFORMANCE$375,000
WESTERN RESERVE COMMUNITY FUND INC
47 N MAIN STAKRONOH44308N/APCSUPPORT FOR THE AKRON RESILIENCY FUND$750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$271,196,167TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,808,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$385,857,277ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$396,665,522ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$396,665,522TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSERGEY BRINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$57,023,920TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1191,200 SHARES GOOGL (CLASS A)$22,383,7842023-05-12
1191,200 SHARES GOOG (CLASS C)$22,447,8362023-05-12
1OWNERSHIP INTEREST IN AT ONE VENTURES, LP$11,192,3002023-07-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$86,515Amt
Net Investment Income$43,258NetInvestmentIncomeAmt
Disbursements Charitable Prps$38,070DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (17 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdAddress Line2ForeignAddress/AddressLine2Txt
MARINE BIOLOGICAL ASSOCIATION
THE LABORATORY CITADEL HILLPLYMOUTHUKPL1 2PB2019-10-14$2,041,697EXPAND THE USE OF MODERN SENSING TECHNOLOGY TO MONITOR AND PREDICT MARINE THREATS TO HUMAN HEALTH AND FOOD SUPPLY$2,000,000NONE10/1/2020, 10/1/2021, 10/22/2022, 12/4/2023, 8/28/20242023-08-24THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.
CAPERNAUM PEDIATRIC THERAPY INC
2021-03-10$40,000TO SUPPORT TREATMENT FOR UNDERINSURED AND UNINSURED CLIENTS$0NONE5/6/2022, 10/22/20232023-10-22CAPERNAUM PEDIATRIC THERAPY, INC. HAS NOT NEEDED TO UTILIZE THE FUNDS FOR SCHOLARSHIPS TO DATE.6625 LYNDALE AVENUE SOUTH SUITE 430RICHFIELDMN55423
CURRUMBIN WILDLIFE HOSPITAL FOUNDATION
27 MILLERS DRIVECURRUMBINAS42232020-01-13$500,000WILDLIFE POPULATION PROGRAM$500,000NONE6/18/2020, 1/31/2022, 4/1/2022, 11/23/2022, 11/16/20232023-11-16THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.
RESTORATION OF HOPE MINISTRIES
14 LYNGARTH ROADKLOOFSF36402022-09-14$52,691CHARITABLE ACTIVITIES TO SUPPORT CHILDREN IN NEED$6,500NONE2/7/20232023-02-08THE ORGANIZATION USED THE FUNDS FOR CHARITABLE PURPOSES AND THE REPORT WAS SATISFACTORY.
THE LITTLE OPTIMIST
INOSPACE BUILDING 8 SECTION STREETCAPE TOWNSF74052022-12-16$39,000THERAPY PROGRAMS$39,000NONE2/21/20242024-02-29THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.PAARDEN EILAN
GLOBAL MARITIME FORUM
AMALIEGADE 33B 3RD FLOORCOPENHAGENDA12562022-06-01$4,410,000GREEN SHIPPING CORRIDORS$4,410,000NONE11/28/2022, 1/30/2023, 8/1/2023, 7/18/20242024-08-27THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES AND GMF WAS RECENTLY GRANTED AN ED CERTIFICATE BY NGO SOURCE.
EDX LLC
2022-01-13$70,000GENERAL OPERATING SUPPORT TO SUPPORT OPEN-SOURCE, DIGITAL EDUCATION, AND ONLINE LEARNING$0141 PORTLAND STREET 9TH FLOORCAMBRIDGEMA02142
HOPE HOUSE
CNR BOURGAINVILLEA ROADBLACK RIVERMP906082023-07-18$145,000GENERAL OPERATING SUPPORT$145,000NONE7/6/20242024-07-09THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.
ITS TIME FOUNDATION LIMITED
28 PARKER ROADCORRIMAL EASTAS25182023-01-13$655,000SUPPORT THE FIJI SOLAR SCHOOLS PROJECTS AND BUILD ORGANIZATIONAL CAPACITY$655,000NONE3/4/20242024-03-04THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.
ITS TIME FOUNDATION LIMITED
28 PARKER ROADCORRIMAL EASTAS25182023-08-07$45,000SUPPORT THE FIJI SOLAR SCHOOLS PROJECTS AND BUILD ORGANIZATIONAL CAPACITY$45,000NONE3/4/20242024-03-04THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.
TED FOUNDATION
2022-11-03$3,000,000PRODUCE FREE, HIGH-QUALITY EDUCATIONAL VIDEOS, PROGRAMS, AND SERVICES FOR STUDENTS AND TEACHERS$1,000,000NONE1/11/20242024-01-11THERE ARE STILL TWO PAYMENTS, BUT THE FIRST PAYMENT OF $1,000,000 HAS BEEN EXPENDED FOR CHARITABLE PURPOSES.330 HUDSON ST 11TH FLOORNEW YORKNY10013
CALL OF DUTY ENDOWMENT
2023-01-19$200,000VETERAN JOB PLACEMENT ASSISTANCE$200,000NONE12/4/20232023-12-04THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.2701 OLYMPIC BOULEVARD BUILDING BSANTA MONICACA90404
BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION
2023-10-04$2,750,000BREAKTHROUGH PRIZE AND GENERAL OPERATING SUPPORT$2,750,000NONE8/29/20242024-09-03THE FUNDS HAVE BEEN EXPENDED FOR CHARITABLE PURPOSES.1900 N STREET NWWASHINGTONDC20036
BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION
2021-09-17$1,947,325BREAKTHROUGH PRIZE AND GENERAL OPERATING SUPPORT$1,947,325NONE8/29/2022, 8/29/20232023-08-30BREAKTHROUGH PRIZE USED THE FUNDS FOR CHARITABLE PURPOSES AND DEMONSTRATED THAT IT WAS "OUT OF CORPUS AND NOT USED TO MEET THEIR MINIMUM DISTRIBUTION REQUIREMENT.1900 N STREET NWWASHINGTONDC20036
BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION
2022-10-06$2,405,613BREAKTHROUGH PRIZE & GENERAL SUPPORT$2,405,613NONE8/29/20232023-08-30BREAKTHROUGH PRIZE USED THE FUNDS FOR CHARITABLE PURPOSES AND DEMONSTRATED THAT IT WAS "OUT OF CORPUS AND NOT USED TO MEET THEIR MINIMUM DISTRIBUTION REQUIREMENT.1900 N STREET NWWASHINGTONDC20036
HOPE HOUSE
CNR BOURGAINVILLEA ROADBLACK RIVERMP906082022-06-01$130,000GENERAL OPERATING SUPPORT$130,000NONE5/30/20232023-06-01THE ORGANIZATION USED THE FUNDS FOR CHARITABLE PURPOSES AND THE REPORT WAS SATISFACTORY.
TED FOUNDATION
2022-02-01$1,000,000TED-ED GENERAL OPERATING SUPPORT$1,000,000NONE2/28/20232023-03-01TED FOUNDATION USED THE FUNDS FOR CHARITABLE PURPOSES AND MET ITS MINIMUM DISTRIBUTION REQUIREMENT WITHOUT USE OF THIS GRANT.330 HUDSON ST 11TH FLOORNEW YORKNY10013

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SCHEDULE OF CONTROLLED ENTITIESFORM 990-PF, PART VI-A, LINE 11:NAME OF CONTROLLED ENTITY:ENDOWMENT PORTFOLIO, LPEMPLOYER ID NO:84-4061464ADDRESS:201 MAIN STREET SUITE 1000, FORT WORTH, TX 76102EXCESS BUSINESS HOLDING:NOTRANSFERS TO CONTROLLED ENTITY:$298,487,783 CAPITAL CONTRIBUTIONTRANSFERS FROM CONTROLLED ENTITY:$34,264,904 CASH DISTRIBUTION
SCHEDULE OF CONTROLLED ENTITIESFORM 990-PF, PART VI-A, LINE 11:NAME OF CONTROLLED ENTITY:NON-DISCRETIONARY PORTFOLIO, L.P.EMPLOYER ID NO:84-4061464ADDRESS:201 MAIN STREET SUITE 1000, FORT WORTH, TX 76102EXCESS BUSINESS HOLDING:NOTRANSFERS TO CONTROLLED ENTITY:$0TRANSFERS FROM CONTROLLED ENTITY:$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A (GOOGL)$965,638,276$965,638,276
ALPHABET INC CL C (GOOG)$979,866,983$979,866,983

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BREP ASIA PRIVATE INVESTORS OFFSHOREFMV$572,618$572,618
GSO PRIVATE INVESTORS OFFSHORE IIFMV$190,185$190,185
STARWOOD SOF X PRIVATE INVESTORSFMV$225,651$225,651
YORK CREDIT OPPORTUNITIES UNITFMV$129,171$129,171
ENDOWMENT PORTFOLIO, LPFMV$1,847,867,000$1,847,867,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$119,462LegalFeesAmt
Net Investment Income$59,731NetInvestmentIncomeAmt
Disbursements Charitable Prps$33,162DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM-RELATED INVESTMENTDesc
BOY Book Value$1,000,000BOYBookValueAmt
EOY Book Value$2,000,000EOYBookValueAmt
EOYFMV$2,000,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PASSTHROUGH DEDUCTIONS$0$17,347,512$0
MEMBERSHIPS$91,750$0$92,000
INSURANCE$52,705$0$55,900

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER PASSTHROUGH INCOMEDesc
Net Investment Income$21,610,266NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$650,327,256Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAXES PAYABLEDesc
BOY Book Value$24,717,751BOYBookValueAmt
EOY Book Value$31,055,418EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION MANAGEMENT FEES$480,042$48,004$432,038
INVESTMENT MANAGEMENT FEES$46,406$46,406$0
SCIENTIFIC AND TECHNICAL CONSULTING$6,734,066$5,750$6,343,374
RESEARCH AND STRATEGIC DEVELOPMENT$2,156,839$0$2,046,414
COMMUNICATION CONSULTING$3,972,086$0$3,787,589
IT SERVICES$3,511$0$5,714
$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$7,601,739$0$0
FOREIGN TAXES$1,380$1,380$0
STATE FILING FEES$1,200$0$1,200

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