THE CHRIS AND MELODY MALACHOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CHRIS AND MELODY MALACHOWSKY FAMILY FOUNDATION (EIN 01-0555028)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202443039349101224
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T14:23:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PARKWAY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950085071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010555028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHRIS AND MELODY MALACHOWSKY | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 6509488859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PARKWAY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS MALACHOWSKY | PersonNm |
| Person Title | PRES & DIRECTOR | PersonTitleTxt |
| Phone | 6509488859 | PhoneNum |
| Signature | 2024-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Preparation | 2024-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $177,516,737 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $740,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $736,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,883,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,952,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,996,586 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106,517 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,203 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,729,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,789,276 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $898 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $898 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,420 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,355 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $113,967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127,203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $340,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,312,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,312,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,652,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,370,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,077,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,649,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,846,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,851,329 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,520,034 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,582,080 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,788,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,909,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $162,408,541 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,732,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,675,273 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,692,829 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,986,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,986,820 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,694 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,694 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,678,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,007,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,516,737 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,678,292 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,007,992 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,678,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,007,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,678,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,007,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,678,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,077,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $252,576 | OtherIncreasesAmt |
| Subtotal | $22,007,992 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,007,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2001-11-01 | 2023-02-24 | $2,018,970 | $2,018,970 | $2,018,970 | |
| PUBLICLY TRADED SECURITIES | D | 2001-11-01 | 2023-05-26 | $3,896,812 | $3,896,812 | $3,896,812 | |
| PUBLICLY TRADED SECURITIES | D | 2001-11-01 | 2023-08-25 | $2,028,889 | $2,028,889 | $2,028,889 | |
| PUBLICLY TRADED SECURITIES | D | 2001-11-01 | 2023-11-24 | $2,999,898 | $2,999,898 | $2,999,898 | |
| US TREASURY | P | 2023-02-24 | 2023-08-24 | $1,000,000 | $23,429 | $23,429 | $976,571 |
| US TREASURY | P | 2023-06-01 | 2023-11-30 | $3,000,000 | $77,180 | $77,180 | $2,922,820 |
| FROM K-1 | P | 2023-01-01 | 2023-12-31 | -$41,116 | -$41,116 | $41,116 | |
| FROM K-1 | P | 2023-01-01 | 2023-12-31 | -$11,473 | -$11,473 | $11,473 | |
| SECTION 1231 FROM K-1 | P | 2022-01-01 | 2023-01-01 | $7,742 | $3,997 | $3,997 | $3,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,996,586 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $161,928 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $161,928 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $161,928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,393 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,393 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $958 | EsPenaltyAmt |
| Overpayment | $22,507 | OverpaymentAmt |
| Applied To ES Tax | $22,507 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRIS MALACHOWSKY | IndividualWithBooksNm |
| Phone | 6509488859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PARKWAY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| CHRIS MALACHOWSKY | ||||||||
| 635 CAMPBELL TECHNOLOGY PARKWAY | CAMPBELL | CA | 95008 | PRES & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELODY MALACHOWSKY | ||||||||
| 635 CAMPBELL TECHNOLOGY PARKWAY | CAMPBELL | CA | 95008 | SEC,TREAS & DIR | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981044057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AUDIT AND TAX SERVICES | ServiceTypeTxt |
| Compensation | $61,900 | CompensationAmt |
| 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 | $134,007,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,525,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,999,514 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,532,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,532,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,137,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,394,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,019,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,019,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161,928 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,243 | IncomeTaxAmt |
| Total Tax | $169,171 | TotalTaxAmt |
| Distributable Before Adj | $6,850,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,850,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,850,554 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,370,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,370,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,850,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,881,096 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,370,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,881,096 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,489,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,360,942 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRIS MALACHOWSKY | ContributingManagerNm |
| Contributing Manager | MELODY MALACHOWSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABLEFLIGHT | ||||||||
| 91 OAK LEAF LN | CHAPEL HILL | NC | 27516 | N/A | PC | CHARITABLE | $25,000 | |
| ABODE | ||||||||
| 40849 FREMONT BLVD | FREMONT | CA | 94538 | N/A | PC | CHARITABLE | $20,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435 C BIG BASIN WAY SUITE 106 | SARATOGA | CA | 95070 | N/A | PC | CHARITABLE | $50,000 | |
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | CHARITABLE | $30,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | CHARITABLE | $14,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA | ||||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | CHARITABLE | $14,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $250,000 | |
| AMERICAN IMMIGRATION COUNCIL | ||||||||
| 1331 G STREET NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | CHARITABLE | $14,000 | |
| AMERICAN INDIAN SCIENCE & ENGINEERING SOCIETY | ||||||||
| 6321 RIVERSIDE PLAZA LANE NW UNIT A | ALBUQUERQUE | NM | 87120 | N/A | PC | CHARITABLE | $40,000 | |
| AMERICAN JEWISH JOINT COMMISSION | ||||||||
| 220 EAST 42NS STREET | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $250,000 | |
| AMERICAN NURSES FOUNDATION | ||||||||
| 8515 GEORGIA AVENUE SUITE 400 | SILVER SPRING | MD | 20910 | N/A | PC | CHARITABLE | $30,000 | |
| AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION | ||||||||
| 800 MAINE AVE SW SUITE 900 | WASHINGTON | DC | 20024 | N/A | PC | CHARITABLE | $14,000 | |
| AMERICAN RIVERS INC | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | PC | CHARITABLE | $14,000 | |
| AMERICAS KIDS BELONG | ||||||||
| 1151 EAGLE DRIVE 464 | LOVELAND | CO | 80537 | N/A | PC | CHARITABLE | $22,500 | |
| ANCHOR CENTER FOR BLIND | ||||||||
| 2550 ROSLYN STREET | DENVER | CO | 80238 | N/A | PC | CHARITABLE | $30,000 | |
| ANIMAL PLACE | ||||||||
| 17314 MCCOURTNEY ROAD | GRASS VALLEY | CA | 95949 | N/A | PC | CHARITABLE | $5,000 | |
| AOPA FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | N/A | PC | CHARITABLE | $50,000 | |
| ART DOCENT PROGRAM | ||||||||
| 2104 LADY EMMA COURT | GOLD RIVER | CA | 95670 | N/A | PC | CHARITABLE | $5,000 | |
| ASPCA | ||||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $5,000 | |
| ASYLUM ACCESS | ||||||||
| C/O PORT WORKSPACES 344 THOMAS L | OAKLAND | CA | 94612 | N/A | PC | CHARITABLE | $5,000 | BERKLEY WAY |
| BAY AREA COMMUNITY SERVICES INC | ||||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | N/A | PC | CHARITABLE | $60,000 | |
| BAY AREA RESCUE MISSION | ||||||||
| PO BOX 1112 | RICHMOND | CA | 948020112 | N/A | PC | CHARITABLE | $22,500 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | CHARITABLE | $50,000 | |
| BLUE STAR FAMILIES | ||||||||
| 441 SAXONY ROAD THE HIVE/BARN 2 | ENCINITAS | CA | 92024 | N/A | PC | CHARITABLE | $5,000 | |
| BOB BAKER MARIONETTE THEATER | ||||||||
| 4949 YORK BLVD | LOS ANGELES | CA | 90042 | N/A | PC | CHARITABLE | $10,000 | |
| BONAFIDE INC | ||||||||
| 2626 HARRISON STREET | OAKLAND | CA | 94612 | N/A | PC | CHARITABLE | $10,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST ST NE 400 STE 400 | WASHINGTON | DC | 20002 | N/A | PC | CHARITABLE | $25,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 3RD AVE 33RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $60,000 | |
| CA FIRE FOUNDATION | ||||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | N/A | PC | CHARITABLE | $25,000 | |
| CAL FIRE BENEVOLENT FOUNDATION | ||||||||
| 1731 J ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | CHARITABLE | $22,500 | |
| CALIFORNIA FOOD POLICY ADVOCATES | ||||||||
| 1970 BROADWAY SUITE 760 | OAKLAND | CA | 94612 | N/A | PC | CHARITABLE | $14,000 | |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING ST 600A | LOS ANGELES | CA | 90014 | N/A | PC | CHARITABLE | $20,000 | |
| STORY OF STUFF PROJECT | ||||||||
| 1442 A WALNUT STREET SUITE 272 | BERKELEY | CA | 94709 | N/A | PC | CATALOG CHOICE | $2,000 | |
| CDF BENEVOLENT FOUNDATION | ||||||||
| 1731 J STREET SUITE 100 | ATLANTA | GA | 30308 | N/A | PC | CHARITABLE | $25,000 | |
| CENTER FOR CONSTITUTIONAL RIGHTS INC | ||||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | N/A | PC | CHARITABLE | $14,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | CHARITABLE | $14,000 | |
| CHARITY NAVIGATOR | ||||||||
| 299 MARKET ST 250 SUITE 101 | SADDLE BROOK | NJ | 07663 | N/A | PC | CHARITABLE | $19,000 | |
| CHRISTIAN MINISTRY ALLIANCE | ||||||||
| PO BOX 7735 | GOODYEAR | AZ | 85338 | N/A | PC | CHARITABLE | $400,000 | |
| CHARITYSMITH NONPROFIT FOUNDATION | ||||||||
| 13100 FILLY LANE | TRUCKEE | CA | 96161 | N/A | PC | CHRISTOPHER MEADOWS MEMORIAL FUND | $5,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | N/A | PC | CHARITABLE | $140,000 | |
| COALITION TO ABOLISH SLAVERY AND TRAFFICKING | ||||||||
| 3580 WILSHIRE BLVD 900-37 | LOS ANGELES | CA | 90010 | N/A | PC | CHARITABLE | $14,000 | |
| COMMUNITY PARTNERS INTERNATIONAL | ||||||||
| 580 CALIFORNIA ST FL 16 STE 1658 | SAN FRANCISCO | CA | 941041068 | N/A | PC | CHARITABLE | $5,000 | |
| COMPTON JUNIOR EQUESTRIANS | ||||||||
| 463 W CALDWELL ST | COMPTON | CA | 90220 | N/A | PC | CHARITABLE | $14,000 | |
| COMPUTER HISTORY MUSEUM | ||||||||
| 1401 N SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | CHARITABLE | $50,000 | |
| CORAL REEF ALLIANCE | ||||||||
| 548 MARKET ST SUITE 29802 | SAN FRANCISCO | CA | 94104 | N/A | PC | CHARITABLE | $30,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVENUE | LOS ANGELES | CA | 90027 | N/A | PC | CHARITABLE | $25,000 | |
| CURE SMA | ||||||||
| 925 BUSSE ROAD | ELK GROVE VILLAGE | IL | 60007 | N/A | PC | CHARITABLE | $14,000 | |
| DAV CHARITABLE SERVICE TRUST | ||||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | N/A | PC | CHARITABLE | $30,000 | |
| DOGS ON DEPLOYMENT | ||||||||
| 970 W VALLEY PARKWAY BOX 667 | ESCONDIDO | CA | 92025 | N/A | PC | CHARITABLE | $10,000 | |
| EARTH ISLAND INSTITUTE | ||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | N/A | PC | CHARITABLE | $20,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | CHARITABLE | $90,000 | |
| ENVIRONMENTAL DEFENSE | ||||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | N/A | PC | CHARITABLE | $14,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | CHARITABLE | $50,000 | |
| FAMILY SUPPORTIVE HOUSING INC | ||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | N/A | PC | CHARITABLE | $22,500 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | N/A | PC | CHARITABLE | $14,000 | |
| FOSTER CARE TO SUCCESS | ||||||||
| 23811 CHAGRIN BLVD SUITE 210 | CLEVELAND | OH | 44122 | N/A | PC | CHARITABLE | $22,500 | |
| FRIENDS OF GRIFFITH PARK | ||||||||
| PO BOX 27573 | LOS ANGELES | CA | 90027 | N/A | PC | CHARITABLE | $5,000 | |
| FRIENDS OF HAWAII TECHNOLOGY ACADEMY | ||||||||
| 94-450 MOKUOLA ST SUITE 200 | WAIPAHU | HI | 96797 | N/A | PC | CHARITABLE | $50,000 | |
| GIRLS WHO CODE INC | ||||||||
| 1250 BROADWAY 17TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | CHARITABLE | $25,000 | |
| GLOBALGIVING | ||||||||
| 1 THOMAS CIRCLE SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | CHARITABLE | $100,000 | |
| GREATER LA ZOO ASSOCIATION | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | N/A | PC | CHARITABLE | $80,000 | |
| GREY MUZZLE ORGANIZATION | ||||||||
| 14460 FALLS OF NEUSE RD SUITE | RALEIGH | NC | 27614 | N/A | PC | CHARITABLE | $80,000 | 149-269 |
| GUIDE DOGS FOR THE BLIND | ||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | N/A | PC | CHARITABLE | $30,000 | |
| GUY HARVEY FOUNDATION | ||||||||
| 757 SE 17TH ST SUITE 217 | FORT LAUDERDALE | FL | 33316 | N/A | PC | CHARITABLE | $10,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A | PC | CHARITABLE | $400,000 | |
| HILLER AVIATION MUSEUM | ||||||||
| 601 SKYWAY RD | SAN CARLOS | CA | 94070 | N/A | PC | CHARITABLE | $25,000 | |
| HOMELESS HEALTH CARE LOS ANGELES | ||||||||
| 2330 BEVERLY BLVD | LOS ANGELES | CA | 90057 | N/A | PC | CHARITABLE | $50,000 | |
| HOMEWARD BOUND OF MARIN | ||||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | N/A | PC | CHARITABLE | $22,500 | |
| HOPE FOR CHINA DOGS RESCUE | ||||||||
| 458 N DOHNEY DR PO BOX 69126 | WEST HOLLYWOOD | CA | 90048 | N/A | PC | CHARITABLE | $14,000 | |
| HOUSING MATTERS | ||||||||
| 115B CORAL ST | SANTA CRUZ | CA | 95060 | N/A | PC | CHARITABLE | $22,500 | |
| HUMAN RIGHTS FOUNDATION | ||||||||
| 350 FIFTH AVENUE SUITE 4202 | NEW YORK | NY | 10118 | N/A | PC | CHARITABLE | $24,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | N/A | PC | CHARITABLE | $14,000 | |
| INNOVATORS FOR PURPOSE | ||||||||
| 825 MAIN ST | ACTON | MA | 01720 | N/A | PC | CHARITABLE | $20,000 | |
| INSTITUTE FOR FREE SPEECH | ||||||||
| 1150 CONNECTICUT AVE NW SUITE 801 | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $14,000 | |
| INTERNATIONAL CULTIC STUDIES ASSOCIATION INC | ||||||||
| PO BOX 2265 | BONITA SPRINGS | FL | 34133 | N/A | PC | CHARITABLE | $13,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | CHARITABLE | $50,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | CHARITABLE | $50,000 | |
| IRANIAN AMERICAN WOMEN FOUNDATION | ||||||||
| 19200 VON KARMAN -365 | IRVINE | CA | 92612 | N/A | PC | CHARITABLE | $14,000 | |
| JAIL GUITAR DOORS | ||||||||
| PO BOX 46115 | LOS ANGELES | CA | 90046 | N/A | PC | CHARITABLE | $20,000 | |
| LEADERSHIP CONFERENCE EDUCATION FUND INC | ||||||||
| 1620 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $14,000 | |
| LOAVES & FISHES FAMILY KITCHEN | ||||||||
| 1500 BERGER DRIVE | SAN JOSE | CA | 95112 | N/A | PC | CHARITABLE | $5,000 | |
| LOS ANGELES EDUCATION PARTNERSHIP | ||||||||
| 1541 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | N/A | PC | CHARITABLE | $14,000 | |
| MAKING WAVES ACADEMY | ||||||||
| 4123 LAKESIDE DR | RICHMOND | CA | 94806 | N/A | PC | CHARITABLE | $50,000 | |
| MARTHAS KITCHEN | ||||||||
| PO BOX 1561 | ST ALBANS | VT | 05478 | N/A | PC | CHARITABLE | $5,000 | |
| MASSACHUSETTS HOUSING AND SHELTER INC | ||||||||
| PO BOX 8638 | BOSTON | MA | 02114 | N/A | PC | CHARITABLE | $40,000 | |
| MAUI FOOD BANK | ||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | N/A | PC | CHARITABLE | $100,000 | |
| MAUI HUMANE SOCIETY | ||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | N/A | PC | CHARITABLE | $20,000 | |
| MEALS ON WHEELS AMERICA | ||||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | N/A | PC | CHARITABLE | $20,000 | |
| MILPITAS FOOD PANTRY | ||||||||
| 1440 S MAIN ST | MILPITAS | CA | 95035 | N/A | PC | CHARITABLE | $20,000 | |
| MIRACLE MESSAGES | ||||||||
| 5432 GEARY BLVD SUITE 896 | SAN FRANCISCO | CA | 94121 | N/A | PC | CHARITABLE | $30,000 | |
| MISSION HOUSING DEVELOPMENT CORP | ||||||||
| 474 VALENCIA ST STE 280 | SAN FRANCISCO | CA | 94103 | N/A | PC | CHARITABLE | $40,000 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | CHARITABLE | $20,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 3803 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | CHARITABLE | $80,000 | |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | ||||||||
| 1032 15TH ST NW 199 | WASHINGTON | DC | 20005 | N/A | PC | CHARITABLE | $50,000 | |
| NATIONAL HARM REDUCTION COALITION | ||||||||
| 22 W 27TH ST FL 5 | NEW YORK | NY | 10001 | N/A | PC | CHARITABLE | $40,000 | |
| NATIONAL HOSPICE FOUNDATION | ||||||||
| 1707 L STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $25,000 | |
| NATIONAL IMMIGRATION FORUM | ||||||||
| 50 F STREET SUITE 300 | WASHINGTON | DC | 20001 | N/A | PC | CHARITABLE | $14,000 | |
| NATIONAL INSTITUTE OF REPRODUCTIVE HEALTH INC | ||||||||
| 14 WALL STREET SUITE 3B | NEW YORK | NY | 10005 | N/A | PC | CHARITABLE | $50,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 1521 POLAND AVE | NEW ORLEANS | LA | 70177 | N/A | PC | CHARITABLE | $14,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1110 VERMONT AVENUE NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | CHARITABLE | $14,000 | |
| NATIONAL VETERANS FOUNDATION | ||||||||
| 5777 W CENTURY BLVD STE 350 | LOS ANGELES | CA | 90045 | N/A | PC | CHARITABLE | $5,000 | |
| NATIONAL WOMEN'S LAW CENTER | ||||||||
| 11 DUPONT CIRCLE NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $14,000 | |
| NDN COLLECTIVE INC | ||||||||
| 408 KNOLLWOOD DR | RAPID CITY | SD | 57701 | N/A | PC | CHARITABLE | $20,000 | |
| NEXT DOOR SOLUTIONS | ||||||||
| 234 E GISH ROAD SUITE 200 | SAN JOSE | CA | 95112 | N/A | PC | CHARITABLE | $20,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $14,000 | |
| OCEAN DISCOVERY INSITUTION | ||||||||
| 4255 THORN STREET | SAN DIEGO | CA | 92105 | N/A | PC | CHARITABLE | $14,000 | |
| OPPORTUNITY JUNCTION INC | ||||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94509 | N/A | PC | CHARITABLE | $22,500 | |
| OUR CHILDREN'S TRUST | ||||||||
| PO BOX 5181 | EUGENE | OR | 97405 | N/A | PC | CHARITABLE | $20,000 | |
| PS ARTS | ||||||||
| 6701 CENTER DRIVE W SUITE 550 | LOS ANGELES | CA | 90045 | N/A | PC | CHARITABLE | $14,000 | |
| PACIFIC BIRTH COLLECTIVE | ||||||||
| 2580A ALU OLU PLACE | HAIKU | HI | 96708 | N/A | PC | CHARITABLE | $50,000 | |
| PARKINSON'S FOUNDATION INC | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $14,000 | |
| PETS IN NEED | ||||||||
| 3281 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PC | CHARITABLE | $9,000 | |
| PETSMART CHARITIES | ||||||||
| 19601 N 27TH AVENUE | PHOENIX | AZ | 85027 | N/A | PC | CHARITABLE | $80,000 | |
| PFLAG NATIONAL | ||||||||
| 1625 K STREET NW SUITE 700 | WASHINGTON | DC | 20006 | N/A | PC | CHARITABLE | $50,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | CHARITABLE | $80,000 | |
| PLASTIC OCEAN PROJECT | ||||||||
| 5598 MARVIN MOSS LANE 2009 | WILMINGTON | NC | 28409 | N/A | PC | CHARITABLE | $14,000 | |
| POLARIS | ||||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | N/A | PC | CHARITABLE | $14,000 | |
| POLICYLINK | ||||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | N/A | PC | CHARITABLE | $14,000 | |
| PREVENT CHILD ABUSE AMERICA | ||||||||
| 228 SOUTH WABASH AVENUE 10TH FLOOR | CHICAGO | IL | 60604 | N/A | PC | CHARITABLE | $22,500 | |
| PRIDE FOUNDATION | ||||||||
| 2014 EAST MADISON STREET SUITE 300 | SEATTLE | WA | 98122 | N/A | PC | CHARITABLE | $14,000 | |
| PROJECT HOPE | ||||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $90,000 | |
| PROLITERACY WORLDWIDE | ||||||||
| 101 WYOMING STREET | SYRACUSE | NY | 13204 | N/A | PC | CHARITABLE | $10,000 | |
| PUENTE LEARNING CENTER | ||||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 90033 | N/A | PC | CHARITABLE | $5,000 | |
| READING IS FUNDAMENTAL | ||||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | N/A | PC | CHARITABLE | $15,000 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | CHARITABLE | $5,000 | |
| SAN DIEGO HUMANE SOCIETY | ||||||||
| 5480 GAINES STREET | SAN DIEGO | CA | 92110 | N/A | PC | CHARITABLE | $14,000 | |
| SAN DIEGO ZOO GLOBAL | ||||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | N/A | PC | CHARITABLE | $14,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | N/A | PC | CHARITABLE | $25,000 | |
| SANTA CRUZ COUNTY ANIMAL SHELTER FOUNDATION | ||||||||
| 2200 7TH AVENUE | SANTA CRUZ | CA | 95062 | N/A | PC | CHARITABLE | $1,000 | |
| SANTA CRUZ GIVES | ||||||||
| 1740 17TH AVE | SANTA CRUZ | CA | 95062 | N/A | PC | CHARITABLE | $25,000 | |
| SCHOOL ON WHEELS INC | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | N/A | PC | CHARITABLE | $22,500 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | N/A | PC | CHARITABLE | $100,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2788 SAN TOMAS EXPRESSWAY | SANTA CLARA | CA | 95051 | N/A | PC | CHARITABLE | $50,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | N/A | PC | CHARITABLE | $5,000 | |
| SUNRISE MOVEMENT EDUCATION FUND | ||||||||
| 712 H ST NE UNIT 626 | WASHINGTON | DC | 20002 | N/A | PC | CHARITABLE | $20,000 | |
| SUPPORT THE ENLISTED PROJECT | ||||||||
| 9915 BUSINESSPARK AVE SUITE A | SAN DIEGO | CA | 92131 | N/A | PC | CHARITABLE | $5,000 | |
| THE MR HOLLAND'S OPUS FOUNDATION | ||||||||
| 2550 N HOLLYWOOD WAY 302 | BURBANK | CA | 91505 | N/A | PC | CHARITABLE | $40,000 | |
| THE OCEAN FOUNDATION | ||||||||
| 1320 19TH STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $30,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | CHARITABLE | $50,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | CHARITABLE | $30,000 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE RD SUITE 500 | SAN DIEGO | CA | 92108 | N/A | PC | CHARITABLE | $5,000 | |
| UNIVERSITY OF FLORDIA FOUNDATION INC | ||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | CHARITABLE | $60,000 | |
| UPWARDLY GLOBAL | ||||||||
| 505 8TH AVENUE SUITE 1704 | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $5,000 | |
| URGENT ACTION FUND | ||||||||
| 660 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | N/A | PC | CHARITABLE | $14,000 | |
| WE ACT FOR ENVIRONMENTAL JUSTICE | ||||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | N/A | PC | CHARITABLE | $20,000 | |
| WIKIMEDIA FOUNDATION | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | CHARITABLE | $34,000 | |
| WILDAID | ||||||||
| 333 PINE STREET SUITE 300 | SAN FRANCISCO | CA | 94104 | N/A | PC | CHARITABLE | $14,000 | |
| WOMAN INC | ||||||||
| 26 BOARDMAN PLACE | SAN FRANCISCO | CA | 94103 | N/A | PC | CHARITABLE | $20,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | CHARITABLE | $25,000 | |
| FROM MAKENA CAPITAL ASSOCIATES K-1 | ||||||||
| 2755 SAND HILL ROAD SUITE 200 | MENLO PARK | CA | 94025 | N/A | PC | CHARITABLE | $55 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,312,055 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,847 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $736,546 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,767 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,723 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,867,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,337 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,690,653 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,729,990 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOSS ADAMS LLP | CategoryTxt |
| Amt | $66,775 | Amt |
| Net Investment Income | $9,420 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,355 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO & CO MEDIUM TERM NOTE | $500,000 | $498,550 |
| SHS GENERAL MOTORS FINI CO MEDIUM TERM NOTE | $500,000 | $498,345 |
| SHS VERIZON COMMUNICATIONS MEDIUM TERM NOTE | $500,000 | $498,285 |
| SHS DOW CHEMICAL CO/THE MEDIUM TERM NOTE | $500,000 | $488,135 |
| FORD MOTOR CREDIT CO LLC | $500,000 | $499,110 |
| JPMORGAN CHASE FINANCIAL | $250,000 | $250,778 |
| ALLY FINANCIAL INC | $500,000 | $465,820 |
| APPLE INC | $493,752 | $507,765 |
| WELLS FARGO & CO MEDIUM TERM NOTE | $500,000 | $476,020 |
| LOCKHEED MARTIN CORP | $241,815 | $239,855 |
| HOME DEPOT INC | $247,067 | $252,610 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 350,600 SHS NVIDIA CORP | $2,304,633 | $159,138,947 |
| 59,300 SHS TPG RE FINANCE TR | $737,474 | $385,450 |
| 22,500 SHS BLACKSTONE SECURED LENDING FD | $726,656 | $621,900 |
| 42,302 SHS ANGEL OAK MORTGAGE | $709,238 | $448,401 |
| 22,900 SHS BLACKSTONE MORTGAGE TRUST | $722,842 | $487,083 |
| 34,200 SHS KKR REAL ESTATE FINANCE | $726,338 | $452,466 |
| 29,700 SHS STARWOOD PROPERTY TR INC | $732,492 | $624,294 |
| 250,000 GOLDMAN SACHS TR | $250,000 | $250,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,520,034 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,582,080 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MAKENA CAPITAL ASSOCIATES (U.S.), L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,986,820 | BookValueAmt |
| EOYFMV | $6,986,820 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $898 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $898 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $12,694 | EOYBookValueAmt |
| EOYFMV | $12,694 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $400 | $0 | $400 |
| SECTION 592E DEDUCTIONS FROM K-1 | $26,334 | -$2,103 | $0 |
| OTHER DEDUCTIONS FROM K-1 | $13,843 | $13,843 | $0 |
| PORTFOLIO DEDUCTIONS FROM K-1 | $99,132 | $99,132 | $0 |
| INVESTMENT INTEREST EXPENSE FROM K-1 | $18,441 | $16,331 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM K-1 | $1,021 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CANCELLATION OF DEBT | $936 | $936 | $936 |
| ROYALTY INCOME | $4,287 | $4,287 | $4,287 |
| NON-PASSIVE INCOME FROM K-1 | $101,294 | $50,980 | $101,294 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS (FROM K-1) | Desc |
| Amt | $252,576 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,167 | $3,154 | $0 |
| FEDERAL TAXES | $106,600 | $0 | $0 |
| CALIFORNIA FRANCHISE TAXES | $4,200 | $0 | $0 |
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