OBERNDORF FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OBERNDORF FAMILY FOUNDATION (EIN 68-0299542)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-22
IRS object ID
202310819349100306
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-22T11:45:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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

Filer Filer

FieldValueIRS element (for citing)
EIN680299542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILL & SUSAN OBERNDORF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBILLBusinessNameControlTxt
Phone4155006900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN C OBERNDORFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155006900PhoneNum
Signature2023-03-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastOBERNDORFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCIS R CASSIDYPreparerPersonNm
PTINP00733712PTIN
Phone4157642700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,337,437FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$313,868InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$313,868InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$313,868InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$247,401DividendsRevAndExpnssAmt
Dividends Net Invst Incm$247,401DividendsNetInvstIncmAmt
Dividends Adj Net Incm$247,401DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$37,056,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,562,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$36,495,020TotalRevAndExpnssAmt
Total Net Invst Incm$561,269TotalNetInvstIncmAmt
Total Adj Net Incm$561,269TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,965AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,965AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44,250OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,125OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$22,125OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,682OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,842OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$6,842OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,862TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,932TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$38,932TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,446,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,446,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,523,862TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,932TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$21,484,932TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,018,882ExcessRevenueOverExpensesAmt
Net Investment Income$522,337NetInvestmentIncomeAmt
Adjusted Net Income$561,269AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,702,875CashBOYAmt
Cash EOY$18,479,190CashEOYAmt
Cash EOYFMV$18,479,190CashEOYFMVAmt
Acct Rcvbl$14,410AcctRcvblAmt
Acct Rcvbl EOY$14,410AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$14,410AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$58,405OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,146OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$58,405OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$58,405OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$157,153,231CorporateStockBOYAmt
Corporate Stock EOY$83,284,276CorporateStockEOYAmt
Corporate Stock EOYFMV$77,785,432CorporateStockEOYFMVAmt
Total Assets BOY$159,857,252TotalAssetsBOYAmt
Total Assets EOY$101,836,281TotalAssetsEOYAmt
Total Assets EOYFMV$96,337,437TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,000AccountsPayableBOYAmt
Total Liabilities BOY$6,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$159,851,252RetainedEarningBOYAmt
Retained Earning EOY$101,836,281RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$159,851,252TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$101,836,281TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,857,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$101,836,281TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,851,252TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,018,882ExcessRevenueOverExpensesAmt
Other Increases$3,911OtherIncreasesAmt
Subtotal$101,836,281SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$101,836,281TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMAZON COM INCP2020-01-282022-01-24$5,791,928$3,744,026$2,047,902$2,047,902
ATLASSIANP2022-02-232022-01-24$5,046,763$5,180,574-$133,811-$133,811
BOONTERRA ENERGY CORPP2022-12-052020-10-30$12,507,421$23,759,947-$11,252,526-$11,252,526
ECOONLINE HOLDING ASP2021-01-172022-06-02$20,358,145$20,695,480-$337,335-$337,335
MONDAY COMP2022-02-012022-12-05$5,845,760$11,196,037-$5,350,277-$5,350,277
SMARTSHEET INCP2021-01-252022-02-04$16,641,505$12,740,485$3,901,020$3,901,020
VIMEO INC COMP2021-01-252022-05-17$8,692,770$33,393,311-$24,700,541-$24,700,541
IAC INC COM NEWP2020-06-262022-07-19$6,254,839$7,991,152-$1,736,313-$1,736,313
SMARTSHEET INCP2020-09-182022-12-02$452,056$536,023-$83,967-$83,967
TRANSDIGM GROUP INCP2020-08-112022-12-05$2,953,376$2,382,190$571,186$571,186
FX GAINS & LOSSESP2021-01-012022-01-01$18,373$18,373$18,373
FieldValueIRS element (for citing)
Capital Gain Net Income-$37,056,289CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,821,423NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,260InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,260SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,260TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,706EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,706TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,446OverpaymentAmt
Applied To ES Tax$12,446AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN C OBERNDORFIndividualWithBooksNm
Phone4155006900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN C OBERNDORF
615 FRONT STREETSAN FRANCISCOCA94111PRESIDENT10.00$0$0$0
WILLIAM E OBERNDORF
615 FRONT STREETSAN FRANCISCOCA94111SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$109,169,995AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,547,768AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$125,717,763TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$125,717,763AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,885,766CashDeemedCharitableAmt
Net Vl Noncharitable Assets$123,831,997NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,191,600MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,191,600MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,260TaxBasedOnInvestmentIncomeAmt
Total Tax$7,260TotalTaxAmt
Distributable Before Adj$6,184,340DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,184,340DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,184,340DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,484,932ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,484,932QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,184,340DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,662,274ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,302,669ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$15,596,256ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,811,420ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,372,619TotalExcessDistributionCyovAmt
Qualifying Distributions$21,484,932QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,184,340AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,300,592RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$66,673,211TotalCorpusAmt
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$13,662,274ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$53,010,937ExcessDistriCyovToNextYrAmt
Excess From Year4$11,302,669ExcessFromYear4Amt
Excess From Year2$15,596,256ExcessFromYear2Amt
Excess From Year1$10,811,420ExcessFromYear1Amt
Excess From Current Year$15,300,592ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSAN C OBERNDORFContributingManagerNm
Contributing ManagerWILLIAM E OBERNDORFContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
5950 BERKSHIRE LANE SUITE 325DALLASTX75225PCGENERAL CHARITY$1,500,000
BIPARTIISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000WASHINGTONDC20005PCGENERAL CHARITY$250,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STSAN FRANCISCOCA94108PCGENERAL CHARITY$500,000
DR HOWARD FULLER COLLEGIATE ACADEMY
4030 N 29TH STMILWAUKEEWI53216PCGENERAL CHARITY$5,000,000
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REALMENLO PARKCA94025PCGENERAL CHARITY$100,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL CHARITY$1,000,000
PLOUGHSHARES FUND
315 BAY ST SUITE 400SAN FRANCISCOCA94133PCGENERAL CHARITY$100,000
SAVE THE CHILDREN
501 KINGS HWY E - SUITE 400FAIRFIELDCT06825PCGENERAL CHARITY$400,000
THE ENVIRONMENTAL DEFENSE FUND
123 MISSION ST 28TH FLOORSAN FRANCISCOCA94105PCGENERAL CHARITY$1,200,000
UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1100LOS ANGELESCA90024PCGENERAL CHARITY$50,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION - DEPARTMENT OF PSYCHIATRY
401 PARNASSUS AVESAN FRANCISCOCA94143PCGENERAL CHARITY$2,000,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION - DR EDWARD CHANG
EIGHTH FLOOR 400 PARNASSUS AVESAN FRANCISCOCA94143PCGENERAL CHARITY$2,000,000
UNIVERSITY SCHOOL OBERNDORF MERIT SCHOLARSHIP)
20701 BRANTLEY ROADSHAKER HEIGHTSOH44122PCGENERAL CHARITY$5,000,000
AFC
5950 BERKSHIRE LANE SUITE 325DALLASTX75225PCGENERAL CHARITY$5,000
AFC GROWTH FUND (NY BENEFIT DINNER HONORING SENATOR TIM SCOTT
5950 BERKSHIRE LANE SUITE 325DALLASTX75225PCGENERAL CHARITY$50,000
AMERICAN ENTERPRISE INSTITUTE
1789 MASSACHUSETTS AVENUENW WASHINGTONDC20036PCGENERAL CHARITY$1,500
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
5950 BERKSHIRE LANE SUITE 325DALLASTX75225PCGENERAL CHARITY$1,000,000
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
5950 BERKSHIRE LANE SUITE 325DALLASTX75225PCGENERAL CHARITY$10,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC)
PO BOX 4124NEW YORKNY10163PCGENERAL CHARITY$1,000
AMERICAN RED CROSS
1663 MARKET STSAN FRANCISCOCA94103PCGENERAL CHARITY$25,000
ASPEN INSTITUTE (PRESIDENT SOCIETY)
2300 N ST NW SUITE 700WASHINGTONDC20037PCGENERAL CHARITY$10,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRSAN FRANCISCOCA94118PCGENERAL CHARITY$10,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRSAN FRANCISCOCA94118PCGENERAL CHARITY$25,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STSAN FRANCISCOCA94108PCGENERAL CHARITY$5,000
CATHEDRAL SCHOOL FOR BOYSGRACE CATHEDRAL
1275 SACRAMENTO STSAN FRANCISCOCA94108PCGENERAL CHARITY$2,000
CHILDREN SCHOLARSHIP FUND
8 W 38TH STREET SUITE 804NEW YORKNY10018PCGENERAL CHARITY$5,000
CHRONICLE SEASON OF OF SHARING FUND
PO BOX 7844SAN FRANCISCOCA94120PCGENERAL CHARITY$50,000
CLEVELAND SIGHT CENTER (WHITE CANE WALK)
1909 EAST 101ST STREETCLEVELANDOH44106PCGENERAL CHARITY$1,000
EDGEWOOD CENTER
1801 VICENTE STSAN FRANCISCOCA94116PCGENERAL CHARITY$10,000
EDIBLE SCHOOL YARD (SPRING BENEFIT)
1781 ROSE STBERKELEYCA94703PCGENERAL CHARITY$15,000
EXPLORATORIUM
PIER 15 EMBARCADERO AT GREEN STSAN FRANCISCOCA94111PCGENERAL CHARITY$50,000
EXPLORATORIUM (PARTY AT THE PIER)
PIER 15 EMBARCADERO AT GREEN STSAN FRANCISCOCA94111PCGENERAL CHARITY$5,000
FINE ARTS MUSEUMS OF SAN FRANCISCO (PATRONS CIRCLE)
50 HAGIWARA TEA GARDEN DRSAN FRANCISCOCA94118PCGENERAL CHARITY$10,000
FOUNDATION FOR EXCELLENCE IN EDUCATION
215 SOUTH MONROE STREETTALLAHASSEEFL32301PCGENERAL CHARITY$50,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL CHARITY$5,000
GOOD TIDINGS (IN MEMORY OF MARRITJE GREENE)
1469 ROLLINS RDBURLINGAMECA94010PCGENERAL CHARITY$5,000
GREENLIGHT CLINIC
1808 WEDEMEYER ST STE B-10SAN FRANCISCOCA94129PCGENERAL CHARITY$5,000
HILLEL AT STANFORD FOR UKRAINIAN JEWS
565 MAYFIELD AVESTANFORDCA94305PCGENERAL CHARITY$5,000
MAGIS AMERICA (SYN CLINIC BURUNDI FATHER RAY)
1726 NEW HAMPSHIRE AVE NWWASHINGTONDC20009PCGENERAL CHARITY$10,000
MAKE A WISH
1333 BROADWAY 200OAKLANDCA94612PCGENERAL CHARITY$5,000
MEMORIAL SLOAN KETTERING CANCER CENTER (MSKCC)
1275 YORK AVENUENEW YORKNY10065PCGENERAL CHARITY$10,000
MISSION DELORES ACADEMY (LEADERSHIP CIRCLE)
3371 16TH STREETSAN FRANCISCOCA94114PCGENERAL CHARITY$25,000
MISSION DELORES ACADEMY BENEFIT LUNCHEON)
3371 16TH STREETSAN FRANCISCOCA94114PCGENERAL CHARITY$50,000
NATIONAL REVIEW INSTITUTE
19 W 44TH STNEW YORKNY10036PCGENERAL CHARITY$10,000
NEW CALIFORNIA COALITION FOUNDATION
465 CALIFORNIA STREET SUITE 425SAN FRANCISCOCA94104PCGENERAL CHARITY$250,000
PEER HEALTH EXCHANGE
1423 BROADWAY 1059OAKLANDCA94612PCGENERAL CHARITY$10,000
POSITIVE COACHING ALLIANCE
66 FRANKLIN ST SUITE 300OAKLANDCA94607PCGENERAL CHARITY$5,000
SAFE AND SOUND
1757 WALLER STSAN FRANCISCOCA94117PCGENERAL CHARITY$10,000
SALVATION ARMY HOLIDAY LUNCHEON
240 TURK STREETSAN FRANCISCOCA94102PCGENERAL CHARITY$50,000
SAN FRANCISCO EDUCATION FUND (BACK TO SCHOOL GALA (NOT ATTENDING))
2730 BRYANT ST 2ND FLOORSAN FRANCISCOCA94110PCGENERAL CHARITY$25,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STSAN FRANCISCOCA94118PCGENERAL CHARITY$5,000
SAN FRANCISCO MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107PCGENERAL CHARITY$25,000
ST AGNES
1025 MASONIC AVESAN FRANCISCOCA94117PCGENERAL CHARITY$50,000
STANFORD GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA94305PCGENERAL CHARITY$2,000
STANFORD GSB
655 KNIGHT WAYSTANFORDCA94305PCGENERAL CHARITY$10,000
STANFORD HUMANITIES AND SCIENCES DEPART
450 SERRA MALLSTANFORDCA94305PCGENERAL CHARITY$30,000
STANFORD UNIVERISTYHOOVER INSTITUTE
434 GALVEZ MALLSTANFORDCA94305PCGENERAL CHARITY$10,000
STANFORD UNIVERSITY (THE STANFORD FUND HAHUD WILL)
PO BOX 20466STANFORDCA94309PCGENERAL CHARITY$10,000
SUCCESS ACADEMY (SPRING BENEFIT)
95 PINE STREET FLOOR 6NEW YORKNY10005PCGENERAL CHARITY$50,000
TEN STRANDS
1007 GENERAL KENNEDY AVESAN FRANCISCOCA94129PCGENERAL CHARITY$5,000
TENEO
280 PARK AVE 4TH FLOORNEW YORKNY10017PCGENERAL CHARITY$1,000
THE SALVATION ARMY (FLOWER POWER EVENT)
240 TURK STREETSAN FRANCISCOCA94102PCGENERAL CHARITY$10,000
TIPPING POINT COMMUNITY
220 MONTGOMERY ST 850SAN FRANCISCOCA94104PCGENERAL CHARITY$100,000
UCSF ADULT HEMATOPOIETIC MALIGNANCIES DEPART IN MEMORY OF ART KERN
FOURTH FLOOR 400 PARNASSUS AVESAN FRANCISCOCA94143PCGENERAL CHARITY$25,000
UCSF FOUNDATION (CARDIOLOGY)
2001 THE EMBARCADERO 3RD FLOORSAN FRANCISCOCA94133PCGENERAL CHARITY$25,000
UKIAH JUNIOR ACADEMY (DR GLENN MILLER TOURNAMENT)
180 STIPP LNUKIAHCA95482PCGENERAL CHARITY$5,000
UNIVERSITY SCHOOL (GIVE DAY)
20701 BRANTLEY ROADSHAKER HEIGHTSOH44122PCGENERAL CHARITY$100,000
WILDWOOD SCHOOL
301 WILDWOOD AVEPIEDMONTCA94610PCGENERAL CHARITY$10,000
WILLIAM'S COLLEGE ALUMNI FUND
75 PARK STREETWILLIAMSTOWNMA01267PCGENERAL CHARITY$50,000
FRIENDS OF EGYPTIAN LEADERSHIP ACADEMY INC (THE MANARA SCHOOL)
PCGENERAL CHARITY$2,500CAMPUS EL GOUNA MOHAMED IBRAHIMKAMEL STHURGHADARED SEA GOVERNORAEG
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,446,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$313,868ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$247,401ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$37,056,289ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$36,495,020ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$36,495,020TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
13ALL INCOME IS USED IN THE OPERATIONS OF THE ORGANIZATION AND
13EXCLUSIVELY TOWARD ITS EXEMPT PURPOSE.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,930Amt
Net Investment Income$9,965NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,965DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS CORPORATE STOCKStockNm
EOY Book Value$83,284,276EOYBookValueAmt
EOYFMV$77,785,432EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$8,966$4,483$0$4,483
FEES & LICENSES$1,135$568$0$568
DUES & SUBSCRIPTIONS$1,250$625$0$625
PENALTY$2,331$1,166$0$1,166

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$3,911Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$44,250Amt
Net Investment Income$22,125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$22,125DisbursementsCharitablePrpsAmt

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