BENIFICUS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BENIFICUS FOUNDATION (EIN 77-0444504)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202303049349100030
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T12:37:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770444504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENIFICUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENI | BusinessNameControlTxt |
| Phone | 6503840240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 SAN CARLOS AVENUE 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA S HAGER | PersonNm |
| Person Title | CEO/CFO | PersonTitleTxt |
| Phone | 6503840240 | PhoneNum |
| Signature | 2023-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | HAGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2023-10-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $296,119,368 | 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 |
| Interest On Sav Rev And Expnss | $12,545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,553,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,129,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,553,589 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,742,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,742,801 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $42,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $89,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,174 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139,734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,514 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $271,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,890,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,890,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,161,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,932,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,418,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,579,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,876,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,147,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,147,055 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $275,114,378 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,555,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,172,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,857,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,481,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,363,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $296,119,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,481,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,363,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,481,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,363,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,481,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,363,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,481,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,418,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96,300,770 | OtherIncreasesAmt |
| Subtotal | $12,363,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,363,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1: KLEINER PERKINS CAUFIELD & BYERS XV, LLC - SHORT-TERM GAINS | P | 2022-01-01 | 2022-12-31 | $508 | $508 | $508 | |
| FROM K-1: KLEINER PERKINS CAUFIELD & BYERS XV, LLC - LONG-TERM GAINS | P | 2021-12-31 | 2022-12-31 | -$19,624 | -$19,624 | $19,624 | |
| FROM K-1: KLEINER PERKINS CAUFIELD & BYERS XII, LLC - LONG-TERM GAINS | P | 2021-12-31 | 2022-12-31 | -$68,769 | -$68,769 | $68,769 | |
| FROM K-1: THE SOCIAL+CAPITAL PARTNERSHIP, L.P. - LONG-TERM GAINS | P | 2021-12-31 | 2022-12-31 | $3,461,854 | $3,461,854 | $3,461,854 | |
| SALES OF PUBLICLY TRADED SECURITIES | P | 2021-12-31 | 2022-12-31 | $2,662,174 | -$825,515 | -$825,515 | $3,487,689 |
| MUTUAL FUND CAPITAL GAINS DISTRIBUTIONS | P | 2021-12-31 | 2022-12-31 | $5,135 | $5,135 | $5,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,553,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,850 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,850 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,850 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,607 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Overpayment | $29,710 | OverpaymentAmt |
| Applied To ES Tax | $29,710 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA S HAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503840240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| L JOHN DOERR III | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN HOWLAND DOERR | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA S HAGER | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | CEO/CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $454,381,332 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,399,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,943,467 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $473,723,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $473,723,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,105,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $466,617,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,330,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,330,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,850 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,850 | TotalTaxAmt |
| Distributable Before Adj | $23,295,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,295,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,295,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,932,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,932,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,295,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $31,901,016 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,353,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,254,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,932,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,295,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,637,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,891,965 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,891,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $31,901,016 | ExcessFromYear2Amt |
| Excess From Year1 | $27,353,296 | ExcessFromYear1Amt |
| Excess From Current Year | $76,637,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L JOHN DOERR III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $509,979 | |
| ALLIANCE FOR CLIMATE PROTECTION DBA CLIMATE REALITY PROJECT | |||||||
| 555 11TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $7,063,038 | |
| ASIA SOCIETY OF NORTHERN CALIFORNIA | |||||||
| 500 WASHINGTON STREET SUITE 350 | SAN FRANCISCO | CA | 94111 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $250,000 | |
| ASPEN GLOBAL CHANGE INSTITUTE | |||||||
| 104 MIDLAND AVE 205 | BASALT | CO | 81621 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,063,169 | |
| ASPEN MUSIC FESTIVAL AND SCHOOL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 | |
| ASPEN PUBLIC RADIOROARING FORK PUBLIC RADIO INC | |||||||
| 110 E HALLAM STREET STE 134 | ASPEN | CO | 81611 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,500 | |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST STE 204 | CARBONDALE | CO | 81623 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $253,238 | |
| BEST BUDDIES | |||||||
| 100 SOUTHEAST SECOND ST | MIAMI | FL | 33131 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 | |
| CALMATTERS | |||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,025,443 | |
| CLIMATE IMPERATIVE FOUNDATION | |||||||
| 98 BATTERY STREET SUITE 202 | SAN FRANCISCO | CA | 94111 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $35,947,646 | |
| COASTSIDE LAND TRUST | |||||||
| 788 MAIN STREET | HALF MOON BAY | CA | 94019 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,646,700 | |
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 NORTH SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| CURRIKI | |||||||
| 20660 STEVENS CREEK BLVD | CUPERTINO | CA | 95014 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 | |
| EDIBLE SCHOOLYARD PROJECT | |||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $6,858,031 | |
| FIREFIGHTERS TOYS FOR TOTS | |||||||
| PO BOX 6727 | SAN MATEO | CA | 94403 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $150,000 | |
| FOUNDATION FOR EXCELLENCE IN EDUCATION | |||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,007,062 | |
| GOLD HOUSE FOUNDATION | |||||||
| 440 N BARRANCA AVE 5118 | COVINA | CA | 91723 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,000,000 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 | |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| MY NEW RED SHOES | |||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 | |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 2101 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20418 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $200,000 | |
| NEW SCHOOLS FUND | |||||||
| 1616 FRANKLIN ST | OAKLAND | CA | 94612 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $3,028,633 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW 300 | WASHINGTON | DC | 20036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $308,415 | |
| NEWDEAL FORUM | |||||||
| 700 K ST NW | WASHINGTON | DC | 20001 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $257,013 | |
| ONE CAMPAIGN | |||||||
| 1299 PENNSYLVANIA AVE SUITE 400 | WASHINGTON | DC | 20004 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $3,022,910 | |
| PLANET WORD (THE MUSEUM OF LANGUAGE ARTS) | |||||||
| 925 13TH ST NW | WASHINGTON | DC | 20005 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $606,593 | |
| RAPHAEL HOUSE | |||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| RICE UNIVERSITY | |||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,001,944 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $4,073,798 | |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,007,019 | |
| SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,045,401 | |
| SECURING AMERICA'S FUTURE ENERGY FOUNDATION | |||||||
| 1111 19TH STREET NW | WASHINGTON | DC | 20036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $250,000 | |
| SMARTHISTORY | |||||||
| 10 WOODBROOK ROAD | PLEASANTVILLE | NY | 10570 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $419,272 | |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| STANFORD UNIVERSITY | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| TECH INTERACTIVE | |||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 | |
| TED FOUNDATION | |||||||
| 330 HUDSON STREET 11TH FLOOR | NEW YORK | NY | 10013 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $8,927,018 | |
| THE ART OF PROBLEM SOLVING INITIATIVE INC | |||||||
| 55 EXCHANGE PLACE SUITE 603 | NEW YORK | NY | 10005 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $35,000 | |
| THE DREAMCATCHER FOUNDATION | |||||||
| 81100 OLD HIGHWAY | ISLAMORADA | FL | 33036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 | |
| THIRD WAY INSTITUTE | |||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $250,000 | |
| UNITED STATES ENERGY FOUNDATION | |||||||
| 55 SECOND STREET SUITE 2400 | SAN FRANCISCO | CA | 94105 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,026,506 | |
| UNITED STATES OF CARE CAMPAIGN | |||||||
| 2776 S ARLINGTON MILL DRIVE SUITE | ARLINGTON | VA | 22206 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,013,233 | 504 |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,016,415 | |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 | |
| WINDWARD FUND FOR REWIRING AMERICA | |||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $514,025 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,890,001 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,545 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,667 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,553,589 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,742,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,742,801 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOOGLE CLASS A (118,653 SHS) | $29,381 | $209,375,084 |
| AMAZON | $4,157 | $35,796,600 |
| GOOGLE CLASS C | $4,175 | $29,924,636 |
| RAPT THERAPEUTICS, INC. | $5,706 | $18,058 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $5,727,879 | $8,389,444 |
| THE SOCIAL+CAPITAL PARTNERSHIP | AT COST | $1,175,190 | $7,518,930 |
| KPCB XII LLC | AT COST | $926,310 | $0 |
| KPCB XV LLC | AT COST | $340,784 | $946,942 |
| PURCHASED INTEREST | AT COST | $2,619 | $2,619 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PORTFOLIO DEDUCTIONS--KPCB XII | $825 | $825 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--KPCB XV | $25,339 | $25,339 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--SOCIAL+CAPITAL | $32,850 | $32,850 | $0 | $0 |
| INVESTMENT MANAGEMENT EXPENSES | $80,497 | $80,497 | $0 | $0 |
| FEES | $220 | $0 | $0 | $0 |
| OTHER EXPENSES | $3 | $3 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEEMED GAIN ON STOCK DONATIONS | Desc |
| Amt | $96,300,770 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $65,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $24,174 | $24,174 | $0 | $0 |
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