AMANI FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMANI FAMILY FOUNDATION (EIN 20-8037973)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343209349100709
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T23:08:22-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208037973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amani Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AMAN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Benedict A Gomes | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Benedict A | PersonFirstNm |
| Person Last | Gomes | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,413,730 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,762,901 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $720,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $720,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,306,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,689 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $184 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $184 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,660,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $897,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $100,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,726 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $33,022 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,430,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,430,688 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,582,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,440,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,077,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $788,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,349,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $808,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $808,896 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,473 | AcctRcvblAmt |
| Acct Rcvbl BOY | $21,673 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,473 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,473 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $39,603,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,755,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,258,878 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $874,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $700,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,328,483 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,849,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,281,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,413,730 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $21,673 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $17,473 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $21,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,473 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $45,827,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,264,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,827,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,264,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,849,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,281,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,827,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,077,799 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,905,397 | SubtotalAmt |
| Other Decreases | $640,920 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,264,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $18,306,273 | $18,127,858 | $178,415 | $178,415 |
| Passthrough K1 Capital Gain/(Loss) | -$2,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,689 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,962 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,962 | SubtotalAmt |
| Tax Based On Investment Income | $10,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,119 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,119 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,157 | OverpaymentAmt |
| Applied To ES Tax | $13,157 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Benedict A Gomes | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 California Street STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $85,761 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,452,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,112,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,345,956 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,910,987 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,910,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $868,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,042,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,852,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,852,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,962 | TotalTaxAmt |
| Distributable Before Adj | $2,841,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,841,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,841,154 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,440,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,440,713 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,841,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,403,050 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $2,440,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,403,050 | AppliedToYear1Amt |
| Applied To Current Year | $37,663 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,803,491 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Benedict A Gomes | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWAB CHARITABLE FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 MAIN ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General & Unrestricted (See General Explanation) | GrantOrContributionPurposeTxt |
| Amt | $2,430,688 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,430,688 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,131 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $720,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $897,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $897,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BAG Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 Lytton Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,762,901 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALPHABET INC CL A GOOGL, 17480 sh. | $1,528,364 | 2022-12-30 |
| 1 | ALPHABET INC CL C GOOG, 14040 sh. | $1,234,537 | 2022-12-30 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A: DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $2,430,688 TOTAL BOOK VALUE OF PROPERTY: $3,071,608 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $2,430,688 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $(640,920) DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: VANGUARD INDEX TR VANGUARD TOTAL STOCK MARKET INDEX UNITS: 26,128 DATE OF DISTRIBUTION: 12/20/2022 GRANT RECIPIENT: SCHWAB CHARITABLE FUND FMV OF PROPERTY: $2,430,688 BOOK VALUE OF PROPERTY: $3,071,608 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,430,688 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,430,688 |
| Form 990-PF | Form 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $7,227,614 | $9,041,811 |
| ALPHABET INC CL C | $2,513,941 | $7,660,948 |
| BERKSHIRE HATHAWAY INC DEL CL | $1,961,025 | $2,812,266 |
| COMMUNICATION SVCS SLCT SCTR S | $1,056,382 | $794,954 |
| INVESCO SENIOR LOAN ETF | $396,957 | $373,051 |
| ISHARE DJ FIN SC INX | $1,435,247 | $1,372,724 |
| ISHARE MSCI EMU INDX | $1,426,311 | $1,295,970 |
| ISHARE MSCI SWEDEN | $186,733 | $158,676 |
| ISHARE MSCI UK INDEX | $680,421 | $629,021 |
| ISHARE SP SMALL CAP 600 INDEX | $1,267,744 | $1,117,982 |
| ISHARES 0 5 YEAR HIGH YIELD CO | $172,910 | $174,600 |
| ISHARES BARCLAYS US TREASURY B | $697,305 | $662,333 |
| ISHARES CHINA LARGE CAP | $652,278 | $840,595 |
| ISHARES CORE MSCI EMERGING MAR | $1,481,875 | $1,256,884 |
| ISHARES GLOBAL HIGH YIELD CORP | $161,643 | $164,896 |
| ISHARES IBOXX $ INVESTMENT GRA | $578,421 | $526,517 |
| ISHARES INC MSCI SWITZERLAND I | $530,360 | $469,029 |
| ISHARES INT RATE HEDGED CORP B | $184,424 | $175,370 |
| ISHARES JP MORGAN USD EM MKTS | $207,697 | $169,011 |
| ISHARES MSCI CANADA INDEX FD | $654,311 | $658,593 |
| ISHARES MSCI CHINA INDEX FUND | $942,826 | $1,199,043 |
| ISHARES MSCI PACIFIC EX-JAPAN | $1,457,830 | $1,287,337 |
| ISHARES S&P 500 INDEX FD | $5,687,218 | $5,483,445 |
| ISHARES S&P SHORT TERM NATIONA | $174,043 | $176,946 |
| ISHARES TRUST - ISHARES S&P GL | $461,730 | $454,902 |
| ISHARES ULTRA SHORT TERM BOND | $582,133 | $582,366 |
| JP MORGAN ULTRA SHORT INCOME E | $509,270 | $508,970 |
| SELECT SECTOR SPDR-HEALTH CARE | $1,304,508 | $1,339,617 |
| SPDR GOLD SHARES | $322,742 | $321,129 |
| VANGUARD DIVIDEND APPRECIATION | $563,482 | $595,100 |
| VANGUARD ENERGY ETF | $1,313,865 | $1,780,754 |
| VANGUARD INDEX TR VANGUARD TOT | $2,718,494 | $2,154,934 |
| VANGUARD INFORMATION TECHNOLOG | $2,274,773 | $2,122,479 |
| VANGUARD MTRL ETF | $324,467 | $302,956 |
| VANGUARD SHOR-TERM GOV BOND | $517,586 | $510,262 |
| VANGUARD SHORT TERM CORPORATE | $360,423 | $354,521 |
| VANGUARD TAX-EXEMPT BOND ETF | $174,041 | $180,886 |
| VANGUARD VALUE ETF | $1,592,462 | $1,548,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BYJU SERIES F PREF | $88,636 | $371,475 |
| BYJU SERIES F PREF - ESCROW | $11,364 | $47,625 |
| KKR GLBL SPECIAL SITUATIONS II | $394,142 | $446,302 |
| UNITUS SEED FUND II, LP | $205,947 | $463,081 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $640,920 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,000 | $10,000 | |
| K-1 Exp UNITUS SEED FUND II, L | $8,258 | $8,258 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss UNITUS SEED FUND II, LP | Desc |
| Revenue And Expenses Per Books | $184 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $184 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $100,726 | Amt |
| Net Investment Income | $100,726 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BAG Living Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 Lytton Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $17,200 |
| 990-PF Extension for 2021 | $13,400 |
| IRS Miscellaneous Fee Expense | $2,422 |
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