THE THIEL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE THIEL FOUNDATION (EIN 20-3846597)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-11-21
- IRS object ID
- 202343259349100109
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-21T20:54:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 932001788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYMAR CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 ASPEN WAY | AddressLine1Txt |
| City | WATSONVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203846597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THIEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIE | BusinessNameControlTxt |
| Phone | 3239902000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W SUNSET BLVD STE 1110 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WHEELOCK | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 3239902000 | PhoneNum |
| Signature | 2023-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WHEELOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J BRYANT | PreparerPersonNm |
| PTIN | P01568974 | PTIN |
| Phone | 8312881720 | PhoneNum |
| Preparation | 2023-11-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,757,625 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,811 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,811 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,287,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,130,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,066,194 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,706,194 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,066,194 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,783,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,711,016 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,071,016 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $289,389 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,511 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $273,878 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,272 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,421 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,851 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,224 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,467 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,757 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $102,169 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,661 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $87,508 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $631,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $541,654 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $164,512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $308 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $998 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $49,661 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,661 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105,945 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $173,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,554,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,160,171 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,803,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,704,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,963,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,920,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,481,579 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,071,016 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,723,002 | CashBOYAmt |
| Cash EOY | $10,064,660 | CashEOYAmt |
| Cash EOYFMV | $10,064,660 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $1,138,144 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $2,750 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,388 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,388 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $193,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $193,149 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,058,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,477,914 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,477,914 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,891 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $576 | LandBOYAmt |
| Land EOY | $3,491 | LandEOYAmt |
| Land EOYFMV | $3,491 | LandEOYFMVAmt |
| Other Assets BOY | $7,023 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,023 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,023 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,930,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,757,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,757,625 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $163,937 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99,327 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,912,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,347,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,164 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $157,164 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,078,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,603,491 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,851,408 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,154,134 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,851,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,154,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,930,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,757,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,851,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,920,822 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,574,548 | OtherIncreasesAmt |
| Subtotal | $25,505,134 | SubtotalAmt |
| Other Decreases | $351,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,154,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2021-01-01 | 2021-12-31 | $6,754,283 | $9,326,357 | -$2,572,074 | -$2,572,074 |
| MERRILL LYNCH - LT | P | 2020-01-01 | 2021-12-31 | $1,375,962 | $1,090,916 | $285,046 | $285,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,287,028 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,572,074 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $155,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $155,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,132 | EsPenaltyAmt |
| Overpayment | $62,774 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $62,774 | 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 |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THIELFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 3239902000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 W SUNSET BLVD SUITE 1110 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | NZ | ForeignCountryCd |
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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PETER THIEL | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | CHAIRMAN OF THE BOARD | 2.00 | $0 | $0 | $0 |
| MATTHEW ALEXANDER | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| AJAY ROYAN | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SONIA ARRISON | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON CAMM | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN ROWEN | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | PRESIDENT | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALLYSON DIAS | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | PROGRAM MANAGER | 40.00 | $165,000 | $0 | $0 |
| TREVOR MERRILL | ||||||||
| 9200 W SUNSET BLVD STE 1110 | WEST HOLLYWOOD | CA | 90069 | PROGRAM MANAGER | 40.00 | $90,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BREAKOUT MANAGEMENT LLC | |||||
| 1 LETTERMAN DRIVE BLDG C 400 | SAN FRANCISCO | CA | 94912 | CONSULTING SERVICES | $587,967 |
| TORCH COMMUNICATIONS LLC | |||||
| 9 LAFAYETTE ST 9 | SAN FRANCISCO | CA | 94103 | MEDIA CONSULTING | $97,137 |
| WHEELER ACCOUNTANTS LLP | |||||
| 1475 SARATOGA AVE STE 100 | SAN JOSE | CA | 95129 | ACCOUNTING | $85,069 |
| 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 | $2,551,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,399,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,928,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,879,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,879,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $508,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,370,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,668,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,668,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,094 | TotalTaxAmt |
| Distributable Before Adj | $1,578,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,360,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,938,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,938,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,963,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,963,171 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,938,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,214,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,860,419 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,226,513 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,563,506 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,500,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,365,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,963,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,938,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,024,717 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,390,124 | 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 | $9,214,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,175,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,860,419 | ExcessFromYear4Amt |
| Excess From Year3 | $6,226,513 | ExcessFromYear3Amt |
| Excess From Year2 | $5,563,506 | ExcessFromYear2Amt |
| Excess From Year1 | $1,500,560 | ExcessFromYear1Amt |
| Excess From Current Year | $8,024,717 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARON HANNON | ||||||||||||
| QUIGNALEGAN SLIGO ROAD BALLINA | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| ADAM GUILD | ||||||||||||
| 535 EVERETT AVE 615 | PALO ALTO | CA | 94301 | NONE | FELLOWSHIP | $50,000 | ||||||
| ADAM POLLACK | ||||||||||||
| 45 KOENIG DRIVE | OYSTER BAY | NY | 11771 | NONE | FELLOWSHIP | $25,000 | ||||||
| ANDREI SERBAN | ||||||||||||
| 1 MAPLE STREET APT 1310 | REDWOOD CITY | CA | 94063 | NONE | FELLOWSHIP | $25,000 | ||||||
| ANDREW NINH | ||||||||||||
| 16533 SEQUOIA STREET | FOUNTAIN VALLEY | CA | 92708 | NONE | FELLOWSHIP | $25,000 | ||||||
| ASSOCIATION RECHERCHES MIMETIQUES | ||||||||||||
| 42 RUE DIDEROT 93100 | WEST HOLLYWOOD | CA | 90069 | NONE | GRANT FOR SUPPORT FOR EDUCATIONAL EVENT | $80,000 | ||||||
| BEN STERN | ||||||||||||
| 1095 N HWY A1A UNIT 204 | INDIALANTIC | FL | 32903 | NONE | FELLOWSHIP | $50,000 | ||||||
| BENOIT CHANTRE | ||||||||||||
| 42 RUE DIDEROT | WEST HOLLYWOOD | CA | 90069 | NONE | IMITATIO | $80,000 | ||||||
| BLAKE RESNICK | ||||||||||||
| 9312 PROVENCE GARDEN LANE | LAS VEGAS | NV | 89145 | NONE | FELLOWSHIP | $50,000 | ||||||
| BRANDON K WANG | ||||||||||||
| 1450 15TH STREET APT 206 | SAN FRANCISCO | CA | 94103 | NONE | FELLOWSHIP | $50,000 | ||||||
| BRIAN H GU (CLOWN TOWN LABS INC) | ||||||||||||
| 2198 144TH AVE SE | BELLEVUE | WA | 98007 | NONE | FELLOWSHIP | $50,000 | ||||||
| CLAIRE CODER (AUNT FLOW CORP) | ||||||||||||
| 922 BEXLEY DR | PERRYSBURG | OH | 43551 | NONE | FELLOWSHIP | $25,000 | ||||||
| CORNERSTONE FORUM | ||||||||||||
| 466 FIRST STREET EAST | SANTA ROSA | CA | 95405 | NONE | IMITATIO | $65,000 | ||||||
| CYNTHIA HAVEN | ||||||||||||
| PO BOX 18530 | STANFORD | CA | 94309 | NONE | IMITATIO | $7,000 | ||||||
| DAVIS FOSTER | ||||||||||||
| 2000 WALNUT STREET APT 214 | BOULDER | CO | 80302 | NONE | FELLOWSHIP | $25,000 | ||||||
| DONORS TRUST INC | ||||||||||||
| 4 WHITNEY COURT | MENLO PARK | CA | 94025 | NONE | DONOR ADVISED FUND | $4,250,000 | ||||||
| DYLAN DIAMOND | ||||||||||||
| 6 COBBLE HILL ROAD | WESTPORT | CT | 06880 | NONE | FELLOWSHIP | $50,000 | ||||||
| EMMANUEL DUBOIS DE PRISQUE | ||||||||||||
| NONE | GRANTS | $15,000 | 155 RUE DE ROMAINVILLE | PARIS | MONTREUIL | FR | ||||||
| GLASS DARKLY FILMS | ||||||||||||
| 710 W GRAND AVENUE UNIT 613 | CHICAGO | IL | 60654 | NONE | GRANTS | $60,000 | ||||||
| GRIFFIN BARINCUTT | ||||||||||||
| 239 BEECHTREE CRESCENT | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| ILAYDA BUYUKDOGAN | ||||||||||||
| NONE | FELLOWSHIP | $25,000 | YENIBOSNA MERKEZ MAH DEGIRMENBAHCE | BAHCELIEVLER | ISTANBUL | TU | CAD ISTWEST C2A52 BAHCELIEVLER 341 | |||||
| JACOB HILLARD | ||||||||||||
| 665 MONTE ROSE DRIVE APT 914 | MENLO PARK | CA | 94025 | NONE | FELLOWSHIP | $25,000 | ||||||
| JAMES ALISON | ||||||||||||
| CALLE DE PELAYO 42 2OR | WEST HOLLYWOOD | CA | 90069 | NONE | IMITATIO | $95,000 | ||||||
| JAMIE STEWART MARSHALL | ||||||||||||
| PO BOX 4938 | RUMFORD | RI | 02916 | NONE | FELLOWSHIP | $25,000 | ||||||
| JASMINE WANG | ||||||||||||
| 2330 HAGEN LINK | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| JEAN PIERRE DUPUY | ||||||||||||
| 2 SQUARE DE PORT ROYAL | BELMONT | CA | 94002 | NONE | IMITATIO | $40,000 | ||||||
| JOANNE ZICHEN PENG | ||||||||||||
| NONE | FELLOWSHIP | $25,000 | 3214 E PEYSON BAY | REGINA SV W | SASKATCHEWAN | CA | ||||||
| JOHN ANDREW ENTWISTLE | ||||||||||||
| 4601 PERALTA LANE | AUSTIN | TX | 78735 | NONE | FELLOWSHIP | $25,000 | ||||||
| JOSEPH KITONGA | ||||||||||||
| 1200 JEFFERSON AVE | WOODLYN | PA | 19094 | NONE | FELLOWSHIP | $50,000 | ||||||
| KAI KLOEPFER | ||||||||||||
| 88 AMES STREET 1015 | CAMBRIDGE | MA | 02142 | NONE | FELLOWSHIP | $25,000 | ||||||
| KENTA IWASAKI | ||||||||||||
| FLAT RC FLOOR 52 TOWER 1 NEPTUNE | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | TERRACE 1 LOHAS PARK ROAD TSEUNG KW | |||||
| MARGARET NYAWIRA KARABA | ||||||||||||
| UTALII HOUSE THIRD FLOOR ROOM 2 | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | UTALII STREET NAIROBI KENYA | |||||
| MARK ANSPACH | ||||||||||||
| INTERNO 6 VIA GOITO 8 | WEST HOLLYWOOD | CA | 90069 | NONE | IMITATIO | $65,000 | ||||||
| MATTHEW DIMARCANTONIO | ||||||||||||
| 113 BROADWATER | WILLIAMSBURG | VA | 23188 | NONE | FELLOWSHIP | $25,000 | ||||||
| MELVIN DU | ||||||||||||
| 6850 NORTH BROADWAY STE F GNDNT-162 | DENVER | CO | 80221 | NONE | FELLOWSHIP | $25,000 | ||||||
| MERCATUS CENTER INC | ||||||||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 22201 | NONE | GRANTS | $250,000 | ||||||
| MICHAEL BROUGHTON | ||||||||||||
| 1001 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | FELLOWSHIP | $50,000 | ||||||
| MICHAEL CHIME | ||||||||||||
| 124 TURNBERRY XING | BROADVIEW HEIGHTS | OH | 44147 | NONE | FELLOWSHIP | $50,000 | ||||||
| NEW VENTURE FUND | ||||||||||||
| 21828 L STREET NW | WASHINGTON | DC | 20036 | NONE | GRANTS | $3,000,000 | ||||||
| PAIGE ELIZABETH BROWN | ||||||||||||
| 562 KENDALL AVENUE APT 29 | PALO ALTO | CA | 94306 | NONE | FELLOWSHIP | $25,000 | ||||||
| PHILLIPCHAO | ||||||||||||
| 300 LENORA ST 1719 | SEATTLE | WA | 98121 | NONE | FELLOWSHIP | $25,000 | ||||||
| ROBERT HAMILTON FERGUSON | ||||||||||||
| 2506/183 KENT ST | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| ROHIT G KALYANPUR (OPTIVOLT LABS INC) | ||||||||||||
| 300 N CANAL STREET APT 3501 | CHICAGO | IL | 60606 | NONE | FELLOWSHIP | $25,000 | ||||||
| SCOTT FITSIMONES | ||||||||||||
| 7721 SILVERLEAF DR | NORTH RICHLAND HILLS | TX | 76182 | NONE | FELLOWSHIP | $50,000 | ||||||
| SEAN HENRY | ||||||||||||
| 818 ARNOLD MILL ROAD | WOODSTOCK | GA | 30188 | NONE | FELLOWSHIP | $25,000 | ||||||
| SHANE CURRAN | ||||||||||||
| 29 FORTFIELD TERRACE | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| SHERIDAN CLAYBORNE | ||||||||||||
| 621 STOCKTON STREET APT 301 | SAN FRANCISCO | CA | 94108 | NONE | FELLOWSHIP | $50,000 | ||||||
| STEPHANIE MILLS | ||||||||||||
| 222 CHURCH STREET | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| STEVE LENZNER | ||||||||||||
| 250 COLLEGE PARK DRIVE | UPLAND | CA | 91786 | NONE | GRANTS | $50,000 | ||||||
| THE LUMEN CHRISTI INSTITUTE | ||||||||||||
| 1220 E 58TH STREET | CHICAGO | IL | 60637 | NONE | GRANTS | $56,000 | ||||||
| THOMAS SUAREZ (WITAG INC) | ||||||||||||
| 1520 WOLLACOTT STREET | REDONDO BEACH | CA | 90278 | NONE | FELLOWSHIP | $50,000 | ||||||
| TIESHUN ROQUERRE | ||||||||||||
| 1446 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | NONE | FELLOWSHIP | $25,000 | ||||||
| TONI OLOKO | ||||||||||||
| 3337 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | FELLOWSHIP | $50,000 | ||||||
| WILL MANIDIS | ||||||||||||
| 1340 SOUTH CONCORD ROAD | WEST CHESTER | PA | 19382 | NONE | FELLOWSHIP | $25,000 | ||||||
| WILLIAM JOHNSEN | ||||||||||||
| 1042 LAKESIDE DRIVE SE | EAST GRAND RAPIDS | MI | 49506 | NONE | GRANTS | $40,000 | ||||||
| XUECHUN (PHOEBE) YAO | ||||||||||||
| 8145 HALIFAX DRIVE | SAINT LOUIS | MO | 63105 | NONE | FELLOWSHIP | $50,000 | ||||||
| YANLING CHEN | ||||||||||||
| 104 CANONGATE TRAIL | WEST HOLLYWOOD | CA | 90069 | NONE | FELLOWSHIP | $50,000 | ||||||
| ZHIHAN EMILY WANG | ||||||||||||
| 465 STEVENSON ROAD | NEW HAVEN | CT | 06515 | NONE | FELLOWSHIP | $25,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,803,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER TAYLOR | |||||||||||
| 11517 PECK LAKE RD | LOWELL | MI | 49331 | FELLOWSHIP | $100,000 | ||||||
| ALFONSO DE LOS RIOS VILLAREAL | |||||||||||
| FELLOWSHIP | $100,000 | LOMA REDONDA 2712 LOMAS DE SAN | FRANCISCO | MONTERREY | MX | 64710 | |||||
| ANA CORNELL | |||||||||||
| 44 HACKBERRY LN | GLENVIEW | IL | 60025 | FELLOWSHIP | $100,000 | ||||||
| ARIANA SOKOLOV | |||||||||||
| 1720 AVENIDA DEL MUNDO 804 | CORONADO | CA | 92118 | FELLOWSHIP | $87,500 | ||||||
| BENJAMIN BOTVINICK | |||||||||||
| 1543 ALMA ST | PALO ALTO | CA | 94301 | FELLOWSHIP | $100,000 | ||||||
| BENJAMIN NASHMAN | |||||||||||
| FELLOWSHIP | $100,000 | 46 FOREST HILL ROAD | TORONTO MV L | CA | ONTARIO | ||||||
| CYNTHIA HAVEN | |||||||||||
| PO BOX 18530 | STANFORD | CA | 94309 | IMITATIO | $7,000 | ||||||
| DAYTON MILLS | |||||||||||
| 433 10TH AVE W | KIRKLAND | WA | 98033 | FELLOWSHIP | $100,000 | ||||||
| EDWARD BECCLE | |||||||||||
| FELLOWSHIP | $100,000 | THE OLD RECTORY 20 CHURCH END | STANDLAKE | UK | OX2975G | ||||||
| EMMANUEL DUBOIS DE PRISQUE | |||||||||||
| GRANTS | $15,000 | 155 RUE DE ROMAINVILLE | PARIS | FR | MONTREUIL | ||||||
| EUN LEE | |||||||||||
| FELLOWSHIP | $100,000 | EL TAIHUEN E2 DPTO 44 LO BARNECHEA | SANTIAGO | CI | 8320000 | REGION METROPOLIT | |||||
| GEFFEN AVRAHAM | |||||||||||
| 815 OAK STREET | SAN FRANCISCO | CA | 94131 | FELLOWSHIP | $100,000 | ||||||
| JAMES DACOMBE | |||||||||||
| FELLOWSHIP | $100,000 | 5 RIVERLIGHT QUAY APT 18 | LONDON | OC | SW11 8DX | ||||||
| JOHN CIOCCA | |||||||||||
| 16729 SIESTA DRUM WAY | BONITA SPRINGS | FL | 34135 | FELLOWSHIP | $100,000 | ||||||
| LADA NUZHNA | |||||||||||
| OAK ST 815 | SAN FRANCISCO | CA | 94117 | FELLOWSHIP | $100,000 | ||||||
| MICHAEL LEE | |||||||||||
| 3233 HARMON AVENUE | AUSTIN | TX | 78705 | FELLOWSHIP | $100,000 | ||||||
| NATASSIA PONOMARENKO | |||||||||||
| 20 EAST MAIN STREET APT 73 | LOS GATOS | CA | 95030 | FELLOWSHIP | $100,000 | ||||||
| NIVRITI KIARA NIRGHIN | |||||||||||
| 459 LAGUNITA DRIVE | STANFORD | CA | 94305 | FELLOWSHIP | $87,500 | ||||||
| OLIVER EDHOLM | |||||||||||
| FELLOWSHIP | $100,000 | GRYCKSBOVAGEN 39 122 47 ENSKEDE | STOCKHOLM | SW | |||||||
| RACHEL XU | |||||||||||
| 7414 BRAIDBURN AVENUE | NEWARK | CA | 84560 | FELLOWSHIP | $100,000 | ||||||
| RAINA JAIN | |||||||||||
| 6 GERALD CT | RIVERSIDE | CT | 06878 | FELLOWSHIP | $100,000 | ||||||
| RYAN PARK | |||||||||||
| FELLOWSHIP | $100,000 | 105-1002 HYUNDAIMORNINGSIDE1-CHA | APT 65 | SINHYEONRO GYEONGGIDO | OC | ||||||
| STEVE LENZNER | |||||||||||
| 250 COLLEGE PARK DRIVE | UPLAND | CA | 91786 | GRANTS | $50,000 | ||||||
| TAMARA CHAYO ROMO | |||||||||||
| FELLOWSHIP | $100,000 | THIERS 273 INT 5 COLONIA ANZURES | CDMX | MX | 11590 | ||||||
| TEJAS MANOHAR | |||||||||||
| 2211 MISSION ST UNIT B | SAN FRANCISCO | CA | 94110 | FELLOWSHIP | $100,000 | ||||||
| TYLER BERNSTEIN | |||||||||||
| 723 GIRARD ST NW APT 2 | WASHINGTON | DC | 20001 | FELLOWSHIP | $100,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,347,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,811 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,706,194 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,287,028 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT CONVERSION | Desc |
| Related Or Exempt Function Incm | $1,360,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,419,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,364,822 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,783,988 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | SOME OF THE FOUNDATION'S GRANT AGREEMENTS INCLUDE A CLAUSE IN WHICH |
| 11 | THE GRANT CAN BE CONVERTED INTO EQUITY SECURITIES OF THE GRANTEE IF |
| 11 | THE GRANTEE UNDERGOES CERTAIN EQUITY FINANCING AT A FUTURE DATE. |
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 | $102,169 | Amt |
| Net Investment Income | $14,661 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $87,508 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (37 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRIFFIN BARINCUTT | |||||||||||||||||
| 239 BEECHTREE CRESCENT | OAKVILLE | ONTARIO | CA | L6L 0A5 | 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/24/21, 2/5/21, 2/21/21, 3/12/21, 4/2/21, 5/14/21, 6/13/21, 7/2/21, 7/11/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | |||||
| JOANNE ZICHEN PENG | |||||||||||||||||
| 3214 E PEYSON BAY | REGINA | SASKATCHEWAN | CA | 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 2/23/21, 3/30/21, 4/29/21, 11/2/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | ||||||
| PHILLIPCHAO | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/26/21, 2/5/21, 2/17/21, 3/8/21, 3/15/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 300 LENORA ST 1719 | SEATTLE | WA | 98121 | ||||||
| BRIAN H GU (CLOWN TOWN LABS INC) | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/14/21, 2/11/21, 3/11/21, 4/8/21, 5/13/21, 6/10/21, 7/8/21, 8/26/21, 9/30/2 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 2198 144TH AVE SE | BELLEVUE | WA | 98007 | ||||||
| PAIGE ELIZABETH BROWN | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/20/21, 2/25/21, 3/21/21, 6/21/21, 7/12/21, 11/13/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 562 KENDALL AVENUE APT 29 | PALO ALTO | CA | 94306 | ||||||
| ADAM GUILD | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/12/21, 3/9/21, 4/13/21, 5/11/21, 6/8/21, 7/13/21, 10/12/21, 11/10/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 535 EVERETT AVE 615 | PALO ALTO | CA | 94301 | ||||||
| SHERIDAN CLAYBORNE | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/13/21, 2/10/21, 3/10/21, 4/14/21, 6/10/21, 7/14/21, 8/11/21, 9/8/21, 10/13 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 621 STOCKTON STREET APT 301 | SAN FRANCISCO | CA | 94108 | ||||||
| BRANDON K WANG | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 2/9/21, 3/9/21, 3/13/21, 4/21/21, 6/8/21, 6/12/21, 8/10/21, 10/12/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1450 15TH STREET APT 206 | SAN FRANCISCO | CA | 94103 | ||||||
| ANDREI SERBAN | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/24/21, 2/24/21, 4/18/21, 7/12/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1 MAPLE STREET APT 1310 | REDWOOD CITY | CA | 94063 | ||||||
| JACOB HILLARD | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/24/21, 3/21/21, 7/21/21, 9/18/21, 9/24/21, 10/1/21, 10/8/21, 10/15/21, 10/ | 2021-12-31 | GRANT WAS IN COMPLIANCE | 665 MONTE ROSE DRIVE APT 914 | MENLO PARK | CA | 94025 | ||||||
| ANDREW NINH | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/26/21, 2/23/21, 3/23/21, 4/29/21, 7/22/21, 12/14/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 16533 SEQUOIA STREET | FOUNTAIN VALLEY | CA | 92708 | ||||||
| THOMAS SUAREZ (WITAG INC) | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/12/21, 2/9/21, 3/9/21, 4/13/21, 6/8/21, 7/13/21, 8/10/21, 9/21/21, 10/9/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1520 WOLLACOTT STREET | REDONDO BEACH | CA | 90278 | ||||||
| MICHAEL BROUGHTON | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/8/21, 2/5/21, 3/12/21, 4/2/21, 5/7/21, 6/4/21, 7/2/21, 8/6/21, 9/3/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1001 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | ||||||
| BLAKE RESNICK | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 2/25/21, 3/25/21, 3/22/21, 6/24/21, 7/22/21, 9/23/21, 11/4/21, 12/23/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 9312 PROVENCE GARDEN LANE | LAS VEGAS | NV | 89145 | ||||||
| DAVIS FOSTER | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/24/21, 2/21/21, 3/21/21, 3/18/21, 5/16/21, 6/16/21, 6/13/21, 7/11/21, 8/8/ | 2021-12-31 | GRANT WAS IN COMPLIANCE | 2000 WALNUT STREET APT 214 | BOULDER | CO | 80302 | ||||||
| MELVIN DU | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/26/21, 2/16/21, 3/17/21, 4/23/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 6850 NORTH BROADWAY STE F GNDNT-162 | DENVER | CO | 80221 | ||||||
| JOHN ANDREW ENTWISTLE | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 2/21/21, 3/19/21, 5/23/21, 6/24/21, 7/16/21, 9/5/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 4601 PERALTA LANE | AUSTIN | TX | 78735 | ||||||
| SCOTT FITSIMONES | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/20/21, 2/18/21, 3/18/21, 4/15/21, 6/17/21, 7/21/21, 9/23/21, 10/13/21, 11/ | 2021-12-31 | GRANT WAS IN COMPLIANCE | 7721 SILVERLEAF DR | NORTH RICHLAND HILLS | TX | 76182 | ||||||
| XUECHUN (PHOEBE) YAO | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/21/21, 2/18/21, 3/18/21, 4/15/21, 5/27/21, 6/17/21, 7/15/21, 8/19/21, 9/23 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 8145 HALIFAX DRIVE | SAINT LOUIS | MO | 63105 | ||||||
| ROHIT G KALYANPUR (OPTIVOLT LABS INC) | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/28/21, 3/22/21, 5/16/21, 7/22/21, 9/5/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 300 N CANAL STREET APT 3501 | CHICAGO | IL | 60606 | ||||||
| MICHAEL CHIME | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/12/21, 2/8/21, 3/10/21, 3/21/21, 4/13/21, 5/11/21, 6/8/21, 7/13/21, 8/11/2 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 124 TURNBERRY XING | BROADVIEW HEIGHTS | OH | 44147 | ||||||
| CLAIRE CODER (AUNT FLOW CORP) | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/24/21, 2/21/21, 3/21/21, 3/18/21, 5/16/21, 6/16/21, 6/13/21, 7/11/21, 8/8/ | 2021-12-31 | GRANT WAS IN COMPLIANCE | 922 BEXLEY DR | PERRYSBURG | OH | 43551 | ||||||
| BEN STERN | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/8/21, 2/12/21, 3/12/21, 4/9/21, 5/14/21, 6/11/21, 7/9/21, 8/13/21, 9/10/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1095 N HWY A1A UNIT 204 | INDIALANTIC | FL | 32903 | ||||||
| SEAN HENRY | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/27/21, 3/19/21, 4/4/21, 6/16/21, 8/19/21, 9/20/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 818 ARNOLD MILL ROAD | WOODSTOCK | GA | 30188 | ||||||
| MATTHEW DIMARCANTONIO | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/4/21, 2/16/21, 3/21/21, 4/18/21, 5/16/21, 8/8/21, 8/13/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 113 BROADWATER | WILLIAMSBURG | VA | 23188 | ||||||
| WILL MANIDIS | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/7/21, 3/23/21, 9/5/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1340 SOUTH CONCORD ROAD | WEST CHESTER | PA | 19382 | ||||||
| TONI OLOKO | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/19/21, 3/16/21, 6/1/21, 7/20/21, 9/21/21, 11/16/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 3337 WALNUT ST | PHILADELPHIA | PA | 19104 | ||||||
| ADAM POLLACK | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/18/21, 4/18/21, 7/12/21, 11/20/21, | 2021-12-31 | GRANT WAS IN COMPLIANCE | 45 KOENIG DRIVE | OYSTER BAY | NY | 11771 | ||||||
| DYLAN DIAMOND | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 5/5/21, 8/24/21, 12/28/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 6 COBBLE HILL ROAD | WESTPORT | CT | 06880 | ||||||
| ZHIHAN EMILY WANG | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/21/21, 2/16/21, 3/16/21, 4/20/21, 9/10/21, 11/16/21, 12/6/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 465 STEVENSON ROAD | NEW HAVEN | CT | 06515 | ||||||
| JAMIE STEWART MARSHALL | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/24/21, 3/26/21, 6/13/21, 8/8/21, 9/5/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | PO BOX 4938 | RUMFORD | RI | 02916 | ||||||
| KAI KLOEPFER | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 1/24/21,2/21/21, 3/21/21, 4/6/21, 4/18/21, 5/16/21, 7/11/21, 8/8/21, 9/28/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 88 AMES STREET 1015 | CAMBRIDGE | MA | 02142 | ||||||
| TIESHUN ROQUERRE | |||||||||||||||||
| 2019-06-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $100,000 | NO | 2/21/21, 3/6/21, 7/22/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1446 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | ||||||
| AARON HANNON | |||||||||||||||||
| QUIGNALEGAN SLIGO ROAD BALLINA | COUNTY MAYO | EI | 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/20/21, 2/18/21, 3/18/21, 4/15/21, 6/17/21, 7/21/21, 9/23/21, 10/13/21, 11/ | 2021-12-31 | GRANT WAS IN COMPLIANCE | |||||||
| JOSEPH KITONGA | |||||||||||||||||
| 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/21/21, 2/18/21, 3/18/21, 4/15/21, 5/27/21, 6/17/21, 7/15/21, 8/19/21, 9/23 | 2021-12-31 | GRANT WAS IN COMPLIANCE | 1200 JEFFERSON AVE | WOODLYN | PA | 19094 | ||||||
| MARGARET NYAWIRA KARABA | |||||||||||||||||
| UTALII HOUSE THIRD FLOOR ROOM 2 | P O BOX CITY SQUARE | KE | 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/13/21, 2/12/21, 3/10/21, 4/14/21, 6/9/21, 7/14/21, 8/11/21, 9/8/21, 9/10/2 | 2021-12-31 | GRANT WAS IN COMPLIANCE | UTALII STREET NAIROBI KENYA | ||||||
| ROBERT HAMILTON FERGUSON | |||||||||||||||||
| 2506/183 KENT ST | SYDNEY | NSW 2000 | AS | 2020-10-01 | $100,000 | FELLOWSHIP:FELLOWSHIP GRANTS | $62,500 | NO | 1/21/21, 3/18/21, 3/15/21, 6/17/21, 7/15/21, 8/19/21, 12/16/21 | 2021-12-31 | GRANT WAS IN COMPLIANCE | ||||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | 990PF, PAGE 1 ITEM G | FormAndLineReferenceDesc |
| Medium Explanation | OTHER INCOME AND INVESTMENTS, LINE 11 (PAGE 1) AND LINE 13 (PAGE 2) OF THE 990PF, RESPECTIVELY, HAVE BEEN UPDATED TO PROPERLY REFLECT A RETURN OF CAPITAL TRANSACTION THAT WAS PREVIOUSLY REPORTED AS INVESTMENT INCOME. THIS UPDATE AFFECTS THE EXCISE TAX CALCULATION AT PART V, LINE 11. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORTEXYME INVESTMENT | StockNm |
| EOY Book Value | $193,149 | EOYBookValueAmt |
| EOYFMV | $193,149 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - UNCONSOLIDATED ENTITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,477,914 | BookValueAmt |
| EOYFMV | $18,477,914 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,224 | LegalFeesAmt |
| Net Investment Income | $1,467 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,757 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS - DOMAIN NAME | $5,363 | $5,363 | $5,363 |
| DEPOSITS | $1,660 | $1,660 | $1,660 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND RENT AND SERVICES | Desc |
| Amt | $351,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMUNICATIONS/PR | $109,563 | $19,656 | $0 | $89,907 |
| EQUIPMENT | $519 | $7 | $0 | $512 |
| UTILITIES | $4,460 | $2,959 | $0 | $1,501 |
| DUES & SUBSCRIPTIONS | $28,321 | $6,706 | $0 | $21,615 |
| MEALS & ENTERTAINMENT | $22,768 | $12,741 | $0 | $10,027 |
| MISCELLANEOUS | $26,062 | $21,404 | $0 | $4,658 |
| CONFERENCES | $42,308 | $0 | $0 | $42,308 |
| REFERENCE MATERIALS | $45,806 | $42,472 | $0 | $3,334 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT DISTRIBUTION | $6,706,194 | $6,706,194 | $6,706,194 |
| GRANT CONVERSION | $1,360,000 | $1,360,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND RENT AND SERVICES | $351,000 |
| UNREALIZED GAINS | $1,311,055 |
| GRANTS PAID 2021 AND APPROVED IN 2020 | $1,912,493 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $2,164 | BOYBookValueAmt |
| EOY Book Value | $157,164 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $575,467 | $82,580 | $0 | $492,887 |
| OTHER PROFESSIONAL FEES | $50,340 | $7,224 | $0 | $43,116 |
| ADP SERVICE FEES | $4,295 | $230 | $0 | $4,065 |
| HSA/FSA FEES | $1,676 | $90 | $0 | $1,586 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES AND PERMITS | $308 | $308 | $0 | $0 |
| EXCISE TAXES | $155,000 | $0 | $0 | $0 |
| STATE TAXES | $526 | $0 | $0 | $0 |
| EXCISE TAX PRIOR YEAR | $8,678 | $0 | $0 | $0 |
Comments