OBERNDORF FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OBERNDORF FAMILY FOUNDATION (EIN 68-0299542)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202201319349104395
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-11T13:08:24-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 BUSH STREET SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680299542EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN C OBERNDORFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155006900PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastOBERNDORFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,481,769FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$46,382,731ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,239InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,239InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,239InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$60,903,097NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$139,288,930GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,903,097CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,290,067TotalRevAndExpnssAmt
Total Net Invst Incm$60,907,336TotalNetInvstIncmAmt
Total Adj Net Incm$4,239TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$19,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,344OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,172OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,172OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,380,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$39,521OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,928OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$4,594OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,462,865TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,266TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,562,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,562,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,024,865TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,600TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$17,588,266TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,265,202ExcessRevenueOverExpensesAmt
Net Investment Income$60,850,736NetInvestmentIncomeAmt
Adjusted Net Income$4,239AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,786,018CashBOYAmt
Cash EOY$2,702,875CashEOYAmt
Cash EOYFMV$2,702,875CashEOYFMVAmt
Other Nts And Loans Rcvbl$1,146OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,219OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,146OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,146OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$77,416,316CorporateStockBOYAmt
Corporate Stock EOY$157,153,231CorporateStockEOYAmt
Corporate Stock EOYFMV$148,777,748CorporateStockEOYFMVAmt
Total Assets BOY$112,203,553TotalAssetsBOYAmt
Total Assets EOY$159,857,252TotalAssetsEOYAmt
Total Assets EOYFMV$151,481,769TotalAssetsEOYFMVAmt
Accounts Payable EOY$6,000AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$112,203,553RetainedEarningBOYAmt
Retained Earning EOY$159,851,252RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$112,203,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,851,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$112,203,553TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$159,857,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$112,203,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,265,202ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$200,468,755SubtotalAmt
Other Decreases$40,617,503OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$159,851,252TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WISE PLCP2021-07-072021-08-03$42,820$34,986$7,834$7,834
VIMEO INC.P2021-05-252021-07-12$47$26$21$21
VIMEO INC.P2021-01-222021-06-15$32$27$5$5
TRANSDIGM GROUP INC.P2021-01-142021-01-14$3,742,328$3,740,697$1,631$1,631
MERCADOLIBRE INC.P2021-02-192021-07-23$4,666,546$5,543,347-$876,801-$876,801
MERCADOLIBRE INC.P2020-11-032021-07-23$481,584$369,768$111,816$111,816
MERCADOLIBRE INC.P2020-11-042021-07-23$2,419,155$1,967,874$451,281$451,281
LIBERTY GLOBAL SERIES CP2005-05-032021-01-15$835,278$286,200$549,078$549,078
LIBERTY GLOBAL SERIES CP2013-09-042021-01-15$1,632,399$2,094,369-$461,970-$461,970
LIBERTY GLOBAL SERIES CP2013-09-052021-01-15$4,654,438$5,934,534-$1,280,096-$1,280,096
LIBERTY GLOBAL SERIES CP2009-04-302021-01-15$2,995,034$589,471$2,405,563$2,405,563
LIBERTY GLOBAL SERIES CP2013-09-042021-01-19$740,672$947,812-$207,140-$207,140
FX GAINS & LOSSESP2020-01-012021-01-01$105,679$105,679$105,679
DLOCAL LTDP2021-08-172021-08-25$1,871,947$1,370,836$501,111$501,111
DLOCAL LTDP2021-08-172021-08-27$16,079,054$11,644,800$4,434,254$4,434,254
DLOCAL LTDP2021-08-172021-08-31$8,980,522$6,796,245$2,184,277$2,184,277
DLOCAL LTDP2021-08-172021-08-26$190,547$145,560$44,987$44,987
ATLASSIAN CORPORATIONP2021-04-142021-10-11$13,752,991$8,476,759$5,276,232$5,276,232
ATLASSIAN CORPORATIONP2021-04-162021-10-11$7,465,909$4,459,813$3,006,096$3,006,096
ATLASSIAN CORPORATIONP2021-04-232021-10-11$3,504,655$2,064,207$1,440,448$1,440,448
ATLASSIAN CORPORATIONP2021-04-232021-10-26$2,273,174$1,222,231$1,050,943$1,050,943
ATLASSIAN CORPORATIONP2021-04-062021-10-26$3,443,550$1,799,977$1,643,573$1,643,573
ATLASSIAN CORPORATIONP2021-01-142021-01-14$1,945,502$1,947,958-$2,456-$2,456
ATLASSIAN CORPORATIONP2021-04-092021-10-26$688,710$356,820$331,890$331,890
ATLASSIAN CORPORATIONP2021-04-082021-10-26$3,925,217$2,018,670$1,906,547$1,906,547
APPFOLIO, INC.P2015-10-062021-04-09$5,514,337$636,900$4,877,437$4,877,437
APPFOLIO, INC.P2015-10-062021-04-21$3,761,437$421,839$3,339,598$3,339,598
APPFOLIO, INC.P2015-10-062021-04-16$2,924,965$330,000$2,594,965$2,594,965
APPFOLIO, INC.P2015-10-062021-04-15$2,243,125$251,757$1,991,368$1,991,368
APPFOLIO, INC.P2015-10-062021-04-14$2,883,013$330,000$2,553,013$2,553,013
APPFOLIO, INC.P2015-10-062021-04-13$3,528,840$405,504$3,123,336$3,123,336
APPFOLIO, INC.P2015-10-062021-04-12$4,001,494$462,710$3,538,784$3,538,784
APPFOLIO, INC.P2015-10-062021-04-07$1,011,925$117,150$894,775$894,775
APPFOLIO, INC.P2015-10-062021-04-08$5,714,275$660,000$5,054,275$5,054,275
APPFOLIO, INC.P2015-10-062021-04-05$28,609$3,300$25,309$25,309
APPFOLIO, INC.P2015-10-062021-06-09$1,546,717$182,804$1,363,913$1,363,913
APPFOLIO, INC.P2015-10-062021-04-01$3,609,092$414,447$3,194,645$3,194,645
APPFOLIO, INC.P2015-10-062021-06-10$1,248,752$147,197$1,101,555$1,101,555
APPFOLIO, INC.P2015-10-062021-04-06$1,902,148$218,460$1,683,688$1,683,688
APPFOLIO, INC.P2015-10-062021-04-23$3,299,305$369,551$2,929,754$2,929,754
AMAZON.COM INC.P2021-07-122021-07-12$3,230,757$3,237,622-$6,865-$6,865
AMAZON.COM INC.P2021-01-142021-01-14$6,402,349$6,383,605$18,744$18,744
FieldValueIRS element (for citing)
Capital Gain Net Income$60,903,097CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$21,525,568NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$845,825InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$845,825SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$845,825TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$850,862EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$850,862TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,037OverpaymentAmt
Applied To ES Tax$5,037AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$132,620,321AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,154,734AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$154,775,055TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$154,775,055AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,321,626CashDeemedCharitableAmt
Net Vl Noncharitable Assets$152,453,429NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,622,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,622,671MinimumInvestmentReturnAmt
Tax Based On Investment Income$845,825TaxBasedOnInvestmentIncomeAmt
Total Tax$845,825TotalTaxAmt
Distributable Before Adj$6,776,846DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,776,846DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,776,846DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,588,266ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,588,266QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,776,846DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,567,013ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,662,274ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,302,669ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$15,596,256ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,128,212TotalExcessDistributionCyovAmt
Qualifying Distributions$17,588,266QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,776,846AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,811,420RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$64,939,632TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,567,013ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,372,619ExcessDistriCyovToNextYrAmt
Excess From Year4$13,662,274ExcessFromYear4Amt
Excess From Year3$11,302,669ExcessFromYear3Amt
Excess From Year1$15,596,256ExcessFromYear1Amt
Excess From Current Year$10,811,420ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
1020 19TH STREET NW SUITE 675WASHINGTONDC20036PCGENERAL CHARITY$1,500,000
ARCS (ACHIEVEMENT REWARDS FOR COLLEGE STUDENTS)
PO BOX 2649LAGRANGEGA30241PCGENERAL CHARITY$2,500
ASPEN CENTER FOR ENVIRONMENTAL STUDIES (FOR BILL NITZ)
100 PUPPY SMITH STASPENCO81611PCGENERAL CHARITY$5,000
ASPEN INSTITUTE
2300 N ST NW SUITE 700WASHINGTONDC20037PCGENERAL CHARITY$10,000
BAY SCHOLAR
465 CALIFORNIA STSAN FRANCISCOCA94104PCGENERAL CHARITY$10,000
BIPARTIISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000WASHINGTONDC20005PCGENERAL CHARITY$250,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
635 KNIGHT WAYPALO ALTOCA94305PCGENERAL CHARITY$1,000,000
BOYS AND GIRLS CLUB
1275 PEACHTREE STREET NEATLANTAGA30309PCGENERAL CHARITY$5,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STSAN FRANCISCOCA94108PCGENERAL CHARITY$500,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL CHARITY$5,000
CHRONICLES SEASON OF SHARING
PO BOX 44740SAN FRANCISCOCA94144PCGENERAL CHARITY$100,000
COACHING CORPS
66 FRANKLIN STREET SUITE 300OAKLANDCA94607PCGENERAL CHARITY$5,000
COMPANION ANIMAL MEDICAL PROJECT
64682 COOK AVEBENDOR97703PCGENERAL CHARITY$2,000
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REAL SUITE 155MENLO PARKCA94025PCGENERAL CHARITY$100,000
EDGEWOOD CENTER
1801 VICENTE STSAN FRANCISCOCA94116PCGENERAL CHARITY$10,000
EDGEWOOD CENTER
1801 VICENTE STSAN FRANCISCOCA94116PCGENERAL CHARITY$10,000
EDIBLE SCHOOL YARD
1781 ROSE STBERKELEYCA94703PCGENERAL CHARITY$10,000
EDIBLE SCHOOL YARD
1781 ROSE STBERKELEYCA94703PCGENERAL CHARITY$5,000
EPISCOPAL IMPACT FUND
1055 TAYLOR STSAN FRANCISCOCA94108PCGENERAL CHARITY$10,000
FINE ARTS MUSEUM OF SF (FAMSF)
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118PCGENERAL CHARITY$10,000
FOUNDATION FOR EXCELLENCE IN EDUCATION
215SOUTH MONROE STREETTALLAHASSEEFL32301PCGENERAL CHARITY$50,000
FUTURE VISION
1611 SOUTH GREEN ROAD STE 230CLEVELANDOH44121PCGENERAL CHARITY$5,000
GOLDEN GATE NATIONAL PARKS
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL CHARITY$5,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL CHARITY$1,000,000
MEMORIAL SLOAN KETTERING CANCER CENTER (MSKCC)
1275 YORK AVENUENEW YORKNY10065PCGENERAL CHARITY$10,000
MISSION DELORES ACADEMY
3371 16TH STSAN FRANCISCOCA94114PCGENERAL CHARITY$10,000
MISSION DELORES ACADEMY
3371 16TH STSAN FRANCISCOCA94114PCGENERAL CHARITY$25,000
MOTHERS2MOTHERS
7441 W SUNSET BLVD SUITE 205LOS ANGELESCA90046PCGENERAL CHARITY$50,000
NEIGHBORS FOR BETTER SAN FRANCISCO (501C3)
2350 KERNER BLVD STE 250SAN RAFAELCA94901PCGENERAL CHARITY$100,000
PEER HEALTH EXCHANGE
100 WEBSTER ST SUITE 300OAKLANDCA94607PCGENERAL CHARITY$25,000
PLOUGHSHARES FUND
315 BAY STREET SUITE 400SAN FRANCISCOCA94133PCGENERAL CHARITY$100,000
SAFE AND SOUND
1757 WALLER STSAN FRANCISCOCA94117PCGENERAL CHARITY$10,000
SAN FRANCISCO EDUCATION FUND (GALA)
2730 BRYANT ST 2ND FLOORSAN FRANCISCOCA94110PCGENERAL CHARITY$25,000
SAN FRANCISCO EDUCATION FUND (SPECIAL PROJECT)
2730 BRYANT ST 2ND FLOORSAN FRANCISCOCA94110PCGENERAL CHARITY$50,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STSAN FRANCISCOCA94118PCGENERAL CHARITY$5,000
SAN FRANCISCO MUSEUM OF MODERN ART (SFMOMA)
151 3RD STSAN FRANCISCOCA94103PCGENERAL CHARITY$20,000
SAN FRANCISCO MUSEUM OF MODERN ART (SFMOMA)
151 3RD STSAN FRANCISCOCA94103PCGENERAL CHARITY$50,000
SAN FRANCISCO MUSEUM OF MODERN ART (SFMOMA)-DIRECTORS
151 3RD STSAN FRANCISCOCA94103PCGENERAL CHARITY$10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCGENERAL CHARITY$400,000
ST AGNES CHURCH
1025 MASONIC AVESAN FRANCISCOCA94117PCGENERAL CHARITY$50,000
ST CHRISTOPHER BY-THE-RIVER EPISCOPAL CHURCH
7601 OLD MILL RDGATES MILLSOH44040PCGENERAL CHARITY$10,000
STANFORD UNIVERSITY-STANFORD LIVE
450 SERRA MALLSTANFORDCA94305PCGENERAL CHARITY$7,500
SWEETWATER SPECTRUM
369 5TH ST WSONOMACA95476PCGENERAL CHARITY$5,000
THE CENTER FOR JEWISH CAMPUS LIFE INC DBA HILLEL AT STANFORD
800 EIGHTH STREET NWWASHINGTONDC20001PCGENERAL CHARITY$50,000
THE ENVIRONMENTAL DEFENSE FUND (2017 LOI)
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009PCGENERAL CHARITY$250,000
THE ENVIRONMENTAL DEFENSE FUND (2019 LOI)
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009PCGENERAL CHARITY$1,200,000
THE SALVATION ARMY HOLIDAY LUNCHEON 2021
615 SLATERS LANEALEXANDRIAVA22314PCGENERAL CHARITY$100,000
TIPPING POINT
220 MONTGOMERY ST 850SAN FRANCISCOCA94104PCGENERAL CHARITY$500,000
UCSF (UNIVERSITY OF CALIFORNIA SAN FRANCISCO)
505 PARNASSUS AVESAN FRANCISCOCA94143PCGENERAL CHARITY$250,000
UCSF FOUNDATION CHANCELLOR'S CIRCLE
505 PARNASSUS AVESAN FRANCISCOCA94143PCGENERAL CHARITY$100,000
UCSF HELEN DILLER CANCER CENTER
505 PARNASSUS AVESAN FRANCISCOCA94143PCGENERAL CHARITY$25,000
UKIAH JUNIOR ACADEMY (DR GLENN MILLER TOURNAMENT)
180 STIPP LNUKIAHCA95482PCGENERAL CHARITY$5,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION - DEP OF PSYCHIATRY
220 MONTGOMERY STSAN FRANCISCOCA94143PCGENERAL CHARITY$2,000,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION - DR EDWARD CHANG
220 MONTGOMERY STSAN FRANCISCOCA94143PCGENERAL CHARITY$2,000,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION - MRI RESEARCH FACILITY
220 MONTGOMERY STSAN FRANCISCOCA94143PCGENERAL CHARITY$500,000
UNIVERSITY SCHOOL
3605 JACKSON STSAN FRANCISCOCA94115PCGENERAL CHARITY$5,000,000
VIETNAM FOUNDATION
PO BOX 9479FOUNTAIN VALLEYCA92728PCGENERAL CHARITY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,562,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,239ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,903,097ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,907,336ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,907,336TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$39,000Amt
Net Investment Income$19,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$19,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS CORPORATE STOCKStockNm
EOY Book Value$157,153,231EOYBookValueAmt
EOYFMV$148,777,748EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE$40,555,442
PRIOR PERIOD ADJUSTMENT$62,061

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$8,147$4,074$0$4,074
FEES & LICENSES$1,040$520$0$520
OSI II, LLC$30,334$30,334$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$4,344Amt
Net Investment Income$2,172NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,172DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,380,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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