BETA

STEPHENSON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STEPHENSON FOUNDATION (EIN 94-3320092)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-06
IRS object ID
202201879349100915
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)
Return2022-07-06T14:08:45-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943320092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHENSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone6508543927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO FRANKRIMERMAN 1801 PAGE MILLAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS AND BARBARA STEPHENSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6508543927PhoneNum
Signature2022-07-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastAND BARBARA STEPHENSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN VALLADAOPreparerPersonNm
PTINP00534214PTIN
Phone6508458100PhoneNum
Preparation2022-05-16PreparationDt

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$31,092,421FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$690,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$688,932DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,359,114NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,988,672GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,359,114CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,423OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,423OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,050,958TotalRevAndExpnssAmt
Total Net Invst Incm$3,049,472TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$158,247OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$140,192OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,093TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25,093TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$183,490TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$165,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,266,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,266,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,449,990TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$165,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,266,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,600,968ExcessRevenueOverExpensesAmt
Net Investment Income$2,884,187NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$733,091SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$699,679SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$699,679SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$42,248AcctRcvblAmt
Acct Rcvbl BOY$43,048AcctRcvblBOYAmt
Acct Rcvbl EOY$42,248AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$42,248AcctRcvblEOYFMVAmt
Corporate Stock BOY$19,111,543CorporateStockBOYAmt
Corporate Stock EOY$20,709,398CorporateStockEOYAmt
Corporate Stock EOYFMV$29,510,366CorporateStockEOYFMVAmt
Other Investments BOY$640,974OtherInvestmentsBOYAmt
Other Investments EOY$640,912OtherInvestmentsEOYAmt
Other Investments EOYFMV$840,129OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,528,656TotalAssetsBOYAmt
Total Assets EOY$22,092,236TotalAssetsEOYAmt
Total Assets EOYFMV$31,092,421TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,528,656RetainedEarningBOYAmt
Retained Earning EOY$22,092,236RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,528,656TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,092,236TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,528,656TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,092,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,528,656TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,600,968ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,129,624SubtotalAmt
Other Decreases$37,388OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,092,236TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAPITAL GROUP #39062021-01-012021-12-31$249,203$213,322$35,881$35,881
CAPITAL GROUP #39062021-01-012021-12-31$875,456$373,274$502,182$502,182
CAPITAL GROUP #39062021-01-012021-12-31$2,162,037$1,151,028$1,011,009$1,011,009
FIDELITY #13712021-01-012021-12-31$1,630,064$1,546,517$83,547$83,547
FIDELITY #13712021-01-012021-12-31$466,972$342,096$124,876$124,876
SC FRANCHISE PARTNERS LP2021-01-012021-12-31$547-$547-$547
SC X PRINCIPALS FUND2021-01-012021-12-31$1,021-$1,021-$1,021
SC FRANCHISE PARTNERS LP2021-01-012021-12-31$1,753-$1,753-$1,753P
CAPITAL GROUP #39062021-01-012021-12-31$604,940$604,940$604,940P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,359,114CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40,090InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40,090SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40,090TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$39,362EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$16,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,362TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$15,272OverpaymentAmt
Applied To ES Tax$15,272AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 BooksFRANK RIMERMAN CO LLPIndividualWithBooksNm
Phone6508543927PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA STEPHENSON
C/O FRANK RIMERMAN CO 1801 PAGEMILL ROADPALO ALTOCA94304PRESIDENT1.00$0$0$0
THOMAS F STEPHENSON
C/O FRANK RIMERMAN CO 1801 PAGEMILL ROADPALO ALTOCA94304VICE PRESIDENT1.00$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$29,509,215AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$947,126AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$40,550FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,496,891TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,496,891AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$457,453CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,039,438NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,501,972MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,501,972MinimumInvestmentReturnAmt
Tax Based On Investment Income$40,090TaxBasedOnInvestmentIncomeAmt
Total Tax$40,090TotalTaxAmt
Distributable Before Adj$1,461,882DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,461,882DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,461,882DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,266,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,266,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,461,882DistributableAsAdjustedAmt
Undistributed Income PY$1,239,099UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,266,500QualifyingDistributionsAmt
Applied To Year1$1,239,099AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,401AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,434,481UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA STEPHENSONContributingManagerNm
Contributing ManagerTHOMAS F STEPHENSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AEI
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPUBLIC CHARITYTO SUPPORT RESEARCH AND EDUCATION ON ISSUES OF GOVERNMENT, POLITICS, ECONOMICS AND SOCIAL WELFARE$50,000
ALL STARS HELPING KIDS
2901 TASMAN DRIVE STE 218SANTA CLARACA95054NONEPUBLIC CHARITYTO DISRUPT THE CYCLE OF POVERTY AND ENCOURAGE INNOVATION BY SEED FUNDING START-UP NONPROFITS IN THE BAY AREA.$10,000
AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS
6350 HORIZON DRIVETITUSVILLEFL32780NONEPUBLIC CHARITYTO SUPPORT PROGRAMS THAT SUPPORT THE LAW ENFORCEMENT COMMUNITY AND SPECIFICALLY THE SURVIVING FAMILIES OF OFFICERS KILLED IN THE LINE OF DUTY$1,000
BENS
1030 15TH STREET NW STE 200 EASTWASHINGTONDC20005NONEPUBLIC CHARITYTO SUPPORT GOVERNMENT LEADERS IMPLEMENT SOLUTIONS TO THE MOST CHALLENGING PROBLEMS IN NATIONAL SECURITY.$100,000
CAL MATTERS
1017 L STREET 261SACRAMENTOCA95814NONEPUBLIC CHARITYTO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE$10,000
CASTILLEJA SCHOOL FOUNDATION
1310 BRYANT STREETPALO ALTOCA94301NONEPUBLIC CHARITYTO HELP EDUCATE MOTIVATED YOUNG WOMEN TO BECOME CONFIDENT THINKERS AND COMPASSIONATE LEADERS WITH A SENSE OF PURPOSE TO EFFECT CHANGE IN THE WORLD.$5,000
COUNCIL OF AMERICAN AMBASSADORS
888 SEVENTEENTH STREET NW STE 306WASHINGTONDC20006NONEPUBLIC CHARITYTO SUPPORT THE ROLE OF THE AMERICAN AMBASSADOR AND THE COUNTRY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AT EMBASSIES AROUND THE WORLD.$5,000
CURE ALZHEIMERS FUND
34 WASHINGTON ST STE 310WELLESLEY HILLSMA02481NONEPUBLIC CHARITYTO SUPPORT ALZHEIMER'S RESEARCH$50,000
DELTA WATERFOWL
1412 BASIN AVENUEBISMARCKND58504NONEPUBLIC CHARITYTO SUPPORT THE RESEARCH, HABITATS, AND DUCK POPULATION OF NORTH AMERICA$25,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN381202351NONEPUBLIC CHARITYTO SUPPORTS THE CONSERVATION, RESTORATION AND MANAGEMENT OF WETLANDS AND ASSOCIATED HABITATS FOR NORTH AMERICA'S WATERFOWL.$25,000
EXCEL IN ED
PO BOX 10691TALLAHASSEEFL32302NONEPUBLIC CHARITYTO SUPPORT STATE LEADERS IN TRANSFORMING EDUCATION TO UNLOCK OPPORTUNITY AND LIFELONG SUCCESS FOR EACH AND EVERY CHILD$25,000
FOLDS OF HONOR
8551 N 125 E AVENUE STE 100OWASSOOK74055NONEPUBLIC CHARITYTO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES$50,000
FOLDS OF HONOR
8551 N 125 E AVENUE STE 100OWASSOOK74055NONEPUBLIC CHARITYTO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES$55,000
FRIENDS OF HARVARD BASEBALL
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795NONEPUBLIC CHARITYTO SUPPORT HARVARD ATHLETICS BASEBALL$10,000
FRIENDS OF HARVARD BASKETBALL
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795NONEPUBLIC CHARITYTO SUPPORT HARVARD ATHLETICS BASKETBALL$2,500
FRIENDS OF HARVARD FOOTBALL
124 MOUNT AUBURN STREETCAMBRIDGEMA021385795NONEPUBLIC CHARITYTO SUPPORT HARVARD ATHLETICS FOOTBALL$10,000
HARVARD BUSINESS SCHOOL
PO BOX 412275BOSTONMA022412274NONEPUBLIC CHARITYTO SUPPORT THE HBS MISSION OF EDUCATING LEADERS WHO MAKE A DIFFERENCE IN THE WORLD$25,000
HOOVER INSTITUTION
326 GALVEZ STREETSTANFORDCA943056105NONEPUBLIC CHARITYTO SUPPORT THE SCHULTZ-STEPHENSON TASK FORCE ON ENERGY POLICY$375,000
KIPP BAY AREA SCHOOLS
1000 BROADWAY STREET 460OAKLANDCA94607NONEPUBLIC CHARITYTO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE.$15,000
LINCOLN NETWORK
10826 GREATER HILLS STREETRALEIGHNC276148653NONEPUBLIC CHARITYTO SUPPORT THE ADVANCEMENT OF ECONOMIC AND PERSONAL LIBERTIES THROUGH TECHNOLOGICAL PROGRESS$20,000
PROSPECT SIERRA
2060 TAPSCOTT AVEEL CERRITOCA94530NONEPUBLIC CHARITYSUPPORT FACULTY AND STUDENTS OF LOCAL PRIVATE SCHOOL$15,000
SAFE PROJECT
3118 WASHINGTON BLVD BOX 101734ARLINGTONVA222019998NONEPUBLIC CHARITYTO PROVIDE SUPPORT IN FIGHTING THE ADDICTION EPIDEMIC.$25,000
SECURING AMERICA'S FUTURE ENERGY FOUNDATION
326 GALVEZ STREETSTANFORDCA943056105NONEPUBLIC CHARITYTO IMPROVE AMERICA'S ENERGY SECURITY BY REDUCING DEPENDENCE ON OIL AND PROMOTING RESPONSIBLE USE OF DOMESTIC ENERGY RESOURCES$10,000
SF HOST COMMITTEE
601 VAN NESS AVE STE E240SAN FRANCISCOCA94102NONEPUBLIC CHARITYTO SUPPORT GLOBAL OPPORTUNITIES, PROGRAMS, AND INITIATIVES FOR THE CITY$5,000
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA943056105NONEPUBLIC CHARITYSUPPORT STANFORD ATHLETICS GOLF$25,000
STANFORD UNIVERSITY (SIEPR)
326 GALVEZ STREETSTANFORDCA943056105NONEPUBLIC CHARITYTO SUPPORT THE RESEARCH OF ECONOMIC POLICY TO IMPROVE ECONOMIC OUTCOMES GLOBALLY$100,000
WILMINGTON FRIENDS SCHOOL
101 SCHOOL ROADWILMINGTONDE19803NONEPUBLIC CHARITYTO PROVIDE EDUCATION SUPPORT$5,000
GRACE SCIENCE FOUNDATION
PO BOX 114MENLO PARKCA94026NONEPUBLIC CHARITYTO FUND CUTTING-EDGE RESEARCH IMMEDIATELY IN A VARIETY OF AREAS INCLUDING STEM CELLS, CRISPR, GENE THERAPY, CELL BIOLOGY, AND MUCH MORE.$1,000
ANGEL WINGS NETWORK
773 W MAIN STREETWEISERID83672NONEPUBLIC CHARITYTO PROVIDE SUPPORT TO CANCER PATIENTS, SURVIVORS, CAREGIVERS, FAMILY, AND LOVED ONES WHO HAVE BEEN TOUCHED WITH CANCER IN OUR RURAL COMMUNITIES.$40,000
SPURS FC
950 GILMAN STBERKELEYCA94710NONEPUBLIC CHARITYSUPPORT SOCCER PLAYERS TO ACHIEVE THEIR FULL POTENTIAL BY PROVIDING A HOLISTIC, INTEGRATED PROGRAM THAT DEVELOPS PLAYERS AND COACHES AND EDUCATES PARENTS IN A POSITIVE, MEMBERSHIP-DRIVEN COMMUNITY.$10,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE SUITE 600ARLINGTONVA22202NONEPUBLIC CHARITYBUILDING UPON A STRONG FOUNDATION OF SCIENCE, PARTNERSHIP AND FIELD DEMONSTRATION, CONSERVATION INTERNATIONAL EMPOWERS SOCIETIES TO RESPONSIBLY AND SUSTAINABLY CARE FOR NATURE, OUR GLOBAL BIODIVERSITY, FOR THE WELL-BEING OF HUMANITY.$50,000
BOYS AND GIRLS CLUB
1275 PEACHTREE STREET NEATLANTAGA303093506NONEPUBLIC CHARITYTO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.$25,000
NO ONE LEFT BEHIND
PO BOX 3641MERRIFIELDVA22116NONEPUBLIC CHARITYWE HELP EVACUATE DESERVING SIV APPLICANTS TO SAFETY, AND PROVIDE RESETTLEMENT ASSISTANCE TO HELP THEM START NEW LIVES AS AMERICANS. WE ALSO ADVOCATE FOR OUR ALLIES WITH THE U.S. GOVERNMENT, PROVIDE SUBJECT MATTER EXPERTISE TO THE MEDIA, AND PARTNER WITH OTHER CHARITABLE ORGANIZATIONS, ADVOCACY GROUPS, AND MAJOR AMERICAN EMPLOYERS TO PROVIDE OPPORTUNITIES TO NEW AFGHAN-AMERICANS AND IRAQI-AMERICANS.$1,000
CLIMATE LEADERSHIP COUNCIL
1900 M STREET NW SUITE 800WASHINGTONDC20036NONEPUBLIC CHARITYTHE CLIMATE LEADERSHIP COUNCIL IS AN INTERNATIONAL RESEARCH AND ADVOCACY ORGANIZATION WHOSE MISSION IS TO CONVENE GLOBAL OPINION LEADERS AROUND NEW CLIMATE SOLUTIONS BASED ON CARBON DIVIDENDS, ADAPTED TO EACH OF THE LARGEST GREENHOUSE GAS EMITTING REGIONS. CURRENTLY ACTIVE IN WASHINGTON AND LONDON, THE COUNCIL WILL EXPAND TO BERLIN, BEIJING AND NEW DELHI NEXT.$50,000
SOCCER WITHOUT BORDERS
3700 EASTERN AVEBALTIMOREMD21224NONEPUBLIC CHARITYTHE SOCCER WITHOUT BORDERS MISSION IS TO USE SOCCER AS A VEHICLE FOR POSITIVE CHANGE, PROVIDING UNDER-SERVED YOUTH WITH A TOOLKIT TO OVERCOME OBSTACLES TO GROWTH, INCLUSION, AND PERSONAL SUCCESS.$1,000
TEACH FOR AMERICA
315 W 36TH STNEW YORKNY10018NONEPUBLIC CHARITYTEACH FOR AMERICA WORKS TOWARD THE DAY WHEN EVERY CHILD WILL RECEIVE AN EXCELLENT AND EQUITABLE EDUCATION. WE FIND AND NURTURE LEADERS WHO COMMIT TO EXPANDING OPPORTUNITY FOR LOW-INCOME STUDENTS, BEGINNING WITH AT LEAST TWO YEARS TEACHING IN A PUBLIC SCHOOL.$10,000
KIDDO
409 SYCAMORE AVENUEMILL VALLEYCA94941NONEPUBLIC CHARITYKIDDO!, THE MILL VALLEY SCHOOLS COMMUNITY FOUNDATION, IS A NON-PROFIT 501(C3) ORGANIZATION MADE UP OF PARENTS, TEACHERS, BUSINESSES, AND ACTIVE MEMBERS OF THE COMMUNITY WHO, SINCE 1982, HAVE RAISED TENS OF MILLIONS OF DOLLARS TO SUPPLEMENT OUR LIMITED SCHOOL BUDGETS. WE FUND VITAL PROGRAMS AND TEACHERS AT OUR FIVE ELEMENTARY SCHOOLS AND MIDDLE SCHOOL - INCLUDING ART, MUSIC, DRAMA, POETRY, DANCE, P.E., TECHNOLOGY SUPPORT, TEACHER GRANTS, CLASSROOM AIDES AND LIBRARY AIDES.$5,000
BOYS AND GIRLS CLUB
1275 PEACHTREE STREET NEATLANTAGA303093506NONEPUBLIC CHARITYTO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.$10,000
ATHERTON POLICE OFFICERS ASSOCIATION
PO BOX 1427MENLO PARKCA940261427NONEPUBLIC CHARITYYOUR GENEROUS DONATIONS TO APOA'S CHARITY FUND HAS MADE IT POSSIBLE FOR US TO SUPPORT THE GOOD WORKS OF A WIDE RANGE OF COMMUNITY ORGANIZATIONS AND CHARITABLE ENDEAVORS, AND YOUR EQUALLY GENEROUS DONATIONS TO OUR "SUPPORT FUND" ALLOWS THE APOA TO PURCHASE EQUIPMENT AND RESOURCES THAT IMPROVE THE WORK ENVIRONMENT AND PRODUCTIVITY OF OUR POLICE OFFICERS AND CIVILIAN MEMBERS WITHOUT FURTHER BURDENING THE TOWN'S BUDGET.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,266,500TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$690,418ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,423ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,359,114ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,050,958ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,050,958TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION MANAGERS (BARBARA AND THOMAS F. STEPHENSON), HEREBY ELECT TO TREAT $2,459 OF THE QUALIFYING DISTRIBUTIONS MADE IN 2020 AS HAVING BEEN MADE OUT OF THE UNDISTRIBUTED INCOME AMOUNTS OF $1,754 FOR TAX YEAR 2018 AND $705 FOR TAX YEAR 2017. THE REMAINING QUALIFYING DISTRIBUTIONS SHALL BE TREATED AS HAVING BEEN MADE FROM THE UNDISTRIBUTED INCOME RELATED TO TAX YEARS 2019 AND 2020.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS (FIXED) HELD AT CAPITAL GUARDIAN$3,168,063$4,402,793
SECURITIES HELD AT CAPITAL GUARDIAN$8,097,542$12,819,609
SECURITIES HELD AT FIDELITY Y89-891371$9,443,574$12,287,745
SEQUOIA CAPITAL - BARRACUDA STOCK$219$219

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SEQUOIA CAPITAL X PRINCIPAL'S FUNDFMV$2,420$2,420
SEQUOIA CAPITAL FRANCHISE PARTNERS, LPFMV$38,492$38,492
CAPITAL GROUP ALTERNATIVE STRATEGIES (OFFSHORE) LPAT COST$600,000$799,217

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS - FMV ADJUSTMENTDesc
Amt$37,388Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,423RevenueAndExpensesPerBooksAmt
Net Investment Income$1,423NetInvestmentIncomeAmt
Adjusted Net Income$1,423AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$139,413$139,413$0
PORTFOLIO DEDUCTIONS$779$779$0
ACCOUNTING FEES$18,055$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$25,093Amt
Net Investment Income$25,093NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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