2022-07-06T14:08:45-05:00 2021-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2021-01-01 943320092 STEPHENSON FOUNDATION STEP 6508543927 CO FRANKRIMERMAN 1801 PAGE MILL PALO ALTO CA 94304 THOMAS AND BARBARA STEPHENSON PRESIDENT 6508543927 2022-07-06 1 THOMAS AND BARBARA STEPHENS 999009999 KAREN VALLADAO P00534214 6508458100 2022-05-16 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 31092421 X X 3 3 690418 688932 2359114 5988672 2359114 1423 1423 3050958 3049472 0 0 0 158247 140192 0 25093 25093 0 150 0 0 183490 165285 0 1266500 1266500 1449990 165285 1266500 1600968 2884187 -1 -1 733091 699679 699679 42248 43048 42248 42248 19111543 20709398 29510366 640974 640912 840129 20528656 22092236 31092421 0 0 X 0 0 0 0 20528656 22092236 20528656 22092236 20528656 22092236 20528656 1600968 0 22129624 37388 22092236 CAPITAL GROUP #3906 2021-01-01 2021-12-31 249203 213322 35881 35881 CAPITAL GROUP #3906 2021-01-01 2021-12-31 875456 373274 502182 502182 CAPITAL GROUP 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0 1461882 1266500 0 1266500 1461882 1239099 0 0 1266500 1239099 0 0 27401 0 0 0 0 0 0 0 0 1434481 0 0 0 BARBARA STEPHENSON THOMAS F STEPHENSON X AEI 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY TO SUPPORT RESEARCH AND EDUCATION ON ISSUES OF GOVERNMENT, POLITICS, ECONOMICS AND SOCIAL WELFARE 50000 ALL STARS HELPING KIDS 2901 TASMAN DRIVE STE 218 SANTA CLARA CA 95054 NONE PUBLIC CHARITY TO DISRUPT THE CYCLE OF POVERTY AND ENCOURAGE INNOVATION BY SEED FUNDING START-UP NONPROFITS IN THE BAY AREA. 10000 AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS 6350 HORIZON DRIVE TITUSVILLE FL 32780 NONE PUBLIC CHARITY TO SUPPORT PROGRAMS THAT SUPPORT THE LAW ENFORCEMENT COMMUNITY AND SPECIFICALLY THE SURVIVING FAMILIES OF OFFICERS KILLED IN THE LINE OF DUTY 1000 BENS 1030 15TH STREET NW STE 200 EAST WASHINGTON DC 20005 NONE PUBLIC CHARITY TO SUPPORT GOVERNMENT LEADERS IMPLEMENT SOLUTIONS TO THE MOST CHALLENGING PROBLEMS IN NATIONAL SECURITY. 100000 CAL MATTERS 1017 L STREET 261 SACRAMENTO CA 95814 NONE PUBLIC CHARITY TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE 10000 CASTILLEJA SCHOOL FOUNDATION 1310 BRYANT STREET PALO ALTO CA 94301 NONE PUBLIC CHARITY TO HELP EDUCATE MOTIVATED YOUNG WOMEN TO BECOME CONFIDENT THINKERS AND COMPASSIONATE LEADERS WITH A SENSE OF PURPOSE TO EFFECT CHANGE IN THE WORLD. 5000 COUNCIL OF AMERICAN AMBASSADORS 888 SEVENTEENTH STREET NW STE 306 WASHINGTON DC 20006 NONE PUBLIC CHARITY TO SUPPORT THE ROLE OF THE AMERICAN AMBASSADOR AND THE COUNTRY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AT EMBASSIES AROUND THE WORLD. 5000 CURE ALZHEIMERS FUND 34 WASHINGTON ST STE 310 WELLESLEY HILLS MA 02481 NONE PUBLIC CHARITY TO SUPPORT ALZHEIMER'S RESEARCH 50000 DELTA WATERFOWL 1412 BASIN AVENUE BISMARCK ND 58504 NONE PUBLIC CHARITY TO SUPPORT THE RESEARCH, HABITATS, AND DUCK POPULATION OF NORTH AMERICA 25000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 381202351 NONE PUBLIC CHARITY TO SUPPORTS THE CONSERVATION, RESTORATION AND MANAGEMENT OF WETLANDS AND ASSOCIATED HABITATS FOR NORTH AMERICA'S WATERFOWL. 25000 EXCEL IN ED PO BOX 10691 TALLAHASSEE FL 32302 NONE PUBLIC CHARITY TO SUPPORT STATE LEADERS IN TRANSFORMING EDUCATION TO UNLOCK OPPORTUNITY AND LIFELONG SUCCESS FOR EACH AND EVERY CHILD 25000 FOLDS OF HONOR 8551 N 125 E AVENUE STE 100 OWASSO OK 74055 NONE PUBLIC CHARITY TO 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 50000 FOLDS OF HONOR 8551 N 125 E AVENUE STE 100 OWASSO OK 74055 NONE PUBLIC CHARITY TO 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 55000 FRIENDS OF HARVARD BASEBALL 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 NONE PUBLIC CHARITY TO SUPPORT HARVARD ATHLETICS BASEBALL 10000 FRIENDS OF HARVARD BASKETBALL 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 NONE PUBLIC CHARITY TO SUPPORT HARVARD ATHLETICS BASKETBALL 2500 FRIENDS OF HARVARD FOOTBALL 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 NONE PUBLIC CHARITY TO SUPPORT HARVARD ATHLETICS FOOTBALL 10000 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 022412274 NONE PUBLIC CHARITY TO SUPPORT THE HBS MISSION OF EDUCATING LEADERS WHO MAKE A DIFFERENCE IN THE WORLD 25000 HOOVER INSTITUTION 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO SUPPORT THE SCHULTZ-STEPHENSON TASK FORCE ON ENERGY POLICY 375000 KIPP BAY AREA SCHOOLS 1000 BROADWAY STREET 460 OAKLAND CA 94607 NONE PUBLIC CHARITY TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE. 15000 LINCOLN NETWORK 10826 GREATER HILLS STREET RALEIGH NC 276148653 NONE PUBLIC CHARITY TO SUPPORT THE ADVANCEMENT OF ECONOMIC AND PERSONAL LIBERTIES THROUGH TECHNOLOGICAL PROGRESS 20000 PROSPECT SIERRA 2060 TAPSCOTT AVE EL CERRITO CA 94530 NONE PUBLIC CHARITY SUPPORT FACULTY AND STUDENTS OF LOCAL PRIVATE SCHOOL 15000 SAFE PROJECT 3118 WASHINGTON BLVD BOX 101734 ARLINGTON VA 222019998 NONE PUBLIC CHARITY TO PROVIDE SUPPORT IN FIGHTING THE ADDICTION EPIDEMIC. 25000 SECURING AMERICA'S FUTURE ENERGY FOUNDATION 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO IMPROVE AMERICA'S ENERGY SECURITY BY REDUCING DEPENDENCE ON OIL AND PROMOTING RESPONSIBLE USE OF DOMESTIC ENERGY RESOURCES 10000 SF HOST COMMITTEE 601 VAN NESS AVE STE E240 SAN FRANCISCO CA 94102 NONE PUBLIC CHARITY TO SUPPORT GLOBAL OPPORTUNITIES, PROGRAMS, AND INITIATIVES FOR THE CITY 5000 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY SUPPORT STANFORD ATHLETICS GOLF 25000 STANFORD UNIVERSITY (SIEPR) 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO SUPPORT THE RESEARCH OF ECONOMIC POLICY TO IMPROVE ECONOMIC OUTCOMES GLOBALLY 100000 WILMINGTON FRIENDS SCHOOL 101 SCHOOL ROAD WILMINGTON DE 19803 NONE PUBLIC CHARITY TO PROVIDE EDUCATION SUPPORT 5000 GRACE SCIENCE FOUNDATION PO BOX 114 MENLO PARK CA 94026 NONE PUBLIC CHARITY TO FUND CUTTING-EDGE RESEARCH IMMEDIATELY IN A VARIETY OF AREAS INCLUDING STEM CELLS, CRISPR, GENE THERAPY, CELL BIOLOGY, AND MUCH MORE. 1000 ANGEL WINGS NETWORK 773 W MAIN STREET WEISER ID 83672 NONE PUBLIC CHARITY TO PROVIDE SUPPORT TO CANCER PATIENTS, SURVIVORS, CAREGIVERS, FAMILY, AND LOVED ONES WHO HAVE BEEN TOUCHED WITH CANCER IN OUR RURAL COMMUNITIES. 40000 SPURS FC 950 GILMAN ST BERKELEY CA 94710 NONE PUBLIC CHARITY SUPPORT 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. 10000 CONSERVATION INTERNATIONAL 2011 CRYSTAL DRIVE SUITE 600 ARLINGTON VA 22202 NONE PUBLIC CHARITY BUILDING 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. 50000 BOYS AND GIRLS CLUB 1275 PEACHTREE STREET NE ATLANTA GA 303093506 NONE PUBLIC CHARITY TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 25000 NO ONE LEFT BEHIND PO BOX 3641 MERRIFIELD VA 22116 NONE PUBLIC CHARITY WE 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. 1000 CLIMATE LEADERSHIP COUNCIL 1900 M STREET NW SUITE 800 WASHINGTON DC 20036 NONE PUBLIC CHARITY THE 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. 50000 SOCCER WITHOUT BORDERS 3700 EASTERN AVE BALTIMORE MD 21224 NONE PUBLIC CHARITY THE 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. 1000 TEACH FOR AMERICA 315 W 36TH ST NEW YORK NY 10018 NONE PUBLIC CHARITY TEACH 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. 10000 KIDDO 409 SYCAMORE AVENUE MILL VALLEY CA 94941 NONE PUBLIC CHARITY KIDDO!, 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. 5000 BOYS AND GIRLS CLUB 1275 PEACHTREE STREET NE ATLANTA GA 303093506 NONE PUBLIC CHARITY TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 10000 ATHERTON POLICE OFFICERS ASSOCIATION PO BOX 1427 MENLO PARK CA 940261427 NONE PUBLIC CHARITY YOUR 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. 10000 1266500 0 14 3 14 690418 14 1423 18 2359114 0 3050958 0 3050958 1 N/A 0 0 0 0 0 0 0 0 0 0 THE 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. MUTUAL FUNDS (FIXED) HELD AT CAPITAL GUARDIAN 3168063 4402793 SECURITIES HELD AT CAPITAL GUARDIAN 8097542 12819609 SECURITIES HELD AT FIDELITY Y89-891371 9443574 12287745 SEQUOIA CAPITAL - BARRACUDA STOCK 219 219 SEQUOIA CAPITAL X PRINCIPAL'S FUND FMV 2420 2420 SEQUOIA CAPITAL FRANCHISE PARTNERS, LP FMV 38492 38492 CAPITAL GROUP ALTERNATIVE STRATEGIES (OFFSHORE) LP AT COST 600000 799217 UNREALIZED GAIN/LOSS - FMV ADJUSTMENT 37388 FILING FEES 150 0 0 OTHER INCOME 1423 1423 1423 INVESTMENT MANAGEMENT FEES 139413 139413 0 PORTFOLIO DEDUCTIONS 779 779 0 ACCOUNTING FEES 18055 0 0 FOREIGN TAXES 25093 25093 0