ENLIGHT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ENLIGHT FOUNDATION (EIN 20-1063909)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202211309349102611
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T08:40:02-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953510881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sy Lee & Chen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 362 W Garvey Ave | AddressLine1Txt |
| City | Monterey Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91754 | 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 | 201063909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENLIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENLI | BusinessNameControlTxt |
| Phone | 6508041232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | XIN | PersonFirstNm |
| Person Last | LIU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHEN C LEE | PreparerPersonNm |
| PTIN | P01336977 | PTIN |
| Phone | 6262887202 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $485,640,678 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $246,416 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $302 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $302 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,461,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,461,039 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,461,039 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,623,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,483,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,623,696 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,270,610 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $33,331,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,085,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,731,951 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $228,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $76,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $152,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,909 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,817 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $212,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $204,146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,298 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $451,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $168,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,776,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,776,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,228,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,944,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,103,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,801,413 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,731,951 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $775,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,563,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,563,069 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $26,586 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $27,853 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $27,853 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $67,967,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,294,540 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $469,049,756 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,549 | OtherAssetsBOYAmt |
| Total Assets BOY | $68,776,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,885,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $485,640,678 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,130 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,572 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,572 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $68,772,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,875,890 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,772,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,875,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,776,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,885,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,772,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,103,300 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,875,890 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $79,875,890 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB- GAIN & LOSS SUMMARY | P | 2021-12-31 | 2021-12-31 | $1,270,610 | $1,270,610 | $1,270,610 | |
| CHARLES SCHWAB- GAIN & LOSS SUMMARY | P | 2013-01-01 | 2021-12-31 | $33,212,904 | $29,353,086 | $29,353,086 | $3,859,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,623,696 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,270,610 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $455,940 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $455,940 | SubtotalAmt |
| Tax Based On Investment Income | $455,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $136,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,601 | EsPenaltyAmt |
| Tax Due | $326,541 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XIN LIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508041232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director, CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIU LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15195 PIEDMONT ROAD | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $228,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $397,076,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,167,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $401,244,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $401,244,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,018,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $395,225,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,761,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,761,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $455,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $455,940 | TotalTaxAmt |
| Distributable Before Adj | $19,305,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,305,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,305,335 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,944,529 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,944,529 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,305,335 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $891,993 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $891,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,944,529 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,305,335 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,639,194 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,531,187 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,531,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $891,993 | ExcessFromYear2Amt |
| Excess From Current Year | $2,639,194 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | XIN LIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) | EDUCATION AND ENVIRONMENT | $6,400,760 | |
| BARRON PARK ELEMENTARY SCHOOL | |||||||
| 800 BARRON AVE | PALO ALTO | CA | 94306 | 501(C)(3) | EDUCATION | $3,000 | |
| WATSON UNIVERSITY | |||||||
| 1877 BROADWAY ST SUITE 100 | Boulder | CO | 80302 | 501(C)(3) | EDUCATION | $409,000 | |
| PINEWOOD SCHOOL | |||||||
| 327 FREMONT AVE | LOS ALTOS | CA | 94024 | 501(C)(3) | EDUCATION | $300,000 | |
| PRESIDIO GRADUATE SCHOOL | |||||||
| 649 Mission St Suite 500 | San Francisco | CA | 94105 | 501(C)(3) | EDUCATIONAL PROGRAM | $309,020 | |
| VIA VOLUNTEERS IN ASIA | |||||||
| PO BOX 1314 | PALO ALTO | CA | 94302 | 501(C)(3) | EDUCATION | $80,000 | |
| THE BATTERY FOUNDATION | |||||||
| 400PACIFIC AVE | SAN FRANCISCO | CA | 94133 | 501(C)(3) | HUMAN RIGHTS | $20,000 | |
| WORLD SAVVY | |||||||
| 1304 UNIVERSITY AVE NE | MINNEAPOLIS | MN | 55413 | 501(C)(3) | EDUCATION | $200,000 | |
| SOLUTIONS JOURNALISM NETWORK | |||||||
| 79 Madison Ave 224 | New York | NY | 10016 | 501(C)(3) | CULTURE | $717,550 | |
| STANFORD PAC | |||||||
| 559 NATHAN WAY | STANFORD | CA | 94305 | 501(C)(3) | EDUCATION | $850,000 | |
| GLOBAL CITIZEN YEAR | |||||||
| 1625 CLAY STREET SUITE 400 | OAKLAND | CA | 94612 | 501(C)(3) | CHARITY | $5,250,000 | |
| WATSON INSTITUTE | |||||||
| 1310 COLLEGE AVE | BOULDER | CO | 80302 | 501(C)(3) | CULTURE & EDUCATION | $85,000 | |
| DRAPER RICHARDS KAPLAN FOUNDATION | |||||||
| 1600 EL CAMINO REAL SUITE 155 | MENLO PARK | CA | 94025 | 501(C)(3) | CHARITY | $1,200,000 | |
| CREW 2030 | |||||||
| 15101 BACK OF THE MOON ST UNIT A | AUSTIN | TX | 78734 | 501(C)(3) | EDUCATION | $100,000 | |
| THE HUNGER PROJECT | |||||||
| 110 WEST 30TH ST 6FL | NEW YORK | NY | 10001 | 501(C)(3) | CHARITY | $105,000 | |
| SAN FRANCISCO GENERAL HOSP FOUNDATI | |||||||
| 2789 25th Street | SAN FRANCISCO | CA | 94110 | 501(C)(3) | CHILD TRAUMA RESEARCH PROGRAM. | $239,792 | |
| SOCIAL INNOVATION EXCHANGE | |||||||
| C/O 954 ROBLE RIDGE ROAD | PALO ALTO | CA | 94306 | NC | CHARITY | $13,914 | UNRELATED |
| WINGS | |||||||
| C/O 954 ROBLE RIDGE ROAD | PALO ALTO | CA | 94306 | NC | CHARITY | $30,000 | UNRELATED |
| SVP INTERNATIONAL | |||||||
| 3815 S OTHELLO ST SUITE 100 374 | SEATTLE | WA | 98118 | 501(C)(3) | CHARITY | $11,000 | |
| SCHWAB CHARITABLE DONOR ADVISED FUN | |||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 501(C)(3) | CHARITY (STATEMENT 5) | $734,616 | |
| Asian Venture Philanthropy NetworkA | |||||||
| C/O 954 ROBLE RIDGE ROAD | PALO ALTO | CA | 94306 | NC | CHARITY | $3,240 | UNRELATED |
| CALMATTERS | |||||||
| 1017 L Street 261 | Sacramento | CA | 95814 | 501(C)(3) | CHARITY | $293,000 | |
| CATCHLIGHT | |||||||
| 1150 25TH ST | SAN FRANCISCO | CA | 94107 | 501(C)(3) | CHARITY | $286,500 | |
| EMPOWERMENT WORKS INC10 BILLION STR | |||||||
| 1187 Coast Village Rd - Suite 101 | Santa Barbara | CA | 93108 | 501(C)(3) | CHARITY | $60,000 | |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | 501(C)(3) | CHARITY | $3,000,000 | |
| BOSTON UNIVERSITY | |||||||
| 233 Bay State Road | Boston | MA | 02215 | 501(C)(3) | GENERAL EDUCATION PROGRAM | $1,000,000 | |
| COMMUNITY PARTNERS | |||||||
| PO Box 1190 | Palmer Lake | CO | 80133 | 501(C)(3) | CHARITY | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,776,392 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,461,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,623,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,085,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,085,037 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | XIN LIU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $246,416 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,726 | Amt |
| Net Investment Income | $1,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,817 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF, PART II BALANCE SHEETS LINE 6: OVERPAYMENT OF WAGES PAID TO PROGRAM MANAGER $27,853 LINE 13: INVESTMENTS COST MARKET VALUE ------------ ------------- 2,645,700SH AAPL 64,108,146 469,796,949 999C AAPL $180 01/21/22 ( 674,048) ( 307,193) 5000C AAPL $205 02/18/22 ( 139,558) ( 440,000) ------------ ------------- 63,294,540 469,049,756 ============ ============= | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY OF CHARITBLE | $225 | $225 | |
| BANK CHARGES | $180 | $120 | $60 |
| FILING FEE | $658 | $658 | |
| OFFICE EXPENSES | $423 | $282 | $141 |
| PENALTY | $1,225 | $817 | $408 |
| SUPPLIES | $2,880 | $1,920 | $960 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $4,130 | BOYBookValueAmt |
| EOY Book Value | $9,572 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX (2020) | $63,997 | $63,997 | |
| FEDERAL TAX (2021) | $136,000 | $136,000 | |
| TAXES ON PAYROLL | $12,447 | $4,149 | $8,298 |