PISCES FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PISCES FOUNDATION (EIN 20-7415160)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-10
- IRS object ID
- 202211309349102996
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T13:32:46-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207415160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISCES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PISCES INC | InCareOfNm |
| Business Name Control | PISC | BusinessNameControlTxt |
| Phone | 4153643760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 BUSH STREET Suite 3433 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Fisher | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2022-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Fisher | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00082812 | PTIN |
| Phone | 4153922123 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $36,685,219 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $41,175,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$881,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,714,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,045,536 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $40,456,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,225,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $820,639 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $820,639 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,039,769 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,039,769 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $353,917 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $333,195 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $90,634 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $95,995 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,454 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,093 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $261,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $220,594 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $282,381 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $140,681 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $155,545 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,227 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,778 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $943,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910,252 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,009,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,604,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,603,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,923,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,613,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,528,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,842,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,169,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,066,898 | CashBOYAmt |
| Cash EOY | $1,564,159 | CashEOYAmt |
| Cash EOYFMV | $1,564,159 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $352,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,274 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $94,991 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $72,852 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72,852 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $16,513,951 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $33,443,932 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,443,932 | USGovtObligationsEOYFMVAmt |
| Other Assets BOY | $1,411,867 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,247,002 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,247,002 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,128,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,685,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,685,219 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $346,168 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $364,748 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,865,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,390,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $848,398 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,550 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,059,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,773,298 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,069,130 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,711,921 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $200,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,069,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,911,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,128,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,685,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,069,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,842,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,911,921 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,911,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2000-01-01 | 2021-06-30 | $36,478,941 | $36,422,524 | $56,417 | $56,417 |
| PUBLICLY TRADED SECURITIES | D | 2000-01-01 | 2021-06-30 | $30,235,791 | $20,246,672 | $9,989,119 | $9,989,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,045,536 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,355 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $141,355 | SubtotalAmt |
| Tax Based On Investment Income | $141,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148,967 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $170,967 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $29,612 | OverpaymentAmt |
| Applied To ES Tax | $29,612 | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PISCESFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISCES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152880540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET STE 433 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941043402 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT J FISHER | |||||||||
| 220 Montgomery Street Ste 433 | San Francisco | CA | 94104 | TRUSTEE | 4.0 | $0 | $0 | $0 | |
| ELIZABETH S FISHER | |||||||||
| 220 Montgomery Street Ste 433 | San Francisco | CA | 94104 | TRUSTEE | 10.0 | $0 | $0 | $0 | |
| David S Beckman | |||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | President | 50.0 | $535,748 | $69,546 | $630 | 3433 |
| Carol Ting | |||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | Chief Operating Officer | 45.0 | $284,891 | $73,485 | $630 | 3433 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JASON MORRIS | ||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | SR PROGRAM OFFICER | 40.0 | $183,334 | $46,145 | $630 |
| FATUMATA KAMAKATE | ||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | SR PROGRAM OFFICER | 40.0 | $183,157 | $44,316 | $630 |
| SARA AMINZADEH | ||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | PROGRAM OFFICER | 40.0 | $98,468 | $8,330 | $330 |
| ANNA LEFF-KICH | ||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | EXECUTIVE ASSISTANT | 40.0 | $99,919 | $16,184 | $630 |
| JOS LUIS ARANDA NUCAMENDI | ||||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | PROGRAM ASSOCIATE | 40.0 | $93,707 | $9,981 | $935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Spitfire Strategies | |||||
| 2300 N Street NW Suite 610 | WASHINGTON | DC | 20037 | Consulting | $70,875 |
| Farella Braun & Martel LLP | |||||
| 235 Montgomery Street 17th Floor | SAN FRANCISCO | CA | 94104 | Legal Services | $66,965 |
| Seiler LLP | |||||
| 220 Montgomery Street Ste 300 | SAN FRANCISCO | CA | 94104 | Accounting | $76,220 |
| Dimensions Educational Consulting | |||||
| 716 Beacon St | NEWTON | MA | 02459 | Consulting | $75,512 |
| Seven November Inc | |||||
| 3211 29th Avenue West | SEATTLE | WA | 98199 | Consulting | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,372,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,781,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,153,718 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,153,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $362,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,791,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,189,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,189,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141,355 | TotalTaxAmt |
| Distributable Before Adj | $1,048,216 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,048,216 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,048,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,528,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $22,528,061 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,528,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,048,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,739,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,689,503 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,884,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,236,408 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,272,474 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,822,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,528,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,048,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,479,845 | RemainingDistriFromCorpusAmt |
| Total Corpus | $107,302,468 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $5,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,739,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,563,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,689,503 | ExcessFromYear4Amt |
| Excess From Year3 | $19,884,820 | ExcessFromYear3Amt |
| Excess From Year2 | $16,236,408 | ExcessFromYear2Amt |
| Excess From Year1 | $18,272,474 | ExcessFromYear1Amt |
| Excess From Current Year | $21,479,845 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J FISHER | ContributingManagerNm |
| Contributing Manager | ELIZABETH S FISHER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Attachment B | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 Bush Street 3433 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | Public | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attachment B | GrantOrContributionPurposeTxt |
| Amt | $18,923,065 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,923,065 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Attachment C | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 Bush Street 3433 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attachment C | GrantOrContributionPurposeTxt |
| Amt | $5,390,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,390,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $333 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$881,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$719,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$719,795 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Doris F Fisher | |||||||
| 1 | 220 Montgomery Street STE 433 | San Francisco | CA | 94104 | $29,105,000 | Yes (X) | Yes (X) |
| Robert J Fisher | |||||||
| 2 | 220 Montgomery Street STE 433 | San Francisco | CA | 94104 | $1,870,950 | Yes (X) | Yes (X) |
| Doris Donald Fisher Foundation | |||||||
| 3 | 220 Montgomery Street STE 433 | San Francisco | CA | 94104 | $5,000,000 | Yes (X) | |
| Sky Oaks Insurance Trust | |||||||
| 4 | PO Box 40100 | Reno | NV | 89504 | $5,000,000 | Yes (X) | |
| Hewlett Foundation | |||||||
| 5 | 2121 Sand Hill Road | Menlo Park | CA | 94025 | $200,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 404 shs of Adyen NV | $647,559 | 2020-07-17 |
| 2 | 2,920 Shs of Datadog Inc | $244,959 | 2020-08-28 |
| 2 | 147 Shs of Adyen NV | $281,535 | 2020-10-19 |
| 2 | 716 Shs of Uber | $35,449 | 2020-11-20 |
| 2 | 1,601 Shs of Uber Technologies Inc | $79,266 | 2020-11-20 |
| 2 | 444 Shs of Uber Technologies Inc | $23,659 | 2020-12-08 |
| 2 | 1,118 Shs of Uber Technologies Inc | $59,573 | 2020-12-08 |
| 2 | 4,379 Shs of Datadog Inc | $451,694 | 2020-12-16 |
| 2 | 315 Shs of Airbnb Inc | $47,257 | 2021-06-22 |
| 1 | 1,000,000 Shs of GAP Inc | $29,105,000 | 2021-03-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING SERVICES | CategoryTxt |
| Amt | $55,454 | Amt |
| Net Investment Income | $39,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,093 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $33,443,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,443,932 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $90,634 | LegalFeesAmt |
| Disbursements Charitable Prps | $95,995 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED ASSETS | Desc |
| BOY Book Value | $1,411,867 | BOYBookValueAmt |
| EOY Book Value | $1,247,002 | EOYBookValueAmt |
| EOYFMV | $1,247,002 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $16,990 | $16,990 | $0 |
| COMPUTER EXPENSES | $53,490 | $46,241 | |
| CONTINUING EDUCATION | $5,812 | $6,322 | |
| DUES, FEES & SUBSCRIPTIONS | $81,865 | $83,675 | |
| FILE MANAGEMENT | $13,529 | $17,370 | |
| INSURANCE | $11,161 | $11,678 | |
| LOSS ON DISPOSAL OF ASSETS | $963 | $0 | |
| MISCELLANEOUS EXPENSES | $774 | $763 | |
| OFFICE EXPENSES | $6,571 | $7,561 | |
| OFFICE FURNITURE EXPENSES | $699 | $699 | |
| OFFICE R&M | $6,335 | $6,335 | |
| OTHER PROGRAM EXPENSES | $176,171 | $159,198 | |
| PAYROLL EXPENSES | $8,952 | $9,908 | |
| POSTAGE & DELIVERY | $1,605 | $1,759 | |
| RECRUITING | $46,334 | $45,628 | |
| RENT | $484,592 | $484,592 | |
| TELEPHONE | $18,504 | $19,499 | |
| WEBSITE / INTERNET | $9,024 | $9,024 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Refund | Desc |
| Revenue And Expenses Per Books | $8,500 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER PAYABLES | $846,098 | $18,550 |
| DEFERRED FEDERAL EXCISE TAX | $2,300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GRANTS CONSULTING | $7,000 | $7,000 |
| IT CONSULTING | $80,533 | $49,768 |
| OPERATIONS CONSULTING | $96,519 | $89,401 |
| COMMUNICATIONS CONSULTING | $77,525 | $74,425 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Doris Donald Fisher Foundation | |||
| 220 Montgomery Street STE 433 | San Francisco | CA | 94104 |
| Sky Oaks Insurance Trust | |||
| PO Box 40100 | Reno | NV | 89504 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $141,700 | |
| FILING FEES | $10 | $10 |
| PAYROLL TAXES | $96,872 | $96,872 |
| PROPERTY TAXES | $43,799 | $43,799 |