CHAMBERS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHAMBERS FAMILY FOUNDATION (EIN 77-0443168)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-07
- IRS object ID
- 202232809349100728
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-07T15:53:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosewood Family Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 Hanover Street Ste 100 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 770443168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAMBERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROSEWOOD FAMILY ADVISORS LLP | InCareOfNm |
| Business Name Control | CHAM | BusinessNameControlTxt |
| Phone | 6503132003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61239 DEPT 12 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T CHAMBERS PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503132003 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN T CHAMBERS | PersonFirstNm |
| Person Last | PRESIDENT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cayce L Craven | PreparerPersonNm |
| PTIN | P00294777 | PTIN |
| Phone | 6503132003 | PhoneNum |
| Preparation | 2022-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $22,412,291 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,839,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,054,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,839,917 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,846,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,846,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $42,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $292 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,685,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,685,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,728,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,685,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$882,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,846,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,442,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,820,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,820,399 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,971,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,711,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,591,892 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $19,414,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,531,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,412,291 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,414,084 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,531,904 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,414,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,531,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,414,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,531,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,414,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$882,180 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,531,904 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,531,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 28,888 SHS MODERNA INC | P | $6,795,335 | $5,729,280 | $1,066,055 | $1,066,055 | ||
| 3,900 SHS NOVAVAX INC | P | $803,559 | $991,078 | -$187,519 | -$187,519 | 2021-04-27 | 2021-05-03 |
| 18,000 SHS PROSHARES ULTRA DOW30 | P | $1,246,034 | $966,471 | $279,563 | $279,563 | 2020-11-09 | 2021-04-30 |
| 24,000 SHS PROSHARES ULTRA QQQ | P | $3,139,662 | $2,509,548 | $630,114 | $630,114 | 2020-11-27 | 2021-04-30 |
| 23,000 SHS ROBINHOOD MKTS INC CL A | P | $1,070,206 | $1,018,502 | $51,704 | $51,704 | 2021-08-03 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,839,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,662 | SubtotalAmt |
| Tax Based On Investment Income | $25,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $26,374 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $712 | OverpaymentAmt |
| Applied To ES Tax | $712 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEWOOD FAMILY ADVISORS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503132003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61239 DEPT 12 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN T CHAMBERS | ||||||||
| PO BOX 61239 DEPT 12 | PALO ALTO | CA | 94306 | PRESIDENT/ CEO | 1.0 | $0 | $0 | $0 |
| CONSTANCE E CHAMBERS | ||||||||
| PO BOX 61239 DEPT 12 | PALO ALTO | CA | 94306 | TREASURER/CFO/ SECRETARY | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $14,802,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,080,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,882,661 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,882,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,554,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,077,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,077,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,662 | TotalTaxAmt |
| Distributable Before Adj | $1,052,059 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,052,059 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,052,059 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,685,500 | 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 | $2,685,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,052,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,726,385 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,746,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,088,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,378,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,939,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,685,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,052,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,633,441 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,572,985 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,572,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,726,385 | ExcessFromYear4Amt |
| Excess From Year3 | $2,746,113 | ExcessFromYear3Amt |
| Excess From Year2 | $3,088,932 | ExcessFromYear2Amt |
| Excess From Year1 | $3,378,114 | ExcessFromYear1Amt |
| Excess From Current Year | $1,633,441 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN T CHAMBERS | ContributingManagerNm |
| Contributing Manager | CONSTANCE E CHAMBERS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CASTILLEJA SCHOOL FOUNDATION | ||||||||
| 1310 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 | |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | THE RESEARCH FUND FOR DR. ALICE FAN | $10,000 | |
| LEADING FOR KIDS | ||||||||
| PO BOX 610078 | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL CHARITY PURPOSE | $25,000 | |
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| NATIONAL ENGAGEMENT CENTER | DALLAS | TX | 75231 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 | 7272 GREENVILLE AVE |
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 277080581 | NONE | PC | PRATT ANNUAL FUND - UNRESTRICTED | $100,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 271097227 | NONE | PC | CENTER FOR ENTREPRENEURSHIP & PROVOST'S DISCRETIONARY FUND | $30,000 | |
| WATERMARK | ||||||||
| PO BOX 783 | CAMPBELL | CA | 95009 | NONE | PC | EDUCATIONAL ACTIVITIES AND PROGRAMS | $15,000 | |
| US-INDIA FRIENDSHIP ALLIANCE | ||||||||
| 303 FIFTH AVE SUITE 1007 | NEW YORK | NY | 10016 | NONE | PC | FUND COVID-19 SUPPLIES TO INDIA | $1,000,000 | |
| CANCER CAREPOINT | ||||||||
| 2505 SAMARITAN DRIVE BUILDING 400 | SAN JOSE | CA | 95124 | NONE | PC | 2021 VERY MERRY UN-GARDEN PARTY | $10,000 | SUITE 402 |
| CHILDREN'S HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION | ||||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 265071650 | NONE | PC | WVU COLLEGE OF BUSINESS AND ECONOMICS VENTURE CAPITAL FUND | $250,000 | 7TH FLOOR PO BOX 1650 |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | THE TECHNOLOGY, ECONOMICS, AND GOVERNANCE WORKING GROUP FUND | $50,000 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30308 | NONE | PC | GENERAL CHARITABLE DONATION | $100,000 | |
| US-INDIA FRIENDSHIP ALLIANCE | ||||||||
| 303 FIFTH AVE SUITE 1007 | NEW YORK | NY | 10016 | NONE | PC | FUND COVID-19 SUPPLIES TO INDIA | $137,000 | |
| ANITA BORG INSTITUTE | ||||||||
| 1650 SOUTH AMPHLETT BOULEVARD | SAN MATEO | CA | 94402 | NONE | PC | GENERAL CHARITABLE DONATION | $3,000 | |
| HACK THE HOOD | ||||||||
| 900 ALICE ST SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | SUPPORT COMMUNITIES OF COLOR HAVE ACCESS TO WEALTH-GENERATING CAREER PATHS | $3,000 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30308 | NONE | PC | SUPPORT AFGHAN EVACUEE RELIEF FUND | $100,000 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | SUPPORT YOUTH OVERCOME HOMELESSNESS AND TRAFFICKING | $2,500 | |
| DURHAM RESCUE MISSION | ||||||||
| PO BOX 11368 | DURHAM | NC | 277030368 | NONE | PC | FUND CONSTRUCTION OF STUDENT DORMATORY FOR MEN WITH ADDICTIONS CAUSED BY THE PANDEMIC | $5,000 | |
| HAWAI'I COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 968134317 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | NONE | PC | BOSTOM INVESTMENT CONFERENCE EVENT FUND | $5,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION | ||||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 265071650 | NONE | PC | WVU PRESIDENTIAL SUPPORT FUND | $500,000 | 7TH FLOOR PO BOX 1650 |
| LEADING FOR KIDS | ||||||||
| PO BOX 610078 | REDWOOD CITY | CA | 94061 | NONE | PC | GENERAL CHARITABLE DONATION | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | IN SUPPORT OF BAY ARE-SF, CA GO RED FOR WOMEN PROGRAM | $100,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | THE UNDER ONE UMBRELLA FUND | $100,000 | |
| CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION | ||||||||
| 3188 AIRWAY AVENUE | COSTA MESA | CA | 92626 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 | SUITE C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,685,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| HOOVER INSTITUTION | STANFORD UNIVERSITY | STANFORD | CA | 94305 | NONE | PC | SUPPORT THE TECHNOLOGICY, ECONOMICS, AND GOVERNANCE WORKING GROUP | $100,000 |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | GENERAL CHARITABLE DONATION JUNIOR UNIVERSITY | $300,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | ELAINE AND JOHN CHAMBERS ENDOWED PROFESSORSHIP IN PEDIATRIC CANCER. The University shall use the endowment payout from the Fund to support a faculty member whose academic or clinical focus is cancer, with a preference for pediatric cancer. | $600,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,250,000 | 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 | $700 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,895 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,839,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,846,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,846,512 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $14,711,505 | EOYBookValueAmt |
| EOYFMV | $18,591,892 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $292 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $292 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| STATE FEES |
| ESTIMATED TAXES |
Comments