ANNE WOJCICKI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANNE WOJCICKI FOUNDATION (EIN 47-1835703)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349106180
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T18:15:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471835703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNE WOJCICKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 6502099501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 MAIN STREET SUITE 259 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE WOJCICKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4084994805 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | WOJCICKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL CALDWELL | PreparerPersonNm |
| PTIN | P01274602 | PTIN |
| Phone | 4157642700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $621,901,092 | 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 |
| Dividends Rev And Expnss | $14,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,584,925 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,646,656 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,273 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,273 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $624,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $182,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $442,192 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $27,912 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,485,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $300 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $947,151 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,179,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,169,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,464,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,464,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,644,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,169,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,964,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,629,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,377 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,343,940 | CashBOYAmt |
| Cash EOY | $3,587,128 | CashEOYAmt |
| Cash EOYFMV | $3,587,128 | CashEOYFMVAmt |
| Corporate Stock BOY | $177,747,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $298,080,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $298,080,082 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $315,566,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $320,233,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,233,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $495,657,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $621,901,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $621,901,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $495,657,601 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $621,901,092 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,657,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $621,901,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,657,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $621,901,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,657,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,629,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150,872,656 | OtherIncreasesAmt |
| Subtotal | $621,901,092 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $621,901,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JPM #7004 CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-12-31 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $182 | GrossSalesPriceAmt |
| Gain Or Loss | $182 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $182 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,971 | OverpaymentAmt |
| Applied To ES Tax | $22,971 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PACIFIC FOUNDATION SERVICES LLC | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE WOJCICKI | ||||||||
| 171 MAIN STREET STE 259 | LOS ALTOS | CA | 94022 | PRES & CHAIR | 1.00 | $0 | $0 | $0 |
| SUSAN WOJCICKI | ||||||||
| 171 MAIN STREET STE 259 | LOS ALTOS | CA | 94022 | TREAS & SEC | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REDWOOD PACIFIC MANAGEMENT LLC | |||||
| 171 MAIN STREET SUITE 259 | LOS ALTOS | CA | 94022 | FOUNDATION MGMT | $505,808 |
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH ST 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MGMT | $98,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $250,606,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,213,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $84,623,392 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,442,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $559,442,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,391,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551,051,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,552,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,552,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,636 | TotalTaxAmt |
| Distributable Before Adj | $27,545,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,545,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,545,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,964,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,964,570 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,545,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,082,558 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,964,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,082,558 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,882,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,663,919 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE WOJCICKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 500 WOMEN SCIENTISTS | ||||||||
| 910 WAITE DRIVE | BOULDER | CO | 80303 | PC | GENERAL SUPPORT | $10,000 | ||
| AMERICAN HEART ASSOCIATION | ||||||||
| 426 17TH STREET SUITE 300 | OAKLAND | CA | 94612 | PC | BERNARD J TYSON FUND | $500,000 | ||
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | PC | GENERAL SUPPORT | $100,000 | ||
| ASHOKA | ||||||||
| 1700 NORTH MOORE STREET SUITE 2000 | ARLINGTON | VA | 22209 | PC | GENERAL SUPPORT | $1,000,000 | ||
| ATRIUM HEALTH FOUNDATION | ||||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | PC | PATCH PROGRAM | $10,000 | ||
| BEYOND FISTULA | ||||||||
| 191 PINE LANE | LOS ALTOS | CA | 94022 | PC | GENERAL SUPPORT | $25,000 | ||
| BLACK ECONOMIC ALLIANCE FOUNDATION | ||||||||
| 700 13TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $100,000 | ||
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ANNE WOJCICKI IS ON ADVISORY COUNCIL | |
| BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION | ||||||||
| 1900 N STREET NW | WASHINGTON | DC | 20036 | PF | BREAKTHROUGH PRIZE AND GENERAL OPERATING SUPPORT | $1,947,325 | ANNE WOJCICKI IS BOARD MEMBER | |
| CHILDREN'S HEALTH COUNCIL INC | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | PC | GENERAL SUPPORT | $250,000 | ||
| CIVIC NATION | ||||||||
| 1156 15TH STREET NW 1000 | WASHINGTON | DC | 20005 | PC | MADE TO SAVE | $500,000 | ||
| COLD SPRING HARBOR LABORATORY | ||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | DNA LEARNING CENTER | $1,000,000 | ||
| COLLEGE IS REAL | ||||||||
| 550 HARTZ AVENUE SUITE 200 | DANVILLE | CA | 94526 | PC | GENERAL OPERATING SUPPORT | $200,000 | ||
| COLLEGE TRACK | ||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PC | PROVIDE VITAL ONLINE PROGRAMMING TO STUDENT DURING THE COVID-19 CRISIS | $250,000 | ||
| COMMUNITY SKATING INC | ||||||||
| 3009 MIDDLEFIELD ROAD | PALO ALTO | CA | 94306 | PC | GENERAL SUPPORT | $250,000 | ||
| DREAMERS ROADMAP | ||||||||
| 2530 CLINTON AVENUE | RICHMOND | CA | 94804 | PC | GENERAL SUPPORT | $5,000 | ||
| EMPOWERING LIVES INTERNATIONAL | ||||||||
| PO BOX 67 | UPLAND | CA | 91785 | PC | $1,680 GOING TOWARD IL-126 AND $1,680 GOING TOWARD IL-124 | $3,360 | ||
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST (FIRST ROBO | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | PC | GENERAL OPERATING SUPPORT | $250,000 | ||
| HARVARD UNIVERSITY | ||||||||
| 104 MT AUBURN STREET 3R | CAMBRIDGE | MA | 02138 | PC | SUPPORT OF THE INSTITUTE FOR THE STUDY OF POLICING, INCARCERATION, AND PUBLIC SAFETY AT HUTCHINS CENTER FOR AFRICAN & AFRICAN AMERICAN RESEARCH | $100,000 | ||
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| 1 BATTERY PARK PLAZA FOURTH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $200,000 | ||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | GENERAL SUPPORT | $500,000 | ||
| INTERSECTION FOR THE ARTS | ||||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT FOR ARTS LOS ALTOS | $10,000 | ||
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $1,000,000 | ||
| LOS ALTOS COMMUNITY FOUNDATION | ||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | PC | GENERAL SUPPORT FOR GREENTOWN LOS ALTOS | $2,500 | ||
| LOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION | ||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | PC | LOS ALTOS VILLAGE ASSOCIATION FUND (LAVA) | $15,000 | ||
| MAGICAL BRIDGE FOUNDATION | ||||||||
| 552 WAVERLEY STREET 200 | PALO ALTO | CA | 94301 | PC | PALO ALTO SITE SUPPORT | $25,000 | ||
| MEDECINS SANS FRONTIERS USA INC (DOCTORS WITHOUT BORDERS - USA) | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $250,000 | ||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | GROUP | CYCLE FOR SURVIVAL | $25,000 | ||
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PC | GENERAL SUPPORT | $90,000 | ||
| PALY MEDIA ARTS BOOSTERS | ||||||||
| 50 EMBARCADERO ROAD | PALO ALTO | CA | 94301 | PC | PALY JOURNALISM ARCHIVE PROJECT | $11,000 | ||
| PROJECT TF DBA CODE2040 | ||||||||
| 353 KEARNY STREET | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $600,000 | ||
| REBOOT INC | ||||||||
| 734 LONGMEADOW STREET UNIT 103 | LONGMEADOW | MA | 01106 | PC | GENERAL OPERATING SUPPORT | $75,000 | ANNE WOJCICKI IS BOARD MEMBER | |
| REPRESENTATION PROJECT | ||||||||
| 5716 FOLSOM BOULEVARD 155 | SACRAMENTO | CA | 95819 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $100,000 | SUSAN WOJCICKI IS BOARD MEMBER | |
| SAFE & SOUND | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | GENERAL SUPPORT | $100,000 | ||
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PC | GENERAL SUPPORT | $500,000 | ||
| THE BARACK OBAMA FOUNDATION | ||||||||
| 5235 S HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||
| THE NUEVA SCHOOL | ||||||||
| 6565 SKYLINE BOULEVARD | HILLSBOROUGH | CA | 94010 | PC | REALIZE THE POTENTIAL CAPITAL CAMPAIGN AND ANNUAL FUND | $1,000,000 | ||
| THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC | ||||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | PC | GENERAL SUPPORT | $750,000 | ||
| THE PRIMARY SCHOOL BAY AREA | ||||||||
| 1765 E BAYSHORE ROAD SUITE A2 | EAST PALO ALTO | CA | 94303 | PC | GENERAL SUPPORT | $50,000 | ||
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||
| TONY BLAIR FOUNDATION | ||||||||
| 237 W 35TH STREET SUITE 1101 C/O | NEW YORK | NY | 10001 | PC | BUILDING PUBLIC HEALTH OPERATIONAL CAPACITY | $1,500,000 | KIWI PARTNERS INC | |
| UC BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | PC | SEED SCHOLARS PROGRAM | $500,000 | ||
| UNITED STATES OF CARE CAMPAIGN | ||||||||
| 1110 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT, ENTREPRENEURS COUNCIL | $50,000 | ||
| UNIVERSITY OF PITTSBURGH | ||||||||
| EUREKA BUILDING 5TH FLOOR 3400 | PITTSBURGH | PA | 15260 | PC | HONORS SCHOLARSHIP FUND | $50,000 | FORBES AVENUE | |
| WOMENSV | ||||||||
| PO BOX 3982 | LOS ALTOS | CA | 94022 | PC | GENERAL SUPPORT | $10,000 | ||
| YALE UNIVERSITY | ||||||||
| 105 WALL STREET | NEW HAVEN | CT | 06520 | GROUP | STARS PROGRAM EXPANSION AND ENDOWMENT | $2,500,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,464,185 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,799 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT SERVICES | CategoryTxt |
| Amt | $24,250 | Amt |
| Net Investment Income | $12,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 48,562 SHS ALPHABET INC. CLASS A STOCK | $26,467,939 | $26,467,939 |
| 52,878 SHS ALPHABET INC. CLASS C STOCK | $28,741,410 | $28,741,410 |
| ALPHABET STOCK VALUATION | $238,483,959 | $238,483,959 |
| JP MORGAN OTHER EQUITIES | $654,932 | $654,932 |
| JP MORGAN OTHER EQUITIES STOCK VALUATION | $3,731,842 | $3,731,842 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN MONEY MARKET | AT COST | $157,951,010 | $157,951,010 |
| ALTERNATIVE INVESTMENTS | AT COST | $125,014,988 | $125,014,988 |
| ALTERNATIVE INVESTMENTS VALUATION | FMV | $37,267,884 | $37,267,884 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,273 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,273 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER FEES AND LICENSES | $6,495 | $0 | $6,495 |
| BANK FEES | $360 | $360 | $0 |
| CIRCLE 9 NON-OPERATED WI FUND I, LP - EXCESS BUSINESS EXPENSE | $0 | $70,492 | $0 |
| LOWERCARBON 411.2, LP - EXCESS BUSINESS EXPENSE | $0 | $3 | $0 |
| NIMBLE PARTNERS FUND I, LP - OTHER PORTFOLIO DEDUCTIONS | $0 | $8,074 | $0 |
| 5AM VENTURES VII, LP - PORTFOLIO DEDUCTIONS | $0 | $35,125 | $0 |
| CATCHLIGHT CAPITAL PARTNERS II, LP - PORTFOLIO DEDUCTIONS | $0 | $31,789 | $0 |
| COATUE CT 94 LLC - PORTFOLIO DEDUCTIONS | $0 | $769 | $0 |
| COATUE CT 97, LLC - PORTFOLIO DEDUCTIONS | $0 | $25,858 | $0 |
| COATUE CT 117 LLC - PORTFOLIO DEDUCTIONS | $0 | $130 | $0 |
| COATUE GROWTH FUND IV LP - PORTFOLIO DEDUCTIONS | $0 | $276,345 | $0 |
| COATUE GROWTH FUND V LP - PORTFOLIO DEDUCTIONS | $0 | $84,219 | $0 |
| CONCRETE ROSE FUND LP - PORTFOLIO DEDUCTIONS | $0 | $25,234 | $0 |
| ECOR1 CAPITAL FUND QUALFIED, LP - PORTFOLIO DEDUCTIONS | $0 | $3,182 | $0 |
| FS BOULDERING LLC - PORTFOLIO DEDUCTIONS | $0 | $85 | $0 |
| FUND II, A SERIES OF PREVIEW VENTURES - PORTFOLIO DEDUCTIONS | $0 | $5,064 | $0 |
| HONOR VENTURES SPV, LLC - PORTFOLIO DEDUCTIONS | $0 | $3,285 | $0 |
| LOWERCARBON 411.2, LP - PORTFOLIO DEDUCTIONS | $0 | $1,324 | $0 |
| LOWERCARBON 419.1, LP - PORTFOLIO DEDUCTIONS | $0 | $1,210 | $0 |
| LOWERCARBON N2O 333.9 OPPORTUNITY FUND LP - PORTFOLIO DEDUCTIONS | $0 | $398 | $0 |
| NIMBLE PARTNERS FUND I, LP - PORTFOLIO DEDUCTIONS | $0 | $181,396 | $0 |
| REIGN VENTURES, LP - PORTFOLIO DEDUCTIONS | $0 | $20,018 | $0 |
| VICKERS VENTURE FUND VI (CI) LP - PORTFOLIO DEDUCTIONS | $0 | $172,791 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CIRCLE 9 NON-OPERATED WI FUND I, LP - ORDINARY INCOME | $0 | $0 | $0 |
| ECORL CAPITAL FUND QUALIFIED, LP - ORDINARY INCOME | $0 | $0 | $0 |
| FS BOULDERING LLC - ORDINARY INCOME | $0 | $0 | $0 |
| LOWERCARBON 411.2, LP - ORDINARY INCOME | $0 | $0 | $0 |
| NIMBLE PARTNERS FUND I, LP - ORDINARY INCOME | $0 | $610,456 | $0 |
| VICKERS VENTURE FUND VI (CI) LP - ORDINARY INCOME | $0 | $0 | $0 |
| CIRCLE 9 NON-OPERATED WI FUND I, LP - 1231 | $0 | $0 | $0 |
| COATUE GROWTH FUND IV LP - CAPITAL GAINS | $0 | $675,187 | $0 |
| ECOR1 CAPITAL FUND QUALIFIED, LP - CAPITAL GAINS | $0 | $45,668 | $0 |
| ECOR1 CAPITAL FUND QUALIFIED, LP - CAPITAL GAINS | $0 | $26,050 | $0 |
| NIMBLE PARTNERS FUND I, LP - CAPITAL GAINS | $0 | $2,549 | $0 |
| NIMBLE PARTNERS FUND I, LP - CAPITAL GAINS | $0 | $225,015 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $150,872,656 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $98,000 | $0 | $98,000 |
| OTHER PROFESSIONAL FEES | $20,475 | $0 | $20,475 |
| PHILANTHROPIC ADVISOR FEES | $505,808 | $182,091 | $323,717 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX FILING FEES | $300 | $0 | $300 |
| TAXES EXPENSE | $4,485,000 | $0 | $0 |
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