GREENBRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GREENBRIDGE FAMILY FOUNDATION (EIN 82-3458443)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349106770
- 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
- Schedule B
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T18:33:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA STREET SUITE 3550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | 823458443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBRIDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 4153625990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA STREET 3550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON GREEN | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 4153625990 | 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 | JASON | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE M VINEYARD | PreparerPersonNm |
| PTIN | P00653810 | PTIN |
| Phone | 4153625990 | 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 | $60,613,077 | 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 | $32,000,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $804,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $804,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,344,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,847,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,843,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,149,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,647,832 | 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 |
| Other Prof Fees Rev And Expnss | $193,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $193,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $315,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,623 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $523,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,216,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,216,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,739,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,223,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,410,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,446,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,219,336 | CashBOYAmt |
| Cash EOY | $3,665,123 | CashEOYAmt |
| Cash EOYFMV | $3,665,123 | CashEOYFMVAmt |
| Other Assets BOY | $14,280,932 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,245,170 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $56,947,954 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,500,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,910,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,613,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,862,132 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,862,132 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,638,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,048,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,500,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,910,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,500,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,910,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,500,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,410,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,910,293 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,910,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #03091 | P | 2020-01-01 | 2021-12-31 | $13,843,479 | $13,843,479 | $13,843,479 | |
| MERRILL LYNCH #03090 | P | 2021-01-01 | 2021-12-31 | $1,468 | -$1 | -$1 | $1,469 |
| MERRILL LYNCH #03090 | P | 2020-01-01 | 2021-12-31 | $1,005 | -$10 | -$10 | $1,015 |
| MERRILL LYNCH #03090 | P | 2020-01-01 | 2021-12-31 | $298 | $71 | $71 | $227 |
| MERRILL LYNCH #03089 | P | 2021-01-01 | 2021-12-31 | $787 | $24 | $24 | $763 |
| MERRILL LYNCH #03089 | P | 2020-01-01 | 2021-12-31 | $106 | -$1 | -$1 | $107 |
| MERRILL LYNCH #03089 | P | 2020-01-01 | 2021-12-31 | $496 | $25 | $25 | $471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,843,587 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $200,804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200,804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210,872 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $210,872 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,068 | OverpaymentAmt |
| Applied To ES Tax | $10,068 | 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 | REALIZE CPA LLP | IndividualWithBooksNm |
| Phone | 4153625990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA STREET SUITE 3550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JASON GREEN | ||||||||
| 249 BRIDGE ROAD | HILLSBOROUGH | CA | 94010 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANN GREEN | ||||||||
| 249 BRIDGE ROAD | HILLSBOROUGH | CA | 94010 | TREASURER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $51,215,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,582,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,798,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,798,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $836,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,961,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,748,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,748,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200,804 | TotalTaxAmt |
| Distributable Before Adj | $2,547,257 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,547,257 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,547,257 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,223,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,223,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,547,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $413,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,223,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $413,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $809,651 | 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 | $1,737,606 | 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|
| AMBITION ANGELS | ||||||
| 2589 GLORIA WAY | EAST PALO ALTO | CA | 94303 | 501C(3) | TO SUPPORT UNDERSERVED TEENS BECOME SUCCESSFUL, BY TEACHING THEM SKILLS | $5,000 |
| ANIMAL WELFARE INSTITUTE | ||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | 501C(3) | TO SUPPORT THE EFFORTS TO REDUCE THE HUMAN INFLICTED SUFFERING OF ALL ANIMALS. | $20,000 |
| ANTI-RECIDIVISM COALITION | ||||||
| 1320 E 7TH ST SUITE 260 | LOS ANGELES | CA | 90021 | 501C(3) | TO WORK TO END MASS INCARCERATION IN CALIFORNIA | $25,000 |
| AVALON ACADEMY | ||||||
| 818 MAHLER ROAD | BURLINGAME | CA | 94010 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW INC | ||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $30,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | 501C(3) | TO SUPPORT THE POWER OF LAW TO ADVANCE REPRODUCTIVE RIGHTS AS FUNDAMENTAL HUMAN RIGHTS AROUND THE WORLD | $25,000 |
| CENTER FOR VENTURE EDUCATION (AUSTIN CLEMENTS TUITON) | ||||||
| 855 EL CAMINO REAL STE 260 | PALO ALTO | CA | 94301 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| CENTURE FOR VENTURE EDUCATION INC | ||||||
| 855 EL CAMINO REAL STE 260 | PALO ALTO | CA | 94301 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $47,500 |
| CLAREMONT GRADUATE UNIVERSITY | ||||||
| 150 E 10TH ST | CLAREMONT | CA | 91711 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| CLEAN AIR TASK FORCE INC | ||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | 501C(3) | TO SUPPORT THE MISSION TO DECARBONIZE THE GLOBAL ENERGY SYSTEM TO ADDRESS CLIMATE CHANGE. | $40,000 |
| CODE FOR AMERICA LABS | ||||||
| 972 MISSION ST 5TH FLOOR | SAN FRANCISCO | CA | 94103 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| COLLEGE OF THE HOLY CROSS | ||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| COLLEGE TRACK | ||||||
| 4301 3RD STREET | SAN FRANCISCO | CA | 94124 | 501C(3) | TO SUPPORT LOW-INCOME COMMUNITIES GRADUATE FROM COLLEGE | $25,000 |
| COMMON CAUSE EDUCATION FUND | ||||||
| 805 15TH STREET NW SUITE 800 | WASHINTON | DC | 20005 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| COOL EARTH ACTION USA | ||||||
| 1 HANSON PL APT 17D | BROOKLYN | NY | 11243 | 501C(3) | TO SUPPORT THE END TO THE CYCLE OF DEFORESTATION. | $20,000 |
| COOP CAREER INC | ||||||
| 478 25TH ST UNIT D | OAKLAND | CA | 94612 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| DEFY VENTURES COLORADO INC | ||||||
| 1644 PLATTE ST SUITE 400 | DENVER | CO | 80202 | 501C(3) | TO SUPPORT JUSTICE REFORM AND PROVIDE EDUCATION SERVICES | $50,000 |
| DREAM CORPS | ||||||
| 436 14TH ST 920 | OAKLAND | CA | 94612 | 501C(3) | TO SUPPORT EDUCATIONAL ACTIVITIES IN PRISON REFORM | $25,000 |
| ENDEAVOR GLOBAL | ||||||
| 900 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $20,000 |
| ENDEAVOR GLOBAL INC | ||||||
| 900 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $15,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | 501C(3) | TO SUPPORT THE MISSION TO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE U.S., CHALLENGING RACIAL AND ECONOMIC INJUSTICE | $25,000 |
| FABNEWPORT | ||||||
| 1 YORK STREET | NEWPORT | RI | 02840 | 501C(3) | TO SUPPORT ENTREPRENEURS CONTINUE TO TRANSFORM THEIR COMMUNITIES, CREATE QUALITY JOBS AND INSPIRE FUTURE GENERATIONS OF FOUNDERS | $12,500 |
| FREEWORLD | ||||||
| 315 BAY ST SUITE 400 | SAN FRANCISCO | CA | 94133 | 501C(3) | TO SUPPORT EDUCATIONAL ACTIVITIES | $100,000 |
| FRESH LIFELINES FOR YOUTH INC | ||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | 501C(3) | TO SUPPORT BAY AREA YOUTH IMPACTED BY THE JUSTICE SYSTEM | $25,000 |
| ICIVICS INC | ||||||
| 1035 CAMBRIDGE STREET SUITE 21B | CAMBRIDGE | MA | 02141 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| INSTITUTE FOR CITIZENS & SCHOLARS | ||||||
| 104 CARNEGIE CENTER SUITE 301 | PRINCETON | NJ | 08540 | 501C(3) | TO SUPPORT EDUCATIONAL ACTIVITIES | $25,000 |
| KIPP BAY AREA | ||||||
| 1000 BROADWAY STREET 460 | OAKLAND | CA | 94607 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| LA CASA DE LAS MADRES | ||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501C(3) | TO CREATE A COMMUNITY WHERE VIOLENCE AGAINST WOMEN AND CHILDREN IS NOT TOLERATED | $25,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | 501C(3) | TO SUPPORT PARKINSONS RESEARCH | $5,000 |
| NUEVA SCHOOL | ||||||
| 131 E 28TH AVENUE | SAN MATEO | CA | 94403 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $15,000 |
| OPEN UP RESOURCES | ||||||
| DEPT LA 24903 | PASADENA | CA | 91185 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $50,000 |
| PRO PUBLICA INC | ||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||
| 90 CHURCH STREET FL 1 7082 | NEW YORK | NY | 10008 | 501C(3) | TO SUPPORT PHILANTHROPIC SERVICES | $25,000 |
| SOLUTIONS JOURNALISM NETWORK | ||||||
| 79 MADISON AVE STE 2 | NEW YORK | NY | 10016 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | 501C(3) | TO SUPPORT LOW-COST TENNIS, ACADEMICS, AND LIFE SKILLS PROGRAMMING TO YOUTH | $1,000 |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $25,000 |
| THE CLEAR FUND DBA GIVEWELL | ||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | 501C(3) | TO SUPPORT THE WORLD'S TOP RESEARCH | $50,000 |
| THE NUEVA SCHOOL | ||||||
| 131 E 28TH AVENUE | SAN MATEO | CA | 94403 | 501C(3) | TO SUPPORT EDUCATION SERVICES | $10,000 |
| THE SENTENCING PROJECT | ||||||
| 1705 DESALES ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | 501C(3) | TO ADVOCATE FOR EFFECTIVE, HUMANE RESPONSES TO CRIME AND PUNISHMENT BY PROMOTING RACIAL, ECONOMIC, AND GENDER JUSTICE | $25,000 |
| THINK OF US | ||||||
| 655 MONTGOMERY ST 7TH FLOOR | SAN FRANCISCO | CA | 94111 | 501C(3) | TO SUPPORT POSITIVE CHANGES TO THE FOSTER CARE SYSTEM | $25,000 |
| TIME FOR CHANGE FOUNDATION | ||||||
| 2164 N MOUNTAIN VIEW AVE | SAN BERNADINO | CA | 92405 | 501C(3) | TO EMPOWER DISENFRANCHISED LOW-INCOME INDIVIDUALS AND FAMILIES BY PROVIDING HOUSING AND NECESSARY SUPPORTIVE SERVICES | $10,000 |
| TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION | ||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | 501C(3) | TO SUPPORT THE MISSION TO CONNECT PEOPLE AND ANIMALS WHO NEED EACH OTHER. | $20,000 |
| VOTEORG | ||||||
| 1 DR CARLTON B GOODLETT PL RM 48 | SAN FRANCISCO | CA | 94102 | 501C(3) | TO SUPPORT NONPARTISAN EFFORTS TO MAKE VOTING MORE ACCESSIBLE FOR ALL AMERICANS | $25,000 |
| VOTING RIGHTS LAB DBA | ||||||
| WASHINGTON | WASHINGTON | DC | 20001 | 501C(3) | TO SUPPORT THE FIGHT AGAINST VOTER SUPRESSION AND TRANSFORM VOTING SYSTEMS | $25,000 |
| WILDAID INC | ||||||
| 333 PINE STREET | SAN FRANCISCO | CA | 94111 | 501C(3) | TO SUPPORT THE EFFORTS TO END THE ILLEGAL WILDLIFE TRADE. | $20,000 |
| WINDWARD FUND | ||||||
| 1201 CONNECTICUT AVE NW 7 | WASHINGTON | DC | 20036 | 501C(3) | TO SUPPORT BOLD SOLUTIONS TO ENVIRONMENTAL CHALLENGES | $25,000 |
| YOUTH GUIDANCE | ||||||
| 166 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | 501C(3) | TO SUPPORT EDUCATIONAL ACTIVITIES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,216,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $804,114 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,344,929 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,149,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,149,174 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JASON E GREEN AND ANN GREEN | ||||||
| 1 | 249 BRIDGE RD | HILLSBOROUGH | CA | 94010 | $4,625,000 | Yes (X) |
| JASON E GREEN AND ANN GREEN | ||||||
| 2 | 249 BRIDGE RD | HILLSBOROUGH | CA | 94010 | $21,068,700 | Yes (X) |
| JASON E GREEN AND ANN GREEN | ||||||
| 3 | 249 BRIDGE RD | HILLSBOROUGH | CA | 94010 | $1,476,300 | Yes (X) |
| JASON E GREEN AND ANN GREEN | ||||||
| 4 | 249 BRIDGE RD | HILLSBOROUGH | CA | 94010 | $4,830,600 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25,000 SHARES OF BILL.COM | $4,625,000 | 2021-02-10 |
| 2 | 60,000 SHARES OF ZOOM VIDEO COMMUNICATIONS | $21,068,700 | 2021-01-04 |
| 3 | 10,000 SHARES OF BILL.COM | $1,476,300 | 2021-05-24 |
| 4 | 15,000 SHARES OF ZOOM VIDEO COMMUNICATIONS | $4,830,600 | 2021-06-03 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLIC EQUITIES | $14,280,932 | $48,796,430 | $56,499,214 |
| ALTERNATIVE INVESTMENTS | $0 | $448,740 | $448,740 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEE | $14,550 | $7,275 | $7,275 |
| PARTNERSHIP DEDUCTIONS | $348 | $348 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $103,931 | $103,931 | $0 |
| MANAGEMENT FEES | $89,920 | $89,920 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $315,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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