BENIFICUS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BENIFICUS FOUNDATION (EIN 77-0444504)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202213139349101231
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T11:42:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | 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 | 770444504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENIFICUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENI | BusinessNameControlTxt |
| Phone | 6503840240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA S HAGER | PersonNm |
| Person Title | CEO/CFO | PersonTitleTxt |
| Phone | 6503840240 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | HAGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
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 | $639,037,472 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,294 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,294 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,806,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,264,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,806,194 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,960,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,960,393 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $148,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,711 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,248,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,248,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,447,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,288,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,486,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,811,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,934,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,876,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,876,910 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $446,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,248 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $606,236,549 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,019,973 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,555,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,924,013 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,401,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,481,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $639,037,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,401,459 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,481,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,401,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,481,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,401,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,481,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,401,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,486,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,566,778 | OtherIncreasesAmt |
| Subtotal | $13,481,294 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,481,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| KLEINER PERKINS CAUFIELD & BYERS XII, LLC - SHORT-TERM GAINS | P | 2020-12-31 | 2021-12-31 | $2,767 | -$2,767 | -$2,767 | |
| KLEINER PERKINS CAUFIELD & BYERS XII, LLC - LONG-TERM GAINS | P | 2020-01-01 | 2021-12-31 | $112,921 | -$112,921 | -$112,921 | |
| KLEINER PERKINS CAUFIELD & BYERS XV, LLC - SHORT-TERM GAINS | P | 2020-12-31 | 2021-12-31 | $3,330 | $3,330 | $3,330 | |
| KLEINER PERKINS CAUFIELD & BYERS XV, LLC - LONG-TERM GAINS | P | 2020-01-01 | 2021-12-31 | $30,195 | -$30,195 | -$30,195 | |
| THE SOCIAL+CAPITAL PARTNERSHIP, L.P. - LONG-TERM GAINS | P | 2020-01-01 | 2021-12-31 | $432,758 | $432,758 | $432,758 | |
| MORGAN STANLEY #7477 - LONG TERM GAINS | P | 2020-01-01 | 2021-12-31 | $375,215 | $954,179 | $954,179 | $1,329,394 |
| MORGAN STANLEY MANAGED - LONG TERM GAINS | P | 2020-01-01 | 2021-12-31 | $2,937,611 | $561,810 | $561,810 | $3,499,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,806,194 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,789 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,789 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,607 | OverpaymentAmt |
| Applied To ES Tax | $15,607 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA S HAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503840240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| L JOHN DOERR III | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN HOWLAND DOERR | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA S HAGER | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | CEO/CFO | 2.00 | $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 | $632,625,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,627,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,691,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $648,944,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $648,944,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,734,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $639,210,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,960,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,960,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,182 | TotalTaxAmt |
| Distributable Before Adj | $31,935,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,935,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,935,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,288,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,288,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,935,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $31,901,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,901,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,288,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,935,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,353,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,254,312 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,254,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $31,901,016 | ExcessFromYear1Amt |
| Excess From Current Year | $27,353,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L JOHN DOERR III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $512,946 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $250,000 |
| ASPEN GLOBAL CHANGE INSTITUTE | ||||||
| 104 MIDLAND AVE 205 | BASALT | CO | 81621 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $60,000 |
| AVENIDAS | ||||||
| 450 BRYANT ST | PALO ALTO | CA | 94301 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 |
| CALMATTERS | ||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,046,652 |
| CLIMATE IMPERATIVE FOUNDATION | ||||||
| 98 BATTERY STREET SUITE 202 | SAN FRANCISCO | CA | 94111 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $16,190,923 |
| COLLEGE TRACK | ||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $131,000 |
| COMPUTER HISTORY MUSEUM | ||||||
| 1401 NORTH SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $920,002 |
| FIREFIGHTERS TOYS FOR TOTS | ||||||
| PO BOX 6727 | SAN MATEO | CA | 94403 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| ICA CRISTO REY ACADEMY | ||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 |
| KHAN ACADEMY | ||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $3,962,127 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 |
| MONTEREY BAY AQUARIUM | ||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| MY NEW RED SHOES | ||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 |
| NEW SCHOOLS FUND | ||||||
| 1616 FRANKLIN ST | OAKLAND | CA | 94612 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $3,010,636 |
| RAPHAEL HOUSE | ||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 |
| RICE UNIVERSITY | ||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $26,927,907 |
| ROBERT F KENNEDY HUMAN RIGHTS | ||||||
| 88 PINE STREET SUITE 801 | NEW YORK | NY | 10005 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $50,000 |
| SAN FRANCISCO FOOD BANK | ||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,021,652 |
| SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES | ||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,134,960 |
| SMARTHISTORY | ||||||
| 10 WOODBROOK ROAD | PLEASANTVILLE | NY | 10570 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $379,235 |
| ST ANTHONY FOUNDATION | ||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| THE ART OF PROBLEM SOLVING INITIATIVE INC | ||||||
| 55 EXCHANGE PLACE SUITE 603 | NEW YORK | NY | 10005 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 |
| THE DREAMCATCHER FOUNDATION | ||||||
| 5401 S HYDE PARK BLVD APT 302 | CHICAGO | IL | 60615 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| THE MUSEUM OF LANGUAGE ARTS | ||||||
| PO BOX 453 | GREENBELT | MD | 20768 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $606,931 |
| US DIGITAL RESPONSE A PROJECT OF COMMUNITY INITIATIVES | ||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $300,000 |
| WATTTIME | ||||||
| 1901 HARRISON ST SUITE 200 | OAKLAND | CA | 94612 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $2,018,954 |
| WIKIMEDIA FOUNDATION | ||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,248,925 | 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 | $15,294 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,889 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,806,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,960,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,960,393 | 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 FEES | CategoryTxt |
| Amt | $39,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOOGLE CLASS A (118,653 SHS) | $29,381 | $343,742,487 |
| AMAZON | $5,611 | $95,895,618 |
| GOOGLE CLASS C | $14,256 | $166,598,444 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $6,291,792 | $9,502,953 |
| THE SOCIAL+CAPITAL PARTNERSHIP | AT COST | $1,902,043 | $18,001,955 |
| KPCB XII LLC | AT COST | $995,339 | $0 |
| KPCB XV LLC | AT COST | $365,962 | $1,419,105 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PORTFOLIO DEDUCTIONS--KPCB XII | $929 | $929 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--KPCB XV | $25,379 | $25,379 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--SOCIAL+CAPITAL | $36,350 | $36,350 | $0 | $0 |
| INVESTMENT MANAGEMENT EXPENSES | $86,053 | $86,053 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEEMED GAIN ON STOCK DONATIONS | Desc |
| Amt | $57,566,778 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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