BIA ECHO FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BIA ECHO FOUNDATION (EIN 83-3983572)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349106752
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:56:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833983572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIA-ECHO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SEVEN POST FAMILY OFFICE SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SEILER LLP | InCareOfNm |
| Business Name Control | BIA- | BusinessNameControlTxt |
| Phone | 4153419300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N SIERRA ST 40370 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE SHANAHAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155006690 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICOLE | PersonFirstNm |
| Person Last | SHANAHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL L HALL | PreparerPersonNm |
| PTIN | P00904498 | PTIN |
| Phone | 4153922123 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $26,357,504 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,393,325 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $220,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,757,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,554,839 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,798,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,725,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,311 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,867 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,605 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,605 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $510,000 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,414 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $111,672 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $267,950 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $739,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $331,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,362,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,530,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,102,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,861,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,696,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,649,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,619 | CashBOYAmt |
| Cash EOY | $78,562 | CashEOYAmt |
| Cash EOYFMV | $78,562 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $146,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,818 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $68,506 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,913,040 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,728,124 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,728,124 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,527,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,710,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,710,455 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,615,956 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,549,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,549,930 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,372 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,285 | LandBOYAmt |
| Land EOY | $871 | LandEOYAmt |
| Land EOYFMV | $871 | LandEOYFMVAmt |
| Other Assets BOY | $106,943 | OtherAssetsBOYAmt |
| Other Assets EOY | $124,744 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $124,744 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,491,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,357,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,357,504 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,903 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,138 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,774,417 | GrantsPayableBOYAmt |
| Grants Payable EOY | $406,667 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $5,793,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $444,805 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,697,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,912,699 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,697,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,912,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,491,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,357,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,697,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,696,759 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,394,713 | SubtotalAmt |
| Other Decreases | $482,014 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,912,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $17,210,077 | $17,180,375 | $29,702 | $29,702 | ||
| LONG TERM CAPITAL GAIN DISTRIBUTION | P | $1,746 | $1,746 | $1,746 | |||
| PUBLICLY TRADED SECURITIES | D | $25,545,741 | $22,350 | $25,523,391 | $25,523,391 | 2000-01-01 | 2021-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,554,839 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $356,528 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $356,528 | SubtotalAmt |
| Tax Based On Investment Income | $356,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $510,544 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $510,544 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $154,016 | OverpaymentAmt |
| Applied To ES Tax | $54,051 | AppliedToESTaxAmt |
| Refund | $99,965 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BIAECHO.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155006690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY ST STE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| NICOLE SHANAHAN | ||||||||
| 135 N SIERRA ST 40370 | RENO | NV | 89504 | PRESIDENT | 40.0 | $0 | $0 | $0 |
| CHLOE COCKBURN | ||||||||
| 135 N SIERRA ST 40370 | RENO | NV | 89504 | DIRECTOR | 40.0 | $0 | $0 | $0 |
| DANIEL HALL | ||||||||
| 220 MONTGOMERY STREET 300 | SAN FRANCISCO | CA | 94104 | TREASURER | 1.0 | $5,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRODUCTION OF A DOCUMENTARY CURRENTLY TITLED "UNTITLED SOIL AND JUSTICE DOCUMENTARY" | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,392,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,589,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,982,083 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,982,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $359,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,622,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,181,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,181,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $356,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $356,528 | TotalTaxAmt |
| Distributable Before Adj | $824,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $824,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $824,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,861,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $22,861,973 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $824,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,696,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,835,240 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,532,126 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,861,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $824,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,037,383 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,569,509 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $44,569,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,696,886 | ExcessFromYear2Amt |
| Excess From Year1 | $14,835,240 | ExcessFromYear1Amt |
| Excess From Current Year | $22,037,383 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICOLE SHANAHAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD CHARITABLE DONOR ADVISED FUND | |||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PC | UNRESTRICTED | $14,000,000 |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 2101 CONSTITUTION AVENUE NW | WASHINGTON | DC | 20418 | NONE | PC | REPRODUCTIVE LONGEVITY & EQUAL | $150,000 |
| CONGREGATION EMANU-EL | |||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | NONE | PC | UNRESTRICTED | $1,000,000 |
| NUS AMERICA FOUNDATION INC | |||||||
| 155 E 44TH ST FL 6 STE 34 | NEW YORK | NY | 10017 | NONE | PC | REPRODUCTIVE LONGEVITY AND EQUAL | $2,000,000 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BLVD PO BOX 2230 | Ames | IA | 50010 | NONE | PC | HEALTHY AND LIVABLE PLANET | $380,551 |
| BUCK INSTITUTE FOR RESEARCH IN AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | NONE | PC | HEALTHY AND LIVABLE PLANET | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,530,551 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $405,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,652 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SERGEY BRIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET SUITE 376 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,393,325 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 37,250 shares of Tesla Inc. HIGH $687.51; LOW $675.8; AVERAGE $681.70 | NoncashPropertyDesc |
| Fair Market Value | $25,393,325 | FairMarketValueAmt |
| Received | 2021-06-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $75,020 | Amt |
| Net Investment Income | $29,605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,605 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER HARDWARE | PropertyDesc |
| Acquired | 2019-07-23 | AcquiredDt |
| Cost Or Other Basis | $4,243 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,958 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3 | LifeRt |
| Current Year Expense | $1,414 | CurrentYearExpenseAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANET LABS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HARRISON ST FLOOR 4 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-11-30 | GrantDt |
| Grant | $400,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE DATA TO SUPPORT THE UNITED NATIONS' SUSTANIABLE DEVELOPMENT GOALS PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $400,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/03/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-11-03 | VerificationDt |
| Results Of Verification | THE GRANT WAS SPENT FOR CHARITBLE PURPOSE PER THE GRANT AGREEMENT. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (50 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 0 FV ALIBABA HLDG 3.6% | $0 | $0 |
| 500,000 FV AMAZON INC SR 3.8% | $536,185 | $536,185 |
| 0 FV AMERICAN WTR 3.85% | $0 | $0 |
| 250,000 FV APPLE INC SR 2.85% | $255,215 | $255,215 |
| 0 FV BK OF AMER CHR VAR% | $0 | $0 |
| 0 FV BK OF MONTRE VAR% | $0 | $0 |
| 0 FV BK NY MLO COR VAR% | $0 | $0 |
| 0 FV BARCLAYS BK PL 1.05 | $0 | $0 |
| 250,000 FV BURLIN SANTA 3.05% | $252,570 | $252,570 |
| 0 FV FALGSTAFF AR 0.801% | $0 | $0 |
| 0 FV FORT LUEDLE 5.143% | $0 | $0 |
| 0 FV GILEAD SINES INC 4. | $0 | $0 |
| 250,000 FV INT. BUSINESS 2.85 | $252,290 | $252,290 |
| 0 FV MEDTRONIC INC 3.5% | $0 | $0 |
| 0 FV TOKYP MTO JAPAN 2% | $0 | $0 |
| 0 FV MICROSOFT CO 3.125% | $0 | $0 |
| 0 FV NIKE INC SR 2.4% | $0 | $0 |
| 0 FV ORACLE CORP 2.625% | $0 | $0 |
| 300,000 FV ROYAL BK CDA VAR% | $302,265 | $302,265 |
| 0 FV SUNTRUST BK VAR% | $0 | $0 |
| 0 FV SWEDBANK FR 2.65% | $0 | $0 |
| 0 FV TD AMERI HLDG VAR% | $0 | $0 |
| 0 FV TJX COS INC 3.5% | $0 | $0 |
| 250,000 FV TOYOTA MTR CR 1.35% | $252,210 | $252,210 |
| 0 FV US BK NATL 2.05% | $0 | $0 |
| 0 FV VISA INC 3.15% | $0 | $0 |
| 0 FV WELLPOINT INC 3.3% | $0 | $0 |
| 550,000 FV ABBOTT SR 2.95% | $577,467 | $577,467 |
| 118,000 FV ADOBE INC 3.25% | $124,784 | $124,784 |
| 345,000 FV AMERICAN WTR 3.85% | $363,257 | $363,257 |
| 500,000 FV CATERPILLAR 2.15% | $514,475 | $514,475 |
| 500,000 FV INTEL CORP SR 3.40% | $531,475 | $531,475 |
| 550,000 FV MEDTRONIC INC 3.50% | $585,574 | $585,574 |
| 255,000 FV MICROSOFT CO 3.125% | $272,016 | $272,016 |
| 500,000 FV NIKE INC SR 2.4% | $517,635 | $517,635 |
| 369,000 FV NOVARTIS CO 3.40% | $389,295 | $389,295 |
| 500,000 FV 7 ELEVEN INC 0.80% | $494,290 | $494,290 |
| 110,000 FV SIOUX FALLS 0.434% | $108,462 | $108,462 |
| 226,283 FV SMALL BUS 2.507% | $230,282 | $230,282 |
| 246,129 FV SMALL BUS 2.507% | $254,000 | $254,000 |
| 250,000 FV EQUINOR AS GL 3.25% | $263,303 | $263,303 |
| 464,000 FV TARGET CORP 2.25% | $478,171 | $478,171 |
| 300,000 FV TOYOTA MTR CR 2.25% | $307,572 | $307,572 |
| 450,000 FV US BK NATL 2.05% | $460,229 | $460,229 |
| 500,000 FV UNILEVER CORP 2.05% | $516,780 | $516,780 |
| 500,000 FV UN.HEALTH IN 2.375% | $517,690 | $517,690 |
| 250,000 FV VISA INC 3.15% | $266,750 | $266,750 |
| 500,000 FV WALMART INC 2.65% | $523,205 | $523,205 |
| 200,000 FV WELLPOINT INC 3.3% | $205,202 | $205,202 |
| 178,000 FV WYETH CR SEN | $197,281 | $197,281 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 0 SH FEDERATED HRES ST FD | $0 | $0 |
| 0 SH VANGUARD ST INFL FD | $0 | $0 |
| 13,751 SH VANGUARD INFL FD | $391,071 | $391,071 |
| 0 SH VANGUARD INTRM TRM | $0 | $0 |
| 0 SH VANGUARD ST INTR FD | $0 | $0 |
| 0 SH LORD ABBETT ULTRA BD | $0 | $0 |
| 92,485 SH VANGUARD INTRM TRM | $1,046,003 | $1,046,003 |
| 25,384 SH VANGUARD ST INTRM FD | $273,381 | $273,381 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,602,922 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,602,922 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $9,125,202 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,125,202 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER HARDWARE | CategoryOrItemTxt |
| Cost Or Other Basis | $4,243 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,372 | AccumulatedDepreciationAmt |
| Book Value | $871 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,311 | LegalFeesAmt |
| Disbursements Charitable Prps | $28,867 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $106,943 | BOYBookValueAmt |
| EOY Book Value | $124,744 | EOYBookValueAmt |
| EOYFMV | $124,744 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $482,014 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $234 | $234 | |
| PROGRAM CONSULTING FEES | $4,350 | $4,350 | |
| INVESTMENT & BANK EXPENSES | $93,242 | $46,621 | $46,621 |
| OFFICE EXPENSES | $3,358 | $3,358 | |
| INSURANCE | $8,780 | $11,679 | |
| PAYROLL EXPENSES | $1,000 | $1,000 | |
| POSTAGE & DELIVERY | $708 | $708 | |
| PROGRAM EXPENSES | $200,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $510,000 | Amt |
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