THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION (EIN 46-3460261)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202223189349106787
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T21:05:44-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463460261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ERIC AND WENDY SCHMIDT FUND FORBusinessNameLine1Txt
Business Name Line2STRATEGIC INNOVATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone6504618088PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 BRYANT ST 374AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMANDY QUACHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6504618088PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMANDYPersonFirstNm
Person LastQUACHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,715,568,763FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$359,463,607ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,755,180DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,166,608DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,936,723NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,955,707GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,251,239CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,897OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$361,504OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$412,161,407TotalRevAndExpnssAmt
Total Net Invst Incm$96,779,351TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$999,144CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$999,144CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,326,603OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,242,868OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$281,515PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$278,855PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$158,493LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$163,128LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$89,903AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$29,794AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$54,822AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,091,392OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,865,613OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,351,121OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,471,896TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250,362TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,168DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$163,233OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$213,367OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$183,515TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$22,068TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$16,705PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$16,478PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,142,399OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,382,976OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,207,753OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,926,966TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,528,745TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,549,604TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,335,916ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,697,623ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,262,882TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,528,745TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,247,227TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$333,898,525ExcessRevenueOverExpensesAmt
Net Investment Income$92,250,606NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,867,817CashBOYAmt
Cash EOY$8,616,355CashEOYAmt
Cash EOYFMV$8,616,355CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,906,033SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$85,018,150SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$85,018,150SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$111AcctRcvblAmt
Acct Rcvbl BOY$20,160AcctRcvblBOYAmt
Acct Rcvbl EOY$111AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$111AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$1,395,916PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,661,620PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,661,620PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$760,503,128CorporateStockBOYAmt
Corporate Stock EOY$1,288,562,858CorporateStockEOYAmt
Corporate Stock EOYFMV$1,288,562,858CorporateStockEOYFMVAmt
Other Investments BOY$278,511,173OtherInvestmentsBOYAmt
Other Investments EOY$327,082,256OtherInvestmentsEOYAmt
Other Investments EOYFMV$327,082,256OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$286,188LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,168LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$284,020LandEOYAmt
Land EOYFMV$284,020LandEOYFMVAmt
Other Assets BOY$3,472,013OtherAssetsBOYAmt
Other Assets EOY$4,343,393OtherAssetsEOYAmt
Other Assets EOYFMV$4,343,393OtherAssetsEOYFMVAmt
Total Assets BOY$1,055,676,240TotalAssetsBOYAmt
Total Assets EOY$1,715,568,763TotalAssetsEOYAmt
Total Assets EOYFMV$1,715,568,763TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,072,621AccountsPayableBOYAmt
Accounts Payable EOY$4,812,998AccountsPayableEOYAmt
Grants Payable BOY$2,826,083GrantsPayableBOYAmt
Grants Payable EOY$3,464,376GrantsPayableEOYAmt
Deferred Revenue EOY$93,167DeferredRevenueEOYAmt
Other Liabilities BOY$8,145,654OtherLiabilitiesBOYAmt
Other Liabilities EOY$18,081,550OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,044,358TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,452,091TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,043,631,882NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,688,116,672NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets EOY$1,000,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,043,631,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,689,116,672TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,055,676,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,715,568,763TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,043,631,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$333,898,525ExcessRevenueOverExpensesAmt
Other Increases$312,361,633OtherIncreasesAmt
Subtotal$1,689,892,040SubtotalAmt
Other Decreases$775,368OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,689,116,672TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2020-01-012021-12-31$131,210,894$102,590,559$28,620,335$28,620,335
PUBLICLY TRADED SECURITIES2020-01-012021-12-31$37,744,813$4,919,340$32,825,473$32,825,473
EQUITY PARTNERSHIP INVESTMENTS2020-01-012021-12-31$31,907,611$31,907,611$31,907,611P
SALE OF INVESCO PTP UNITS2014-01-012021-12-31$9,196,962$12,299,142-$3,102,180-$3,102,180
FieldValueIRS element (for citing)
Capital Gain Net Income$90,251,239CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,282,283InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,282,283SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,282,283TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$382,153EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,600,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,982,153TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$699,870OverpaymentAmt
Applied To ES Tax$699,870AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MANDY QUACHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6504618088PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11010 ALMA STAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ERIC SCHMIDT
555 BRYANT ST 374PALO ALTOCA94301PRESIDENT & DIRECTOR1.00$0$0$0
WENDY SCHMIDT
555 BRYANT ST 374PALO ALTOCA94301DIRECTOR1.00$0$0$0
ERIC BRAVERMAN
555 BRYANT ST 374PALO ALTOCA94301DIRECTOR40.00$580,800$0$0
YLL BAJRAKTARI
555 BRYANT ST 374PALO ALTOCA94301CHIEF EXECUTIVE OFFICER - SSCSP40.00$176,125$934$0
ADAM MARBLESTONE
555 BRYANT ST 374PALO ALTOCA94301CHIEF EXECUTIVE OFFICER - CRLLC32.00$50,909$9,040$0
ANASTASIA K GAMICK
555 BRYANT ST 374PALO ALTOCA94301CHIEF OPERATING OFFICER - CRLLC40.00$66,667$4,700$0
KENNETH GOLDMAN
555 BRYANT ST 374PALO ALTOCA94301CHIEF FINANCIAL OFFICER0.20$0$0$0
MANDY QUACH
555 BRYANT ST 374PALO ALTOCA94301TREASURER2.70$41,700$0$0
FRANCES BABB
555 BRYANT ST 374PALO ALTOCA94301SECRETARY7.30$82,943$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MICHAEL GABLE
555 BRYANT ST 374PALO ALTOCA94301VICE PRESIDENT40.00$160,966$13,238$0
TODD HUFFMAN
555 BRYANT ST 374PALO ALTOCA94301HEAD, NEUROSCIENCE I40.00$93,199$8,517$0
MARIA PONMAKHA
555 BRYANT ST 374PALO ALTOCA94301CHIEF OF STAFF40.00$82,197$10,362$0
TARA RIGLER
555 BRYANT ST 374PALO ALTOCA94301SR DIRECTOR COMS PUB40.00$66,250$4,418$0
NILI OSTROV
555 BRYANT ST 374PALO ALTOCA94301CO-DIRECTOR, BIOLOGI40.00$65,000$4,844$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k6OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FUTURES ACTION NETWORK LLC
555 BRYANT ST 374PALO ALTOCA94301GRANT ADVISOR$11,036,128
HILLSPIRE LLC
555 BRYANT ST 374PALO ALTOCA94301PROFESSIONAL, LEGAL, IT, INVESTMENT & FIN/ACCTG SERVICES$2,353,580
MISCHIEFNOFIXEDADDRESS INC
352-137 MONTAGUE STREETBROOKLYNNY11201CONSULTING$2,261,099
HIGH RESOLVES AMERICA
900 CAMP STREET SUITE 405NEW ORLEANSLA70130CONSULTING$695,000
HR&A ADVISORS
700 S FLOWER STREET SUITE 2995LOS ANGELESCA90017CONSULTING$596,000
FieldValueIRS element (for citing)
Contractor Paid Over50k41ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RISE IS A TALENT AWARD PROGRAM DESIGNED TO INCREASE OPPORTUNITY FOR EXCEPTIONAL YOUNG PEOPLE WORLDWIDE TO SERVE OTHERS THROUGHOUT THEIR LIVES AND TO BUILD A COHORT THAT REFLECTS A BROAD RANGE OF EXPERIENCES, BACKGROUNDS, PASSIONS AND TALENTS. THE PROGRAM WILL FOSTER SKILLED TEENAGERS AND AN ENVIRONMENT THAT WILL ENABLE THEM TO LEARN AND SHARE IDEAS THROUGHOUT THEIR LIVES WITH OTHERS THAT WILL ALLOW THEM TO IMPROVE THEIR OWN SKILLS AND TALENTS TO HELP THEM SERVE THE PUBLIC.Description1Txt
Expenses1$10,386,410Expenses1Amt
Description2SCHMIDT SPECIAL COMPETITIVE STUDIES PROJECT IS A PROJECT TO CONDUCT AN ANALYSIS AND MAKE RECOMMENDATIONS TO STRENGTHEN AMERICA'S LONG TERM COMPETITIVENESS FOR A FUTURE WHERE ARTIFICIAL INTELLIGENCE AND OTHER EMERGING TECHNOLOGIES RESHAPE OUR NATIONAL SECURITY, ECONOMY, AND SOCIETY.Description2Txt
Expenses2$2,046,073Expenses2Amt
Description3INTERNATIONAL STRATEGY FORUM IS A SERIES OF EDUCATIONAL MEETINGS ARRANGED THROUGHOUT THE YEAR TO BRING A COHORT OF YOUNG INDIVIDUALS FROM DIVERSE FIELDS AND BACKGROUNDS TO DEBATE AND STRATEGIZE ALONGSIDE EXPERTS IN FOREIGN POLICY AND TECHNOLOGY. THE GOAL IS TO BRING TOGETHER EXCEPTIONAL YOUNG STRATEGISTS AND TECHNOLOGISTS WITH EXTRAORDINARY POTENTIAL IN GEOPOLITICS, INNOVATION, AND PUBLIC LEADERSHIP, AND BRIDGE THE GAP BETWEEN POLICYMAKERS AND EXPERTS TO PRESERVE PROGRESS AND SECURITY AMID TECHNOLOGICAL INNOVATION AND A CHANGING WORLD ORDER. THE PURPOSE OF THIS FORUM IS CHARITABLE AND EDUCATIONAL IN THAT THE OBJECTIVE OF THESE CONFERENCES IS TO DEVELOP PROGRAMMATIC CONTENT, PROBLEM SETS, AND PROVIDE MENTORSHIP TO THE PARTICIPANTS.Description3Txt
Expenses3$1,326,160Expenses3Amt
Description4CONVERGENT RESEARCH IS AN INITIATIVE DESIGNED TO SOLVE GAPS IN THE RESEARCH AND DESIGN ECOSYSTEM BY IDENTIFYING HIGH-IMPACT SCIENTIFIC OR TECHNOLOGICAL RESEARCH AND DEVELOPMENT OPPORTUNITIES, THEN DEFINING AND LAUNCHING THESE PROJECTS AS FOCUSED RESEARCH ORGANIZATIONS (FROS).Description4Txt
Expenses4$1,017,612Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1UP FUND, L.P. - THE CHARITABLE PURPOSE OF THIS INVESTMENT IS TO RELIEVE THE POOR AND DISTRESSED OR UNDERPRIVILEGED AND PROMOTE SOCIAL WELFARE BY EXPANDING THE AVAILABILITY OF CAREER-CENTERED TRAINING PROGRAMS TO UNDERSERVED AND LOW-INCOME INDIVIDUALS.Description1Txt
Expenses1$55,866Expenses1Amt
Total$55,866TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$964,131,670AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,239,568AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$289,998,961FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,270,370,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,270,370,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,055,553CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,251,314,646NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,565,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,565,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,282,283TaxBasedOnInvestmentIncomeAmt
Income Tax$69,427IncomeTaxAmt
Total Tax$1,351,710TotalTaxAmt
Distributable Before Adj$61,214,022DistributableBeforeAdjAmt
Recoveries Qualfied Distri$26,057RecoveriesQualfiedDistriAmt
Distributable Before Ded$61,240,079DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$61,240,079DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,247,227ExpensesAndContributionsAmt
Program Related Invst Total$55,866ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,239,217CharitableAssetsAcquisPaidAmt
Qualifying Distributions$62,542,310QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,240,079DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$39,942,804ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,844,988ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,787,792TotalExcessDistributionCyovAmt
Qualifying Distributions$62,542,310QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,240,079AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,302,231RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$62,090,023TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$62,090,023ExcessDistriCyovToNextYrAmt
Excess From Year2$39,942,804ExcessFromYear2Amt
Excess From Year1$20,844,988ExcessFromYear1Amt
Excess From Current Year$1,302,231ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerERIC SCHMIDTContributingManagerNm
Contributing ManagerWENDY SCHMIDTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
SCHMIDT FUTURES
555 BRYANT STREET SUITE 374PALO ALTOCA943016504618088ISRAELPOSTDOC@SCHMIDTFUTURES.COMINDIVIDUALS APPLY ONLINE AT HTTPS://SCHMIDTFUTURES.COM/OUR-WORK/ISRAELI-WOMENS-POSTDOCTORAL-AWARD/#HOW-T O-APPLYVARIES BY YEAR. CHECK WEBSITES FOR DEADLINES.ISRAELI POSTDOC SCHOLARSHIP IS FOCUSED ON WOMEN COMPLETING/RECEIVED A PH.D. IN THE FIELDS OF MATHEMATICAL AND COMPUTATIONAL SCIENCES OR ENGINEERING AT A RESEARCH UNIVERSITY IN ISRAEL.
SCHMIDT FUTURES
555 BRYANT STREET SUITE 374PALO ALTOCA943016504618088INDIVIDUALS APPLY ONLINE AT: HTTPS://WWW.RISEFORTHEWORLD.ORG/APPLY-TO-RISE/VARIES BY YEAR. CHECK WEBSITES FOR DEADLINES.RISE IS ONLY OPEN FOR 15-17 YEAR OLDS.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
AG
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
AS
3155 KITTRELL COURTBOULDERCO80305NONEI: INDIVIDUALINTERNATIONAL STRATEGY FORUM FELLOWSHIP IMPACT GRANT$10,000
ALLIED MEDIA PROJECTS
4126 3RD STREETDETROITMI48201PC: 509(A)(1) OR (2)COMMUNITY TECH NY|COMMUNITY CENTERED CBRS PILOT$188,750
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 260TEMPEAZ852802260PC: 509(A)(1) OR (2)ALLIANCE FOR THE AMERICAN DREAM, IDEAS CHALLENGE - 2020$500,000
BL
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
BY
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
BRIGHAM AND WOMENS HOSPITAL INC
75 FRANCIS STREETBOSTONMA02115PC: 509(A)(1) OR (2)ACCESS TO EKG DATA SET IN SUPPORT OF PROJECT NIGHTINGALE$20,000
CENTRE NATIONAL DE LA RECHERCHE SCIENTIFIQUE
GOVSUPPORT FOR THE SCALE-AWARE SEA ICE PROJECT (SASIP) (VESRI) PROJECT$2,669,1553 RUE MICHEL-ANGECEDEXFR75794
CENTRE NATIONAL DE LA RECHERCHE SCIENTIFIQUE
GOVSUPPORT FOR THE M2LINES - MULTISCALE MACHINE LEARNING IN COUPLED EARTH SYSTEM MODELING (VESRI) PROJECT$117,4813 RUE MICHEL-ANGECEDEXFR75794
CHECKR INC
ONE MONTGOMERY SUITE 2400SAN FRANCISCOCA94104NCEXPUNGEMENTS FOR RETURNING CITIZENS AT SCALE$250,000
CIVIC NATION
1156 15TH ST NW STE 1000WASHINGTONDC20005PC: 509(A)(1) OR (2)PROVIDE SUPPORT FOR MADE TO SAVE PROJECT$250,000
COMMON APPLICATION INC
3003 WASHINGTON BLVD STE 1000ARLINGTONVA22201PC: 509(A)(1) OR (2)INSTRUMENTING US SCHOLARSHIPS$150,000
CONCORDIA SUMMIT INC
134 EAST 40TH STREET FLOOR 5NEW YORKNY10016PC: 509(A)(1) OR (2)IDENTIFYING NEW PARTNERS$20,000
DIMAGI INC
585 MASSACHUSETTS AVE SUITE 3CAMBRIDGEMA02139NCSTRENGTHENING COMMUNITY BASED COVID-19 RESPONSE IN TAMIL NADU$100,000
ECONOMIC SECURITY PROJECT INC
51 EAST 12TH STREET 2ND FLOORNEW YORKNY10003PC: 509(A)(1) OR (2)ECONOMIC SECURITY PROJECT - USING A CAMPAIGN MODEL TO LIFT MILLIONS OF CHILDREN OUT OF POVERTY$250,000
EEDI LTD
NCSCIENTIFIC RESEARCH IN THE PUBLIC INTEREST BY SUPPORTING A TEST BED FOR RESEARCHERS TO RUN EXPERIMENTS TO IMPROVE LEARNING OUTCOMES AND PUBLISH THE RESULTS OF THEIR STUDIES.$350,00086-90 PAUL STREETLONDONUKEC2A 4NE
ENTOS INC
4470 W SUNSET BLVD SUITE 107 PMBLOS ANGELESCA90027NCSUPPORT ENVISION: A CHEMICAL DISCOVERY PLATFORM FOR RESEARCH AND EDUCATION$1,130,50094758
ENVIRONMENT SUPPORT GROUP
PC: EQUIVALENCY DETESUPPORT FOR THE HARVARD-CORNELL COMPARATIVE STUDY OF EXPERTISE IN COVID RESPONSE$15,0001572 RING ROAD BANASHANKARI IIBANGALOREIN560070STAGE
FOLKS CAPITAL LLC
429 E 72ND TERRACEKANSAS CITYMO64131NCCREATION OF AN INVESTMENT MODEL THAT WILL ALLOW LOW-INCOME AND EXTREMELY LOW-INCOME WOMEN OF COLOR TO BUILD EQUITY IN APPRECIATING ASSETS OWNED BY AND FOR THEIR COMMUNITY$100,000
FUNDACION TELEVISA AC
NCSUPPORT FOR EMPOWERING TALENTED YOUTH FOR SOCIAL CHANGE IN MEXICO$103,373AV VASCO DE QUIROGA 2000SANTA FEMX01210ALVARO OBREGON
GLOBAL CITIZEN YEAR INC
1625 CLAY STREET SUITE 400OAKLANDCA94612PC: 509(A)(1) OR (2)SUPPORT FOR LAUNCHING THE LEADERS OUR WORLD NEEDS NOW$100,000
HOUSE NEW YORK INC
253 W 35 STREETNEW YORKNY10001PC: 509(A)(1) OR (2)ENSURING BROADBAND FOR AFFORDABLE HOUSING RESIDENTS$200,000
KK
1663 8TH AVENUE 3RBROOKLYNNY11215NONEI: INDIVIDUALINTERNATIONAL STRATEGY FORUM FELLOWSHIP IMPACT GRANT$10,000
KEY HOUSING LLC
1251 WESTWOOD BLVD SUITE 300LOS ANGELESCA90024NCSUPPORT FOR THE KEY HOUSING SCHOLARSHIP FUND$50,000
KOA HEALTH BV SUCURSAL EN ESPAA
NCSUPPORT FOR THE EMPOWER: BUILDING THE WORLD'S MENTAL HEALTH WORKFORCE PROJECT$100,000PLAA DERNEST LLUCH I MARTIN 5BARCELONASP08019PLANTA 12
LC
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
LSST INC
933 N CHERRY AVENUETUSCONAZ85721PC: 509(A)(1) OR (2)AN OPEN, SCALABLE SYSTEM FOR SCIENCE WITH THE LSST$25,000
LUMINARY LABS LLC
60 BROADWAY SUITE 2800NEW YORKNY10006NCTO PROVIDE SUPPORT FOR THE FEDERAL GOVERNMENTS BUILD BACK BETTER REGIONAL CHALLENGE, WITH A FOCUS ON HELPING DISADVANTAGED COMMUNITIES LEVERAGE SCIENCE AND TECHNOLOGY TO DRIVE REGIONAL ECONOMIC GROWTH.$50,000
MD
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139NONEI: INDIVIDUALSUPPORT FOR PRINCIPAL LEADERS RESEARCH AS PART OF GRANTORS POLYMATH PROGRAM$500,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - V.R.$25,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
MATHIGON INC
NCSUPPORT EDUCATIONAL RESEARCHERS TO CONDUCT LARGE SCALE EXPERIMENTAL RESEARCH ON MATH EDUCATION AND CREATION OF A LARGE AND DIVERSE DATASET AVAILABLE TO THE PUBLIC$285,0007 ALBERT BUILDINGS 49 QUEENLONDONUKEC4N 4SAVICTORIA STREET
MC NEESE STATE UNIVERSITY FOUNDATION
PO BOX 91989LAKE CHARLESLA70609PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
MC NEESE STATE UNIVERSITY FOUNDATION
PO BOX 91989LAKE CHARLESLA70609NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - S.M.$25,000
MENON LABS
NCTESTING A SCALABLE LEARNING ENGINEERING FELLOWSHIP MODEL$250,00049 HARPER ROADLONDONUKSE1 6AP
NC
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
NATIONAL CONFERENCE ON CITIZENSHIP
1902 L STREET NW SUITE 450WASHINGTONDC20036PC: 509(A)(1) OR (2)TRAINING VOLUNTEERS AT 4 MAJOR VOTING RIGHTS ORGANIZATIONS ON WAYS TO IDENTIFY, REPORT AND COUNTER DISINFORMATION WITHIN THEIR COMMUNITIES$170,000
NATIONAL DIGITAL INCLUSION ALLIANCE
3000 E MAIN ST 50COLUMBUSOH43209PC: 509(A)(1) OR (2)PARTNERSHIPS FOR DIGITAL INCLUSION FUND - PHASE 1$191,150
NEW AMERICA FOUNDATION
740 15TH STREET NW STE 900WASHINGTONDC20005PC: 509(A)(1) OR (2)#SHARETHEMICINCYBER FELLOWSHIP$10,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036PC: 509(A)(1) OR (2)AMERICA'S FRONTIER FUND PROJECT$3,000,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036PC: 509(A)(1) OR (2)SCIENCE PHILANTHROPY ALLIANCE$100,000
NUCLEATE BIO INC
88 GORDON ST 401BRIGHTONMA02135NCFOSTERING INAUGURAL YEAR OF NUCLEATE (STUDENT-LED BIO ENTREPRENEURSHIP)$100,000
OHIO STATE UNIVERSITY FOUNDATION
1480 W LANE AVENUECOLUMBUSOH43221PC: 509(A)(1) OR (2)SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM, IDEAS CHALLENGE - 2020$500,000
POMONA COLLEGE
150 E EIGHTH STREETCLAREMONTCA91711NONEI: INDIVIDUALSUPPORT FOR STUDENTS QUALIFIED TUITION AND RELATED EXPENSES - C.C.$25,000
POMONA COLLEGE
150 E EIGHTH STREETCLAREMONTCA91711PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PC: 509(A)(1) OR (2)SUPPORT THE TECHNOLOGY AND PUBLIC PURPOSE (TAPP) PROJECT FELLOWS PROGRAM$1,000,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PC: 509(A)(1) OR (2)RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEI: INDIVIDUALREIMAGINE CHALLENGE 2020 GLOBAL COMPETITION SCHOLARSHIP - S.W. (STUDENT)$25,000
RD
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
RECIDIVIZ INC
1655 PINE LANEPROVOUT84604PFPROVIDE RAPID RESPONSE FUNDING FOR EFFORTS TO REDUCE JAIL AND PRISON POPULATIONS SAFELY DURING THE CURRENT NOVEL CORONAVIRUS PANDEMIC$300,000
RETHINK CHARITY
2379 PENDLETON ROADMINERALVA23117PC: 509(A)(1) OR (2)TIKTOK OBSERVATORY PROJECT$106,470
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET 10TH FLOORNEW YORKNY10036PC: 509(A)(1) OR (2)SUPPORT FOR THE REIMAGINE K-12 EMERGENCY FUND$5,000,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET 10TH FLOORNEW YORKNY10036PC: 509(A)(1) OR (2)AFGAN FUTURE FUND$100,000
SG
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
SM
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
SOCIAL FINANCE INC
10 MILK STREET SUITE 1010BOSTONMA02108PC: 509(A)(1) OR (2)A PROJECT TO REDUCE POVERTY WITH INCOME SHARING AGREEMENTS$333,333
SPIRIT OF AMERICA WORLDWIDE
3033 WILSON BOULEVARD SUITE 700ARLINGTONVA22201PC: 509(A)(1) OR (2)AFGAN EMERGENCY FUND PROJECT$250,000
TD
555 BRYANT ST STE 374PALO ALTOCA94301NONEI: INDIVIDUALISRAELI POST DOC AWARDS$50,000
TECNOLOGICO DE MONTERREY FOUNDATION
13020 SW 133RD COURT MIAMIMIAMIFL33186SO IPROVIDE AN ENDOWED SCHOLARSHIP FOR THE LIDERES DEL MANANA PROGRAM FOR STUDENTS$175,000
TEL AVIV UNIVERSITY
NONEI: INDIVIDUALSUPPORT FOR PRINCIPAL LEADER'S RESEARCH AS PART OF GRANTOR'S POLYMATH PROGRAM$500,000RAMAT-AVIVTEL AVIVIS6997801
THE ASPEN INSTITUTE INC
2300 N STREET NW SUITE 700WASHINGTONDC20037PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT - ASPEN PHILANTROPY GROUP$25,000
THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
21 N PARK STREET SUITE 6401MADISONWI537151218PC: 509(A)(1) OR (2)SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM, IDEAS CHALLENGE 2020$500,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - S.J.$25,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063PC: 509(A)(1) OR (2)SUPPORT TO THE STANFORD GLOBAL PROJECT CENTER$100,000
THE BRENTHURST FOUNDATION(PTY) LTD
NCINTRA-AFRICAN STUDY OF COVID RESPONSE - PART 2$25,0006 ST ANDREWS RD PARKTOWN 2193JOHANNESBURGSF2193
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC20016NCCREATION OF EDUCATIONAL CONTENT FOR THE LEARNING ENGINEERING RESEARCH NETWORK$200,000
THE MILLER CENTER FOUNDATION
PO BOX 400406CHARLOTTESVILLEVA22904PC: 509(A)(1) OR (2)PRIVATE NATIONAL COVID-19 COMMISSION$417,000
THE NEW SCHOOL
72 5TH AVENUE 2ND FLOORNEW YORKNY10003PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
THE NEW SCHOOL
72 5TH AVENUE 2ND FLOORNEW YORKNY10003NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - B.G.$25,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
1995 UNIVERSITY AVENUE STE 401BERKELEYCA94704PC: 509(A)(1) OR (2)THE SCHMIDT CENTER DS4E$1,308,463
THE RHODES TRUST
PC: 509(A)(1) OR (2)SCHMIDT SCIENCE FELLOWSHIP PROGRAM ADMINISTRATION$3,496,912SOUTH PARKS ROADOXFORDUKOX1 3RG
THE RHODES TRUST
PC: 509(A)(1) OR (2)RISE, AN INITIATIVE OF SCHMIDT FUTURES AND THE RHODES TRUST$1,346,283SOUTH PARKS ROADOXFORDUKOX1 3RG
THE RHODES TRUST
NONEI: INDIVIDUALAWARDS EARMARKED TO 56 INDIVIDUALS IN THE SCHMIDT SCIENCE FELLOWSHIP PROGRAM$3,590,387SOUTH PARKS ROADOXFORDUKOX1 3RG
THE UNIVERSITY OF QUEENSLAND
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - T.B.$25,000JD STORY BUILDING LEVEL 7 342SAINT LUCIAASQLD 4072CARMODY ROAD
THE UNIVERSITY OF QUEENSLAND
PC: EQUIVALENCY DETESUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000JD STORY BUILDING LEVEL 7 342SAINT LUCIAASQLD 4073CARMODY ROAD
THE UNIVERSITY OF STRATHCLYDE
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - A.S.$25,00016 RICHMOND STREETGLASGOWUK1XQ
THE UNIVERSITY OF STRATHCLYDE
PC: EQUIVALENCY DETESUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,00016 RICHMOND STREETGLASGOWUK1XQ
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
FRANKLIN BUILDING - 433PHILADELPHIAPA19104PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$25,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
FRANKLIN BUILDING - 433PHILADELPHIAPA19104NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - K.S.$25,000
US DEPARTMENT OF EDUCATION
400 MARYLAND AVENUE SOUTHWESTWASHINGTONDC20024GOVLEARNING PLATFORMS PRIZE$500,000
UNITED WAY OF DANE COUNTY INC
2059 ATWOOD AVENUEMADISONWI53704PC: 509(A)(1) OR (2)SUPPORT FOR OPPORTUNITY CALCULATOR (ALLIANCE FOR THE AMERICAN DREAM - UNVERSITY OF WISCONSIN-MADISON)$500,000
UNIVERSITE DE MONTREAL
PC: 509(A)(1) OR (2)GRAVITATIONAL LENSING AND MACHINE LEARNING IN THE NEXT GENERATION OF SKY SURVEYS$211,5002900 EDOUARD MONTPETIT BLVDMONTREALCAH3T 1J4QUEBEC
UNIVERSITY COLLEGE LONDON
PC: EQUIVALENCY DETESUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$75,000GOWER STREETLONDONUKWC1E 6BT
UNIVERSITY COLLEGE LONDON
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - G.X.$25,000GOWER STREETLONDONUKWC1E 6BT
UNIVERSITY COLLEGE LONDON
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - L.B.$25,000GOWER STREETLONDONUKWC1E 6BT
UNIVERSITY COLLEGE LONDON
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - Y.H.$25,000GOWER STREETLONDONUKWC1E 6BT
UNIVERSITY OF CAPE TOWN
PC: EQUIVALENCY DETESUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$100,000OLD ADMIN BUILDING LOVES WALKSCAPE TOWNSF7700RONDEBOSCH
UNIVERSITY OF CAPE TOWN
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - J.K.$25,000OLD ADMIN BUILDING LOVES WALKSCAPE TOWNSF7700RONDEBOSCH
UNIVERSITY OF CAPE TOWN
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - L.M.$25,000OLD ADMIN BUILDING LOVES WALKSCAPE TOWNSF7700RONDEBOSCH
UNIVERSITY OF CAPE TOWN
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - M.I.$25,000OLD ADMIN BUILDING LOVES WALKSCAPE TOWNSF7700RONDEBOSCH
UNIVERSITY OF CAPE TOWN
NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - R.N.$25,000OLD ADMIN BUILDING LOVES WALKSCAPE TOWNSF7700RONDEBOSCH
UNIVERSITY OF EDINBURGH
PC: EQUIVALENCY DETEPREPARING PH.D.STUDENTS FOR CAREERS AS DEEP TECH ENTREPRENEURS$50,00010 MAX BORN CRESCENTEDINBURGHUKEH9 3BF
UNIVERSITY OF OREGON FOUNDATION
1720 EAST 13TH AVENUE SUITE 410EUGENEOR97403PC: 509(A)(1) OR (2)SUPPORT FOR FURTHER ICAR DEVELOPMENT, INCLUDING EXTENSIONS OF THE EXISTING CONTENT AND DEVELOPMENT OF NOVEL MEASURES$96,866
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$50,000
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - N.H.$25,000
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - T.Z.$25,000
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLE SUITE 208SALT LAKE CITYUT84112PC: 509(A)(1) OR (2)SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM, IDEAS CHALLENGE 2020$500,000
US IGNITE INC
1150 18TH STREET NW SUITE 750WASHINGTONDC20036PC: 509(A)(1) OR (2)SEEDING A PLATFORMS FOR NOVEL BROADBAND PILOTS IN UNDERSERVED COMMUNITIES$450,000
WELLBEING ELEVATED INC
900 BITNER RD H22PARK CITYUT84098NCPROVIDE SCALING SUPPORT FOR WELLBEING ELEVATED (ALLIANCE FOR THE AMERICAN DREAM UNIVERSITY OF UTAH PROJECT.$500,000
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609PC: 509(A)(1) OR (2)CUSTOMIZING A DIGITAL LEARNING PLATFORM FOR RAPID, LOW-COST RESEARCH$700,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521PC: 509(A)(1) OR (2)SUPPORT FOR THE RE-IMAGINE CHALLENGE 2020 GLOBAL COMPETITION$50,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - P.M.$25,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEI: INDIVIDUALSUPPORT FOR STUDENT'S QUALIFIED TUITION AND RELATED EXPENSES - M.P.$25,000
YOUNG PROFESSIONALS IN FOREIGN POLICY
2010 L STREET NW SUITE 101-203WASHINGTONDC20036PC: 509(A)(1) OR (2)US-CHINA FUTURES (YPFP)$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,697,623TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
ASOC INSTITUTE FOR INTEGRATED TRANSITIONS
CARRER DE SANT ANTONI MARIA CLARET167BARCELONASP08025PC: EQUIVALENCY DETEIFIT PEACE TREATY INITIATIVE$50,000
ECONOMIC SECURITY PROJECT INC
PC: 509(A)(1) OR (2)ECONOMIC SECURITY PROJECT - USING A CAMPAIGN MODEL TO LIFT MILLIONS OF CHILDREN OUT OF POVERTY$225,00051 EAST 12TH STREET 2ND FLOORNEW YORKNY10003
MATHIGON INC
7 ALBERT BUILDINGS 49 QUEENVICTORIA STREETLONDONUKEC4N 4SANCSUPPORT EDUCATIONAL RESEARCHERS TO CONDUCT LARGE SCALE EXPERIMENTAL RESEARCH ON MATH EDUCATION AND CREATION OF A LARGE AND DIVERSE DATASET AVAILABLE TO THE PUBLIC"$215,000
MENON LABS
49 HARPER ROADLONDONUKSE1 6APNCTESTING A SCALABLE LEARNING ENGINEERING FELLOWSHIP MODEL.$175,000
ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS
10 SAINT JAMESS SQUARELONDONUKSW1Y 4LEPC: 509(A)(1) OR (2)SUPPORT TO CHATHAM HOUSE'S DIGITAL SOCIETY INITIATIVE$100,000
UNIVERSITY OF GLASGOW COURT
UNIVERSITY AVENUEGLASGOWUKG12 8QQPC: EQUIVALENCY DETEESTABLISHING CHEMPUTATION AS THE OPEN STANDARD FOR DIGITAL CHEMISTRY$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,765,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,755,180ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,936,723ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Related Or Exempt Function Incm$5,897RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$52,691,903ExclusionAmt
Related Or Exempt Function Incm$5,897RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,697,800TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementPREVIOUSLY DISTRIBUTED GRANTS RETURNED TO THE FOUNDATIONRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ERIC AND WENDY SCHMIDT
1555 BRYANT ST 374PALO ALTOCA94301$154,393,919Yes (X)
SCHMIDT INVESTMENT LP FUND I
2555 BRYANT ST 374PALO ALTOCA94301$24,586,445Yes (X)
ERIC AND WENDY SCHMIDT
3555 BRYANT ST 374PALO ALTOCA94301$154,827,717Yes (X)
SCHMIDT INVESTMENT LP FUND I
4555 BRYANT ST 374PALO ALTOCA94301$24,655,526Yes (X)
THE BOEING COMPANY
5100 NORTH RIVERSIDECHICAGOIL60606$1,000,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1MARKETABLE SECURITIES$154,393,9192021-12-23
2MARKETABLE SECURITIES$24,586,4452021-12-23
3MARKETABLE SECURITIES$154,827,7172021-12-23
4MARKETABLE SECURITIES$24,655,5262021-12-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$89,903Amt
Net Investment Income$29,794NetInvestmentIncomeAmt
Disbursements Charitable Prps$54,822DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (33 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdAddress Line2ForeignAddress/AddressLine2TxtProvince Or StateForeignAddress/ProvinceOrStateNm
BAKER EDM LAB INC
175 STRAFFORD AVENUE SUITE 1 PMB908WAYNEPA190872020-05-01$200,000SUPPORT FOR THE DEVELOPING A RESEARCH AGENDA FOR LEARNING ENGINEERING PROJECT$200,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/2/2021, 04/27/2022 FINAL
CARNEGIE LEARNING INC
501 GRANT STREET STE 1075PITTSBURGHPA1521944472020-06-29$50,000TO PROMOTE EDUCATION. SUPPORT FOR THE WORK OF LIVEHINT: TUTORING FOR REMOTE TEXTBOOK USE PROJECT$50,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.11/16/2020; 08/11/2022 FINAL
COMMUNITY DATA PLATFORMS INC
51 DUKES ROADNANTUCKETMA025542020-01-06$240,000SUPPORT INFORMATION BEING DISSEMINATED TO THE PUBLIC AND LOCAL GOVERNMENTS BY PROVIDING GRANTS TO THREE LOCAL GOVERNMENTS TO DEFRAY COSTS OF ENGAGING IN THE PLATFORM THAT PROVIDES REAL-TIME ANALYTICS AND ANALYSIS ON DEMOGRAPHICS AND ECONOMICS TO COMMUNITY LEADERS SO THEY CAN HAVE THE INFORMATION REQUIRED TO DRIVE DECISIONS IN THE PUBLIC INTEREST.$198,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.8/26/2021, 03/25/2022
ENTOS INC
4470 W SUNSET BLVD SUITE 107 PMB94758LOS ANGELESCA900272020-10-20$2,261,000TO SUPPORT SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST BY SUPPORTING ENVISION: A CHEMICAL DISCOVERY PLATFORM FOR RESEARCH AND EDUCATION$1,382,026TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/19/2021, 03/29/2022
FF CREATOR LIMITED
2020-08-13$175,000SUPPORT THE SEEDING OF AN ENTREPRENEURIAL TALENT NETWORK AT ACCREDITED UNIVERSITIES IN UNDERSERVED AREAS OF THE UNITED KINGDOM AND ACROSS EUROPE BY DEVELOPING AND OFFERING TRAINING PROGRAMS IN ENTREPRENEURIALISM AND RELATED SUBJECTS TO QUALIFIED STUDENTS AT SUCH UNIVERSITIES$175,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/20/2021, 08/10/2022 FINALNORTHCLIFFE HOUSE YOUNG STREETLONDONUKW8 5EH
SKY9 HK LIMITED
2020-02-14$140,000SUPPORT CORONAVIRUS RELIEF EFFORTS BY DISTRIBUTING FREE MEDICAL MASKS TO HEALTHCARE PROFESSIONALS$140,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.05/21/2021 FINALSUITE 1203 12/F RUTTONJEE HOUSEDUDDELL STREET CENTRALHK00000
SYZYGY LLC
8 THE GREEN STE RDOVERDE199012020-05-04$50,000SUPPORT FOR EXPANDING HEALTHCARE CAPACITY WITH IMPACTED INDUSTRIES OF COVID-19$48,679TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.1/20/2021
THE BRENTHURST FOUNDATION (PTY) LTD
2020-11-20$64,600SUPPORT FOR THE INTRA-AFRICAN STUDY OF COVID RESPONSE - PART 2$57,537TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.6/21/2021, 05/12/20226 ST ANDREWS RD PARKTOWNJOHANNESBURGSF2193
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC200092020-07-17$750,000SUPPORT FOR SEEDING IMAGENETS FOR EDUCATION, WHICH DESIGNS AND LAUNCHES DATA SCIENCE CHALLENGES AND DERIVES INSIGHT FOR THE FIELD.$750,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/10/2020, 12/31/2021 FINAL
WELLBEING ELEVATED INC
900 BITNER ROAD H22PARK CITYUT840982020-10-30$1,000,000PROVIDE SCALING SUPPORT FOR WELLBEING ELEVATED (ALLIANCE FOR THE AMERICAN DREAM - UNIVERSITY OF UTAH PROJECT).$500,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.8/23/2021, 03/24/2022
CARNEGIE LEARNING INC
501 GRANT STREET STE 1075PITTSBURGHPA1521944472019-10-29$350,000BUILDING SCALABLE A/B TESTING FOR IN-SCHOOL ED TECH$350,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/31/2020, 03/22/2021, 07/20/2021, 05/05/2022 FINAL
TREAU INC (EQUITY PRI)
375 ALABAMA ST STE 220SAN FRANCISCOCA941102017-08-16$150,000$150,000 WAS FULLY DEPLOYED TO FURTHER THE INVESTOR'S CHARITABLE AND EXEMPT PURPOSES RELATED TO COMBATTING ENVIRONMENTAL DETERIORATION BY SUPPORTING CLEAN ENERGY TECHNOLOGY AND SOLUTIONS. SPECIFICALLY, THE INVESTMENT WILL SUPPORT A HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION (HVAC&R) SYSTEM THAT IS APPROXIMATELY 50% MORE ENERGY EFFICIENT THAN CONVENTIONAL HVAC&R SYSTEMS IN FURTHERANCE OF INVESTOR'S CHARITABLE PURPOSES AND IN FURTHERANCE OF THE PUBLIC PURPOSES OF THE UNITED STATES GOVERNMENT DEPARTMENT OF ENERGY'S ENERGY EFFICIENCY AND RENEWABLE ENERGY PROGRAM.$150,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.8/30/2018, 3/25/2019, 3/31/2020, 2/9/2021, 08/11/2022
HELIX NANOTECHNOLOGIES INC
415 HUDSON STREET APT 3OAKLANDCA946182018-11-05$388,000SCIENTIFIC RESEARCH TO ADVANCE IMMUNOTHERAPY CANCER RESEARCH WITH THE RESULTS OF THE RESEARCH, INCLUDING ANY PATENTS OR PROCESSES RESULTING FROM THE RESEARCH, BEING MADE PUBLICLY AVAILABLE.$200,750TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.9/5/2019, 3/31/2020, 3/29/2021
UP FUND LP (EQUITY PRI)
10 MILK STREET SUITE 1010BOSTONMA021082020-03-03$458,551THE CHARITABLE PURPOSE OF THIS INVESTMENT IS TO RELIEVE THE POOR AND DISTRESSED OR UNDER-PRIVILEGED AND PROMOTING SOCIAL WELFARE BY EXPANDING THE AVAILABILITY OF CAREER-CENTERED TRAINING PROGRAMS TO UNDERSERVED AND LOW-INCOME INDIVIDUALS$458,551TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/9/2021, 02/14/2022
RECIDIVIZ INC
1655 PINE LANEPROVOUT846042019-10-24$500,000CONTINUOUS IMPROVEMENT TOOLS FOR CORRECTIONS DEPARTMENTS$500,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.11/06/20, 11/1/21 FINAL
CHECKR INC
ONE MONTGOMERY SUITE 2400SAN FRANCISCOCA941042021-08-05$250,000EXPUNGEMENTS FOR RETURNING CITIZENS AT SCALE$250,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/24/2022 FINAL
DIMAGI INC
585 MASSACHUSETTS AVE SUITE 3CAMBRIDGEMA021392021-08-19$100,000STRENGTHENING COMMUNITY BASED COVID-19 RESPONSE IN TAMIL NADU$40,953TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/24/2022
EEDI LTD
2021-12-09$350,000SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST BY SUPPORTING A TEST BED FOR RESEARCHERS TO RUN EXPERIMENTS TO IMPROVE LEARNING OUTCOMES AND PUBLISH THE RESULTS OF THEIR STUDIES$350,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/22/202286-90 PAUL STREETLONDONUKEC2A 4NE
FOLKS CAPITAL LLC
429 E 72ND TERRACEKANSAS CITYMT641312021-08-19$100,000CREATION OF AN INVESTMENT MODEL THAT WILL ALLOW LOW-INCOME AND EXTREMELY LOW-INCOME WOMEN OF COLOR TO BUILD EQUITY IN APPRECIATING ASSETS OWNED BY AND FOR THEIR COMMUNITY$29,410TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/28/2022
KEY HOUSING LLC
1251 WESTWOOD BLVD SUITE 300LOS ANGELESCA900242021-03-01$50,000SUPPORT FOR THE KEY HOUSING SCHOLARSHIP FUND$50,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/21/2022 FINAL
KOA HEALTH BV SUCURSAL EN ESPAA
2021-01-14$100,000SUPPORT FOR THE EMPOWER: BUILDING THE WORLD'S MENTAL HEALTH WORKFORCE PROJECT$100,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.4/8/2022 FINALPLACA DERNEST LLUCH I MARTIN 5BARCELONASP08019PLANTA 12
LUMINARY LABS LLC
60 BROADWAY SUITE 2800NEW YORKNY100062021-12-09$50,000TO PROVIDE SUPPORT FOR THE FEDERAL GOVERNMENTS BUILD BACK BETTER REGIONAL CHALLENGE, WITH A FOCUS ON HELPING DISADVANTAGED COMMUNITIES LEVERAGE SCIENCE AND TECHNOLOGY TO DRIVE REGIONAL ECONOMIC GROWTH.$0TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.4/27/2022
MATHIGON INC
2021-05-11$285,000SUPPORT EDUCATIONAL RESEARCHERS TO CONDUCT LARGE SCALE EXPERIMENTAL RESEARCH ON MATH EDUCATION AND CREATION OF A LARGE AND DIVERSE DATASET AVAILABLE TO THE PUBLIC$17,160TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/18/20227 ALBERT BUILDINGS 49 QUEENLONDONUKEC4N 4SAVICTORIA STREET
MENON LABS
2021-09-30$250,000TESTING A SCALABLE LEARNING ENGINEERING FELLOWSHIP MODEL$184,836TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/14/202249 HARPER ROADLONDONUKSE1 6AP
NUCLEATE BIO INC
88 GORDON ST 401BRIGHTONMA021352021-12-30$100,000FOSTERING INAUGURAL YEAR OF NUCLEATE (STUDENT-LED BIO ENTREPRENEURSHIP)$0TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/18/2022
RECIDIVIZ INC
1655 PINE LANEPROVOUT846042021-03-16$300,000PROVIDE RAPID RESPONSE FUNDING FOR EFFORTS TO REDUCE JAIL AND PRISON POPULATIONS SAFELY DURING THE CURRENT NOVEL CORONAVIRUS PANDEMIC$300,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/10/2022 FINAL
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC200162021-02-11$200,000CREATION OF EDUCATIONAL CONTENT FOR THE LEARNING ENGINEERING RESEARCH NETWORK$200,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.4/12/2022 FINAL
FUNDACION TELEVISA AC
2021-04-13$103,373SUPPORT FOR EMPOWERING TALENTED YOUTH FOR SOCIAL CHANGE IN MEXICO$103,373TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.11/1/2021 FINALAV VASCO DE QUIROGA 2000SANTA FEMX01210ALVARO OBREGON
BANJO INC
10235 SOUTH JORDAN PARKWAY SUITE410SOUTH JORDANUT840952020-01-13$399,880LIVE INTELLIGENCE OPIOID SOLUTION PROJECT TO USE DATA TO LOWER RECIDIVISM AND INCREASE TREATMENT FOR OPIOID ADDICTS$399,880TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/31/2021 (FINAL)
VTC TAX CREDITS LLC
PO BOX 1493CASTLE ROCKCO801042020-04-28$50,000SUPPORT FOR IMPACTING VETERAN UNEMPLOYMENT BY HELPING VETERANS AND BUSINESS LEVERAGE THE VETERAN TAX CREDIT PROGRAM$50,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.1/05/2021 (FINAL)
WATTB INC
227 BELLEVUE WAY NE 871BELLEVUEWA980042020-04-08$500,000SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST BY SUPPORTING THE UNLOCKING ELECTRICITY PRICE DATA AT SCALE PROJECT TO BUILD A CANONICAL, OPEN, PUBLIC-USE DATABASE OF ELECTRICITY PRICES ACROSS THE U.S.$500,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.02/21/2021 (FINAL)
UPTRUST INC
156 2ND STREETSAN FRANCISCOCA941052019-09-11$250,000SOFTWARE TO HELP LOW-INCOME DEFENDANTS ATTEND COURT$250,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.03/30/2020, 02/28/2021 (FINAL)
GREATER COLORADO VENTURE FUND GP LLC
77 HILLSIDE LANETELLURIDECO814352018-10-01$150,000INCREASE ACCESS TO CAPITAL AMONG MINORITY AND RURAL ENTREPRENEURS$150,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.08/28/2019, 03/27/2020, 08/18/2021 (FINAL)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
165,230 SHS ISHARES TRUST UNITED STATES TREASURY$21,347,719$21,347,719
818,425 SHS ISHARES CORE U.S. AGGREGATE BOND ETF$93,365,984$93,365,984
492,777 SHS ISHARES TR MSCI ACWI ETF$52,125,951$52,125,951
116,645 SHS VANGUARD REAL ESTATE ETF$13,531,958$13,531,958
1,040,340 SHS INVESCO DB COMMDY INDX TRCK FD UNIT$21,618,265$21,618,265
162,771 SHS ALPHABET INC CAP STK CL C$470,992,540$470,992,540
212,486 SHS ALPHABET INC CAP STK CL A$615,580,441$615,580,441

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARVUS EUROPEAN OPPORTUNITIES FUNDFMV$14,424,085$14,424,085
TIGER GLOBAL LONG OPPORTUNITIES, LTDFMV$23,416,563$23,416,563
BIL LTDFMV$10,943,085$10,943,085
LONE CASCADE, LPFMV$45,221,574$45,221,574
VIKING LONG FUND, LPFMV$47,221,068$47,221,068
TIGER GLOBAL PIP X, LPFMV$11,678,300$11,678,300
BERKSHIRE FUND IX, LPFMV$7,171,201$7,171,201
DYNAMO FUNDFMV$7,493,095$7,493,095
GENERAL ATLANTIC - 2016FMV$30,359,275$30,359,275
HCIF OFFSHORE, LPFMV$14,994,235$14,994,235
SYSTIMA SCR3 DEBT OPPORTUNITY FUND, LLCFMV$5,883,779$5,883,779
HENGISTBURY FUND, LTDFMV$7,936,174$7,936,174
TIGER GLOBAL PIP XI, LPFMV$10,644,184$10,644,184
GAXL (SIF), LTDFMV$3,315,969$3,315,969
WESTBRIDGE CROSSOVER TRANCHE III LLCFMV$11,995,832$11,995,832
D.E. SHAW ALKALI INTERNATIONAL FUND IV, LPFMV$4,772,158$4,772,158
GAOLING FEEDER, LTDFMV$22,683,300$22,683,300
BLACKSTONE REAL ESTATE PARTNERS IX LPFMV$3,936,088$3,936,088
WESTBRIDGE SPV-SH, LLCFMV$11,531,671$11,531,671
CALIFORNIUM 98, LLCFMV$148,921$148,921
ACUITUS. INCFMV$1,069,677$1,069,677
OTHERLAB, INC.FMV$450,000$450,000
TIGER GLOBAL PIP XII, LPFMV$9,703,784$9,703,784
BERKSHIRE FUND X-A, LPFMV$436,773$436,773
BIOTECHNOLOGY VALUE FUND II LPFMV$3,969,519$3,969,519
D.E. SHAW ALKALI INTERNATIONAL FUND V, LPFMV$2,678,489$2,678,489
HILLHOUSE CLIMATE FUND FEEDER, LPFMV$1,136,534$1,136,534
SAMSARA BIOCAPITAL, LPFMV$2,093,471$2,093,471
SUSTAINABLE ASSET FUND III (US FEEDER), LPFMV$469,832$469,832
TIGER GLOBAL PIP XIV, LPFMV$7,588,567$7,588,567
TIGER GLOBAL PIP XV FEEDER, LPFMV$1,715,053$1,715,053

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$158,493LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$163,128DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$460,080$488,031$488,031
DUE FROM CONTROLLED ENTITY$178,600$53,286$53,286
CAPITALIZED SOFTWARE, NET$2,833,333$3,312,269$3,312,269
DIVIDENDS RECEIVABLE$330,616$330,616
DEPOSITS$159,191$159,191

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescGAXL INVESTMENTDesc
Amt$775,368Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$27,364$0$27,364
DUES AND SUBSCRIPTIONS$18,145$0$17,378
LICENSES & FEES$3,332$0$2,909
BANK FEES$1,913$1,913$0
TELEPHONE & INTERNET$1,576$0$1,576
EQUIPMENT & SOFTWARE$279,673$0$238,876
EMPLOYEE EXPENSES$42,057$0$16,604
POSTAGE$2,605$0$1,628
DEDUCTIONS FROM PARTNERSHIP INVESTMENTS$0$2,375,483$0
INSURANCE$15,554$0$29,169
DIRECT PROGRAM EXPENSES$15,101,458$0$14,660,530
EXPENSES FROM PROGRAM RELATED INVESTMENTS$0$5,580$16,865
SUPPLIES$36,706$0$34,979
OFFICE EXPENSES$137,922$0$159,875
AMORTIZATION$1,474,094$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME/LOSS FROM PARTNERSHIP INVESTMENTS$231,103
SUBPART F INCOME$124,821
INCOME FROM PROGRAM RELATED INVESTMENTS$5,580
RETURNED GRANTS$5,897$5,897

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$312,361,633Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAX LIABILITYDesc
BOY Book Value$8,145,654BOYBookValueAmt
EOY Book Value$18,081,550EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$416,881$0$427,502
MANAGEMENT FEES$8,912,943$0$5,923,619
INVESTMENT FEES$1,761,568$1,865,613$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$10,320,993$0$0
FOREIGN TAXES$0$250,362$0
UBI TAXES$106,918$0$0
STATE UBI TAXES$43,985$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAXL (SIF) LTDBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1CLARENDON HOUSE 2 CHURCH STAddressLine1Txt
CityHAMILTON HMCityNm
CountryBDCountryCd
FieldValueIRS element (for citing)
EIN000000000EIN
DescDIVIDENDS PAID: $1,395Desc
Amt$201,944Amt
FieldValueIRS element (for citing)
Total$1,395TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAXL (SIF) LTDBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1CLARENDON HOUSE 2 CHURCH STAddressLine1Txt
CityHAMILTON HMCityNm
CountryBDCountryCd
FieldValueIRS element (for citing)
EIN000000000EIN
DescPAYMENT OF EXPENSES ON BEHALF OF THE ORGANIZATION: $12,329. TRANSFER INTEREST: $189,615.Desc
Amt$201,944Amt
FieldValueIRS element (for citing)
Total$201,944TotalAmt

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