TOSA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOSA FOUNDATION (EIN 94-3165171)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349108239
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:34:53-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | 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 | 943165171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOSA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TASHIA MORGRIDGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOSA | BusinessNameControlTxt |
| Phone | 6508516922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD PMB 705 288 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P MORGRIDGE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6508516922 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MORGRIDGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRERNA JAGADA | PreparerPersonNm |
| PTIN | P01063809 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $620,174,698 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,354,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,209,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,208,313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,066,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,066,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,461,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,361,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,437,248 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,984,819 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,558,021 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,076,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,270,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $125,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,006 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,006 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,377 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,552 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $763,717 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $263,717 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,784 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,784 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $997,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,765,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,765,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,762,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,897,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,314,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,936,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,777,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,145,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,145,827 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,411,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,993,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,993,867 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $561,954,424 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $585,802,709 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $585,802,709 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,620,717 | OtherAssetsBOYAmt |
| Other Assets EOY | $232,295 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $232,295 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $593,763,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $620,174,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $620,174,698 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $30,180 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $118,810 | AccountsPayableEOYAmt |
| Grants Payable EOY | $91,605,631 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $6,588,909 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,113,005 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,619,089 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,837,446 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $587,144,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $520,337,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $587,144,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,337,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $593,763,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $620,174,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $587,144,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,314,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $613,458,883 | SubtotalAmt |
| Other Decreases | $93,121,631 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $520,337,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| COMMONFUND EVP IV | P | 2020-01-01 | 2021-12-31 | $336 | -$336 | -$336 | |
| MICROVEST II | P | 2020-01-01 | 2021-12-31 | $35,379 | -$35,379 | -$35,379 | |
| LEGACY VENTURE IV | P | 2021-01-01 | 2021-12-31 | $1,548 | $1,548 | $1,548 | |
| LEGACY VENTURE IV | P | 2020-01-01 | 2021-12-31 | $1,141,089 | $1,141,089 | $1,141,089 | |
| LEGACY VENTURE VI | P | 2021-01-01 | 2021-12-31 | $6,760 | $6,760 | $6,760 | |
| LEGACY VENTURE VI | P | 2020-01-01 | 2021-12-31 | $4,647,318 | $4,647,318 | $4,647,318 | |
| LEGACY VENTURE VII | P | 2021-01-01 | 2021-12-31 | $13,189 | $13,189 | $13,189 | |
| LEGACY VENTURE VII | P | 2020-01-01 | 2021-12-31 | $2,754,104 | $2,754,104 | $2,754,104 | |
| OAK HILL II (CAYMAN) | P | 2020-01-01 | 2021-12-31 | $4 | -$4 | -$4 | |
| WINDFALL INVESTMENTS | P | 2021-01-01 | 2021-12-31 | $4,335,758 | $4,335,758 | $4,335,758 | |
| WINDFALL INVESTMENTS | P | 2020-01-01 | 2021-12-31 | $43,011,176 | $43,011,176 | $43,011,176 | |
| WINDFALL INVESTMENTS 1231 GAIN | P | 2020-01-01 | 2021-12-31 | $172,576 | $172,576 | $172,576 | |
| LEGACY VENTURE VIII | P | 2021-01-01 | 2021-12-31 | $68,436 | $68,436 | $68,436 | |
| LEGACY VENTURE VIII | P | 2020-01-01 | 2021-12-31 | $1,194,033 | $1,194,033 | $1,194,033 | |
| 10,000 SHS CISCO STOCK DONATED | D | 2020-01-01 | 2021-12-31 | $443,800 | $0 | $0 | $443,800 |
| 10,000 SHS CISCO STOCK DONATED | D | 2020-01-01 | 2021-12-31 | $443,800 | $0 | $0 | $443,800 |
| 56 SHS AMAZON STOCK SOLD | D | 2004-10-01 | 2021-09-01 | $1,349 | $194,642 | $194,642 | $195,991 |
| 30,000 SHS CISCO STOCK SOLD | D | 1985-01-01 | 2021-08-24 | $1,757,383 | $1,757,383 | $1,757,383 | |
| 50,000 SHS CISCO STOCK SOLD | D | 1985-01-01 | 2021-09-02 | $2,974,977 | $2,974,977 | $2,974,977 | |
| 10,000 SHS CISCO STOCK SOLD | D | 1985-01-01 | 2021-09-15 | $589,989 | $589,989 | $589,989 | |
| 50,000 SHS CISCO STOCK SOLD | D | 1985-01-01 | 2021-12-21 | $609,989 | $609,989 | $609,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,437,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $986,012 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $986,012 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $986,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,045,075 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $850,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,895,075 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $909,063 | OverpaymentAmt |
| Applied To ES Tax | $909,063 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOSA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508516922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE RD 288 PMB 705 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TASHIA F MORGRIDGE | ||||||||
| 107 MAPACHE DRIVE | PORTOLA VALLEY | CA | 94028 | DIRECTOR/PRES | 20.00 | $0 | $0 | $0 |
| JOHN P MORGRIDGE | ||||||||
| 107 MAPACHE DRIVE | PORTOLA VALLEY | CA | 94028 | DIRECTOR/CFO | 20.00 | $0 | $0 | $0 |
| JOHN D MORGRIDGE | ||||||||
| 3130 ALPINE ROAD SUITE 288 PMB 705 | PORTOLA VALLEY | CA | 94028 | DIRECTOR | 20.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL ACCOUNTING & TAX PREP | ServiceTypeTxt |
| Compensation | $125,350 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,544,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,739,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $573,878,566 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $599,162,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $599,162,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,987,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $590,174,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,508,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,508,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $986,012 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $986,012 | TotalTaxAmt |
| Distributable Before Adj | $28,522,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,522,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,522,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,897,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,897,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,522,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,335,462 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,183,031 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $80,358,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,754,347 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,753,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $214,384,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,897,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,522,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,374,580 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $293,759,088 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,335,462 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $269,423,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,183,031 | ExcessFromYear4Amt |
| Excess From Year3 | $80,358,075 | ExcessFromYear3Amt |
| Excess From Year2 | $11,754,347 | ExcessFromYear2Amt |
| Excess From Year1 | $33,753,593 | ExcessFromYear1Amt |
| Excess From Current Year | $79,374,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TASHIA F MORGRIDGE | ContributingManagerNm |
| Contributing Manager | JOHN P MORGRIDGE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (198 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FELLOW MORTALS WILDLIFE HOSPITAL | ||||||||
| W 4632 PALMER ROAD | LAKE GENEVA | WI | 53147 | NONE | PUBLIC CHARITY | ANIMALS | $15,000 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | ANIMALS | $2,500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | ANIMALS | $2,500 | |
| LIVING WITH WOLVES | ||||||||
| 118 SPRING LANE | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | ANIMALS | $500 | |
| MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | NONE | PUBLIC CHARITY | ANIMALS | $500 | |
| PENINSULA HUMANE SOCIETY | ||||||||
| 1450 ROLLINS ROAD | BURLINGAME | CA | 94010 | NONE | PUBLIC CHARITY | ANIMALS | $500 | |
| MOUNTAIN LION FOUNDATION | ||||||||
| 1225 8TH STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | ART | $500 | |
| NEW HAMPSHIRE MUSIC FESTIVAL | ||||||||
| PO BOX 64 | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | ART | $50,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | ART | $2,500 | |
| NEW HAMPSHIRE PUBLIC RADIO | ||||||||
| TWO PILLSBURY STREET 6TH FLOOR | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | ART | $2,500 | |
| MAINE PUBLIC BROADCASTING | ||||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | ART | $1,000 | |
| STANFORD LIVE | ||||||||
| 327 LASUEN STREET | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | ART | $1,240 | |
| KDFC RADIO | ||||||||
| 200 VAN NESS AVENUE SUITE 219 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | ART | $2,500 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| 210 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | ART | $500 | |
| SAN JOSE SPOTLIGHT | ||||||||
| 1900 CAMDEN AVENUE SUITE 101 | SAN JOSE | CA | 95124 | NONE | PUBLIC CHARITY | ART | $1,000 | |
| SQUAM LAKES CONSERVATION SOCIETY | ||||||||
| 534 US-3 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | CONSERVATION | $176,000 | |
| INTERNATIONAL CRANE FOUNDATION | ||||||||
| E11376 SHADY LANE ROAD PO BOX 447 | BARABOO | WI | 53913 | NONE | PUBLIC CHARITY | CONSERVATION | $1,500 | |
| LOON PRESERVATION COMMITTEE | ||||||||
| PO BOX 604 | MOULTONBOROUGH | NH | 03254 | NONE | PUBLIC CHARITY | CONSERVATION | $25,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE BOSTON | BOSTON | MA | 02129 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| SEMPERVIRENS FUND | ||||||||
| 419 S ANTONIO ROAD UNIT 211 | LOS ALTOS | CA | 94022 | NONE | PUBLIC CHARITY | CONSERVATION | $1,500 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| 534 US ROUTE 3 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| SAN MATEO COUNTY PARKS AND RECREATION | ||||||||
| CAPTAINS HOUSE 1701 COYOTE POINT | SAN MATEO | CA | 94401 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | DRIVE |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| STUDENT CONSERVATION ASSOCIATION | ||||||||
| 1310 NORTH COURTHOUSE ROAD SUITE | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | 110 |
| CALIFORNIA STATE PARKS FOUNDATION | ||||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | CONSERVATION | $1,500 | |
| APPALACHIAN TRAIL CONSERVANCY | ||||||||
| 799 WASHINGTON STREET PO BOX 807 | HARPERS FERRY | WV | 25425 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| RAILS TO TRAILS CONSERVANCY | ||||||||
| THE DUKE ELLINGTON BUILDING 2121 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | WARD COURT NW 5TH FLOOR |
| LAKE REGION CONSERVATION TRUST | ||||||||
| 156 DANE ROAD | CENTER HARBOR | NH | 03226 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| NEW HAMPSHIRE LAKES ASSOCIATION | ||||||||
| 17 CHENNELL DRIVE SUITE ONE | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| TOMPKINS CONSERVATION | ||||||||
| PO BOX 1674 | VENTURA | CA | 93002 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| NATURESERVE | ||||||||
| 2550 SOUTH CLARK STREET SUITE 930 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| GREEN MOUNTAIN CLUB | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| BAY AREA RIDGE TRAIL COUNCIL | ||||||||
| 391 SUTTER STREET SUITE 701 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| PACIFIC CREST TRAIL | ||||||||
| 2150 RIVER PLAZA DRIVE SUITE 155 | SACRAMENTO | CA | 95833 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| YOSEMITE CONSERVANCY | ||||||||
| 101 MONTGOMERY STREET SUITE 2450 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| LAND TRUST ALLIANCE | ||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| SAVE THE BAY | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 10 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| FRIENDS OF HUDDART AND WUNDERLICH PARKS | ||||||||
| 2961 WOODSIDE ROAD | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | CONSERVATION | $250 | |
| AMERICAN PRAIRIE RESERVE | ||||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| CITY YEAR | ||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $300,000 | |
| SQUAM LAKES NATURAL SCIENCE CENTER | ||||||||
| PO BOX 173 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | EDUCATION | $152,000 | |
| MILWAUKEE PUBLIC SCHOOLS | ||||||||
| 5225 W VLIET STREET | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | EDUCATION | $2,440,892 | |
| CITY YEAR OF MILWAUKEE | ||||||||
| 648 NORTH PLANKINTON AVENUE SUITE | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | EDUCATION | $556,913 | 190 |
| BOYS AND GIRLS CLUB OF GREATER MILWAUKEE | ||||||||
| 1558 N 6TH STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | EDUCATION | $1,177,791 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| BADGERS UNITED INC | ||||||||
| 1818 PARMENTER STREET SUITE 300 | MIDDLETON | WI | 53562 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 230 SAN ANTONIO CIRCLE | MOUNTAIN VIEW | CA | 94040 | NONE | PUBLIC CHARITY | EDUCATION | $1,030 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| HANNA BOYS CENTER | ||||||||
| 17000 ARNOLD DRIVE | SONOMA | CA | 95476 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| WAUWATOSA SCHOOL DISTRICT | ||||||||
| 12121 WEST NORTH AVENUE | WAUWATOSA | WI | 53226 | NONE | PUBLIC CHARITY | EDUCATION | $700,000 | |
| PENINSULA BRIDGE | ||||||||
| 177 BOVET ROAD SUITE 120 | SAN MATEO | CA | 94402 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| PEMI-BAKER LITERACY | ||||||||
| 258 HIGHLAND STREET SUITE 4 | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 163 BASCOM HALL 500 LINCOLN DRIVE | MADISON | WI | 53706 | NONE | PUBLIC CHARITY | EDUCATION | $5,000,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1210 WEST DAYTON | MADISON | WI | 53706 | NONE | PUBLIC CHARITY | EDUCATION | $25,000,000 | |
| BOYS AND GIRLS CLUB OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| ENVIRONMENTAL VOLUNTEERS | ||||||||
| 2560 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| WISCONSIN ALUMNI RESEARCH FOUNDATION | ||||||||
| 614 WALNUT ST 13TH FLOOR | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | EDUCATION | $52,000 | |
| KIDS & SCIENCE FIRST FOUNDATION | ||||||||
| 20640 MARION ROAD | SARATOGA | CA | 95070 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| MOUNT MARY UNIVERSITY | ||||||||
| 2900 NORTH MENOMONEE RIVER PARKWAY | MILWAUKEE | WI | 53222 | NONE | PUBLIC CHARITY | EDUCATION | $16,500 | |
| TECHNOLOGY EDUCATION FOUNDATION | ||||||||
| PO BOX 44787 | MADISON | WI | 53744 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| BOOK TRUST | ||||||||
| 789 SHERMAN STREET | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | EDUCATION | $267,988 | |
| HUBBARD BROOK RESEARCH FOUNDATION | ||||||||
| 234 MIRROR LAKE ROAD | NORTH WOODSTOCK | NH | 03262 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| ALVERNO COLLEGE | ||||||||
| 3400 S 43RD STREET | MILWAUKEE | WI | 53234 | NONE | PUBLIC CHARITY | EDUCATION | $6,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| PLYMOUTH STATE UNIVERSITY | ||||||||
| 17 HIGH STREET | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| VIDA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA | SAN GREGORIO | CA | 94074 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1210 WEST DAYTON | MADISON | WI | 53716 | NONE | PUBLIC CHARITY | EDUCATION | $16,689,154 | |
| WILDMIND | ||||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| TOWER FOUNDATION OF SJSU | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95112 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| MILWAUKEE PUBLIC MUSEUM | ||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| FOOTHILL-DEANZA FOUNDATION | ||||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| NIU FOUNDATION | ||||||||
| ALTGELD HALL 135 | DEKALB | IL | 60115 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| FRIENDS OF HOLDERNESS FREE LIBRARY | ||||||||
| PO BOX L | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| STANFORD UNIVERSITY | ||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | DONOR ADVISED FUND | SEE STATEMENT 15 | $30,000,000 | |
| THE TECH MUSEUM OF INNOVATION | ||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| BOYS TOWN JERUSALEM | ||||||||
| 209 W 29TH ST SUITE 6250 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | INTERNATIONAL | $2,500 | |
| BRIGHT FUNDS FOUNDATION (MERCY CORPS) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,050 | |
| CHARITY - WATER | ||||||||
| 40 WORTH STREET STE 829 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | INTERNATIONAL | $15,000 | |
| AFRICAN LEADERSHIP FOUNDATION | ||||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | NONE | PUBLIC CHARITY | INTERNATIONAL | $1,000,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | INTERNATIONAL | $25,000 | |
| CARE | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | INTERNATIONAL | $25,050 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | INTERNATIONAL | $7,000 | |
| MASIPHUMELELE CORPORATION | ||||||||
| PO BOX 290477 | CHARLESTOWN | MA | 02129 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| USA FOR UNHCR | ||||||||
| 1310 L STREET NW 450 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,025 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | NONE | PUBLIC CHARITY | INTERNATIONAL | $1,500 | |
| SOLAR COOKERS INTERNATIONAL | ||||||||
| 2400 22ND STREET | SACRAMENTO | CA | 95818 | NONE | PUBLIC CHARITY | INTERNATIONAL | $1,500 | |
| ASHOKA | ||||||||
| 2200 WILSON BOULEVARD SUITE 102 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | INTERNATIONAL | $1,000 | UNIT 313 |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| MALAWI CHILDREN'S VILLAGE | ||||||||
| 2105 OTTER STREET | ANCHORAGE | AK | 99504 | NONE | PUBLIC CHARITY | INTERNATIONAL | $500 | |
| TECHNOSERVE | ||||||||
| 1777 NORTH KENT STREET SUITE 1100 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | INTERNATIONAL | $2,500 | |
| CENTRAL ASIA INSTITUTE | ||||||||
| 2409 WEST MAIN STREET SUITE 1 | BOZEMAN | MT | 59718 | NONE | PUBLIC CHARITY | INTERNATIONAL | $2,500 | |
| PLANNED PARENTHOOD OF WISCONSIN | ||||||||
| 302 NORTH JACKSON STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | MEDICAL | $50,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 1801 LIND AVENUE SOUTHWEST ATTHN | RENTON | WA | 98057 | NONE | PUBLIC CHARITY | MEDICAL | $5,000 | TAX DEPARTMENT |
| MORGRIDGE INSTITUTE FOR RESEARCH | ||||||||
| 330 N ORCHARD STREET | MADISON | WI | 53715 | NONE | PUBLIC CHARITY | MEDICAL | $5,000,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE 340 | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | MEDICAL | $25,000 | |
| RAVENSWOOD FAMILY HEALTH CENTER | ||||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | MEDICAL | $20,000 | |
| PLANNED PARENTHOOD OF NORTH NEW ENGLAND | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | MEDICAL | $50,000 | |
| SPEARE MEMORIAL HOSPITAL | ||||||||
| 16 HOSPITAL ROAD | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | MEDICAL | $50,000 | |
| RONALD MCDONALD HOUSE STANFORD | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | MEDICAL | $1,000 | |
| CAMINAR FOR MENTAL HEALTH | ||||||||
| 2600 S EL CAMINO REAL SUITE 200 | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | MEDICAL | $2,500 | |
| NARAL PRO CHOICE AMERICA FOUNDATION | ||||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | POPULATION | $5,000 | |
| LEADING FOR KIDS | ||||||||
| 514 SANTA CLARA AVE | REDWOOD CITY | CA | 94061 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| LADERA RECREATION DISTRICT | ||||||||
| 150 ANDETA WAY | PORTOLA VALLEY | CA | 94028 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| DESTINATION HOME | ||||||||
| 3180 NEWBERRY DRIVE 200 | SAN JOSE | CA | 95118 | NONE | PUBLIC CHARITY | US AID | $250,000 | |
| LINCOLN FAMILIES | ||||||||
| 1266 14TH STREET | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| AKSHAYA PATRA FOUNDATION USA | ||||||||
| 6800 OWENSMOUTH AVENUE SUITE 230 | CANOGA PARK | CA | 91303 | NONE | PUBLIC CHARITY | US AID | $35,000 | |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||||
| 2708 SOUTH NELSON STREET | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| ATLANTA COMMUNITY FOOD BANK INC | ||||||||
| 3400 NORTH DESERT DRIVE | EAST POINT | GA | 30344 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DRIVE | AUSTIN | TX | 78744 | NONE | PUBLIC CHARITY | US AID | $15,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | US AID | $100,000 | |
| FOOD BANK OF CENTRAL & EASTERN NC | ||||||||
| 1924 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | NONE | PUBLIC CHARITY | US AID | $100,000 | |
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||
| 2370 NORTH WATNEY WAY | FAIRFIELD | CA | 94533 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| FOOD BANK FOR MONTEREY COUNTY | ||||||||
| 353 WEST ROSSI STREET | SALINAS | CA | 93907 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 EAST 45TH AVENUE | DENVER | CO | 80239 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| FOOD GATHERERS | ||||||||
| 1 CARROT WAY | ANN HARBOR | MI | 48105 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| GLEANERS COMMUNITY FOOD BANK OF SE MICHIGAN | ||||||||
| 2131 BEAUFAIT STREET | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS ROAD | LANSDOWNE | MD | 21227 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| MEALS ON WHEELS OF WAKE COUNTY INC | ||||||||
| 1001 BLAIR DRIVE SUITE 100 | RALEIGH | NC | 27603 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| MINNIE'S FOOD PANTRY | ||||||||
| 661 18TH STREET | PLANO | TX | 75074 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | US AID | $30,000 | |
| NORTHWEST HARVESTEMM | ||||||||
| 22220 68TH AVENUE STREET | KENT | WA | 98032 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| RISE AGAINST HUNGER | ||||||||
| 4801 GLENWOOD AVENUE SUITE 200 | RALEIGH | NC | 27612 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| SECOND HARVEST - SANTA CRUZSAN BENITO | ||||||||
| 800 OHLONE PARKWAY | WATSONVILLE | CA | 95076 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITY | US AID | $200,000 | |
| ST MARY'S FOOD BANK | ||||||||
| 2831 NORTH 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| UDAVUM KARANGAL OF USA | ||||||||
| 23 CROSBY DRIVE | BEDFORD | MA | 01730 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| FRIENDS OF ALLIED ARTS | ||||||||
| 75 ARBOR ROAD SUITE V | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $500 | |
| HOMEFIRST SERVICES OF SANTA CLARA COUNTY | ||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | US AID | $25,050 | |
| GREATER BOSTON FOOD BANK INC | ||||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | US AID | $5,050 | |
| MARINES MEMORIAL | ||||||||
| 609 SUTTER STREET SUITE 2M | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | US AID | $500 | |
| MY NEW RED SHOES | ||||||||
| 330 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| THE ARC OF TEXAS | ||||||||
| 8001 CENTRE PARK DRIVE SUITE 100 | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | US AID | $5,050 | |
| PENINSULA VOLUNTEERS | ||||||||
| 800 MIDDLEFIELD AVENUE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||
| 2 MARINA BOULEVARD FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | US AID | $1,000 | CENTER SUITE C385 |
| HIGHER GROUND | ||||||||
| 1625 LYNN GARDEN DRIVE | KINGSPORT | TN | 37665 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| MEALS ON WHEELS | ||||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| GRANITE UNITED WAY | ||||||||
| 22 CONCORD STREET FLOOR 2 | MANCHESTER | NH | 03101 | NONE | PUBLIC CHARITY | US AID | $200,000 | |
| PORCHLIGHT INC | ||||||||
| 306 NORTH BROOKS STREET | MADISON | WI | 53715 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | US AID | $11,198 | |
| UNITY CARE GROUP | ||||||||
| 1400 PARKMOOR AVE SUITE 115 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 100 23RD AVENUE SOUTH | SEATTLE | OR | 98144 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| CITY TEAM | ||||||||
| 2306 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| CIRCLE PROGRAM | ||||||||
| 85 MAIN STREE PO BOX 815 | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| COMMUNITY WORKING GROUP | ||||||||
| 2507A ALMA STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| BETSY'S PARK | ||||||||
| PO BOX 688 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | US AID | $150,000 | |
| FILOLI CENTER | ||||||||
| 86 CANADA ROAD | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| LAKES REGION COMMUNITY SERVICES FOUNDATION | ||||||||
| 719 NORTH MAIN STREET | LACONIA | NH | 03246 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| CHILDREN'S HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | US AID | $100,000 | |
| BRIDGE HOUSE HOMELESS SHELTER | ||||||||
| 200 EAST SANTA CLARA STREET | SAN JOSE | CA | 95113 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| MAYHEW PROGRAM | ||||||||
| 293 WEST SHORE ROAD | BRISTOL | NH | 03222 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| GUIDE DOG FOUNDATION | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| JOBTRAIN | ||||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 90425 | NONE | PUBLIC CHARITY | US AID | $2,000 | |
| ST ANTHONY PADUA DINING | ||||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| GARDNER HEALTH SERVICES | ||||||||
| 160 E VIRGINIA STREET SUITE 100 | SAN JOSE | CA | 95112 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| PATHWAYS HOME HEALTH | ||||||||
| 585 N MARY AVENUE | SUNNYVALE | CA | 94085 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | US AID | $15,050 | |
| LOAVES AND FISHES | ||||||||
| PO BOX 1720 | PASO ROBLES | CA | 93447 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| ECUMENICAL HUNGER | ||||||||
| 2411 PULGAS AVENUE | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| LADDERS THRIFT SHOP | ||||||||
| 16 MAIN STREET | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | US AID | $66 | |
| HEARTFIT FOR LIFE | ||||||||
| 4000 MIDDLEFIELD ROAD SUITE G8 | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| GRAMEEN FOUNDATION | ||||||||
| 1400 K STREET NW SUITE 1255 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| OXFAM | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| HABITAT EAST BAY | ||||||||
| 513 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| TEEN SUCCESS INC | ||||||||
| 3990 VENTURA COURT | MILPITAS | CA | 94306 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| MEALS ON WHEELS SAN FRANCISCO | ||||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | NONE | PUBLIC CHARITY | US AID | $1,500 | |
| PALO ALTO COMMUNITY CHILD CARE | ||||||||
| 3450 LOUIS ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| ST VINCENT DE PAUL SAN MATEO | ||||||||
| 40 N B ST | SAN MATEO | CA | 94401 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| HABITAT FOR HUMANITY GA | ||||||||
| PO BOX 4143 | COLUMBUS | GA | 31914 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| CHILD ADVOCATES | ||||||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| BRIDGE HOUSE | ||||||||
| 145 EAST STATE STREET SUITE 1040 | FARMINGTON | UT | 84025 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| HANDS ON BAY AREA | ||||||||
| 1504 BRYANT STREET SUITE 100 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | US AID | $500 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | US AID | $20,000 | 2700 |
| AMERICAN PRINTING FOR THE BLIND | ||||||||
| 1839 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | NONE | PUBLIC CHARITY | US AID | $500 | |
| BILL WILSON CENTER | ||||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| AVENIDAS | ||||||||
| 4000 MIDDLEFIELD ROAD BUILDING B | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| VISTA CENTER FOR THE BLIND | ||||||||
| 2500 EL CAMINO REAL SUITE 100 | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | US AID | $500 | |
| THE DAVIDSON YELL AND TELL FOUNDATION | ||||||||
| 1871 LUDINGTON AVENUE | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| BBB WISE GIVING ALLIANCE | ||||||||
| 3033 WILSON BLVD SUITE 710 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $250 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| AMERICAN LEADERSHIP FORUM SILICON VALLEY | ||||||||
| 1400 PARKMOOR AVE SUITE 280 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| CHOCORUA CHAPEL ASSOCIATION | ||||||||
| PO BOX 356 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $250 | |
| CENTER FOR EXCELLENCE IN NON PROFITS | ||||||||
| 330 TWIN DOLPHIN DRIVE 151 | REDWOOD CITY | CA | 94065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 | |
| BRIGHT FUNDS FOUNDATION (CHINA FOUNDATION FOR POVERTY ALLEVIATION) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| THE NATURE CONSERVANCY (TNC) - GRANT OF 10000 SHS CISCO | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTONARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | CONSERVATION | $443,800 | |
| CARE ORGANIZATION - GRANT OF 10000 SHS CISCO | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | INTERNATIONAL | $443,800 | |
| THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE | ||||||||
| 501 SILVERSIDE ROAD | WILMINGTON | DE | 19809 | NONE | PRIVATE FOUNDATION | SEE STATEMENT 17 | $4,000,000 | |
| FIDELITY CHARITABLE GIFT FUND - TAUPO | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | DONOR ADVISED FUND | SEE STATEMENT 15 | $11,995,153 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,765,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,209,478 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,066,647 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,531 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$4,297 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $47,990,647 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,461,841 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,531 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,724,316 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,722,785 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P & TASHIA F MORGRIDGE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 MAPACHE DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,354,000 | 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 | 400,000 SHARES CISCO SYSTEMS, INC. | NoncashPropertyDesc |
| Fair Market Value | $23,354,000 | FairMarketValueAmt |
| Received | 2021-09-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $125,350 | Amt |
| Net Investment Income | $47,006 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,006 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-01-08 | GrantDt |
| Grant | $4,000,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT EDUCATION AND PROVIDE RESOURCES TO CLASSROOMS AND TEACHERS; TO SUPPORT HEALTH AND WELLNESS FOR LOW INCOME FAMILIES, AND TO SUPPORT ARTS AND CONSERVATION. | PurposeOfGrantTxt |
| Expended By Grantee | $4,000,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/08/21 | DatesOfReportsByGranteeTxt |
| Verification | 2021-01-08 | VerificationDt |
| Results Of Verification | ALL FUNDS FROM GRANT WERE DISTRIBUTED FOR PURPOSES DESCRIBED ABOVE. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE OF CONTROLLED ENTITY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | TRANSFERS FROM CONTROLLED ENTITIESNAME OF CONTROLLED ENTITY EMPLOYER ID NOWINDFALL INVESTMENTS, LP 20-2356416ADDRESS201 MAIN STREET SUITE 1000 FORTH WORTH, TX 76102DESCRIPTION OF TRANSFER:DISTRIBUTION FROM LP - INCOME REPORTED ON 990-PF AND 990-T (SEE FORMS AND STATEMENTS)SCHEDULE K-1 FILED WITH THE IRS.AMOUNT OF TRANSFER: 75,000,000. ~~~~~~~~~~~~~~TOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: 75,000,000. ~~~~~~~~~~~~~~EXCESS BUSINESS HOLDING [ ] YES [X] NO | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 389,057 SHS OF CISCO SYSTEMS | $24,654,542 | $24,654,542 |
| 2,500 SHS OF FULGENT | $251,475 | $251,475 |
| 5,000 SHS OF 1LIFE HEALTHCARE STOCK | $87,850 | $87,850 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OAK HILL CAPITAL PARTNERS II (CAYMAN) LP | FMV | $19,052 | $19,052 |
| WINDFALL INVESTMENTS | FMV | $537,860,284 | $537,860,284 |
| OAK HILL CAPITAL PARTNERS II LP | FMV | $6,266 | $6,266 |
| COMMONFUND EVP IP | FMV | $11,532 | $11,532 |
| LEGACY VENTURE IV | FMV | $2,763,633 | $2,763,633 |
| MICROVEST II | FMV | $62,880 | $62,880 |
| LEGACY VENTURE VI (QP) | FMV | $13,989,430 | $13,989,430 |
| LEGACY VENTURE VII | FMV | $18,974,002 | $18,974,002 |
| LEGACY VENTURE VIII | FMV | $12,115,630 | $12,115,630 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGACY III DISTRIBUTION RECEIVABLE | $1,138,422 | $0 | $0 |
| EXCISE TAX RECEIVABLE | $232,295 | $232,295 | $232,295 |
| LEGACY VIII PREPAID CONTRIBUTION | $250,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $93,121,631 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRIPTIONS & MEMBERSHIPS | $755 | $0 | $755 |
| POSTAGE & SHIPPING | $1,803 | $0 | $1,803 |
| TELEPHONE | $4,472 | $0 | $4,472 |
| LICENSE & PERMITS | $300 | $0 | $300 |
| MISCELLANEOUS EXPENSES | $566 | $0 | $566 |
| OFFICE SUPPLIES | $1,245 | $0 | $1,245 |
| BANK & OTHER SERVICE CHARGES | $467 | $0 | $467 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LEGACY VENTURE IV LLC | $5,147 | $5,147 | $5,147 |
| OAK HILL CAPITAL PARTNERS II LP | -$170 | -$170 | -$170 |
| OAK HILL CAPITAL PARTNERS II (CAYMAN) LP | -$2,139 | $0 | -$2,139 |
| WINDFALL INVESTMENTS LP | $1,719,501 | $1,719,501 | $1,719,501 |
| LEGACY VENTURE VII LLC | -$97,238 | -$97,238 | -$97,238 |
| COMMONFUND EVP IV LP | -$262 | $0 | -$262 |
| BOOK/TAX DIFFERENCE FROM PASS-THROUGH | $126,934 | $0 | $126,934 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH | -$4,404 | $0 | -$4,404 |
| LESS: AMOUNT REPORTED ON 990-T AS UBTI | $64,284 | $64,284 | $64,284 |
| LESS: AMOUNT REPORTED ON 990-T AS UBTI | -$64,284 | $0 | -$64,284 |
| MICROVEST II LP | -$13,671 | -$13,671 | -$13,671 |
| LEGACY VENTURE VI (QP) LLC | -$89,091 | -$89,091 | -$89,091 |
| LEGACY VENTURE VIII LLC | -$151,847 | -$151,847 | -$151,847 |
| UNREALIZED BOOK LOSS | $46,497,887 | $0 | $46,497,887 |
| K-1 RENTAL INCOME/(LOSS) | -$5,828 | -$5,828 | -$5,828 |
| K-1 EXCESS DISTRIBUTION | $126,934 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $6,568,000 | $8,084,000 |
| ACCRUED EXPENSES | $20,909 | $29,005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING SERVICES | $16,754 | $8,377 | $8,377 |
| PROJECT MANAGEMENT FEE | $28,175 | $0 | $28,175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM SCHEDULE K-1 - FOREIGN TAXES | $263,717 | $263,717 | $0 |
| FEDERAL TAXES | $500,000 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDFALL INVESTMENTS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | FORTH WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202356416 | EIN |
| Desc | DISTRIBUTION FROM LP-SEE INCOME REPORTED ON 990-PF AND 990-T STATEMENTS(SCH. K-1 FILED WITH THE IRS) | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000,000 | TotalAmt |