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95050 NONE PUBLIC CHARITY US AID 2500 AVENIDAS 4000 MIDDLEFIELD ROAD BUILDING B PALO ALTO CA 94303 NONE PUBLIC CHARITY US AID 1000 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 1000 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 25000 AMERICAN LEADERSHIP FORUM SILICON VALLEY 1400 PARKMOOR AVE SUITE 280 SAN JOSE CA 95126 NONE PUBLIC CHARITY GENERAL PURPOSES 25000 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 2500 BRIGHT FUNDS FOUNDATION (CHINA FOUNDATION FOR POVERTY ALLEVIATION) 1610 HARRISON STREET SUITE C OAKLAND CA 94612 NONE PUBLIC CHARITY INTERNATIONAL 5000 THE NATURE CONSERVANCY (TNC) - GRANT OF 10000 SHS CISCO 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTONARLINGTON VA 22203 NONE PUBLIC CHARITY CONSERVATION 443800 CARE ORGANIZATION - GRANT OF 10000 SHS CISCO 151 ELLIS STREET NE ATLANTA GA 30303 NONE PUBLIC CHARITY INTERNATIONAL 443800 THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE 501 SILVERSIDE ROAD WILMINGTON DE 19809 NONE PRIVATE FOUNDATION SEE STATEMENT 17 4000000 FIDELITY CHARITABLE GIFT FUND - TAUPO PO BOX 770001 CINCINNATI OH 45277 NONE DONOR ADVISED FUND SEE STATEMENT 15 11995153 107765350 0 14 1209478 14 5066647 531390 -1531 16 -4297 16 47990647 18 57461841 -1531 111724316 0 111722785 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN P & TASHIA F MORGRIDGE 107 MAPACHE DRIVE PORTOLA VALLEY CA 94028 23354000 X X 1 400,000 SHARES CISCO SYSTEMS, INC. 23354000 2021-09-10 ACCOUNTING FEES 125350 47006 47006 THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE 501 SILVERSIDE ROAD SUITE 123 WILMINGTON DE 198091377 2021-01-08 4000000 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. 4000000 NO 01/08/21 2021-01-08 ALL FUNDS FROM GRANT WERE DISTRIBUTED FOR PURPOSES DESCRIBED ABOVE. SCHEDULE OF CONTROLLED ENTITY FORM 990-PF, PAGE 5, PART VI-A, LINE 11 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 389,057 SHS OF CISCO SYSTEMS 24654542 24654542 2,500 SHS OF FULGENT 251475 251475 5,000 SHS OF 1LIFE HEALTHCARE STOCK 87850 87850 OAK HILL CAPITAL PARTNERS II (CAYMAN) LP FMV 19052 19052 WINDFALL INVESTMENTS FMV 537860284 537860284 OAK HILL CAPITAL PARTNERS II LP FMV 6266 6266 COMMONFUND EVP IP FMV 11532 11532 LEGACY VENTURE IV FMV 2763633 2763633 MICROVEST II FMV 62880 62880 LEGACY VENTURE VI (QP) FMV 13989430 13989430 LEGACY VENTURE VII FMV 18974002 18974002 LEGACY VENTURE VIII FMV 12115630 12115630 LEGACY III DISTRIBUTION RECEIVABLE 1138422 0 0 EXCISE TAX RECEIVABLE 232295 232295 232295 LEGACY VIII PREPAID CONTRIBUTION 250000 0 0 CY ACCRUAL TO CASH ADJUSTMENT 93121631 BOOKS, SUBSCRIPTIONS & MEMBERSHIPS 755 0 755 POSTAGE & SHIPPING 1803 0 1803 TELEPHONE 4472 0 4472 LICENSE & PERMITS 300 0 300 MISCELLANEOUS EXPENSES 566 0 566 OFFICE SUPPLIES 1245 0 1245 BANK & OTHER SERVICE CHARGES 467 0 467 LEGACY VENTURE IV LLC 5147 5147 5147 OAK HILL CAPITAL PARTNERS II LP -170 -170 -170 OAK HILL CAPITAL PARTNERS II (CAYMAN) LP -2139 0 -2139 WINDFALL INVESTMENTS LP 1719501 1719501 1719501 LEGACY VENTURE VII LLC -97238 -97238 -97238 COMMONFUND EVP IV LP -262 0 -262 BOOK/TAX DIFFERENCE FROM PASS-THROUGH 126934 0 126934 NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH -4404 0 -4404 LESS: AMOUNT REPORTED ON 990-T AS UBTI 64284 64284 64284 LESS: AMOUNT REPORTED ON 990-T AS UBTI -64284 0 -64284 MICROVEST II LP -13671 -13671 -13671 LEGACY VENTURE VI (QP) LLC -89091 -89091 -89091 LEGACY VENTURE VIII LLC -151847 -151847 -151847 UNREALIZED BOOK LOSS 46497887 0 46497887 K-1 RENTAL INCOME/(LOSS) -5828 -5828 -5828 K-1 EXCESS DISTRIBUTION 126934 DEFERRED TAX LIABILITY 6568000 8084000 ACCRUED EXPENSES 20909 29005 ACCOUNTING SERVICES 16754 8377 8377 PROJECT MANAGEMENT FEE 28175 0 28175 FROM SCHEDULE K-1 - FOREIGN TAXES 263717 263717 0 FEDERAL TAXES 500000 0 0 WINDFALL INVESTMENTS LP 201 MAIN STREET SUITE 1000 FORTH WORTH TX 76102 202356416 DISTRIBUTION FROM LP-SEE INCOME REPORTED ON 990-PF AND 990-T STATEMENTS(SCH. K-1 FILED WITH THE IRS) 0 75000000