THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION (EIN 46-3460261)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349104215
Schema version
2020v4.1
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)
Return2021-11-15T12:05:14-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 NO 374AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMANDY QUACHPersonNm
Person TitleACTING TREASURERPersonTitleTxt
Phone6504618088PhoneNum
Signature2021-11-13SignatureDt
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 PersonKATHRYN J OKIMOTOPreparerPersonNm
PTINP00746598PTIN
Phone4254544919PhoneNum
Preparation2021-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,055,676,240FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$335,260,632ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,032,371DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,516,541DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$68,601,012NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$311,122,678GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$232,800,456CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$155,092OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$180,988OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$407,049,107TotalRevAndExpnssAmt
Total Net Invst Incm$237,136,009TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$676,990CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$676,990CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$193,883LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$184,386LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$81,067AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$69,863AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,725,609OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,322,910OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,827,290OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,440,101TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,257TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$108,271TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$390,675TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,523,035OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,494,154OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,964,166OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,748,956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,847,321TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,113,370TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,059,591ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,970,561ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,808,547TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,847,321TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,083,931TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$349,240,560ExcessRevenueOverExpensesAmt
Net Investment Income$234,288,688NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,110,442CashBOYAmt
Cash EOY$5,867,817CashEOYAmt
Cash EOYFMV$5,867,817CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,817,221SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,906,033SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,906,033SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$20,160AcctRcvblAmt
Acct Rcvbl EOY$20,160AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$20,160AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$687,362PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,395,916PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,395,916PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$376,352,797CorporateStockBOYAmt
Corporate Stock EOY$760,503,128CorporateStockEOYAmt
Corporate Stock EOYFMV$760,503,128CorporateStockEOYFMVAmt
Other Investments BOY$196,617,854OtherInvestmentsBOYAmt
Other Investments EOY$278,511,173OtherInvestmentsEOYAmt
Other Investments EOYFMV$278,511,173OtherInvestmentsEOYFMVAmt
Other Assets BOY$182,715OtherAssetsBOYAmt
Other Assets EOY$3,472,013OtherAssetsEOYAmt
Other Assets EOYFMV$3,472,013OtherAssetsEOYFMVAmt
Total Assets BOY$585,768,391TotalAssetsBOYAmt
Total Assets EOY$1,055,676,240TotalAssetsEOYAmt
Total Assets EOYFMV$1,055,676,240TotalAssetsEOYFMVAmt
Accounts Payable BOY$789,738AccountsPayableBOYAmt
Accounts Payable EOY$1,072,621AccountsPayableEOYAmt
Grants Payable BOY$2,737,053GrantsPayableBOYAmt
Grants Payable EOY$2,826,083GrantsPayableEOYAmt
Other Liabilities BOY$4,100,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,145,654OtherLiabilitiesEOYAmt
Total Liabilities BOY$7,626,791TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,044,358TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$578,141,600NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,043,631,882NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$578,141,600TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,043,631,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$585,768,391TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,055,676,240TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$578,141,600TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$349,240,560ExcessRevenueOverExpensesAmt
Other Increases$116,249,722OtherIncreasesAmt
Subtotal$1,043,631,882SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,043,631,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2019-01-012020-12-31$60,915,285$54,586,314$6,328,971$6,328,971
EQUITY PARTNERSHIP INVESTMENTS2019-01-012020-12-31$13,139,763$13,139,763$13,139,763P
PUBLICLY TRADED SECURITIES2017-11-292020-12-31$250,207,393$36,875,671$213,331,722$213,331,722
FieldValueIRS element (for citing)
Capital Gain Net Income$232,800,456CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,256,613InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,256,613SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,256,613TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,359,966EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,459,966TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$203,353OverpaymentAmt
Applied To ES Tax$203,353AppliedToESTaxAmt
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 (6 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
KENNETH GOLDMAN
555 BRYANT ST 374PALO ALTOCA94301CHIEF FINANCIAL OFFICER0.20$0$0$0
MANDY QUACH
555 BRYANT ST 374PALO ALTOCA94301ACTING TREASURER3.10$44,825$0$0
ERIC BRAVERMAN
555 BRYANT ST 374PALO ALTOCA94301DIRECTOR36.80$574,800$0$0
FRANCES BABB
555 BRYANT ST 374PALO ALTOCA94301SECRETARY4.80$57,365$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

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$7,373,126
HILLSPIRE LLC
555 BRYANT ST 374PALO ALTOCA94301INVESTMENT ADVISOR$995,798
HILLSPIRE LLC
555 BRYANT ST 374PALO ALTOCA94301PROFESSIONAL, LEGAL, IT & FINANCE/ACCOUNTING SERVICES$376,889
TWENTY INC
19201 SONOMA HWY 275SONOMACA95476CONSULTING$340,651
HILTZIK STRATEGIES LLC
381 PARK AVENUE SOUTH ROOM 1201NEW YORKNY10016CONSULTING$257,974
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

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$2,306,740Expenses1Amt
Description2INTERNATIONAL STRATEGY FORUM - 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.Description2Txt
Expenses2$222,138Expenses2Amt
Description3LEARNING ENGINEERING - PROGRAM IS FOCUSED ON ACCELERATING THE PACE AND USE OF LEARNING SCIENCE RESEARCH BY LEVERAGING ADVANCES IN COMPUTATIONAL INFRASTRUCTURE, TALENT, AND METHODS. THE PROGRAM DOES THIS BY: FACILITATING THE CREATION OF RESEARCH TESTBEDS WITHIN DIGITAL LEARNING PLATFORMS THAT FACILITATE LARGE-SCALE AND RAPID RESEARCH TRIALS; INVESTING IN RESEARCH TALENT THAT IS BILINGUAL IN BOTH ADVANCED COMPUTER SCIENCE AND DOMAIN CHALLENGES IN EDUCATION; AND BUILDING BENCHMARK DATASETS THAT SPUR NOVEL AND APPLIED USES OF MACHINE-LEARNING TECHNIQUES.Description3Txt
Expenses3$182,811Expenses3Amt
Description4ALLIANCE FOR THE AMERICAN DREAM - A NETWORK OF COMMUNITIES, EACH ANCHORED BY A PUBLIC RESEARCH UNIVERSITY, THAT WILL PROVIDE ACCESS TO CAPITAL AND ACCESS TO MARKET FOR NEW IDEAS TO SUPPORT DISTRESSED COMMUNITIES LOCALLY. IN ITS INAUGURAL EFFORT, THE ALLIANCE CHALLENGED CITIZENS IN FOUR COMMUNITIES TO DEVELOP POLICY IDEAS OR STARTUP CONCEPTS THAT INCREASE NET INCOME FOR 10,000 LOCAL, MIDDLE-CLASS HOUSEHOLDS BY 10% BY 2020, EITHER BY RAISING INCOME OR DECREASING COST OF LIVING (E.G., IN TRANSPORTATION, HOUSING, UTILITIES, FOOD). PROPOSALS THAT ARE INTERDISCIPLINARY, GROUNDED IN AI/DATA SCIENCE, AND DRAWN FROM DIVERSE SETS OF PEOPLE RECEIVED SPECIAL CONSIDERATION FOR FUTURE INVESTMENT.Description4Txt
Expenses4$83,089Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1AFRICAN LEADERSHIP FOUNDATION - THE CHARITABLE PURPOSE OF THIS LOAN IS TO SUPPORT THE FOUNDATION'S MISSION OF DEVELOPING AND CONNECTING AFRICA'S NEXT GENERATION OF LEADERS.Description1Txt
Expenses1$3,000,000Expenses1Amt
Description2UP 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.Description2Txt
Expenses2$402,685Expenses2Amt
All Other Program Rltd Invst Tot-$3,000,000AllOtherProgramRltdInvstTotAmt
Total$402,685TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$510,153,121AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,324,744AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$201,717,468FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$729,195,333TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$729,195,333AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,937,930CashDeemedCharitableAmt
Net Vl Noncharitable Assets$718,257,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,912,870MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,912,870MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,256,613TaxBasedOnInvestmentIncomeAmt
Income Tax$105,365IncomeTaxAmt
Total Tax$3,361,978TotalTaxAmt
Distributable Before Adj$32,550,892DistributableBeforeAdjAmt
Recoveries Qualfied Distri$90,736RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,641,628DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,641,628DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,083,931ExpensesAndContributionsAmt
Program Related Invst Total$402,685ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$3,000,000CharitableAssetsAcquisPaidAmt
Qualifying Distributions$53,486,616QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,486,616AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,641,628DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$39,942,804ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,942,804TotalExcessDistributionCyovAmt
Qualifying Distributions$53,486,616QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,641,628AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,844,988RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,787,792TotalCorpusAmt
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$60,787,792ExcessDistriCyovToNextYrAmt
Excess From Year1$39,942,804ExcessFromYear1Amt
Excess From Current Year$20,844,988ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp (3 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 ALTOCA943016504618088SUPPORT@SUBMITTABLE.COMREIMAGINE CHALLENGE WAS A PROGRAM THAT INDIVIDUALS COULD APPLY TO IN 2020 ONLY, AND IS NO LONGER TAKING APPLICATIONS. HTTPS://REIMAGINECHALLENGE2020.SUBMITTABLE.COM/SUBMITVARIES BY YEAR. CHECK WEBSITES FOR DEADLINES.NONE
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 (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ACTIVATE GLOBAL INC
2150 SHATTUCK AVE 300BERKELEYCA94704PC: 509(A)(1) OR (2)SEEDING THE SCIENCE ENTREPRENEURS NETWORK$1,000,000
ADI GLUCKSAM
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
ADI HANUKA
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
AFRICAN LEADERSHIP FOUNDATION
349 5TH AVENUENEW YORKNY10016PC: 509(A)(1) OR (2)SUPPORT THE PARAGON: FUTURE LEADERS FOR THE 21ST CENTURY PROJECT$500,000
AMALGAMATED CHARITABLE FOUNDATION INC
1825 K STREET NWWASHINGTONDC20006PC: 509(A)(1) OR (2)SUPPORT FOR THE FAMILIES AND WORKERS FUND$250,000
ARIZONA ADVOCACY FOUNDATION INC
221 E INDIANOLA AVEPHOENIXAZ85012PC: 509(A)(1) OR (2)TO DEFEND AND DEEPEN ARIZONAS COMMITMENT TO DEMOCRACY$50,000
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 260TEMPEAZ852802260PC: 509(A)(1) OR (2)ALLIANCE FOR THE AMERICAN DREAM$150,000
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 260TEMPEAZ852802260PC: 509(A)(1) OR (2)SUPPORT FOR ALLIANCE FOR THE AMERICAN DREAM - ENFUEGO PROJECT$500,000
ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST
PO BOX 248MONTEZUMANM87731PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$100,000
BAKER EDM LAB INC
175 STRAFFORD AVENUE SUITE 1 PMBWAYNEPA19087NCSUPPORT FOR DEVELOPING A RESEARCH AGENDA FOR LEARNING ENGINEERING PROJECT$200,000908
BALTIMORE CORPS INC
2401 LIBERTY HEIGHTS AVE SUITE 2730BALTIMOREMD21215PC: 509(A)(1) OR (2)SUPPORT FOR THE NATIONAL EXPANSION OF BALTIMORE CORPS' IN THE TIME OF COVID-19$250,000
BANJO INC
10235 SOUTH JORDAN PARKWAY SUITESOUTH JORDANUT84095NCLIVE INTELLIGENCE OPIOID SOLUTION PROJECT TO USE DATA TO LOWER RECIDIVISM AND INCREASE TREATMENT FOR OPIOID ADDICTS$399,880410
BUCKMINSTER FULLER INSTITUTE
2261 MARKET STREET 469SAN FRANCISCOCA94114PC: 509(A)(1) OR (2)SUPPORT LOW COST HEARING AIDS FOR ELDERLY IN DEVELOPING COUNTRIES$350,000
CARNEGIE LEARNING INC
501 GRANT STREET STE 1075PITTSBURGHPA152194447NCTO PROMOTE EDUCATION. SUPPORT FOR THE WORK OF LIVEHINT: TUTORING FOR REMOTE TEXTBOOK USE PROJECT$50,000
CLARA SHIKHELMAN
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
CLIMATE SCIENCE LTD
PC: EQUIVALENCY DETETO PROVIDE SUPPORT FOR THE DEVELOPMENT OF THE CLIMATE SCIENCE EDUCATIONAL APPLICATION$133,00034B YORK WAYLONDONUKN1 9AB
COLORADO WORKFORCE DEVELOPMENT COUNCIL
633 17TH STREET SUITE 900DENVERCO80202PC: 509(A)(1) OR (2)MY COLORADO JOURNEY PROJECT$495,000
COMMUNITY DATA PLATFORMS INC
51 DUKES ROADNANTUCKETMA02554NCSUPPORT INFORMATION BEING DISSEMINATED TO THE PUBLIC AND LOCAL GOVERNMENTS BY PROVIDING GRANTS TO THREE LOCAL GOVERNMENTS TO DEFRAY COSTS OF ENGAGING IN THE PLATFORM$240,000
COUNCIL ON TECHNOLOGY & SOCIETY
2518 CRIST STREETALAMEDACA94501PC: 509(A)(1) OR (2)SPONSORSHIP / MEMBERSHIP$10,000
CREO FAMILY OFFICE SYNDICATE INC
156 5TH AVENUENEW YORKNY10010PC: 509(A)(1) OR (2)SPONSORSHIP / MEMBERSHIP$12,500
DIMAGI INC
585 MASSACHUSETTS AVE SUITE 3CAMBRIDGEMA02139NCCREATING DATA COLLECTION OF COVID INFORMATION FOR ECONOMICALLY DISADVANTAGED AREAS. TO SUPPORT CLOUDWORKS: A PLATFORM FOR SCALING DIAGNOSTICS AND ESERVICES.$50,000
DO SOMETHING INC
19 WEST 21ST STREET 8TH FLOORNEW YORKNY10010PC: 509(A)(1) OR (2)SUPPORT YOUTH ENGAGEMENT THROUGH VOTER REGISTRATION EFFORTS$450,000
EDUCATION MATTERS AFRICA FOUNDATION
PO BOX 966NORTH HAVENCT06473PC: 509(A)(1) OR (2)GENERAL SUPPORT$600
ELLEN MACARTHUR FOUNDATION
PC: EQUIVALENCY DETETHE SCHMIDT MACARTHUR HIGHER EDUCATION PROGRAMME$755,699THE SAIL LOFT MEDINA ROADCOWESUKPO31 7BX
ENTANGLED SOLUTIONS LLC
2 SHAW ALLEY 2ND FLOORSAN FRANCISCOCA94105NCTO SUPPORT EDUCATIONAL COMPETITION THAT SUPPORTED THE CREATION OF ACCELERATED TRAINING MODELS$150,000
ENTOS INC
4470 W SUNSET BLVD SUITE 107 PMBLOS ANGELESCA90027NCTO SUPPORT SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST BY SUPPORTING ENVISION: A CHEMICAL DISCOVERY PLATFORM FOR RESEARCH AND EDUCATION$1,130,50094758
FF CREATOR LIMITED
NCSUPPORT 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$175,000NORTHCLIFFE HOUSE YOUNG STREETLONDONUKW8 5EH
FOUNDERS FOR GOOD LTD
PC: EQUIVALENCY DETESUPPORT CAPACITY AND OUTREACH$400,00020 BAKERS ROWLONDONUKEC1R 3DG
FUND FOR THE CITY OF NEW YORK INC
121 6TH AVENUENEW YORKNY10013PC: 509(A)(1) OR (2)SUPPORT FOR THE REIMAGINE NY COMMISSION TELEHEALTH FACILITATOR PILOT$152,240
GLOBAL CITIZEN YEAR INC
1625 CLAY ST SUITE 400OAKLANDCA94612PC: 509(A)(1) OR (2)TO PROVIDE SUPPORT FOR LAUNCHING THE LEADERS OUR WORLD NEEDS NOW PROGRAM$100,000
HADAR E AVERBUCH
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
HAQDARSHAK EMPOWERMENT SOLUTIONS PRIVATE LIMITED
NCRELIEF OF POVERTY BY EDUCATING UNORGANIZED WORKER CITIZENS IN LOW-INCOME JOBS HOW TO GET BENEFITS OF GOVERNMENT WELFARE PROGRAMS THAT THEY ARE ENTITLED TO$120,000546 GITANAJALI 8TH MAIN BLOCK IVBANGALOREIN60034
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1500 K STREET NW SUITE 900WASHINGTONDC20005PC: 509(A)(1) OR (2)SUPPORT FOR UPGRADING ELECTION PROTECTION TOOLS TO ENABLE IMPROVED OPERATIONS$94,000
LUMINARY LABS LLC
60 BROADWAY SUITE 2800NEW YORKNY10006NCSUPPORT FOR THE HHS COVID-X PLATFORM PROTOTYPE PROJECT THAT ADVANCED SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST.$50,000
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
17 GAUSS WAYBERKELEYCA94720PC: 509(A)(1) OR (2)NATIONAL MATH FESTIVAL SPONSORSHIP$150,000
MERCATUS CENTER INC
3434 WASHINGTON BLVD FOURTH FLARLINGTONVA22201PC: 509(A)(1) OR (2)SUPPORT FOR EMERGENT VENTURES: SEED FUNDING FOR EXTRAORDINARY INDIVIDUALS$250,000
MISSION ASSET FUND
3269 MISSION STREETSAN FRANCISCOCA94110PC: 509(A)(1) OR (2)SUPPORT MAF RAPID RESPONSE FUND: EMERGENCY GRANTS TO VULNERABLE FAMILIES$1,750,000
MITCHELL KAPOR FOUNDATION
2148 BROADWAYOAKLANDCA94612POFSUPPORT FOR THE ONWARDUS INITIATIVE$250,000
NATIONAL CENTER FOR CIVIC INNOVATION INC
121 6TH AVENUENEW YORKNY10013PC: 509(A)(1) OR (2)SUPPORT INNOVATE NJ - DATA FOR THE AMERICAN PROJECT$200,000
NATIONAL CONFERENCE ON CITIZENSHIP
1920 L STREET NW SUITE 450WASHINGTONDC20036PC: 509(A)(1) OR (2)TO PROMOTE CIVIC LEARNING AND ENGAGEMENT ON CAMPUSES ACROSS THE COUNTRY.$20,000
NATTALIE TAMAM
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
NEW GEORGIA PROJECT INCORPORATED
830 GLENWOOD AVENUE SE SUITEATLANTAGA30316PC: 509(A)(1) OR (2)TO PROMOTE CIVIC ENGAGEMENT IN GEORGIA$75,000510-221
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036PC: 509(A)(1) OR (2)TO SUPPORT IMPACT LABS.$175,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036PC: 509(A)(1) OR (2)SCIENCE PHILANTHROPY ALLIANCE MEMBERSHIP$75,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036PC: 509(A)(1) OR (2)OPEN RESEARCH FUNDERS GROUP MEMBERSHIP$50,000
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTHNEW YORKNY10012PC: 509(A)(1) OR (2)SUPPORT FOR THE M2LINES - MULTISCALE MACHINE LEARNING IN COUPLED EARTH SYSTEM MODELING (VESRI) PROJECT$1,725,864
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTHNEW YORKNY10012PC: 509(A)(1) OR (2)SUPPORT FOR A DATA-INFORMED FRAMEWORK FOR THE REPRESENTATION OF SUB-GRID SCALE GRAVITY WAVES TO IMPROVE CLIMATE PREDICTION (VESRI) PROJECT$190,981
NOA ZYCHLINSKI
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
OHIO STATE UNIVERSITY FOUNDATION
1480 WEST LANE AVECOLUMBUSOH43221PC: 509(A)(1) OR (2)SUPPORT FOR OPPORTUNITY PORT (ALLIANCE FOR THE AMERICAN DREAM)$500,000
OHIO STATE UNIVERSITY FOUNDATION
1480 WEST LANE AVECOLUMBUSOH43221PC: 509(A)(1) OR (2)ALLIANCE FOR THE AMERICAN DREAM$150,000
OMRIT FILTSER
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
OXFORD TEACHERS ACADEMY
200 OAK STREET SEMINNEAPOLISMN554552070PC: 509(A)(1) OR (2)SUPPORT EXPANDING TEACHER ACCREDITATION THROUGH INNOVATIVE BACHELORS DEGREE PROGRAM$250,000
POLICY IMPACT
1107 9TH STREET SUITE 500SACRAMENTOCA95814PC: 509(A)(1) OR (2)SUPPORT THE PATRIOTS AND PRAGMATICS PROJECT$100,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PC: 509(A)(1) OR (2)ETHICS IN THE LAB: A NOVEL COLLABORATION FOR TECHNOLOGY GOVERNANCE$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PC: 509(A)(1) OR (2)SUPPORT FOR THE HARVARD-CORNELL COMPARATIVE STUDY OF EXPERTISE IN COVID RESPONSE$198,000
PRINCETON UNIVERSITY
701 CARNEGIE CENTERPRINCETONNJ08540PC: 509(A)(1) OR (2)SUPPORT FOR THE PRINCETON GERRYMANDERING PROJECT$750,000
RACHEL GREENFELD
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093PC: 509(A)(1) OR (2)ATMOSPHERIC MEASUREMENTS TO TRACK THE EVOLVING GLOBAL CARBON CYCLE (KEELING CURVE)$200,000
REGENTS OF THE UNIVERSITY OF MINNESOTA
200 OAK STREET SEMINNEAPOLISMN554552070PC: 509(A)(1) OR (2)SUPPORT THE LEARNING ENGINEERING: INSTRUMENTING A LARGE-SCALE STUDENT INFORMATION SYSTEM FOR RESEARCH PROJECT$799,995
REUT NOCHAM
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
REUTH MIRSKY
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET 10TH FLOORNEW YORKNY10036PC: 509(A)(1) OR (2)SUPPORT TO THE THEORY OF THE FOUNDATION LEARNING COLLABORATIVE$50,000
ROTEM DROR
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
SPURS GIVE
1 ATT CENTER PARKWAYSAN ANTONIOTX78219PC: 509(A)(1) OR (2)GENERAL SPONSORSHIP$285,000
SIVAN T MILLS
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
SKY9 HK LIMITED
NCSUPPORT CORONAVIRUS RELIEF EFFORTS BY DISTRIBUTING FREE MEDICAL MASKS TO HEALTHCARE PROFESSIONALS$140,000SUITE 1203 12/F RUTTONJEE HSE 11HONG KONGHKDUDDELL STREET CENRAL
SOCIETY FOR SCIENCE & THE PUBLIC
1719 N STREET NWWASHINGTONDC200362801PC: 509(A)(1) OR (2)SUPPORT FOR THE VIRTUAL ISEF 2020 AND FAIR DIRECTORS' VIRTUAL INFORMATION GATHERING SESSION$50,000
STATE OF MICHIGAN OFFICE OF FINANCIAL MANAGEMENT
201 N WASHINGTON SQUARELANSINGMI48933GOVBUREAU OF LABOR MARKET INFORMATION AND STRATEGIC INITIATIVES PROJECT$488,020
SYZYGY LLC
8 THE GREEN STE RDOVERDE19901NCSUPPORT FOR EXPANDING HEALTHCARE CAPACITY WITH IMPACTED INDUSTRIES OF COVID-19$50,000
TALYA EDEN
555 BRYANT ST STE 374PALO ALTOCA94301I - INDIVIDUAL PERSOISRAELI POST DOC AWARDS$50,000NONE
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREETNEW YORKNY10027PC: 509(A)(1) OR (2)SUPPORT FOR THE LEARNING ENGINEERING APPRENTICE PROGRAM (LEAP) PROJECT$1,250,000
TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY
PC: EQUIVALENCY DETESUPPORT FOR THE ESTABLISHMENT OF CAREER ADVANCEMENT CHAIRS IN ARTIFICIAL INTELLIGENCE FOR AI RESEARCHERS$1,230,000HAIFA 3200003IS
TECHNISCHE UNIVERSITT DORTMUND
PC: EQUIVALENCY DETETO PROVIDE SUPPORT FOR THE DEVELOPMENT OF THE INTERNATIONAL COGNITIVE ABILITY RESOURCE FOR LARGE SCALE INTERNATIONAL MOBILE APPLICATIONS$108,000VOGELPOTHSWEG 87DORTMUNDGM44227
THE ASPEN INSTITUTE INC
2300 N STREET NW SUITE 700WASHINGTONDC20037PC: 509(A)(1) OR (2)SUPPORT FOR TECH AND TALENT: ROUNDTABLE ON DIVERSITY AND INCLUSION IN THE TECHNOLOGY WORKSPACE$50,000
THE ASPEN INSTITUTE INC
2300 N STREET NW SUITE 700WASHINGTONDC20037PC: 509(A)(1) OR (2)SUPPORT FOR THE PROGRAM ON PHILANTHROPY AND SOCIAL INNOVATION$50,000
THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
161 BASCOM HALLMADISONWI53706PC: 509(A)(1) OR (2)ALLIANCE FOR THE AMERICAN DREAM$150,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063PC: 509(A)(1) OR (2)SUPPORT FOR A DATA-INFORMED FRAMEWORK FOR THE REPRESENTATION OF SUB-GRID SCALE GRAVITY WAVES TO IMPROVE CLIMATE PREDICTION (VESRI) PROJECT$1,075,218
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063PC: 509(A)(1) OR (2)TO CREATE DIGITAL MATERIALS THAT SUPPORT POLL WORKER EDUCATION AND TRAINING$50,000
THE BRENTHURST FOUNDATION(PTY) LTD
NCSUPPORT FOR THE INTRA-AFRICAN STUDY OF COVID RESPONSE - PART 2$39,6006 ST ANDREWS RD PARKTOWNJOHANNESBURGSF2193
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC20009NCSUPPORT THE COVID-19 AT HOME PROJECT$350,000
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC20009NCSUPPORT FOR SEEDING IMAGENETS FOR EDUCATION, WHICH DESIGNS AND LAUNCHES DATA SCIENCE CHALLENGES AND DERIVES INSIGHT FOR THE FIELD.$750,000
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC20009NCSUPPORT THE DEVELOPMENT OF COVID - VENTILATOR VIDEOS$200,000
THE RHODES TRUST
PC: 509(A)(1) OR (2)SCHMIDT SCIENCE FELLOWSHIP PROGRAM ADMINISTRATION$4,239,611SOUTH PARKS ROADOXFORDUKOX1 3RG
THE RHODES TRUST
PC: 509(A)(1) OR (2)RISE, AN INITIATIVE OF SCHMIDT FUTURES AND THE RHODES TRUST$443,206SOUTH PARKS ROADOXFORDUKOX1 3RG
THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
622 WEST 113TH STREETNEW YORKNY10025PC: 509(A)(1) OR (2)INTERDISCIPLINARY COMPUTATIONAL FELLOWSHIP PROGRAM AT THE COLUMBIA JOURNALISM SCHOOL$499,990
UNITED WAY OF DANE COUNTY INC
2059 ATWOOD AVENUEMADISONWI53704PC: 509(A)(1) OR (2)TO PROVIDE SUPPORT FOR CONNECT RX WISCONSIN (ALLIANCE FOR THE AMERICAN DREAM - UNIVERSITY OF WISCONSIN-MADISON)$1,000,000
UNIVERSITE DE MONTREAL
PC: 509(A)(1) OR (2)SUPPORT FOR THE GRAVITATIONAL LENSING AND MACHINE LEARNING IN THE NEXT GENERATION OF SKY SURVEYS PROJECT$219,0002900 EDOUARD MONTPETIT BLVDMONTREALCAH3T 1J4
UNIVERSITY OF READING
PC: EQUIVALENCY DETESUPPORT FOR THE LAND ECOSYSTEM MODELS BASED ON NEW THEORY, OBSERVATIONS, AND EXPERIMENTS (LEMONTREE) VESRI PROJECT$2,178,000WHITEKNIGHTS HOUSE WHITEKNIGHTSREADINGUKRG6 6AH
UNIVERSITY OF RHODE ISLAND FOUNDATION AND ALUMNI ENGAGEMENT
79 UPPER COLLEGE ROADKINGSTONRI02881PC: 509(A)(1) OR (2)TO CONDUCT AND DISSEMINATE RESEARCH THAT INFORMS SAFE AND SECURE ELECTION ADMINISTRATION$50,000
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT84112PC: 509(A)(1) OR (2)ALLIANCE FOR THE AMERICAN DREAM$150,000
VALORUM DATA LLC
60 W 66TH STREET 37EFNEW YORKNY10023NCSEEDING A COVID-19 MODELING DATA COLLABORATIVE$200,000
VTC TAX CREDITS LLC
PO BOX 1493CASTLE ROCKCO80104NCSUPPORT FOR IMPACTING VETERAN UNEMPLOYMENT BY HELPING VETERANS AND BUSINESS LEVERAGE THE VETERAN TAX CREDIT PROGRAM$50,000
WATTB INC
227 BELLEVUE WAY NE871BELLEVUEWA98004NCSCIENTIFIC 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.$500,000
WATTTIME CORPORATION
1111 BROADWAYOAKLANDCA94607PC: 509(A)(1) OR (2)SUPPORT THE POWER PLAN MONITORING AND AUTOMATED EMISSIONS REDUCTION PROJECT$100,000
WELLBEING ELEVATED INC
900 BITNER ROAD H22PARK CITYUT84098NCPROVIDING A FREE TECH-ENABLED, PREVENTIVE MENTAL HEALTH SOLUTION FOCUSED ON SERVING COLLEGE STUDENTS.$500,000
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PC: 509(A)(1) OR (2)SUPPORT FOR A DATA-INFORMED FRAMEWORK FOR THE REPRESENTATION OF SUB-GRID SCALE GRAVITY W$173,130
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609PC: 509(A)(1) OR (2)CUSTOMIZING A DIGITAL LEARNING PLATFORM FOR RAPID, LOW-COST RESEARCH$700,000
YOUNG PROFESSIONALS IN FOREIGN POLICY
2010 L STREET NW SUITE 101-203WASHINGTONDC20036PC: 509(A)(1) OR (2)SUPPORT THE 88 CHINA HANDS VIRTUAL ENGAGEMENT AND CONFERENCE$150,000
THE RHODES TRUST
I - INDIVIDUAL PERSOAWARDS EARMARKED TO 43 INDIVIDUALS IN THE SCHMIDT SCIENCE FELLOWSHIP PROGRAM$2,423,527NONESOUTH PARKS ROADOXFORDUKOX1 3RG
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,970,561TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST
PO BOX 248MONTEZUMANM87731PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$200,000
GLOBAL CITIZEN YEAR INC
1625 CLAY ST SUITE 400OAKLANDCA94612PC: 509(A)(1) OR (2)TO PROVIDE SUPPORT FOR LAUNCHING THE LEADERS OUR WORLD NEEDS NOW PROGRAM$100,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093PC: 509(A)(1) OR (2)ATMOSPHERIC MEASUREMENTS TO TRACK THE EVOLVING GLOBAL CARBON CYCLE (KEELING CURVE)$800,000
THE RHODES TRUST
PC: 509(A)(1) OR (2)RISE, AN INITIATIVE OF SCHMIDT FUTURES AND THE RHODES TRUST$326,707SOUTH PARKS ROADOXFORDUKOX1 3RG
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PC: 509(A)(1) OR (2)SUPPORT FOR A DATA-INFORMED FRAMEWORK FOR THE REPRESENTATION OF SUB-GRID SCALE GRAVITY$699,376
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,126,083TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,032,371ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,356ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$68,601,012ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Related Or Exempt Function Incm$90,736RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$71,697,739ExclusionAmt
Related Or Exempt Function Incm$90,736RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,788,475TotalIncomeProducingActyAmt

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 (10 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SCHMIDT INVESTMENT LP FUND I
1555 BRYANT ST 374PALO ALTOCA94301$9,201,398Yes (X)Yes (X)
SCHMIDT INVESTMENT LP FUND I
2555 BRYANT ST 374PALO ALTOCA94301$9,222,884Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
3555 BRYANT ST 374PALO ALTOCA94301$44,167,340Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
4555 BRYANT ST 374PALO ALTOCA94301$44,013,784Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
5555 BRYANT ST 374PALO ALTOCA94301$54,105,246Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
6555 BRYANT ST 374PALO ALTOCA94301$54,095,594Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
7555 BRYANT ST 374PALO ALTOCA94301$34,638,075Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
8555 BRYANT ST 374PALO ALTOCA94301$34,641,675Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
9555 BRYANT ST 374PALO ALTOCA94301$25,557,479Yes (X)Yes (X)
ERIC AND WENDY SCHMIDT
10555 BRYANT ST 374PALO ALTOCA94301$25,617,157Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1MARKETABLE SECURITIES$9,201,3982020-12-28
2MARKETABLE SECURITIES$9,222,8842020-12-28
3MARKETABLE SECURITIES$44,167,3402020-07-02
4MARKETABLE SECURITIES$44,013,7842020-07-02
5MARKETABLE SECURITIES$54,105,2462020-07-13
6MARKETABLE SECURITIES$54,095,5942020-07-13
7MARKETABLE SECURITIES$34,638,0752020-07-23
8MARKETABLE SECURITIES$34,641,6752020-07-23
9MARKETABLE SECURITIES$25,557,4792020-12-28
10MARKETABLE SECURITIES$25,617,1572020-12-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$81,067Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$69,863DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescAFRICAN LEADERSHIP FOUNDATION - LOAN FULLY REPAID BY DECEMBER 31, 2020.Desc
Amt-$3,000,000Amt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesCAPITALIZED SOFTWAREAmortizedExpensesDesc
Acquired Completed Or Expended2020-11-01AcquiredCompletedOrExpendedDt
Amortized$3,000,000AmortizedAmt
Amortization Period36.000000000000AmortizationPeriodRt
Current Year Amortization$166,667CurrentYearAmortizationAmt
Net Investment Income$0NetInvestmentIncomeAmt
Total Amortization$166,667TotalAmortizationAmt

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/AddressLine2Txt
BAKER EDM LAB INC
175 STRAFFORD AVENUE SUITE 1 PMB908WAYNEPA190872020-05-01$200,000SUPPORT FOR THE DEVELOPING A RESEARCH AGENDA FOR LEARNING ENGINEERING PROJECT$97,967TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/2/2021
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)
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$46,139TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.11/16/2020
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
DIMAGI INC
585 MASSACHUSETTS AVE SUITE 3CAMBRIDGEMA021392020-08-24$50,000CREATING DATA COLLECTION OF COVID INFORMATION FOR ECONOMICALLY DISADVANTAGED AREAS. TO SUPPORT CLOUDWORKS: A PLATFORM FOR SCALING DIAGNOSTICS AND ESERVICES.$50,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/15/2020 (FINAL)
ENTANGLED SOLUTIONS LLC
2 SHAW ALLEY 2ND FLOORSAN FRANCISCOCA941052020-04-30$150,000TO SUPPORT EDUCATIONAL COMPETITION THAT SUPPORTED THE CREATION OF ACCELERATED TRAINING MODELS$150,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/14/2020 (FINAL)
ENTOS INC
4470 W SUNSET BLVD SUITE 107 PMB94758LOS ANGELESCA900272020-10-20$1,130,500TO SUPPORT SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST BY SUPPORTING ENVISION: A CHEMICAL DISCOVERY PLATFORM FOR RESEARCH AND EDUCATION$209,777TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/19/2021
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$61,955TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/20/2021NORTHCLIFFE HOUSE YOUNG STREETLONDONUKW8 5EH
HAQDARSHAK EMPOWERMENT SOLUTIONS PRIVATE LIMITED
2020-02-28$120,000RELIEF OF POVERTY BY EDUCATING UNORGANIZED WORKER CITIZENS IN LOW-INCOME JOBS HOW TO GET BENEFITS OF GOVERNMENT WELFARE PROGRAMS THAT THEY ARE ENTITLED TO$120,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/22/2020 (FINAL)546 GITANAJALI 8TH MAIN BLOCK IVBANGALOREIN560034
LUMINARY LABS LLC
60 BROADWAY SUITE 2800NEW YORKNY100062020-04-28$50,000SUPPORT FOR THE HHS COVID-X PLATFORM PROTOTYPE PROJECT THAT ADVANCED SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST.$50,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/2/2020 (FINAL)
SKY9 HK LIMITED
2020-02-14$140,000SUPPORT CORONAVIRUS RELIEF EFFORTS BY DISTRIBUTING FREE MEDICAL MASKS TO HEALTHCARE PROFESSIONALS$139,414TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.05/21/2021SUITE 1203 12/F RUTTONJEE HSE 11HKDUDDELL STREET CENTRAL
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$39,600SUPPORT FOR THE INTRA-AFRICAN STUDY OF COVID RESPONSE - PART 2$21,071TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.6/21/20216 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.$471,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/10/2020
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC200092020-04-30$350,000SUPPORT THE COVID-19 AT HOME PROJECT$350,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/14/2020 (FINAL)
THE LEARNING AGENCY LLC
4513 WINDOM PLACEWASHINGTONDC200092020-04-08$200,000SUPPORT THE DEVELOPMENT OF COVID - VENTILATOR VIDEOS$200,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/14/2020 (FINAL)
VALORUM DATA LLC
60 W 66TH STREET 37EFNEW YORKNY100232020-05-13$200,000SEEDING A COVID-19 MODELING DATA COLLABORATIVE$200,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/2/2020 (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.01/05/2021 (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)
WELLBEING ELEVATED INC
900 BITNER ROAD H22PARK CITYUT840982020-10-30$500,000PROVIDING A FREE TECH-ENABLED, PREVENTIVE MENTAL HEALTH SOLUTION FOCUSED ON SERVING COLLEGE STUDENTS.$20,015TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.8/23/2021
CARNEGIE LEARNING INC
501 GRANT STREET STE 1075PITTSBURGHPA1521944472019-10-29$350,000BUILDING SCALABLE A/B TESTING FOR IN-SCHOOL ED TECH$330,848TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/31/2020, 03/22/2021, 07/20/2021
DIFFERENTFUNDS INC
5185 MACARTHUR BLVD NW 723WASHINGTONDC200162019-09-04$375,000DEVELOPING THE SCIENTIFIC ENTREPRENEUR CAPITAL NETWORK$375,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/11/2020, 11/30/2020 (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)
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.3/30/2020, 02/28/2021 (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
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$402,685THE CHARITABLE PURPOSE OF THIS INVESTMENT IS TO RELIEVE THE POOR AND DISTRESSED OR UNDER-PRIVILEGED AND PROMOTING SOCIAL WELFARE BYEXPANDING THE AVAILABILITY OF CAREER-CENTERED TRAINING PROGRAMS TO UNDERSERVED AND LOW-INCOME INDIVIDUALS$402,685TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/9/2021
CIGNITION INC
21 HILLBROOK DRIVEPORTOLA VALLEYCA940282019-01-22$400,000BREAKTHROUGH RESEARCH THAT HAS POTENTIAL TO CREATE INSIGHTS ABOUT HOW BEST TO TEACH MATH$400,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/31/2020 (FINAL)
WATTB INC
227 BELLEVUE WAY NE 871BELLEVUEWA980042019-02-04$265,000CREATING DATA TRANSPARENCY IN DEREGULATED UTILITY MARKETS$265,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/31/2020 (FINAL)
ENTANGLED SOLUTIONS LLC
2 SHAW ALLEY 2ND FLOORSAN FRANCISCOCA941052019-06-20$150,000CREATE COLLABORATIVE TO SUPPORT NONPROFIT EDUCATION-TO-WORK MODELS FOR ECONOMICALLY DISADVANTAGED POPULATIONS.$150,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/31/2020 (FINAL)
LUMINARY LABS LLC
30 WEST 22ND STREET 6TH FLOORNEW YORKNY100132018-10-10$350,000TO DESIGN AND ADMINISTER AN INNOVATION CHALLENGE TO GENERATE IDEAS FOR LOW COST SCIENCE TOOLS SO AS TO MAKE SCIENTIFIC TOOLS AVAILABLE TO LOW-INCOME COMMUNITIES AND SCHOOLS.$350,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/15/2019, 3/6/2020 (FINAL)
RECIDIVIZ INC
1655 PINE LANEPROVOUT846042019-10-24$500,000CONTINUOUS IMPROVEMENT TOOLS FOR CORRECTIONS DEPARTMENTS$465,672TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.11/06/20, 11/1/21
MITCHELL KAPOR FOUNDATION
2148 BROADWAYOAKLANDCA946122020-04-30$250,000SUPPORT FOR THE ONWARDUS INITIATIVE$250,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/25/20 (FINAL)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
165,230 SHS ISHARES TRUST UNITED STATES TREASURY$21,091,612$21,091,612
818,425 SHS ISHARES CORE U.S. AGGREGATE BOND ETF$96,729,713$96,729,713
1,536,702 SHS ISHARES TR MSCI ACWI ETF$139,409,605$139,409,605
164,190 SHS VANGUARD REAL ESTATE ETF$13,944,636$13,944,636
1,510,157 SHS INVESCO DB COMMDY INDX TRCK FD UNIT$22,199,308$22,199,308
107,571 SHS ALPHABET INC CAP STK CL C$188,451,483$188,451,483
159,004 SHS ALPHABET INC CAP STK CL A$278,676,771$278,676,771

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARVUS EUROPEAN OPPORTUNITIES FUNDFMV$12,006,440$12,006,440
TIGER GLOBAL LONG OPPORTUNITIES, LTDFMV$25,642,874$25,642,874
BIL LTDFMV$10,400,831$10,400,831
LONE CASCADE, LPFMV$46,027,671$46,027,671
VIKING LONG FUND, LPFMV$43,555,292$43,555,292
TIGER GLOBAL PIP X, LPFMV$11,001,935$11,001,935
BERKSHIRE FUND IX, LPFMV$4,263,640$4,263,640
DYNAMO FUNDFMV$6,629,778$6,629,778
GENERAL ATLANTIC - 2016FMV$21,458,805$21,458,805
HCIF OFFSHORE, LPFMV$20,129,738$20,129,738
SYSTIMA SCR3 DEBT OPPORTUNITY FUND, LLCFMV$5,717,708$5,717,708
HENGISTBURY FUND, LTDFMV$7,949,821$7,949,821
TIGER GLOBAL PIP XI, LPFMV$7,439,420$7,439,420
GAXL (SIF), LTDFMV$415,055$415,055
WESTBRIDGE CROSSOVER TRANCHE III LLCFMV$8,595,631$8,595,631
D.E. SHAW ALKALI INTERNATIONAL FUND IV, LPFMV$3,015,245$3,015,245
GAOLING FEEDER, LTDFMV$27,136,200$27,136,200
BLACKSTONE REAL ESTATE PARTNERS IX LPFMV$1,604,846$1,604,846
WESTBRIDGE SPV-SH, LLCFMV$8,133,812$8,133,812
CALIFORNIUM 98, LLCFMV$300,000$300,000
ACUITUS. INCFMV$1,039,677$1,039,677
OTHERLAB, INC.FMV$450,000$450,000
TIGER GLOBAL PIP XII, LPFMV$5,596,754$5,596,754

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$193,883LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$184,386DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$150,000$460,080$460,080
DUE FROM RELATED PARTY$32,715$178,600$178,600
CAPITALIZED SOFTWARE, NET$0$2,833,333$2,833,333

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$2,636$0$4,138
DUES AND SUBSCRIPTIONS$45,979$0$38,990
LICENSES & FEES$2,582$0$2,582
BANK FEES$430$430$0
TELEPHONE & INTERNET$296$0$296
EQUIPMENT & SOFTWARE$18,327$0$31,250
EMPLOYEE EXPENSES$301$0$301
DEDUCTIONS FROM PARTNERSHIP INVESTMENTS$0$1,492,166$0
INSURANCE$8,665$0$12,116
DIRECT PROGRAM EXPENSES$3,277,152$0$3,853,073
EXPENSES FROM PROGRAM RELATED INVESTMENTS$0$1,558$21,420
AMORTIZATION$166,667$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME/LOSS FROM PARTNERSHIP INVESTMENTS-$246,902
INCOME FROM PROGRAM RELATED INVESTMENTS$65,914$64,356$64,356
RETURNED GRANTS$90,736$90,736

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$116,210,752
GAXL INVESTMENT$38,970

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAX LIABILITYDesc
BOY Book Value$4,100,000BOYBookValueAmt
EOY Book Value$8,145,654EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$783,583$0$1,144,276
MANAGEMENT FEES$376,889$0$343,787
GRANTMAKING FEES$6,279,638$0$6,339,227
INVESTMENT FEES$1,285,499$1,322,910$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$7,251,031$0$0
FOREIGN TAXES$0$30,257$0
UBI TAXES$112,260$0$0
STATE UBI TAXES$76,810$0$0

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: $2,292. TRANSFER INTEREST: $46,707Desc
Amt$48,999Amt
FieldValueIRS element (for citing)
Total$48,999TotalAmt

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