2021-11-08T19:03:11-06:00 2020-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2020-01-01 943320092 STEPHENSON FOUNDATION STEP 6508543927 CO FRANKRIMERMAN 1801 PAGE MILL PALO ALTO CA 94304 THOMAS AND BARBARA STEPHENSON PRESIDENT 6508543927 2021-11-04 1 THOMAS AND BARBARA STEPHENS 999009999 KAREN VALLADAO P00534214 6508458100 2021-11-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 28791743 X X 255 255 736172 731796 326821 5624632 326821 25 25 1063273 1058897 0 0 0 138092 121678 0 15204 15194 0 2147 1997 0 155443 138869 0 1229280 1229280 1384723 138869 1229280 -321450 920028 518815 733091 733091 43048 42248 43048 43048 19686092 19111543 27247546 707388 640974 768058 20954543 20528656 28791743 0 0 X 0 0 0 0 20954543 20528656 20954543 20528656 20954543 20528656 20954543 -321450 0 20633093 104437 20528656 CAPITAL GROUP #3906 - PUBLICLY TRADED SECURITIES 2020-01-02 2020-12-31 535897 678215 -142318 -142318 CAPITAL GROUP #3906 - PUBLICLY TRADED SECURITIES 2019-07-02 2020-12-31 275940 156290 119650 119650 CAPITAL GROUP #3906 - PUBLICLY TRADED SECURITIES 2020-01-02 2020-12-31 113458 139550 -26092 -26092 CAPITAL GROUP #3906 - PUBLICLY TRADED SECURITIES 2019-07-02 2020-12-31 2003311 1753661 249650 249650 FIDELITY #1371 - PUBLICLY TRADED SECURITIES 2020-01-02 2020-12-31 486356 466222 20134 20134 FIDELITY #1371 - PUBLICLY TRADED SECURITIES 2019-07-02 2020-12-31 2169219 2099066 70153 70153 FIDELITY #1371 - WASH SALE 2019-07-02 2020-12-31 8226 8226 8226 SC X PRINCIPALS FUND 2019-07-02 2020-12-31 4325 -4325 -4325 SC FRANCHISE PARTNERS 2020-01-02 2020-12-31 556 556 556 SC FRANCHISE PARTNERS 2019-07-02 2020-12-31 482 -482 -482 CAPITAL GROUP #3906 - CAPITAL GAIN DIVIDENDS 2019-07-02 2020-12-31 31669 31669 31669 326821 12788 0 12788 0 12788 12150 0 26000 0 38150 X 0 25362 25362 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A FRANK RIMERMAN CO LLP 6508543927 1801 PAGE MILL ROAD PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA STEPHENSON C/O FRANK RIMERMAN CO 1801 PAGE MILL ROAD PALO ALTO CA 94304 PRESIDENT 1.00 0 0 0 THOMAS F STEPHENSON C/O FRANK RIMERMAN CO 1801 PAGE MILL ROAD PALO ALTO CA 94304 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 25017232 761758 62003 25840993 0 0 25840993 387615 25453378 1272669 1272669 12788 12788 1259881 0 1259881 0 1259881 1229280 0 1229280 0 1229280 1259881 1206039 2018 2017 2459 0 1229280 1206039 2459 0 20782 0 0 0 0 0 0 0 0 1239099 0 0 0 BARBARA STEPHENSON THOMAS F STEPHENSON X STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY SUPPORT STANFORD ATHLETICS GOLF 5000 BENS 1030 15TH STREET NW STE 200 EAST WASHINGTON DC 20005 NONE PUBLIC CHARITY TO SUPPORT GOVERNMENT LEADERS IMPLEMENT SOLUTIONS TO THE MOST CHALLENGING PROBLEMS IN NATIONAL SECURITY. 100000 STANFORD UNIVERSITY (SIEPR) 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO SUPPORT THE RESEARCH OF ECONOMIC POLICY TO IMPROVE ECONOMIC OUTCOMES GLOBALLY 100000 KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET STE 500 OAKLAND CA 94612 NONE PUBLIC CHARITY TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE. 25000 FOLDS OF HONOR 8551 N 125 E AVENUE STE 100 OWASSO OK 74055 NONE PUBLIC CHARITY TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES 25000 SF HOST COMMITTEE 601 VAN NESS AVE STE E240 SAN FRANCISCO CA 94102 NONE PUBLIC CHARITY TO SUPPORT GLOBAL OPPORTUNITIES, PROGRAMS, AND INITIATIVES FOR THE CITY 5000 RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTE 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 NONE PUBLIC CHARITY TO SUPPORT THE UNFINISHED WORK AND ENDURING PRINCIPLES OF RONALD REAGAN 10000 AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS 6350 HORIZON DRIVE TITUSVILLE FL 32780 NONE PUBLIC CHARITY TO SUPPORT PROGRAMS THAT SUPPORT THE LAW ENFORCEMENT COMMUNITY AND SPECIFICALLY THE SURVIVING FAMILIES OF OFFICERS KILLED IN THE LINE OF DUTY 1000 WILMINGTON FRIENDS SCHOOL 101 SCHOOL ROAD WILMINGTON DE 19803 NONE PUBLIC CHARITY TO PROVIDE EDUCATION SUPPORT 5000 HOOVER INSTITUTION 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO SUPPORT THE SCHULTZ-STEPHENSON TASK FORCE ON ENERGY POLICY 250000 FOLDS OF HONOR 8551 N 125 E AVENUE STE 100 OWASSO OK 74055 NONE PUBLIC CHARITY TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO THE FAMILIES OF MILITARY MEN AND WOMEN WHO HAVE FALLEN OR BEEN DISABLED WHILE ON ACTIVE DUTY IN THE UNITED STATES ARMED FORCES 780 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY SUPPORT STANFORD ATHLETICS GOLF 25000 TEXAS 2036 3963 MAPLE AVE STE 290 DALLAS TX 752193209 NONE PUBLIC CHARITY TO SUPPORT THE FUTURE AND OPPORTUNITIES FOR THE PEOPLE OF TEXAS 200000 PROSPECT SIERRA 2060 TAPSCOTT AVE EL CERRITO CA 94530 NONE PUBLIC CHARITY SUPPORT FACULTY AND STUDENTS OF LOCAL PRIVATE SCHOOL 10000 CURE ALZHEIMERS FUND 34 WASHINGTON ST STE 310 WELLESLEY HILLS MA 02481 NONE PUBLIC CHARITY TO SUPPORT ALZHEIMER'S RESEARCH 25000 ALL STARS HELPING KIDS 2901 TASMAN DRIVE STE 218 SANTA CLARA CA 95054 NONE PUBLIC CHARITY TO DISRUPT THE CYCLE OF POVERTY AND ENCOURAGE INNOVATION BY SEED FUNDING START-UP NONPROFITS IN THE BAY AREA. 10000 CAL MATTERS 1017 L STREET 261 SACRAMENTO CA 95814 NONE PUBLIC CHARITY TO PREPARE STUDENTS IN UNDERSERVED COMMUNITIES FOR SUCCESS IN COLLEGE AND IN LIFE 15000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 381202351 NONE PUBLIC CHARITY TO SUPPORTS THE CONSERVATION, RESTORATION AND MANAGEMENT OF WETLANDS AND ASSOCIATED HABITATS FOR NORTH AMERICA'S WATERFOWL. 1000 CASTILLEJA SCHOOL FOUNDATION 1310 BRYANT STREET PALO ALTO CA 94301 NONE PUBLIC CHARITY TO HELP EDUCATE MOTIVATED YOUNG WOMEN TO BECOME CONFIDENT THINKERS AND COMPASSIONATE LEADERS WITH A SENSE OF PURPOSE TO EFFECT CHANGE IN THE WORLD. 1000 COUNCIL OF AMERICAN AMBASSADORS 888 SEVENTEENTH STREET NW STE 306 WASHINGTON DC 20006 NONE PUBLIC CHARITY TO SUPPORT THE ROLE OF THE AMERICAN AMBASSADOR AND THE COUNTRY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AT EMBASSIES AROUND THE WORLD. 1000 DELTA WATERFOWL 1412 BASIN AVENUE BISMARCK ND 58504 NONE PUBLIC CHARITY TO SUPPORT THE RESEARCH, HABITATS, AND DUCK POPULATION OF NORTH AMERICA 5000 AEI 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY TO SUPPORT RESEARCH AND EDUCATION ON ISSUES OF GOVERNMENT, POLITICS, ECONOMICS AND SOCIAL WELFARE 25000 DAWN REDWOODS CHARITABLE TRUST ONE BLACKFIELD DRIVE STE 331 TIBURON CA 949202053 NONE PUBLIC CHARITY TO HELP PEOPLE IN THEIR TIMES OF NEED 1000 FRIENDS OF HARVARD FOOTBALL 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 NONE PUBLIC CHARITY TO SUPPORT HARVARD ATHLETICS FOOTBALL 10000 FRIENDS OF HARVARD BASEBALL 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 NONE PUBLIC CHARITY TO SUPPORT HARVARD ATHLETICS BASEBALL 10000 FRIENDS OF HARVARD BASKETBALL 124 MOUNT AUBURN STREET CAMBRIDGE MA 021385795 NONE PUBLIC CHARITY TO SUPPORT HARVARD ATHLETICS BASKETBALL 2500 LINCOLN NETWORK 10826 GREATER HILLS STREET RALEIGH NC 276148653 NONE PUBLIC CHARITY TO SUPPORT THE ADVANCEMENT OF ECONOMIC AND PERSONAL LIBERTIES THROUGH TECHNOLOGICAL PROGRESS 20000 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 022412274 NONE PUBLIC CHARITY TO SUPPORT THE HBS MISSION OF EDUCATING LEADERS WHO MAKE A DIFFERENCE IN THE WORLD 5000 STANFORD - PRECOURT DIRECTOR'S DISCRETIONARY FUND 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO SUPPORT EDUCATION, CHILDREN, YOUTH AND SOCIAL SERVICES, AND FOR THE ARTS, PARTICULARLY ART MUSEUMS 25000 SAFE PROJECT 3118 WASHINGTON BLVD BOX 101734 ARLINGTON VA 222019998 NONE PUBLIC CHARITY TO PROVIDE SUPPORT IN FIGHTING THE ADDICTION EPIDEMIC. 25000 SECURING AMERICA'S FUTURE ENERGY FOUNDATION 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO IMPROVE AMERICA'S ENERGY SECURITY BY REDUCING DEPENDENCE ON OIL AND PROMOTING RESPONSIBLE USE OF DOMESTIC ENERGY RESOURCES 10000 HOOVER INSTITUTION 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY TO SUPPORT THE SCHULTZ-STEPHENSON TASK FORCE ON ENERGY POLICY 250000 FREE TO CHOOSE NETWORK 2002 FILLMORE AVENUE ERIE PA 16506 NONE PUBLIC CHARITY TO SUPPORT CREATING COMPELLING DOCUMENTARIES THAT STIMULATE THOUGHT AND CULTIVATE CONVERSATIONS 1000 EXCEL IN ED PO BOX 10691 TALLAHASSEE FL 32302 NONE PUBLIC CHARITY TO SUPPORT STATE LEADERS IN TRANSFORMING EDUCATION TO UNLOCK OPPORTUNITY AND LIFELONG SUCCESS FOR EACH AND EVERY CHILD 25000 1229280 0 14 255 14 736172 14 25 18 326821 0 1063273 0 1063273 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION MANAGERS (BARBARA AND THOMAS F. STEPHENSON), HEREBY ELECT TO TREAT $2,459 OF THE QUALIFYING DISTRIBUTIONS MADE IN 2020 AS HAVING BEEN MADE OUT OF THE UNDISTRIBUTED INCOME AMOUNTS OF $1,754 FOR TAX YEAR 2018 AND $705 FOR TAX YEAR 2017. THE REMAINING QUALIFYING DISTRIBUTIONS SHALL BE TREATED AS HAVING BEEN MADE FROM THE UNDISTRIBUTED INCOME RELATED TO TAX YEARS 2019 AND 2020. MUTUAL FUNDS (FIXED) HELD AT CAPITAL GUARDIAN 3168063 3423936 SECURITIES HELD AT CAPITAL GUARDIAN 6759031 12413763 SECURITIES HELD AT FIDELITY Y89-891371 9184230 11409628 SEQUOIA CAPITAL - BARRACUDA STOCK 219 219 SEQUOIA CAPITAL X PRINCIPAL'S FUND FMV 2286 2286 SEQUOIA CAPITAL FRANCHISE PARTNERS, LP FMV 38688 38388 CAPITAL GROUP ALTERNATIVE STRATEGIES (OFFSHORE) LP AT COST 600000 727384 UNREALIZED GAIN/LOSS - FMV ADJUSTMENT 59437 PRIOR PERIOD ADJUSTMENT 45000 FILING FEES 150 0 0 SEQUOIA CAPITAL FRANCHISE PARTNERS, LP 1997 1997 0 CAPITAL GUARDIAN 25 25 25 INVESTMENT MANAGEMENT FEES 120830 120830 0 PORTFOLIO DEDUCTIONS 848 848 0 ACCOUNTING FEES 16414 0 0 FOREIGN TAXES 15194 15194 0 STATE TAXES 10 0 0