BETA

GREENBRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GREENBRIDGE FAMILY FOUNDATION (EIN 82-3458443)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202123149349101737
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)
Return2021-11-10T16:59:06-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943145806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REALIZE CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823458443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENBRIDGE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone4153625990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET NO 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON GREENPersonNm
Person TitlePRESIDENT & DIRECTORPersonTitleTxt
Phone4153625990PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJASONPersonFirstNm
Person LastGREENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE M VINEYARDPreparerPersonNm
PTINP00653810PTIN
Phone4153625990PhoneNum

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$23,558,723FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,080,783ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,254InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,254InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$144,864DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144,864DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$181,754NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,025,150GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,093,775CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,046,147TotalRevAndExpnssAmt
Total Net Invst Incm$13,240,893TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$33,607OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,607OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$105,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,232OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,825OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,407OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$142,839TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,432TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,407TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$178,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$178,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$321,539TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,432TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,107TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,724,608ExcessRevenueOverExpensesAmt
Net Investment Income$13,205,461NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,038,409CashBOYAmt
Cash EOY$6,219,336CashEOYAmt
Cash EOYFMV$6,219,336CashEOYFMVAmt
Other Assets BOY$3,737,251OtherAssetsBOYAmt
Other Assets EOY$14,280,932OtherAssetsEOYAmt
Other Assets EOYFMV$17,339,387OtherAssetsEOYFMVAmt
Total Assets BOY$4,775,660TotalAssetsBOYAmt
Total Assets EOY$20,500,268TotalAssetsEOYAmt
Total Assets EOYFMV$23,558,723TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,862,132CapitalStockBOYAmt
Capital Stock EOY$1,862,132CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,913,528RetainedEarningBOYAmt
Retained Earning EOY$18,638,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,775,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,500,268TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,775,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,500,268TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,775,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,724,608ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,500,268SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,500,268TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH #03089P2020-01-012020-12-30$460,466$631,245-$170,779-$170,779
MERRILL LYNCH #03089P2019-01-012020-12-31$110,711$143,189-$32,478-$32,478
MERRILL LYNCH #03090P2020-01-012020-12-30$744,349$745,241-$892-$892
MERRILL LYNCH #03090P2019-01-012020-12-31$401,898$410,692-$8,794-$8,794
MERRILL LYNCH #03091P2019-01-012020-12-31$13,307,726$1,008$13,306,718$13,306,718
FieldValueIRS element (for citing)
Capital Gain Net Income$13,093,775CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$183,556InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$183,556SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$183,556TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$81,977EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$281,977TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$98,421OverpaymentAmt
Applied To ES Tax$98,421AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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 Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREALIZE CPA LLPIndividualWithBooksNm
Phone4153625990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JASON GREEN
249 BRIDGE ROADHILLSBOROUGHCA94010PRESIDENT & DIRECTOR1.00$0$0$0
ANN GREEN
249 BRIDGE ROADHILLSBOROUGHCA94010TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,087,071AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,774,708AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,861,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,861,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$222,927CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,638,852NetVlNoncharitableAssetsAmt
Minimum Investment Return$731,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$731,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$183,556TaxBasedOnInvestmentIncomeAmt
Total Tax$183,556TotalTaxAmt
Distributable Before Adj$548,387DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$548,387DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$548,387DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,107ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$181,107QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$181,107AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$548,387DistributableAsAdjustedAmt
Undistributed Income PY$46,344UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$181,107QualifyingDistributionsAmt
Applied To Year1$46,344AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,763AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$413,624UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABLE WORKS
1836 BAY ROADEAST PALO ALTOCA94303NONE501C(3)TO SUPPORT ECONOMIC JUSTICE IN NORTHERN CALIFORNIA.$5,000
COLLEGE OF THE HOLY CROSS
1 COLLEGE STREETWORCESTERMA01610NONE501C(3)TO SUPPORT EDUCATION SERVICES$10,000
ENDEAVOR GLOBAL INC
900 BROADWAY SUITE 301NEW YORKNY10003NONE501C(3)TO SUPPORT ENTREPRENEURS CONTINUE TO TRANSFORM THEIR COMMUNITIES, CREATE QUALITY JOBS AND INSPIRE FUTURE GENERATIONS OF FOUNDERS$50,000
FABNEWPORT
1 YORK STREETNEWPORTRI02840NONE501C(3)TO SUPPORT EDUCATION SERVICES$1,000
NUEVA SCHOOL
131 E 28TH AVENUESAN MATEOCA94403NONE501C(3)TO SUPPORT EDUCATIONAL ACTIVITIES$51,700
PENINSULA BRIDGE
457 KINGSLEY AVEPALO ALTOCA94301NONE501C(3)TO EMPOWER MOTIVATED, LOW-INCOME STUDENTS TO ACHEIVE COLLEGE AND CAREER SUCCESS.$11,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONE501C(3)TO SUPPORT EDUCATION SERVICES$25,000
THE AVALON ACADEMY
818 MAHLER ROADBURLINGAMECA94010NONE501C(3)TO SUPPORT EDUCATION SERVICES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,254ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,864ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$181,754ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$34,636ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$34,636TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JASON E GREEN AND ANN GREEN
1249 BRIDGE RDHILLSBOROUGHCA94010$1,750,114Yes (X)
JASON E GREEN AND ANN GREEN
2249 BRIDGE RDHILLSBOROUGHCA94010$2,999,844Yes (X)
JASON E GREEN AND ANN GREEN
3249 BRIDGE RDHILLSBOROUGHCA94010$9,645,400Yes (X)
JASON E GREEN AND ANN GREEN
4249 BRIDGE RDHILLSBOROUGHCA94010$1,685,425Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
18,063 SHARES OF VEEVA SYSTEMS INC.$1,750,1142020-06-03
227,600 SHARES OF ZOOM VIDEO COMMUNICATIONS$2,999,8442020-03-25
340,000 SHARES OF ZOOM VIDEO COMMUNICATIONS$9,645,4002020-06-19
435,000 SHARES OF BILL.COM$1,685,4252020-11-13

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (46 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VEEVA$542,833$1,417,998$2,258,314
260 SHS ISHARES EDGE MSCI$22,891
1242 ISHARES IBOXX$ HIGH YIELD$105,484
15,512 SHS PIMCO INCOME FUND CL 12$185,783
359 SHS SPDR GOLD TRUST$43,851
9,944 SHS SPDR PORTFOLIO LARGE CAP$316,995
6,926 SHS SPDR PORTFOLIO DEVELOPED$196,499
1,981 SHS SPDR PORTFOLIO S&P 500$58,971
2,173 SHS SPDR PORTFOLIO EMERGING$74,287
405 SHS VANGUARD DIVIDEND$44,338
2,957 SHS VANGUARD TOTAL BOND MKT$236,868
645 SHS VANGUARD INTERNATIONAL$41,017
1,328 SHS WISOMTREE US QUALITY$54,212
3,310 SHS ISH TR CORE DIVID GROWTH$131,108
4,854 SHS ISHARES CORE S&P TOTAL$333,838
582 SHS ISHARES EDGE MSCI$53,665
3,078 SHS ISHARES INC CORE MSCI$164,181
2,161 SHS SCHWAB US LARGE-CAP VA$124,826
2,151 SHS SCHWAB EMERGING MARKETS$52,723
2,156 SHS VANGUARD TOTAL STK MKT$333,653
894 SHS VANGUARD DIVIDEND$105,048
7,700 SHS VANGUARD TOTAL INTL STK$416,646
1,420 SHS VANGUARD INTERNATIONAL$97,534
8,000 SHS OF ZOOM$0$2,156,780$2,751,720
21,175 SHS ISH TR CORE DIVID GROWTH$0$756,872$949,064
7,579 SHS ISHARES CORE S&P$0$529,122$653,461
1,624 SHS ISHARES EDGE MSCI$0$148,244$157,382
10,967 SHS ISHARES TR CORE MSCI$0$510,603$736,873
1,563 SHS SPDR GOLD TRUST$0$253,987$278,777
3,363 SHS VANGUARD TOTAL STK MKT$0$528,635$654,574
6,505 SHS VANGUARD DIVIDEND$0$720,484$918,311
10,774 SHS VANGUARD INTERNATIONAL$0$679,610$876,896
35,546 SHS ALPS SMITH TOTAL RETURN$0$402,729$408,418
30,098 SHS FIRST TRYST LOW DURATION$0$1,549,265$1,549,144
18,436 SHS ISHARES TIPS$0$2,272,679$2,353,355
725 SHS ISHARES EDGE MSCI$0$63,039$70,260
4,060 SHS SPDR GOLD TRUST$0$668,887$724,142
8,616 SHS SPDR PORTFOLIO S&P$0$280,587$378,759
7,097 SHS SPDR PORTFOLIO DEVELOPED$0$202,372$239,524
2,427 SHS SPDR PORTFOLIO S&P 500$0$74,374$83,465
2,558 SHS SPDR PORTFOLIO EMERGING$0$87,447$107,845
883 SHS VANGUARD DIVIDEND$0$97,233$124,653
4,751 SHS VANGUARD TOTAL BOND MKT$0$410,211$418,991
1,508 SHS VANGUARD INTERNATIONAL$0$93,978$122,736
2,816 SHS WISDOMTREE U.S. QUALITY$0$115,631$151,951
12,941 SHS BLACKROCK HEALTH$0$260,165$370,772

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEE$3,650$1,825$1,825
PROGRAM EXPENSES$582$0$582

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODY FEES$18,243$18,243$0
MANAGEMENT FEES$15,364$15,364$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$105,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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