TOSA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TOSA FOUNDATION (EIN 94-3165171)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349104827
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:57:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943165171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOSA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TASHIA MORGRIDGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOSA | BusinessNameControlTxt |
| Phone | 6508516922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD PMB 705 NO 288 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MORGRIDGE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6508516922 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MORGRIDGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRERNA JAGADA | PreparerPersonNm |
| PTIN | P01063809 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $593,763,925 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,460,924 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,298,970 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,298,848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,204,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,204,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,820,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,383,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,407,477 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,747,548 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,447,385 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,531,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,357,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $107,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,303 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,303 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,002 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $973,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123,945 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,606 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,606 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,354 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,157,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $188,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,127,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,127,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,285,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $188,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,220,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,246,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,169,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,340,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,777,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,777,596 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,293,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,411,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,411,188 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $510,606,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $561,954,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $561,954,424 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,000,216 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,620,717 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,620,717 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $571,240,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $593,763,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $593,763,925 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,553 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,180 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $5,467,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,588,909 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,488,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,619,089 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $565,751,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $587,144,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $565,751,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,144,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $571,240,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $593,763,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $565,751,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,246,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $587,998,488 | SubtotalAmt |
| Other Decreases | $853,652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $587,144,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| COMMONFUND EVP IV | P | 2019-01-01 | 2020-12-31 | $31,998 | -$31,998 | -$31,998 | |
| MICROVEST II | P | 2019-01-01 | 2020-12-31 | $7,891 | -$7,891 | -$7,891 | |
| LEGACY VENTURE III | P | 2019-01-01 | 2020-12-31 | $306,183 | $306,183 | $306,183 | |
| LEGACY VENTURE III | P | 2020-01-01 | 2020-12-31 | $2,765 | $2,765 | $2,765 | |
| LEGACY VENTURE IV | P | 2019-01-01 | 2020-12-31 | $1,113,742 | $1,113,742 | $1,113,742 | |
| LEGACY VENTURE IV | P | 2020-01-01 | 2020-12-31 | $859 | -$859 | -$859 | |
| LEGACY VENTURE VI | P | 2019-01-01 | 2020-12-31 | $2,520,703 | $2,520,703 | $2,520,703 | |
| LEGACY VENTURE VI | P | 2020-01-01 | 2020-12-31 | $29,653 | $29,653 | $29,653 | |
| LEGACY VENTURE VII | P | 2019-01-01 | 2020-12-31 | $775,372 | $775,372 | $775,372 | |
| LEGACY VENTURE VII | P | 2020-01-01 | 2020-12-31 | $4,452 | -$4,452 | -$4,452 | |
| OAK HILL II (CAYMAN) | P | 2019-01-01 | 2020-12-31 | $24,569 | $24,569 | $24,569 | |
| WINDFALL INVESTMENTS | P | 2019-01-01 | 2020-12-31 | $15,150,509 | $15,150,509 | $15,150,509 | |
| WINDFALL INVESTMENTS | P | 2020-01-01 | 2020-12-31 | $1,601,704 | $1,601,704 | $1,601,704 | |
| LEGACY VENTURE VIII | P | 2019-01-01 | 2020-12-31 | $92,775 | $92,775 | $92,775 | |
| LEGACY VENTURE VIII | P | 2020-01-01 | 2020-12-31 | $1,941 | $1,941 | $1,941 | |
| 10,000 SHS CISCO STOCK DONATED | D | 2019-01-01 | 2020-01-15 | $480,800 | $0 | $0 | $480,800 |
| 10,000 SHS CISCO STOCK DONATED | D | 2019-01-01 | 2020-01-15 | $480,800 | $0 | $0 | $480,800 |
| 29,550 SHS BARCLAYS STOCK SOLD | D | 2010-03-08 | 2020-09-09 | $1,969,578 | $583,710 | $583,710 | $2,553,288 |
| GAIN FROM DISPOSITION OF K-1: LEGACY VENTURE III | P | 2019-01-01 | 2020-12-31 | $70,178 | $70,178 | $70,178 | |
| LEGACY VENTURE IV 1231 LOSS | P | 2019-01-01 | 2020-12-31 | $3 | -$3 | -$3 | |
| WINDFALL INVESTMENTS 1231 GAIN | P | 2019-01-01 | 2020-12-31 | $178,876 | $178,876 | $178,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,407,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502,757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $502,757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $502,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,047,832 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $450,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,497,832 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $995,075 | OverpaymentAmt |
| Applied To ES Tax | $995,075 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOSA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508516922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE RD 288 PMB 705 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TASHIA F MORGRIDGE | ||||||||
| 107 MAPACHE DRIVE | PORTOLA VALLEY | CA | 94028 | DIRECTOR/PRES | 9.00 | $0 | $0 | $0 |
| JOHN P MORGRIDGE | ||||||||
| 107 MAPACHE DRIVE | PORTOLA VALLEY | CA | 94028 | DIRECTOR/CFO | 9.00 | $0 | $0 | $0 |
| JOHN D MORGRIDGE | ||||||||
| 3130 ALPINE ROAD SUITE 288 PMB 705 | PORTOLA VALLEY | CA | 94028 | DIRECTOR | 20.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL ACCOUNTING & TAX PREP | ServiceTypeTxt |
| Compensation | $107,475 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TOSA ESTABLISHED THE WISCONSIN TECHNOLOGY INITIATIVE (WTI) IN DECEMBER 2010 TO HELP MAKE 21ST CENTURY INSTRUCTIONAL TECHNOLOGY MORE ACCESSIBLE TO FORWARD-THINKING SCHOOL DISTRICTS. WTI PROVIDES GRANTS TO K-12 SCHOOLS AND OTHER EDUCATIONAL FACILITIES WHO ARE COMMITTED TO EFFECTIVELY INTEGRATING INSTRUCTIONAL TECHNOLOGY INTO LEARNING ENVIRONMENTS. THROUGH THE INCREASED AVAILABILITY OF INTERACTIVE WHITEBOARDS AND TECHNOLOGICALLY SAVVY TEACHERS, CLASSROOMS WILL HAVE THE TOOLS NECESSARY TO BECOME ENGINES OF INNOVATION THAT IMPROVE STUDENT ENGAGEMENT AND ACADEMIC ACHIEVEMENT. THE GRANTS PROVIDE FUNDING FOR SCHOOL DISTRICTS WILLING TO COMMIT TO BOTH INTEGRATING INTERACTIVE WHITEBOARDS INTO THEIR CLASSROOMS AND THE PROFESSIONAL DEVELOPMENT NECESSARY TO SUCCESSFULLY IMPLEMENT THEIR USE. GRANT RECIPIENTS WILL BE EXPECTED TO PROVIDE AN ANNUAL REPORT AND SHARE BEST PRACTICES WITH THEIR PEERS ACROSS THE STATE. | Description1Txt |
| Expenses1 | $5,400 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,251,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,373,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $536,280,451 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $567,904,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $567,904,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,518,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $559,386,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,969,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,969,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502,757 | TotalTaxAmt |
| Distributable Before Adj | $27,466,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,466,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,466,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,220,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,220,145 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,220,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,466,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,600,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,335,462 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,183,031 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,358,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,754,347 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $263,231,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,220,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,466,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,753,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $296,984,977 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $82,600,469 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $214,384,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,335,462 | ExcessFromYear4Amt |
| Excess From Year3 | $64,183,031 | ExcessFromYear3Amt |
| Excess From Year2 | $80,358,075 | ExcessFromYear2Amt |
| Excess From Year1 | $11,754,347 | ExcessFromYear1Amt |
| Excess From Current Year | $33,753,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TASHIA F MORGRIDGE | ContributingManagerNm |
| Contributing Manager | JOHN P MORGRIDGE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (167 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE | ||||||||
| 501 SILVERSIDE ROAD | WILMINGTON | DE | 19809 | NONE | PUBLIC CHARITY | SEE STATEMENT 15 | $4,000,000 | |
| FIDELITY CHARITABLE GIFT FUND - TAUPO | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | DONOR ADVISED FUND | SEE STATEMENT 13 | $7,440,168 | |
| CARE ORGANIZATION - GRANT OF 10000 SHS CISCO | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | INTERNATIONAL | $480,800 | |
| THE NATURE CONSERVANCY (TNC) - GRANT OF 10000 SHS CISCO | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | CONSERVATION | $480,800 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | ANIMALS | $1,500 | |
| MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | NONE | PUBLIC CHARITY | ANIMALS | $500 | |
| PENINSULA HUMANE SOCIETY | ||||||||
| 1450 ROLLINS ROAD | BURLINGAME | CA | 94010 | NONE | PUBLIC CHARITY | ANIMALS | $500 | |
| MOUNTAIN LION FOUNDATION | ||||||||
| 1225 8TH STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | ANIMALS | $250 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1100 NEW JERSEY AVE SE SUITE 900 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | ANIMALS | $1,000 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | ANIMALS | $2,500 | |
| NEW HAMPSHIRE MUSIC FESTIVAL | ||||||||
| PO BOX 64 | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | ART | $50,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | ART | $5,000 | |
| USC RADIO GROUP | ||||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | ART | $5,000 | |
| NEW HAMPSHIRE PUBLIC RADIO | ||||||||
| TWO PILLSBURY STREET 6TH FLOOR | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | ART | $2,500 | |
| INTERNATIONAL CRANE FOUNDATION | ||||||||
| E11376 SHADY LANE ROAD PO BOX 447 | BARABOO | WI | 53913 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| LOON PRESERVATION COMMITTEE | ||||||||
| PO BOX 604 | MOULTONBOROUGH | NH | 03254 | NONE | PUBLIC CHARITY | CONSERVATION | $25,000 | |
| LAND TRUST ALLIANCE | ||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| THE NATURE CONSERVANCY OF OKLAHOMA | ||||||||
| 10425 SOUTH 82ND EAST AVENUE SUITE | TULSA | OK | 74133 | NONE | PUBLIC CHARITY | CONSERVATION | $5,000 | 104 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| APPALACHIAN TRAIL CONSERVANCY | ||||||||
| 799 WASHINGTON STREET PO BOX 807 | HARPERS FERRY | WV | 25425 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| POST (PENINSULA OPEN SPACE TRUST) | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| NEW HAMPSHIRE LAKES ASSOCIATION | ||||||||
| 17 CHENNELL DRIVE SUITE ONE | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| CALIFORNIA STATE PARKS FOUNDATION | ||||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | CONSERVATION | $1,500 | |
| LAKE REGION CONSERVATION TRUST | ||||||||
| 156 DANE ROAD | CENTER HARBOR | NH | 03226 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| DELTA WATERFOWL FOUNDATION | ||||||||
| 1412 BASIN AVE | BISMARCK | ND | 58504 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| AMERICAN PRAIRIE FOUNDATION | ||||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | NONE | PUBLIC CHARITY | CONSERVATION | $5,000 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| 534 US ROUTE 3 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| PACIFIC CREST TRAIL | ||||||||
| 2150 RIVER PLAZA DRIVE SUITE 155 | SACRAMENTO | CA | 95833 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE BOSTON | BOSTON | MA | 02129 | NONE | PUBLIC CHARITY | CONSERVATION | $3,500 | |
| SAN MATEO CITY PARKS AND RECREATION | ||||||||
| 330 W 20TH AVENUE | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| GREEN MOUNTAIN CLUB | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | NONE | PUBLIC CHARITY | CONSERVATION | $2,000 | |
| SEMPERVIRENS FUND | ||||||||
| 419 S ANTONIO ROAD UNIT 211 | LOS ALTOS | CA | 94022 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| BAY AREA RIDGE TRAIL COUNCIL | ||||||||
| 391 SUTTER STREET SUITE 701 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 | |
| CALIFORNIA WATERFOWL ASSOCIATION | ||||||||
| 1346 BLUE OAKS BOULEVARD | ROSEVILLE | CA | 95678 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| YOSEMITE CONSERVANCY | ||||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | CONSERVATION | $2,500 | |
| AVA CIVIC ENTERPRISES INC | ||||||||
| 2316 CHAMBERLAIN AVENUE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | EDUCATION | $2,450 | |
| MILWAUKEE PUBLIC SCHOOLS | ||||||||
| 5225 W VLIET STREET | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | EDUCATION | $2,225,106 | |
| CITY YEAR OF MILWAUKEE | ||||||||
| 648 NORTH PLANKINTON AVENUE SUITE | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | EDUCATION | $628,460 | 190 |
| BOYS AND GIRLS CLUB OF GREATER MILWAUKEE | ||||||||
| 1558 N 6TH STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | EDUCATION | $1,041,051 | |
| FUND FOR WISCONSIN SCHOLARS | ||||||||
| PO BOX 5506 | MADISON | WI | 53705 | NONE | PUBLIC CHARITY | EDUCATION | $17,000,000 | |
| CITY YEAR | ||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $200,000 | |
| WISCONSIN ALUMNI RESEARCH FOUNDATION | ||||||||
| 614 WALNUT ST 13TH FLOOR | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | EDUCATION | $45,627 | |
| PEMI-BAKER LITERACY | ||||||||
| 258 HIGHLAND STREET SUITE 4 | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| EINSTEIN PROJECT | ||||||||
| 2019 TECHNOLOGY WAY STE 145 | GREEN BAY | WI | 54311 | NONE | PUBLIC CHARITY | EDUCATION | $7,600 | |
| SCHOOL DISTRICT OF TOMAHAWK | ||||||||
| 1048 EAST KING ROAD | TOMAHAWK | WI | 54487 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SQUAM LAKES NATURAL SCIENCE CENTER | ||||||||
| PO BOX 173 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | EDUCATION | $52,000 | |
| AVA CIVIC ENTERPRISES | ||||||||
| 2316 CHAMBERLAIN AVENUE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | EDUCATION | $1,400 | |
| PENINSULA BRIDGE | ||||||||
| 177 BOVET ROAD SUITE 120 | SAN MATEO | CA | 94402 | NONE | PUBLIC CHARITY | EDUCATION | $105,000 | |
| WAUWATOSA SCHOOL DISTRICT | ||||||||
| 12121 WEST NORTH AVENUE | WAUWATOSA | WI | 53226 | NONE | PUBLIC CHARITY | EDUCATION | $3,700,000 | |
| BOYS AND GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | EDUCATION | $300,000 | |
| HOOVER COMMUNITY SCHOOL | ||||||||
| 701 CHARTER STREET | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | EDUCATION | $137,000 | |
| UNIVERSITY OF WISCONSIN SYSTEM MILWAUKEE | ||||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | NONE | PUBLIC CHARITY | EDUCATION | $2,000,000 | |
| MOUNT MARY UNIVERSITY | ||||||||
| 2900 NORTH MENOMONEE RIVER PARKWAY | MILWAUKEE | WI | 53222 | NONE | PUBLIC CHARITY | EDUCATION | $11,000 | |
| SCHOOL DISTRICT OF BOWLER | ||||||||
| 500 S ALMON STREET | BOWLER | WI | 54416 | NONE | PUBLIC CHARITY | EDUCATION | $18,482 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| INNOVATE PUBLIC SCHOOLS | ||||||||
| 1400 PARKMOOR AVENUE SUITE 240 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| BOOK TRUST | ||||||||
| 789 SHERMAN STREET | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | EDUCATION | $386,100 | |
| INTERNATIONAL MYELOMA FOUNDATION | ||||||||
| 12650 RIVERSIDE DRIVE SUITE 206 | NORTH HOLLYWOOD | CA | 91607 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| TECHNOLOGY EDUCATION FOUNDATION | ||||||||
| PO BOX 44787 | MADISON | WI | 53744 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| ASSOCIATION OF NATURE CENTER ADMINISTRATORS | ||||||||
| 88 W CENTER STREET | LOGAN | UT | 84321 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| VIDA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA | SAN GREGORIO | CA | 94074 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| NORTHERN ILLINOIS UNIVERSITY FOUNDATION | ||||||||
| ALTGELD HALL 135 | DEKALB | IL | 60115 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| ALVERNO COLLEGE | ||||||||
| 3400 S 43RD STREET | MILWAUKEE | WI | 53234 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| TOWER FOUNDATION OF SJSU | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95112 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| BOYS AND GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| FOOTHILL-DE ANZA FOUNDATION | ||||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| BOYS TOWN JERUSALEM | ||||||||
| 209 W 29TH ST SUITE 6250 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| CHARITY - WATER | ||||||||
| 40 WORTH STREET STE 829 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | INTERNATIONAL | $15,000 | |
| GREATER VANCOUVER FOOD BANK SOCIETY CO TOSA FOUNDATION | ||||||||
| 3130 ALPINE ROAD PMB 705 | PORTOLA VALLEY | CA | 94028 | NONE | PUBLIC CHARITY | INTERNATIONAL | $20,000 | |
| OTTAWA FOOD BANK CO TOSA FOUNDATION | ||||||||
| 3130 ALPINE ROAD PMB 705 | PORTOLA VALLEY | CA | 94028 | NONE | PUBLIC CHARITY | INTERNATIONAL | $30,000 | |
| BRIGHT FUNDS (MERCY CORPS) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,050 | |
| BRIGHT FUNDS (AUSTRALIA RED CROSS) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,050 | |
| BRIGHT FUNDS (CHINESE RED CROSS) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,050 | |
| AFRICAN LEADERSHIP FOUNDATION | ||||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | NONE | PUBLIC CHARITY | INTERNATIONAL | $1,000,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | INTERNATIONAL | $170,000 | |
| OXFAM INDIA | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | INTERNATIONAL | $10,050 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | NONE | PUBLIC CHARITY | INTERNATIONAL | $2,500 | |
| TITAGYA SCHOOLS INC | ||||||||
| 420 E 80TH ST APT 1H | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | INTERNATIONAL | $17,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| BRIGHT FUNDS (HABITAT FOR HUMANITY INDIA) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | INTERNATIONAL | $515 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| USA FOR UNHCR | ||||||||
| 1310 L STREET NW 450 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| CARE | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | INTERNATIONAL | $1,035 | |
| VILLAGE ENTERPRISE FUND | ||||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | NONE | PUBLIC CHARITY | INTERNATIONAL | $5,000 | |
| LUMIND IDSC FOUNDATION | ||||||||
| 20 MALL ROAD SUITE 200 | BURLINGTON | MA | 01803 | NONE | PUBLIC CHARITY | MEDICAL | $1,000 | |
| MORGRIDGE INSTITUTE FOR RESEARCH | ||||||||
| 330 N ORCHARD STREET | MADISON | WI | 53715 | NONE | PUBLIC CHARITY | MEDICAL | $15,005,000 | |
| PLANNED PARENTHOOD OF NORTH NEW ENGLAND | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | MEDICAL | $75,000 | |
| MENDOCINO COAST CLINICS INC | ||||||||
| 205 SOUTH STREET | FORT BRAGG | CA | 95437 | NONE | PUBLIC CHARITY | MEDICAL | $500 | |
| SPEARE MEMORIAL HOSPITAL | ||||||||
| 16 HOSPITAL ROAD | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | MEDICAL | $500,000 | |
| HEARTFIT FOR LIFE | ||||||||
| 4000 MIDDLEFIELD ROAD SUITE G8 | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | MEDICAL | $5,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVENUE 340 | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | MEDICAL | $26,000 | |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | MEDICAL | $1,500 | |
| THE ALS ASSOCIATION GOLDEN WEST CHAPTER | ||||||||
| PO BOX 565 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC CHARITY | MEDICAL | $250 | |
| RESURGE INTERNATIONAL | ||||||||
| 756 N PASTORIA AVENUE | SUNNYVALE | CA | 94085 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 | |
| CAMINAR | ||||||||
| 2600 S EL CAMINO REAL SUITE 200 | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | MEDICAL | $2,500 | |
| NARAL PRO CHOICE AMERICA FOUNDATION | ||||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | POPULATION | $10,000 | |
| WOODSIDE-PORTOLA VALLEY FIRE PROT FDN | ||||||||
| 808 PORTOLA ROAD | PORTOLA VALLEY | CA | 94028 | NONE | PUBLIC CHARITY | US AID | $500 | |
| GRANITE UNITED WAY | ||||||||
| 22 CONCORD STREET FLOOR 2 | MANCHESTER | NH | 03101 | NONE | PUBLIC CHARITY | US AID | $130,000 | |
| MMAC COMMUNITY FOUNDATION | ||||||||
| 275 WEST WISCONSIN AVENUE SUITE 220 | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | US AID | $100,000 | |
| ADVENTURE CYCLING ASSOCIATION | ||||||||
| 150 EAST PINE STREET | MISSOULA | MT | 59807 | NONE | PUBLIC CHARITY | US AID | $500 | |
| AKSHAYA PATRA FOUNDATION USA | ||||||||
| 6800 OWENSMOUTH AVENUE SUITE 230 | CANOGA PARK | CA | 91303 | NONE | PUBLIC CHARITY | US AID | $70,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| FOOD BANK OF CENTRAL & EASTERN NC | ||||||||
| 1924 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | NONE | PUBLIC CHARITY | US AID | $150,000 | |
| GLEANERS COMMUNITY FOOD BANK | ||||||||
| 2131 BEAUFAIT STREET | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | US AID | $15,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | US AID | $30,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITY | US AID | $400,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | NONE | PUBLIC CHARITY | US AID | $30,000 | |
| GREATER BOSTON FOOD BANK INC | ||||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| SAN FRANCISCO MARIN FOOD BANK | ||||||||
| 900 PENNYSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | US AID | $1,500,000 | |
| EAST PALO ALTO KIDS FOUNDATION | ||||||||
| PO BOX 50542 | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| WATERORG | ||||||||
| 117 WEST 20TH STREET SUITE 203 | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | US AID | $20,000 | |
| MARINES MEMORIAL | ||||||||
| 609 SUTTER STREET SUITE 2M | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | US AID | $500 | |
| OXFAM | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | US AID | $3,500 | |
| TRINITY CHURCHYARD CEMETERY ASSOCIATION | ||||||||
| 926 NEW HAMPSHIRE ROUTE 175 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| COMMUNITY WORKING GROUP | ||||||||
| 2507A ALMA STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| SAN JOSE SPOTLIGHT | ||||||||
| 1900 CAMDEN AVENUE SUITE 101 | SAN JOSE | CA | 95124 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| SILICON VALLEY CHILDREN'S FUND | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| HABITAT FOR HUMANITY GA | ||||||||
| PO BOX 4143 | COLUMBUS | GA | 31914 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| THE BRIDGE HOUSE NH | ||||||||
| 260 HIGHLAND STREET | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| HOMEFIRST | ||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | US AID | $7,500 | |
| BRIGHT FUNDS (AMERICAN RED CROSS) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | US AID | $10,050 | |
| MEALS ON WHEELS ALAMEDA COUNTY | ||||||||
| 1721 BROADWAY 201 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | US AID | $3,000 | |
| UNITED WAY BAY AREA | ||||||||
| 1400 PARKMOOR AVENUE | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| LOAVES AND FISHES | ||||||||
| PO BOX 1720 | PASO ROBLES | CA | 93447 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| ST ANTHONY PADUA DINING | ||||||||
| 3500 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| STARVISTA | ||||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| ST VINCENT DE PAUL | ||||||||
| PO BOX 5579 | SAN JOSE | CA | 95150 | NONE | PUBLIC CHARITY | US AID | $5,247 | |
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| HEARTFIT FOR LIFE | ||||||||
| 4000 MIDDLEFIELD ROAD SUITE G8 | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $1,050 | |
| COMMUNITY OVERCOMING RELATIONSHIP ABUSE | ||||||||
| 2211 PALM AVENUE | SAN MATEO | CA | 94403 | NONE | PUBLIC CHARITY | US AID | $650 | |
| OUR LADY OF THE VALLEY CATHOLIC CHURCH | ||||||||
| 22021 GAULT STREET | CANOGA PARK | CA | 91303 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| ALLIED ARTS GUILD AUXILIARY | ||||||||
| 75 ARBOR ROAD | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| CHILDREN'S HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | US AID | $200,000 | |
| ECUMENICAL HUNGER | ||||||||
| 2411 PULGAS AVENUE | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| TEEN SUCCESS INC | ||||||||
| 3990 VENTURA COURT | MILPITAS | CA | 94306 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| PALO ALTO COMMUNITY CHILDCARE | ||||||||
| 3450 LOUIS ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| MAYHEW PROGRAM | ||||||||
| 293 WESHORE ROAD PO BOX 120 | BRISTOL | NH | 03222 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||
| 2 MARINA BOULEVARD FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | US AID | $500 | CENTER SUITE C385 |
| DOWNTOWN STREETS INC | ||||||||
| 1671 THE ALAMEDA STE 306 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| HANDS ON BAY AREA | ||||||||
| 1504 BRYANT STREET SUITE 100 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| CHALLENGED ATHLETES FOUNDATION | ||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | US AID | $5,000 | |
| CIRCLE PROGRAM | ||||||||
| 85 MAIN STREE PO BOX 815 | PLYMOUTH | NH | 03264 | NONE | PUBLIC CHARITY | US AID | $5,200 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | US AID | $603,185 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITY | US AID | $10,000 | |
| PENINSULA VOLUNTEERS | ||||||||
| 800 MIDDLEFIELD AVENUE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| AVENIDAS | ||||||||
| 4000 MIDDLEFIELD ROAD BUILDING B | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| BILL WILSON CENTER | ||||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| RONALD MCDONALD HOUSE | ||||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | US AID | $500 | |
| CHILD ADVOCATES | ||||||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | US AID | $2,500 | |
| VISTA CENTER FOR THE BLIND | ||||||||
| 2500 EL CAMINO REAL SUITE 100 | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| CAL FIRE (ACTBLUE) | ||||||||
| 1731 J STREET SUITE 100 | SACRAMENTO | CA | 95811 | NONE | PUBLIC CHARITY | US AID | $10,020 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | US AID | $5,050 | |
| BRIGHT FUNDS (SECOND HARVEST GREATER NEW ORLEANS AND ACADIANA) | ||||||||
| 1610 HARRISON STREET SUITE C | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | US AID | $10,050 | |
| YMCA OF SILICON VALLEY | ||||||||
| 80 SARATOGA AVENUE | SANTA CLARA | CA | 95051 | NONE | PUBLIC CHARITY | US AID | $25,584 | |
| GUIDE DOG FOUNDATION | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PUBLIC CHARITY | US AID | $1,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | US AID | $250 | |
| CHOCORUA CHAPEL ASSOCIATION | ||||||||
| PO BOX 356 | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $250 | |
| THE DAVIDSON YELL AND TELL FOUNDATION | ||||||||
| 1871 LUDINGTON AVENUE | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| BBB WISE GIVING ALLIANCE | ||||||||
| 3033 WILSON BLVD SUITE 710 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $500 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| AMERICAN LEADERSHIP FORUM | ||||||||
| PO BOX 8201 | MYRTLE BEACH | SC | 29578 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| FRIENDS OF HOYT PARK & POOL | ||||||||
| 1800 N SWAN BLVD | WAUWATOSA | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,127,880 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,298,970 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,204,141 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,944 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$25,222 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $46,339 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $52,732,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,820,229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $40,395 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,030,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,070,888 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P & TASHIA F MORGRIDGE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 MAPACHE DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,460,924 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 29,550 SHS OF BARCLAYS BANK IPATH INDEX ETN | NoncashPropertyDesc |
| Fair Market Value | $2,460,924 | FairMarketValueAmt |
| Received | 2020-08-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $107,474 | Amt |
| Net Investment Income | $40,303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,303 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-01-09 | GrantDt |
| Grant | $4,000,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT EDUCATION AND PROVIDE RESOURCES TO CLASSROOMS AND TEACHERS; TO SUPPORT HEALTH AND WELLNESS FOR LOW INCOME FAMILIES, AND TO SUPPORT ARTS AND CONSERVATION. | PurposeOfGrantTxt |
| Expended By Grantee | $4,000,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/09/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-01-09 | VerificationDt |
| Results Of Verification | ALL FUNDS FROM GRANT WERE DISTRIBUTED FOR PURPOSES DESCRIBED ABOVE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 109,057 SHS OF CISCO SYSTEMS | $4,880,300 | $4,880,300 |
| 56 SHS OF AMAZON | $182,388 | $182,388 |
| 2,500 SHS OF FULGENT | $130,250 | $130,250 |
| 5,000 SHS OF 1LIFE HEALTHCARE STOCK | $218,250 | $218,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OAK HILL CAPITAL PARTNERS II (CAYMAN) LP | FMV | $139,907 | $139,907 |
| WINDFALL INVESTMENTS | FMV | $523,537,563 | $523,537,563 |
| OAK HILL CAPITAL PARTNERS II LP | FMV | $611 | $611 |
| COMMONFUND EVP IP | FMV | $19,036 | $19,036 |
| LEGACY VENTURE IV | FMV | $3,846,520 | $3,846,520 |
| MICROVEST II | FMV | $115,274 | $115,274 |
| LEGACY VENTURE VI (QP) | FMV | $13,385,147 | $13,385,147 |
| LEGACY VENTURE VII | FMV | $14,162,033 | $14,162,033 |
| LEGACY VENTURE VIII | FMV | $6,748,333 | $6,748,333 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNITED SOUTH END SETTLEMENTS RECEIVABLE | $1,000,000 | $0 | $0 |
| WEBERMAKETING RECEIVABLE | $216 | $0 | $0 |
| LEGACY III DISTRIBUTION RECEIVABLE | $0 | $1,138,422 | $1,138,422 |
| EXCISE TAX RECEIVABLE | $0 | $232,295 | $232,295 |
| LEGACY VIII PREPAID CONTRIBUTION | $0 | $250,000 | $250,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $853,652 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRIPTIONS & MEMBERSHIPS | $1,197 | $0 | $1,197 |
| POSTAGE AND SHIPPING | $699 | $0 | $699 |
| TELEPHONE | $5,176 | $0 | $5,176 |
| LICENSE & PERMITS | $320 | $0 | $320 |
| MISCELLANEOUS EXPENSES | $640 | $0 | $640 |
| OFFICE SUPPLIES | $1,252 | $0 | $1,252 |
| BANK SERVICE CHARGE | $50 | $0 | $50 |
| OTHER EXPENSES | $1,020 | $0 | $1,020 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LEGACY VENTURE IV LLC | -$21,253 | -$21,253 | -$21,253 |
| OAK HILL CAPITAL PARTNERS II LP | -$118 | -$118 | -$118 |
| OAK HILL CAPITAL PARTNERS II (CAYMAN) LP | -$3,630 | -$3,630 | -$3,630 |
| WINDFALL INVESTMENTS LP | $6,914,798 | $6,914,798 | $6,914,798 |
| LEGACY VENTURE III LLC | -$19,935 | -$19,935 | -$19,935 |
| LEGACY VENTURE VII LLC | -$166,364 | -$166,364 | -$166,364 |
| COMMONFUND EVP IV LP | -$1,055 | -$1,055 | -$1,055 |
| BOOK/TAX DIFFERENCE FROM PASS-THROUGH | $22,695 | $0 | $22,695 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH | -$70,208 | $0 | -$70,208 |
| LESS: AMOUNT REPORTED ON 990-T AS UBTI | -$40,395 | -$40,395 | -$40,395 |
| LESS: AMOUNT REPORTED ON 990-T AS UBTI | $40,395 | $0 | $40,395 |
| MICROVEST II LP | -$8,492 | -$8,492 | -$8,492 |
| LEGACY VENTURE VI (QP) LLC | -$113,598 | -$113,598 | -$113,598 |
| LEGACY VENTURE VIII LLC | -$83,893 | -$83,893 | -$83,893 |
| UNREALIZED BOOK LOSS | $46,329,767 | $0 | $46,329,767 |
| K-1 RENTAL INCOME/(LOSS) | -$31,166 | -$31,166 | -$31,166 |
| SECTION 965(A) INCOME INCLUSION | $1 | ||
| K-1 EXCESS DISTRIBUTION | $22,485 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $5,465,000 | $6,568,000 |
| ACCRUED EXPENSES | $2,500 | $20,909 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $18,004 | Amt |
| Net Investment Income | $9,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,002 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM SCHEDULE K-1 - FOREIGN TAXES | $123,945 | $123,945 | $0 |
| FEDERAL TAXES | $850,000 | $0 | $0 |
| STATE TAXES | $10 | $0 | $0 |