BENIFICUS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENIFICUS FOUNDATION (EIN 77-0444504)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202013039349100416
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T15:04:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770444504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENIFICUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENI | BusinessNameControlTxt |
| Phone | 6503840240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET NO 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA S HAGER | PersonNm |
| Person Title | CEO/CFO | PersonTitleTxt |
| Phone | 6503840240 | PhoneNum |
| Signature | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.21.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-22 | IPDt |
| IP Tm | 14:34:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96BD04DD84A68DEC77757C134E484247D1D6E17F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49C3ED6CC4A2DDA8F7F8C95636100B28621B816B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $395,765,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $97,907 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $196,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,944 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,278,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,216,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,278,381 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $573 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $573 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,573,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,573,805 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,868 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,868 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $46,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $154,185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,695,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,695,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,911,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,746,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,337,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,419,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,526,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,478,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,478,303 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $118,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $409,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $373,566,572 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,699,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,562,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,720,582 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,344,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,450,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $395,765,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $18,344,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,450,418 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,344,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,450,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,344,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,450,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,344,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,337,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,475,368 | OtherIncreasesAmt |
| Subtotal | $18,482,087 | SubtotalAmt |
| Other Decreases | $31,669 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,450,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #7477 - LONG-TERM GAINS | P | $943,043 | $180,312 | $762,731 | $762,731 |
| MORGAN STANLEY #9926 - LONG-TERM GAINS | P | $2,819,052 | $2,723,952 | $95,100 | $95,100 |
| THE BLACKSTONE GROUP LP - SHORT-TERM GAINS | P | $18 | $18 | $18 | |
| THE BLACKSTONE GROUP LP - LONG-TERM GAINS | P | $1,269 | $1,269 | $1,269 | |
| THE BLACKSTONE GROUP LP - 1231 GAINS | P | $225 | $225 | $225 | |
| THE BLACKSTONE GROUP LP - PTP ADJUSTMENTS | P | $11,239 | $11,239 | $11,239 | |
| KLEINER PERKINS CAUFIELD & BYERS XII, LLC - SHORT-TERM GAINS | P | $12,400 | -$12,400 | -$12,400 | |
| KLEINER PERKINS CAUFIELD & BYERS XII, LLC - LONG-TERM GAINS | P | $45,366 | $45,366 | $45,366 | |
| KLEINER PERKINS CAUFIELD & BYERS XV, LLC - SHORT-TERM GAINS | P | $421 | $421 | $421 | |
| KLEINER PERKINS CAUFIELD & BYERS XV, LLC - LONG-TERM GAINS | P | $21,502 | -$21,502 | -$21,502 | |
| THE SOCIAL+CAPITAL PARTNERSHIP LP - LONG-TERM GAINS | P | $395,914 | $395,914 | $395,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,278,381 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,138,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $375,623,695 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050951 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,406,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $296,021,835 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,608,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $236,203,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006809 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,464,728 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $193,267,163 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $165,018,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000895 | DistributionYr5Rt |
| Total Distribution | 0.152489 | TotalDistributionRt |
| Average Distribution | 0.030498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $383,376,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,692,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,196 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,706,409 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,746,986 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,392 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,392 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,711 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,711 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,319 | OverpaymentAmt |
| Applied To ES Tax | $16,319 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | BARBARA S HAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503840240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| L JOHN DOERR III | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN HOWLAND DOERR | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA S HAGER | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | CEO/CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $374,778,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,068,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,368,063 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $389,214,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $389,214,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,838,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $383,376,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,168,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,168,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,392 | TotalTaxAmt |
| Distributable Before Adj | $19,140,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,140,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,140,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,746,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,746,986 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,746,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,140,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,060,914 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,746,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,060,914 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,686,072 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,454,356 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L JOHN DOERR III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $350,000 |
| AVENIDAS | ||||||
| 450 BRYANT ST | PALO ALTO | CA | 94301 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 |
| COMPUTER HISTORY MUSEUM | ||||||
| 1401 NORTH SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $5,000 |
| ICA CRISTO REY ACADEMY | ||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $25,000 |
| RAPHAEL HOUSE | ||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $10,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| ST ANTHONY FOUNDATION | ||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $100,000 |
| TED FOUNDATION INC | ||||||
| 330 HUDSON STREET 11TH FLOOR | NEW YORK | NY | 10013 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $1,001,167 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | 501 (C) 3 CHARITY | GENERAL PURPOSE | $6,999,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,695,368 | 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 | $97,907 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,944 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $573 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,278,381 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,573,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,573,805 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $46,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOOGLE CLASS A (118,653 SHS) | $29,380 | $158,922,642 |
| AMAZON | $9,059 | $85,785,972 |
| GOOGLE CLASS C | $23,657 | $128,026,350 |
| VERACYTE | $54,784 | $382,392 |
| SURVEY MONKEY | $292,713 | $449,216 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $7,100,880 | $9,003,464 |
| THE SOCIAL+CAPITAL PARTNERSHIP | AT COST | $2,496,416 | $5,624,250 |
| KPCB XII LLC | AT COST | $1,519,032 | $213,747 |
| KPCB XV LLC | AT COST | $446,196 | $879,121 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,868 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,868 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS OF STOCK DONATED | $18,706 |
| BASIS ADJUSTMENT MS MANAGED ACCOUNT | $23 |
| PTP ADJUSTMENTS | $12,940 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $56 | $56 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--KPCB XII | $3,525 | $3,525 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--KPCB XV | $22,802 | $22,802 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--SOCIAL+CAPITAL | $50,272 | $50,272 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--THE BLACKSTONE GROUP LP | $218 | $218 | $0 | $0 |
| INVESTMENT MANAGEMENT EXPENSES | $77,312 | $77,312 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP LP | Desc |
| Revenue And Expenses Per Books | $573 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $573 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEEMED GAIN ON STOCK DONATIONS | Desc |
| Amt | $7,475,368 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $10,014 | $0 | $0 | $0 |
| STATE TAXES | $16 | $0 | $0 | $0 |
| FEES | $150 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $12 | $12 | $0 | $0 |
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