ANNE WOJCICKI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANNE WOJCICKI FOUNDATION (EIN 47-1835703)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349102071
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:04:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 471835703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNE WOJCICKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 6502099501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 MAIN STREET SUITE 259 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE WOJCICKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4084994805 | PhoneNum |
| Signature | 2020-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL CALDWELL | PreparerPersonNm |
| PTIN | P01274062 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.7.94.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-10 | IPDt |
| IP Tm | 18:00:34 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E66610822B159646D86419C3C0FBFF465442628C | 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 | $546,060,946 | 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 |
| Dividends Rev And Expnss | $263,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $263,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,800,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,790 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $271,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,777 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,094 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,094 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,680 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,680 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,070,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,070,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,178,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,160,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,906,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,055,244 | CashBOYAmt |
| Cash EOY | $140,951 | CashEOYAmt |
| Cash EOYFMV | $140,951 | CashEOYFMVAmt |
| Corporate Stock BOY | $435,558,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $542,730,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $542,730,034 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,613,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,189,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,189,961 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $448,226,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,060,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,060,946 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $448,226,817 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $546,060,946 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,226,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,060,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,226,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,060,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,226,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,906,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $122,740,378 | OtherIncreasesAmt |
| Subtotal | $546,060,946 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,060,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS FROM JPM #7004 | P | 2019-12-31 | $145 | $145 | $145 | |
| 999,700.09 SHS JPM PRIME MM FUND - INSTL FUND | P | 2019-05-31 | $1,000,000 | $1 | $1 | $999,999 |
| 99,960.016 SHS JPM PRIME MM FUND - INSTL FUND | P | 2019-08-23 | $100,000 | $10 | $10 | $99,990 |
| 99,970.009 SHS JPM PRIME MM FUND - INSTL FUND | P | 2019-10-08 | $100,000 | $0 | $0 | $100,000 |
| 2,749,175.247 SHS JPM PRIME MM FUND - INSTL FUND | P | 2019-10-21 | $2,750,000 | $3 | $3 | $2,749,997 |
| 2,849,145.256 SHS JPM PRIME MM FUND - INSTL FUND | P | 2019-11-19 | $2,850,000 | $2 | $2 | $2,849,998 |
| 3,753.787 SHS JPM MANAGED INCOME FUND | P | 2019-12-05 | $37,726 | $144 | $144 | $37,582 |
| 195,251.188 SHS JPM MANAGED INCOME FUND | P | 2019-12-05 | $1,962,274 | $7,485 | $7,485 | $1,954,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,293,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $494,611,383 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,275,580 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $429,006,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042600 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,315,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $363,667,339 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031116 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,685 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $225,237,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000083 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.116849 | TotalDistributionRt |
| Average Distribution | 0.023370 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $492,368,233 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,506,646 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,567 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,509,213 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,160,932 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,299 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,299 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,732 | OverpaymentAmt |
| Applied To ES Tax | $6,732 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PACIFIC FOUNDATION SERVICES LLC | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE WOJCICKI | ||||||||
| 171 MAIN STREET STE 259 | LOS ALTOS | CA | 94022 | PRES & CHAIR | 1.00 | $0 | $0 | $0 |
| SUSAN WOJCICKI | ||||||||
| 171 MAIN STREET STE 259 | LOS ALTOS | CA | 94022 | TREAS & SEC | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH ST 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MGMT | ServiceTypeTxt |
| Compensation | $75,680 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $493,870,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,995,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $499,866,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $499,866,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,497,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,368,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,618,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,618,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,567 | TotalTaxAmt |
| Distributable Before Adj | $24,615,845 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,615,845 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,615,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,160,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,160,932 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,567 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,158,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,615,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,721,381 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,160,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,721,381 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $439,551 | 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 | $24,176,294 | 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 | ANNE WOJCICKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A FOUNDATION BUILDING STRENGTH INC | ||||||||
| 3825 EL CAMINO REAL | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| ASHOKA | ||||||||
| 1700 NORTH MOORE STREET SUITE 2000 | ARLINGTON | VA | 22209 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||
| BEYOND FISTULA | ||||||||
| 191 PINE LANE | LOS ALTOS | CA | 94022 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | PC | GENERAL OPERATING SUPPORT | $270,000 | ||
| BREAKTHROUGH PRIZE IN LIFE SCIENCES FOUNDATION | ||||||||
| 1900 N STREET NW | WASHINGTON | DC | 20036 | PNF | GENERAL OPERATING SUPPORT | $2,750,000 | ANNE WOJCICKI IS BOARD MEMBER | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | PC | GENERAL OPERATING SUPPORT | $500,000 | GATE PARK | |
| COMMUNITY LEGAL SERVICES OF EAST PALO ALTO | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | PC | GENERAL OPERATING SUPPORT | $100,000 | ||
| COMMUNITY SKATING INC | ||||||||
| 3009 MIDDLEFIELD ROAD | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING SUPPORT | $40,000 | ||
| EARTH ISLAND INSTITUTE | ||||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | PC | GENERAL OPERATING SUPPORT (PLANT TO PLATE PROJECT) | $25,000 | ||
| FAMILY GIVING TREE | ||||||||
| SOBRATO CENTER FOR NONPROFITS | MILPITAS | CA | 95035 | PC | GENERAL OPERATING SUPPORT | $250,000 | ||
| FOCUSING PHILANTHROPY INC | ||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | PC | HOLIDAY IMPACT PRIZE | $10,000 | ||
| FOR INSPIRATION & RECOGNITION OF SCIENCE (FIRST ROBOTICS) | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | PC | GENERAL OPERATING SUPPORT | $250,000 | ||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 359 LOVELL AVENUE | NEW YORK | NY | 10168 | PC | NUTRITION INITIATIVE | $200,000 | ||
| LARKIN STREET YOUTH SERVICES | ||||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING SUPPORT | $250,000 | ||
| LOS ALTOS COMMUNITY FOUNDATION | ||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | PC | VARIOUS INITIATIVES | $50,000 | ||
| NATIONAL PHILANTHROPIC TRUST - WOJIN FAMILY DONOR ADVISED FUND | ||||||||
| 8501 N SCOTTSDALE ROAD SUITE 240 | JENKINTOWN | PA | 19046 | PC | WOJIN FAMILY DONOR ADVISED FUND | $16,000,123 | ||
| REBOOT INC | ||||||||
| 734 LONGMEADOW STREET UNIT 103 | LONGMEADOW | MA | 01106 | PC | GENERAL OPERATING SUPPORT | $75,000 | ANNE WOJCICKI IS BOARD MEMBER | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | PC | MATCH TO TROPER WOJCICKI FOUNDATION'S GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | SUSAN WOJCICKI IS BOARD MEMBER | |
| SCRIPTED INC (CODE NATION) | ||||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $100,000 | ||
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PC | GENERAL OPERATING SUPPORT | $100,000 | ||
| THE BARACK OBAMA FOUNDATION | ||||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||
| THE EXPLORATORIUM | ||||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | PC | GENERAL OPERATING SUPPORT | $500,000 | ||
| THE NUEVA SCHOOL | ||||||||
| 6565 SKYLINE BOULEVARD | HILLSBOROUGH | CA | 94010 | PC | GENERAL OPERATING SUPPORT | $200,000 | ||
| THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC | ||||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| THE TECH INTERACTIVE | ||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | PC | GENERAL OPERATING SUPPORT | $100,000 | ||
| TONY BLAIR FOUNDATION | ||||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||
| UCSF FOUNDATION | ||||||||
| 1001 POTRERO AVENUE BUILDING 10 W13 | SAN FRANCISCO | CA | 94110 | PC | BENIOFF HOMELESSNESS AND HOUSING INITIATIVE | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,070,123 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY LEGAL SERVICES OF EAST PALO ALTO | ||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| COMMUNITY SKATING INC | ||||||
| 3009 MIDDLEFIELD ROAD | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING SUPPORT | $40,000 |
| FOR INSPIRATION & RECOGNITION OF SCIENCE (FIRST ROBOTICS) | ||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | PC | GENERAL OPERATING SUPPORT | $500,000 |
| SECOND HARVEST OF SILICON VALLEY | ||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT SUITE 1140 | CHICAGO | IL | 60615 | PC | GENERAL OPERATING SUPPORT | $4,000,000 |
| THE EXPLORATORIUM | ||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | PC | GENERAL OPERATING SUPPORT | $500,000 |
| THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC | ||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| TONY BLAIR FOUNDATION | ||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,290,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263,987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,790 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $271,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,777 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT SERVICES | CategoryTxt |
| Amt | $30,188 | Amt |
| Net Investment Income | $15,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,094 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 193,437 SHS ALPHABET INC. CLASS A STOCK | $105,871,212 | $105,871,212 |
| 210,701 SHS ALPHABET INC. CLASS C STOCK | $114,965,098 | $114,965,098 |
| ALPHABET STOCK VALUATION | $321,893,724 | $321,893,724 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN MONEY MARKET | AT COST | $15,291 | $15,291 |
| JP MORGAN FIXED INCOME | AT COST | $3,174,670 | $3,174,670 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $122,740,378 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION MANAGEMENT FEES | CategoryTxt |
| Amt | $75,680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,680 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX FILING FEES | $35 | $0 | $35 |
| TAXES EXPENSE | $2,000 | $0 | $0 |
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