OBERNDORF FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OBERNDORF FAMILY FOUNDATION (EIN 68-0299542)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202021929349100832
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T13:59:56-05:00 | 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 | 680299542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL & SUSAN OBERNDORF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 4155006900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 FRONT STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN C OBERNDORF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155006900 | PhoneNum |
| Signature | 2020-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCIS R CASSIDY | PreparerPersonNm |
| PTIN | P00733712 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.162.65.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-02 | IPDt |
| IP Tm | 15:49:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B121E4F89A6E3CAAF0921156A836A807753AF40C | 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 | $75,578,501 | 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 | $2,166,206 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $122 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $629,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $629,690 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $629,690 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,404,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,198,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,404,021 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,232 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $19,232 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,219,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,033,833 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $649,044 | 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 |
| Accounting Fees Rev And Expnss | $35,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $320,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,678 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,678 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $437,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,432,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,432,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,869,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,490,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,349,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,975,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $649,044 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,921,229 | CashBOYAmt |
| Cash EOY | $20,310,866 | CashEOYAmt |
| Cash EOYFMV | $20,310,866 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $21,719 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $21,719 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $21,719 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $231,360 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $49,051,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,578,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,245,916 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $72,203,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,911,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,578,501 | 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 | $72,203,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,911,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,203,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,911,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,203,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,911,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,203,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,349,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,494 | OtherIncreasesAmt |
| Subtotal | $80,581,176 | SubtotalAmt |
| Other Decreases | $1,669,836 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,911,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FX GAINS & LOSSES | P | $731 | -$731 | -$731 | |
| NORTHERN TRUST #40040 | P | $6,794,144 | $7,404,752 | $7,404,752 | $14,198,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,404,021 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,701,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,360,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.197703 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,413,963 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $77,686,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.224157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,953,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $69,568,215 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.243695 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,090,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $71,282,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.183646 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,169,083 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,266,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138796 | DistributionYr5Rt |
| Total Distribution | 0.987997 | TotalDistributionRt |
| Average Distribution | 0.197599 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,780,665 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,578,986 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79,754 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,658,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,490,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $159,508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $159,508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $159,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,634 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160,634 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,126 | OverpaymentAmt |
| Applied To ES Tax | $1,126 | 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 |
| Individual With Books | SUSAN C OBERNDORF | IndividualWithBooksNm |
| Phone | 4155006900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 FRONT STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN C OBERNDORF | ||||||||
| 615 FRONT STREET | SAN FRANCISCO | CA | 94111 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| WILLIAM E OBERNDORF | ||||||||
| 615 FRONT STREET | SAN FRANCISCO | CA | 94111 | SECRETARY | 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 | $54,022,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,881,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,904,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,904,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,123,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,780,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,689,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,689,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159,508 | TotalTaxAmt |
| Distributable Before Adj | $3,529,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,529,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,529,525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,490,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,490,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,490,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,529,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,691,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,651,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,567,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,662,274 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,302,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,874,745 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,490,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,490,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,039,040 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,039,040 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,835,705 | 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 | $4,652,067 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,183,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,651,682 | ExcessFromYear4Amt |
| Excess From Year3 | $13,567,013 | ExcessFromYear3Amt |
| Excess From Year2 | $13,662,274 | ExcessFromYear2Amt |
| Excess From Year1 | $11,302,669 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN C OBERNDORF | ContributingManagerNm |
| Contributing Manager | WILLIAM E OBERNDORF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAST PALO ALTO ACADEMY FOUNDATION | ||||||
| PO BOX 50803 | PALO ALTO | CA | 94303 | PC | GENERAL CHARITY | $10,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | GENERAL CHARITY | $5,000 |
| BOTHIN BURN CENTER | ||||||
| 900 HYDE STREET | SAN FRANCISCO | CA | 94109 | PC | GENERAL CHARITY | $5,000 |
| THE NATIONAL WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | GENERAL CHARITY | $30,000 |
| THE COMMONWEALTH CLUB OF CALIFORNIA | ||||||
| 100 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | PC | GENERAL CHARITY | $50,000 |
| SAFE AND SOUND | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | GENERAL CHARITY | $10,000 |
| PEER HEALTH EXCHANGE | ||||||
| 70 GOLD STREET | SAN FRANCISCO | CA | 94133 | PC | GENERAL CHARITY | $25,000 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH STREET 34TH FLOOR | NEW YORK | NY | 10118 | PC | GENERAL CHARITY | $5,000 |
| MISSION DELORES ACADEMY | ||||||
| 3371 16TH STREET | SAN FRANCISCO | CA | 94114 | PC | GENERAL CHARITY | $50,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||
| 151 3RD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL CHARITY | $20,000 |
| ARCS FOUNDATION | ||||||
| 1008 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | PC | GENERAL CHARITY | $2,500 |
| SAN FRANCISCO FILM SOCIETY | ||||||
| 39 MESA STREET 110 | SAN FRANCISCO | CA | 94129 | PC | GENERAL CHARITY | $10,000 |
| VISION OF HOPE | ||||||
| 1555 34TH AVE | OAKLAND | CA | 94601 | PC | GENERAL CHARITY | $10,000 |
| RIGHT TO PLAY | ||||||
| 5315 COLLEGE AVE | OAKLAND | CA | 94618 | PC | GENERAL CHARITY | $10,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL CHARITY | $25,000 |
| GRAND CANYON TRUST | ||||||
| 2601 N FORT VALLEY ROAD | FLAGSTAFF | AZ | 86001 | PC | GENERAL CHARITY | $10,000 |
| CLEVELAND SIGHT CENTER | ||||||
| 1909 E 101 STREET | CLEVELAND | OH | 44106 | PC | GENERAL CHARITY | $1,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94143 | PC | GENERAL CHARITY | $50,000 |
| PASSAGES AMERICA ISRAEL INC | ||||||
| 50 S MAIN STREET | NAPERVILLE | IL | 60540 | PC | GENERAL CHARITY | $10,000 |
| CHICAGO BOTANIC GARDEN | ||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | PC | GENERAL CHARITY | $25,000 |
| ASPEN INSTITUTE | ||||||
| 1227 DE LA VINA STREET | SANTA BARBARA | CA | 93101 | PC | GENERAL CHARITY | $10,000 |
| SAN FRANCISCO EDUCATION FUND | ||||||
| 2730 BRYANT STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL CHARITY | $25,000 |
| SAN FRANCISCO ZOOLOGICAL SOCIETY | ||||||
| SLOAT BLVD THE GREAT HIGHWAY | SAN FRANCISCO | CA | 94132 | PC | GENERAL CHARITY | $5,000 |
| SAN FRANCISCO FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | PC | GENERAL CHARITY | $25,000 |
| DE YOUNG MUSEUM | ||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL CHARITY | $5,000 |
| MEM SLOAN KETTERING DIRT'S FUND MSK 64 | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | GENERAL CHARITY | $10,000 |
| SALVATION ARMY | ||||||
| 3550 CESAR CHAVEZ | SAN FRANCISCO | CA | 94110 | PC | GENERAL CHARITY | $5,000 |
| STANFORD LIVE | ||||||
| 327 LASUEM STREET | STANFORD | CA | 94305 | PC | GENERAL CHARITY | $7,500 |
| TEN STRANDS | ||||||
| 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | PC | GENERAL CHARITY | $5,000 |
| GERALD HUFF FUND FOR HUMANITY | ||||||
| 170 PACIFIC AVENUE 34 | SAN FRANCISCO | CA | 94111 | PC | GENERAL CHARITY | $100,000 |
| UCSF FOUNDATIONCARDIOLOGY COUNCIL | ||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94143 | PC | GENERAL CHARITY | $25,000 |
| CENTER FOR EDUCATION REFORM | ||||||
| 1455 PENNSYLVANIA AVE NW SUITE 250 | WASHINGTON | DC | 20004 | PC | GENERAL CHARITY | $10,000 |
| SUMMER SEARCH | ||||||
| 101 HOWARD STREET 250 | SAN FRANCISCO | CA | 94105 | PC | GENERAL CHARITY | $10,000 |
| SAN FRANCISCO FREE CLINIC | ||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | GENERAL CHARITY | $5,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||
| FORT MASON BUILDING 201 | SAN FRANCISCO | CA | 94123 | PC | GENERAL CHARITY | $5,000 |
| FAMILY HOUSE | ||||||
| 540 MISSION BAY BLVD NORTH | SAN FRANCISCO | CA | 94158 | PC | GENERAL CHARITY | $10,000 |
| ED CHOICE | ||||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 96282 | PC | GENERAL CHARITY | $25,000 |
| THE WILDWOOD SCHOOL | ||||||
| 11811 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | PC | GENERAL CHARITY | $230 |
| BREAKTHROUGH COLLABORATIVE | ||||||
| PO BOX 71420 | OAKLAND | CA | 94612 | PC | GENERAL CHARITY | $10,000 |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PC | GENERAL CHARITY | $5,000 |
| UKIAH JUNIOR ACADEMY | ||||||
| 180 STIPP LANE | UKIAH | CA | 95482 | PC | GENERAL CHARITY | $5,000 |
| UCSF BENIOFF CHILDREN'S HOSPITAL | ||||||
| 1975 4TH STREET | SAN FRANCISCO | CA | 94158 | PC | GENERAL CHARITY | $17,000 |
| GREAT LAKES EDUCATION FOUNDATION | ||||||
| 2401 INTERNATIONAL LANE | MADISON | WI | 53704 | PC | GENERAL CHARITY | $50,000 |
| BOYS AND GIRLS CLUB OF SAN FRANCISCO | ||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL CHARITY | $10,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94143 | PC | GENERAL CHARITY | $31,832 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94143 | PC | GENERAL CHARITY | $20,995 |
| VIETNAM FOUNDATION | ||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL CHARITY | $5,000 |
| SAN FRANCISCO PARKS ALLIANCE | ||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL CHARITY | $1,000 |
| DE YOUNG MUSEUM | ||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL CHARITY | $5,000 |
| SWEETWATER SPECTRUM | ||||||
| 369 5TH STREET | SONOMA | CA | 95476 | PC | GENERAL CHARITY | $5,000 |
| THE EDIBLE SCHOOLYARD PROJECT | ||||||
| 1517 SHATTUCK AVE | BERKELEY | CA | 94709 | PC | GENERAL CHARITY | $5,000 |
| BAY SCHOLARS | ||||||
| 465 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL CHARITY | $10,000 |
| DRAPER RICHARD KAPLAN FOUNDATION | ||||||
| 1600 EL CAMINO REAL | MENLO PARK | CA | 94025 | PC | GENERAL CHARITY | $200,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL CHARITY | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,432,057 | 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 | $122 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $629,690 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,404,021 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,053,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,053,065 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 13 | ALL INCOME IS USED IN THE OPERATIONS OF THE ORGANIZATION AND |
| 13 | EXCLUSIVELY TOWARD ITS EXEMPT PURPOSE. |
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 Person | WILLIAM E SUSAN C OBERNDORF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 FRONT STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,166,206 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 15,300 SHS TWILIO INC, STOCK (TWLO) | $1,967,555 | 2019-03-27 |
| 1 | 3,530 SHS APPIAN CORP, STOCK (APPN) | $198,651 | 2019-08-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,500 | Amt |
| Net Investment Income | $17,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS CORPORATE STOCK | StockNm |
| EOY Book Value | $58,578,755 | EOYBookValueAmt |
| EOYFMV | $55,245,916 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $1,669,836 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $3,677 | $1,838 | $0 | $1,838 |
| FEES & LICENSES | $255 | $128 | $0 | $128 |
| PENALTY | $19,423 | $9,712 | $0 | $9,712 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CANCELLED CHECKS FOR DONATIONS MADE IN 2018 | Desc |
| Revenue And Expenses Per Books | $19,232 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,232 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $27,494 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $58,000 | Amt |
| Net Investment Income | $29,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $320,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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