BETA

LOUD HOUND FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOUD HOUND FOUNDATION (EIN 81-3588263)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202023219349102397
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T11:10:21-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813588263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUD HOUND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUDBusinessNameControlTxt
Phone4155616540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH ST SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM MORITZPersonNm
Person TitleSECRETARY, TREASURERPersonTitleTxt
Phone4155616540PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT N HOFFMANPreparerPersonNm
PTINP01062419PTIN
Phone6508458100PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.35.164.230IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm14:35:33IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id96BD04DD84A68DEC77757C134E484247D1D6E17FAtSubmissionCreationDeviceId
At Submission Filing Device IdAEF93ACFE1B8462470D0A81917772F02B7A7E152AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$44,509,012FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,405,977ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$38,360InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,360InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$146,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,145,987NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,547,535GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,436,916CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$397,547OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$397,547OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,134,563TotalRevAndExpnssAmt
Total Net Invst Incm$5,019,515TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$875LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$42,469AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,363AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,362AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,966OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,966OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$29,648InterestRevAndExpnssAmt
Interest Net Invst Incm$29,648InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$30,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,500TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,500TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$195,766OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$195,250OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$326,384TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$261,227TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,862TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,668,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,668,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,994,884TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$261,227TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,680,362TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,139,679ExcessRevenueOverExpensesAmt
Net Investment Income$4,758,288NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY-$1,949,891SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$720,718SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$720,718SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,257,561CorporateStockBOYAmt
Corporate Stock EOY$16,898,437CorporateStockEOYAmt
Corporate Stock EOYFMV$23,676,407CorporateStockEOYFMVAmt
Other Investments BOY$16,346,954OtherInvestmentsBOYAmt
Other Investments EOY$21,553,323OtherInvestmentsEOYAmt
Other Investments EOYFMV$21,553,323OtherInvestmentsEOYFMVAmt
Total Assets BOY$33,654,624TotalAssetsBOYAmt
Total Assets EOY$37,731,042TotalAssetsEOYAmt
Total Assets EOYFMV$44,509,012TotalAssetsEOYFMVAmt
Accounts Payable BOY$23,925AccountsPayableBOYAmt
Total Liabilities BOY$23,925TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$33,630,699RetainedEarningBOYAmt
Retained Earning EOY$37,731,042RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,630,699TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,731,042TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,654,624TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,731,042TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,630,699TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,139,679ExcessRevenueOverExpensesAmt
Other Increases$1,141,122OtherIncreasesAmt
Subtotal$37,911,500SubtotalAmt
Other Decreases$180,458OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,731,042TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
9,122 SHS OF FACEBOOK INC CL-AD2018-03-292019-01-09$1,294,066$1,494,123-$200,057-$200,057
1,945 SHS OF BOOKING HOLDINGS INCD2019-03-152019-03-19$3,407,404$115,048$3,292,356$3,292,356
28,792 SHS OF TENCENT HLDGS LTDD2019-04-032019-04-16$1,427,976$1,473,830-$45,854-$45,854
CAPITAL GROUP CAP GAIN DSITRIBUTIONP$408,690$408,690$408,690
153 SHS OF NEW PERSPECTIVE FUNDP2017-12-212019-01-24$6,083$6,603-$520-$520
143 SHS OF NEW PERSPECTIVE FUNDP2017-12-212019-04-25$6,334$6,161$173$173
148 SHS OF NEW PERSPECTIVE FUNDP2017-12-212019-07-25$6,715$6,358$357$357
147 SHS OF NEW PERSPECTIVE FUNDP2017-12-212019-11-07$6,818$6,312$506$506
FROM K-1: SCHF USTE LPP$1,618-$1,618-$1,618
FROM K-1: SCHF USTE LPP$3,454$3,454$3,454
FROM K-1: SCHF USTE LP - SECTION 1231P$13,491$13,491$13,491
FROM K-1: SCHF CIF 2017-A LPP$566-$566-$566
FROM K-1: SCHF CIF 2017-A LPP$966,504$966,504$966,504
FieldValueIRS element (for citing)
Capital Gain Net Income$4,436,916CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,374,960AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$35,184,122NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039079DistributionYr1Rt
Adjusted Qlfy Distri Yr2$92,112AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,797,296NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.003199DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,982,275NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.042278TotalDistributionRt
Average Distribution0.014093AverageDistributionRt
Net Vl Noncharitable Assets$40,528,298NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$571,165AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47,583NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$618,748AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,680,362QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$47,583InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47,583SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47,583TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70,261EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$70,261TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$22,678OverpaymentAmt
Applied To ES Tax$22,678AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPACIFIC FOUNDATION SERVICES LLCIndividualWithBooksNm
Phone4155616540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH ST SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM MORITZ
1660 BUSH ST SUITE 300SAN FRANCISCOCA94109PRESIDENT1.00$0$0$0
MICHAEL MORITZ
1660 BUSH ST SUITE 300SAN FRANCISCOCA94109SECRETARY; TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,157,663AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$987,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,145,480TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,145,480AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$617,182CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,528,298NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,026,415MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,026,415MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,583TaxBasedOnInvestmentIncomeAmt
Total Tax$47,583TotalTaxAmt
Distributable Before Adj$1,978,832DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,978,832DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,978,832DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,680,362ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,680,362QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$47,583PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,632,779AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,978,832DistributableAsAdjustedAmt
Undistributed Income PY$1,664,043UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,680,362QualifyingDistributionsAmt
Applied To Year1$1,664,043AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,319AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,962,513UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
826 VALENCIA
826 VALENCIA STREETSAN FRANCISCOCA94110PCTO PROVIDE FUNDING FOR 826 VALENCIA$25,000
ACLU
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCTO PROVIDE FUNDING FOR ACLU$25,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH ST NWWASHINGTONDC20001PCTO PROVIDE FUNDING FOR ALLIANCE FOR YOUTH ORGANIZATIONS$50,000
BAY AREA COMMUNITY SERVICES
390 40TH STREETOAKLANDCA94609PCTO PROVIDE FUNDING FOR BAY AREA COMMUNITY SERVICES$100,000
BOLINAS COMMUNITY LAND TRUST
22 BRIGHTON AVEBOLINASCA94924PCTO PROVIDE FUNDING FOR BOLINAS COMMUNITY LAND TRUST$100,000
BOLINAS MUSEUM
48 WHARF ROADBOLINASCA94924PCTO PROVIDE FUNDING FOR BOLINAS MUSEUM$1,500
BOREALIS PHILANTRHOPY - SPARK JUSTICE FUND
126 N 3RD ST STE 500MINNEAPOLISMN554011653PCFOR THE SPARK JUSTICE FUND$50,000
BROKEN BOX MIME THEATER
201 W 94TH ST APT 1ANEW YORKNY10025PCTO PROVIDE FUNDING FOR BROKEN BOX MIME THEATER$1,000
CANAL ALLIANCE
91 LARKSPUR STREETSAN RAFAELCA94901PCTO PROVIDE FUNDING FOR CANAL ALLIANCE$50,000
CENTER FOR HUMANE TECHNOLOGY
995 MARKET STREET SUITE 312SAN FRANCISCOCA94103PCTO PROVIDE FUNDING FOR CENTER FOR HUMANE TECHNOLOGY$10,000
CIVICORPS
101 MYRTLE STREETOAKLANDCA94607PCTO PROVIDE FUNDING FOR CIVICORPS$35,000
CODE NATION
85 BROAD STNEW YORKNY10004PCTO PROVIDE FUNDING FOR CODE NATION$2,500
EAST BAY COMMUNITY LAW CENTER
1950 UNIVERSITY AVENUE STE 200BERKELEYCA94704PCTO PROVIDE FUNDING FOR EAST BAY COMMUNITY LAW CENTER$100,000
EVERYTOWN FOR GUN SAFETY
PO BOX 3886NEW YORK CITYNY10163PCTO PROVIDE FUNDING FOR EVERYTOWN FOR GUN SAFETY$35,000
EXPLORATORIUM
PIER 15 THE EMBARCADEROSAN FRANCISCOCA94111PCTO PROVIDE FUNDING FOR EXPLORATORIUM$1,000
GIVEWELL
1714 FRANKLIN STREET 100335OAKLANDCA94612PCTO PROVIDE FUNDING FOR GIVEWELL$100,000
GROUNDSWELL FUND
436 14TH STOAKLANDCA94612PCTO PROVIDE FUNDING FOR GROUNDSWELL FUND$50,000
HAMILTON FAMILIES
273 9TH STREETSAN FRANCISCOCA94103PCTO PROVIDE FUNDING FOR HAMILTON FAMILIES$100,000
HEALTHRIGHT 360
1563 MISSION STREETSAN FRANCISCOCA94103PCTO PROVIDE FUNDING FOR HEALTHRIGHT 360$50,000
HOMELESS PRENATAL PROGRAM
2500 18TH STREETSAN FRANCISCOCA94110PCTO PROVIDE FUNDING FOR HOMELESS PRENATAL PROGRAM$75,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCTO PROVIDE FUNDING FOR KQED$35,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS
131 STEUART ST STE 400SAN FRANCISCOCA94105PCTO PROVIDE FUNDING FOR LAWYERS COMMITTEE FOR CIVIL RIGHTS$50,000
MOVEMENT STRATEGY CENTER
436 14TH ST 500OAKLANDCA94612PCTO PROVIDE FUNDING FOR MOVEMENT STRAGETY CENTER$35,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036PCTO PROVIDE FUNDING FOR NEW VENTURE FUND$50,000
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139PCTO PROVIDE FUNDING FOR NEW WORLD SYMPHONY$7,000
NORTH STAR FUND INC
520 EIGHTH AVE STE 1800NEW YORKNY10018PCTO PROVIDE FUNDING FOR NORTH STAR FUND INC$53,000
PROTECT DEMOCRACY PROJECT
2020 PENNSYLVANIA AVEWASHINGTONDC20006PCTO PROVIDE FUNDING FOR PROTECT DEMOCRACY PROJECT$50,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLNEW YORKNY10003PCTO PROVIDE FUNDING FOR THE ROBIN HOOD FOUNDATION$100,000
RUBICON
6171 W CENTURY BLVD SUITE 310LOS ANGELESCA90045PCTO PROVIDE FUNDING FOR RUBICON$75,000
SAN FRANCISCO ARTS EDUCATION PROJECT
135 VAN NESS AVESAN FRANCISCOCA94102PCTO PROVIDE FUNDING FOR SAN FRANCISCO ARTS EDUCATION PROJECT$25,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STSAN FRANCISCOCA94118PCTO PROVIDE FUNDING FOR SAN FRANCISCO FREE CLINIC$25,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET 850SAN FRANCISCOCA94104PCTO PROVIDE FUNDING FOR TIPPING POINT COMMUNITY$100,000
UNITY COUNCIL
1900 FRUITVALE AVE SUITE 2AOAKLANDCA94601PCTO PROVIDE FUNDING FOR UNITY COUNCIL$100,000
WAVES FOR DEVELOPMENT
220 SWEETMAN RD STE 1ABALLSTON SPANY12020PCTO PROVIDE FUNDING FOR WAVES FOR DEVELOPMENT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,668,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,360ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146,692ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$397,547ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,145,987ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,728,586ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,728,586TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILL MORITZBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH ST SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,405,977TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,945 SHARES OF BOOKING HOLDINGNoncashPropertyDesc
Fair Market Value$3,405,977FairMarketValueAmt
Received2019-03-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$42,469Amt
Net Investment Income$10,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,362DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EMERGING MARKETS GROWTH FUND - 77,943 SHARES$478,584$643,026
GROWTH FUND OF AMERICA - 62,213 SHARES$2,695,275$3,178,459
NEW PERSPECTIVE FUND - 134,602 SHARES$4,885,543$6,355,871
SMALL CAP WORLD FUND - 12,524 SHARES$583,765$745,275
BOOM TECHNOLOGY INC.$799,993$799,993
KATERRA INC.$999,999$999,999
MONZO$1,974,881$1,974,881
SPHERE KNOWLEDGE LIMITED$766,500$766,500
SHOPIFY INC - 12,732 SHARES$1,130,612$5,061,988
VIRTA HEALTH CORP$900,000$900,000
DUFFEL TECHNOLOGY INC$184,367$184,367
HUBSPOT INC - 13,035 SHARES$1,498,918$2,066,048

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DANDELION CHOCOLATE INC. - NOTEAT COST$1,750,000$1,750,000
SCHF USTE, L.P.AT COST$8,029,809$8,029,809
SCHF CIF 2017-A, L.P.AT COST$6,859,327$6,859,327
SCHF CIF 2018-A, L.P.AT COST$1,503,203$1,503,203
CFE HOLDINGS LPAT COST$3,410,984$3,410,984

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$875LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FROM K-1: SCHF CIF 2018 SERIES LP - UNREALIZED GAIN/LOSS$58,456
FROM K-1: CFE HOLDINGS LP - UNREALIZED GAIN/LOSS$122,002

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM K-1: SCHF CIF 2017 SERIES LP - OTHER EXPENSES$38,117$38,117$0
FROM K-1: SCHF CIF 2017 SERIES LP - NDE$1$0$0
FROM K-1: SCHF USTE LP - OTHER EXPENSES$129,292$129,292$0
FROM K-1: SCHF USTE LP - NDE$483$0$0
FROM K-1: SCHF CIF 2018 SERIES LP - OTHER EXPENSES$19,109$19,109$0
FROM K-1: SCHF CIF 2018 SERIES LP - NDE$32$0$0
FROM K-1: CFE HOLDINGS$8,374$8,374$0
BANK FEES$358$358$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1: SCHF CIF 2017-A LP - ORDINARY INCOME (LOSS)-$2,383-$2,383-$2,383
FROM K-1: SCHF CIF 2017-A LP - OTHER PORTFOLIO INCOME (LOSS)$54$54$54
FROM K-1: SCHF USTE LP - ORDINARY INCOME (LOSS)-$75,299-$75,299-$75,299
FROM K-1: SCHF USTE LP - OTHER PORTFOLIO INCOME (LOSS)$487,533$487,533$487,533
FROM K-1: SCHF USTE LP - ROYALTY INCOME$9,540$9,540$9,540
FROM K-1: SCHF USTE LP - RENTAL INCOME (LOSS)-$1,792-$1,792-$1,792
FROM K-1: SCHF CIF 2018-A LP - ORDINARY INCOME (LOSS)-$973-$973-$973
FROM K-1: CFE HOLDINGS LP - ORDINARY INCOME (LOSS)-$19,133-$19,133-$19,133

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FROM K-1: SCHF CIF 2017 SERIES LP - UNREALIZED GAIN/LOSS$413,074
FROM K-1: SCHF USTE LP - UNREALIZED GAIN/LOSS$728,048

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$25,966Amt
Net Investment Income$25,966NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWILLIAM MORITZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH ST SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$30,000$0$0
STATE TAXES$10$0$0
CHARITABLE TRUST FEES$150$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.