THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION (EIN 46-3460261)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349103939
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T19:43:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 463460261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERIC AND WENDY SCHMIDT FUND FOR | BusinessNameLine1Txt |
| Business Name Line2 | STRATEGIC INNOVATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 6504618088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT ST NO 374 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANDY QUACH | PersonNm |
| Person Title | ACTING TREASURER | PersonTitleTxt |
| Phone | 6504618088 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN J OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 10:07:59 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36142222E2A4E359DC7AF38919A7BF94EF94D97A | 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 | $585,768,391 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $106,896,093 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,102,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,834,541 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,628,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,420,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,650,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $293,076 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,642,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,778,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $639,580 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $639,580 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,966 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,401 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,119 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $74,119 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,709,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $972,687 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,057,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,563,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,762 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,223,634 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,105,660 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $927 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $753 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $371,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,237,751 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $353,727 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,624,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,237,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,259,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,377,896 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,346,032 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,002,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,237,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,605,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,639,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,541,088 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,488,087 | CashBOYAmt |
| Cash EOY | $9,110,442 | CashEOYAmt |
| Cash EOYFMV | $9,110,442 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,312,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,817,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,817,221 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $540 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $75,065 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $687,362 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $687,362 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $309,334,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $376,352,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,352,797 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $125,720,756 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $196,617,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $196,617,854 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $209,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $182,715 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $182,715 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $448,140,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $585,768,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $585,768,391 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $896,106 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $789,738 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,705,189 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,737,053 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,718,548 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,100,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,319,843 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,626,791 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $439,821,026 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $578,141,600 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $439,821,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $578,141,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,140,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $585,768,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $439,821,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,639,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78,691,568 | OtherIncreasesAmt |
| Subtotal | $578,152,345 | SubtotalAmt |
| Other Decreases | $10,745 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $578,141,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRDED SECURITIES | $103,420,825 | $84,792,496 | $18,628,329 | $18,628,329 | |
| EQUITY PARTNERSHIP INVESTMENTS | $8,022,342 | $8,022,342 | $8,022,342 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,650,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,983,862 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $453,452,711 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,031,126 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $334,299,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,063,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $299,465,905 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053642 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,496,553 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $311,857,016 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $721,039 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $322,649,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002235 | DistributionYr5Rt |
| Total Distribution | 0.216224 | TotalDistributionRt |
| Average Distribution | 0.043245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $464,969,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,107,586 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295,411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,402,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,605,552 | 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 | $295,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $295,411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $295,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $530,377 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $530,377 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $234,966 | OverpaymentAmt |
| Applied To ES Tax | $234,966 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANDY QUACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504618088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 ALMA ST | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC SCHMIDT | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY SCHMIDT | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENNETH GOLDMAN | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | CHIEF FINANCIAL OFFICER | 0.20 | $0 | $0 | $0 |
| MANDY QUACH | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | ACTING TREASURER | 3.10 | $38,556 | $0 | $0 |
| SUZIN I BROCKETT | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | ACTING SECRETARY | 0.10 | $0 | $0 | $0 |
| ERIC BRAVERMAN | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | DIRECTOR | 36.10 | $554,010 | $0 | $0 |
| FRANCES BABB | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | SECRETARY | 4.50 | $47,014 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FUTURES ACTION NETWORK LLC | |||||
| 1010 ALMA ST | MENLO PARK | CA | 94025 | GRANT ADVISOR | $4,142,624 |
| HILLSPIRE LLC | |||||
| 1010 ALMA ST | MENLO PARK | CA | 94025 | INVESTMENT ADVISOR | $763,982 |
| HILLSPIRE LLC | |||||
| 1010 ALMA ST | MENLO PARK | CA | 94025 | PROFESSIONAL, LEGAL, IT & FINANCE/ACCOUNTING SERVICES | $273,732 |
| COPPERFIELD ADVISORY LLC | |||||
| 118 EAST 25H STREET 8TH FLOOR | NEW YORK | NY | 10010 | CONSULTING | $180,000 |
| HILTZIK STRATEGIES LLC | |||||
| 381 PARK AVENUE SOUTH ROOM 1201 | NEW YORK | NY | 10016 | CONSULTING | $129,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RISE IS A TALENT PROGRAM DESIGNED TO INCREASE OPPORTUNITY FOR EXCEPTIONAL YOUNG PEOPLE WORLDWIDE TO SERVE OTHERS THROUGHOUT THEIR LIVES AND TO BUILD A COHORT THAT REFLECTS A BROAD RANGE OF EXPERIENCES, BACKGROUNDS, PASSIONS AND TALENTS. THE PROGRAM WILL FOSTER SKILLED TEENAGERS AND AN ENVIRONMENT THAT WILL ENABLE THEM TO LEARN AND SHARE IDEAS THROUGHOUT THEIR LIVES WITH OTHERS THAT WILL ALLOW THEM TO IMPROVE THEIR OWN SKILLS AND TALENTS TO HELP THEM SERVE THE PUBLIC. | Description1Txt |
| Expenses1 | $177,058 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $305,765,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,913,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $149,370,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $472,049,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $472,049,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,080,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $464,969,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,248,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,248,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $295,411 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $62,813 | IncomeTaxAmt |
| Total Tax | $358,224 | TotalTaxAmt |
| Distributable Before Adj | $22,890,228 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,467 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,905,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,905,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,605,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,605,552 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $295,411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,310,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,905,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,757,053 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,605,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,757,053 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,905,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,942,804 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,942,804 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,942,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $39,942,804 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC SCHMIDT | ContributingManagerNm |
| Contributing Manager | WENDY SCHMIDT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPLY ONLINE - SEE WEBSITE BELOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT STREET SUITE 374 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6504618088 | RecipientPhoneNum |
| Recipient Email Address | SPAP2019@EASYCHAIR.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE DETAILS AT HTTPS://SCHMIDTFUTURES.COM/OUR-WORK/ISRAELI-WOMENS-POSTDOCTORAL-AWARD/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES BY YEAR. CHECK WEBSITE FOR DEADLINES. HTTPS://SCHMIDTFUTURES.COM/OUR-WORK/ISRAELI-WOMENS-POS | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP IS FOCUSED ON WOMEN COMPLETING/RECEIVED A PH.D. IN THE FIELDS OF MATHEMATICAL AND COMPUTATIONAL SCIENCES OR ENGINEERING AT A RESEARCH UNIVERSITY IN ISRAEL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTIVATION ENERGY INC | |||||||||||||
| 2150 SHATTUCK AVE 300 | BERKELEY | CA | 94704 | PC: 509(A)(1) OR (2) | SEEDING THE SCIENCE ENTREPRENEURS NETWORK | $1,125,000 | |||||||
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||||||||
| PO BOX 260 | TEMPE | AZ | 852802260 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM. | $750,000 | |||||||
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||||||||
| PO BOX 260 | TEMPE | AZ | 852802260 | PC: 509(A)(1) OR (2) | SUPPLEMENTAL SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM INITIATIVE RELATED TO FUTURE PLANNING | $200,000 | |||||||
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||||||||
| PO BOX 260 | TEMPE | AZ | 852802260 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM INITIATIVE | $500,000 | |||||||
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||||||||
| PO BOX 260 | TEMPE | AZ | 852802260 | PC: 509(A)(1) OR (2) | PROJECT BENJAMIN | $1,000,000 | |||||||
| CARNEGIE LEARNING INC | |||||||||||||
| 501 GRANT STREET STE 1075 | PITTSBURGH | PA | 152194447 | NC | BUILDING SCALABLE A/B TESTING FOR IN-SCHOOL ED TECH | $350,000 | |||||||
| CIGNITION INC | |||||||||||||
| 21 HILLBROOK DRIVE | PORTOLA VALLEY | CA | 94028 | NC | BREAKTHROUGH RESEARCH THAT HAS POTENTIAL TO CREATE INSIGHTS ABOUT HOW BEST TO TEACH MATH | $400,000 | |||||||
| CODING IT FORWARD INC | |||||||||||||
| 1201 MASSACHUSSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (2) | SUPPORT THE FIRST ACT FUND | $275,000 | |||||||
| COLORADO WORKFORCE DEVELOPMENT COUNCIL | |||||||||||||
| 633 17TH STREE SUITE 900 | DENVER | CO | 80202 | PC: 509(A)(1) OR (2) | MY COLORADO JOURNEY PROJECT | $500,000 | |||||||
| DIFFERENTFUNDS INC | |||||||||||||
| 5185 MACARTHUR BLVD NW 723 | WASHINGTON | DC | 20016 | NC | DEVELOPING THE SCIENTIFIC ENTREPRENEUR CAPITAL NETWORK | $375,000 | |||||||
| ECONOMIC JUSTICE INSTITUTE INC | |||||||||||||
| 975 BASCOM MALL | MADISON | WI | 53706 | PC: 509(A)(1) OR (2) | LIFT DANE | $1,100,000 | |||||||
| ELLEN MACARTHUR FOUNDATION | |||||||||||||
| PC: 509(A)(1) OR (2) | A NEW PLASTICS ECONOMY INITIATIVE | $1,138,016 | MEDINA ROAD | COWES | ISLE OF WIGHT | UK | PO31 7BX | ||||||
| ENTANGLED SOLUTIONS LLC | |||||||||||||
| 2 SHAW ALLEY 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NC | OPPORTUNITY PATHWAYS NETWORK | $150,000 | |||||||
| GREATER COLORADO VENTURE FUND GP LLC | |||||||||||||
| 77 HILLSIDE LANE | TELLURIDE | CO | 81435 | NC | INCREASE ACCESS TO CAPITAL AMONG MINORITY AND RURAL ENTREPRENEURS | $125,000 | |||||||
| HACK FOUNDATION | |||||||||||||
| 8605 SANTA MONICA BLVD 86294 | WEST HOLLYWOOD | CA | 90069 | PC: 509(A)(1) OR (2) | FOSTERING THE NEXT GENERATION TO CREATE AN IMPACT THRU TECHNOLOGY | $75,000 | |||||||
| INSTITUTE FOR ADVANCED STUDY | |||||||||||||
| 1 ELINSTEIN DRIVE | PRINCETON | NJ | 08540 | PC: 509(A)(1) OR (2) | TO SUPPORT COMPUTATIONAL ASTROPHYSICS | $1,000,000 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | PC: 509(A)(1) OR (2) | MAPPING THE MOLECULARLY ANNOTATED CONNECTOME FOR HUMAN HEALTH AND AI | $1,000,000 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | PC: 509(A)(1) OR (2) | MIT OPEN LEARNING | $220,000 | |||||||
| MERIT AMERICA | |||||||||||||
| ONE THOMAS CIRCLE NW STE 700 | WASHINGTON | DC | 20006 | PC: 509(A)(1) OR (2) | CLOSING THE SKILLS GAP AT SCALE PROJECT | $500,000 | |||||||
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||||||||
| 866 CANNERY ROW | MONTEREY | CA | 93940 | PC: 509(A)(1) OR (2) | SEAFOOD WATCH | $1,000,000 | |||||||
| NATIONAL CENTER FOR CIVIC INNOVATION INC | |||||||||||||
| 121 6TH AVENUE | NEW YORK | NY | 10013 | PC: 509(A)(1) OR (2) | INNOVATE NJ - DATA FOR THE AMERICAN PROJECT | $750,000 | |||||||
| NATIONAL CENTER FOR HIGHER EDUCATION MANAGEMENT SYSTEMS | |||||||||||||
| 3035 CENTER GREEN DR SUITE 150 | BOULDER | CO | 80301 | PC: 509(A)(1) OR (2) | DATA IMPLEMENTATION FOR THE AMERICAN DREAM | $1,250,000 | |||||||
| NATIONAL LEAGUE OF CITIES | |||||||||||||
| 660 NORTH CAPITOL STREET NW SUITE | WASHINGTON | DC | 20001 | PC: 509(A)(1) OR (2) | THE CITY INNOVATION ECOSYSTEM PROGRAM | $500,000 | 450 | ||||||
| NEW VENTURE FUND | |||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $75,000 | |||||||
| NORTH DAKOTA COMMUNITY FOUNDATION | |||||||||||||
| PO BOX 387 | BISMARCK | ND | 58502 | PC: 509(A)(1) OR (2) | DATA-DRIVEN REHABILITATION AND REENTRY PROGRAM EVALUATION | $248,262 | |||||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1480 WEST LANE AVE | COLUMBUS | OH | 43221 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $750,000 | |||||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1480 WEST LANE AVE | COLUMBUS | OH | 43221 | PC: 509(A)(1) OR (2) | SUPPLEMENTAL SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM INITIATIVE RELATED TO FUTURE PLANNING | $200,000 | |||||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1480 WEST LANE AVE | COLUMBUS | OH | 43221 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM: POWER OF HOME | $300,000 | |||||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1480 WEST LANE AVE | COLUMBUS | OH | 43221 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM INITIATIVE | $500,000 | |||||||
| PENNSYLVANIA STATE UNIVERSITY | |||||||||||||
| 120 S BURROWS STREET | STATE COLLEGE | PA | 16801 | PC: 509(A)(1) OR (2) | AMP PROJECT: MVP OF MOBILE APP TO HELP AFRICAN FARMERS ADAPT TO WEATHER PATTERNS | $650,000 | |||||||
| POLICE FOUNDATION | |||||||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC: 509(A)(1) OR (2) | POLICING AND PROSPERITY DATA COLLABORATIVE | $225,000 | 200 | ||||||
| POLICY IMPACT | |||||||||||||
| 1107 9TH STREET SUITE 500 | SACRAMENTO | CA | 95814 | PC: 509(A)(1) OR (2) | FUNDERS SUMMIT ON DEMOCRACY AND CIVIC LIFE | $60,000 | |||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (2) | ETHICS IN THE LAB: A NOVEL COLLABORATION FOR TECHNOLOGY GOVERNANCE | $200,000 | |||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (2) | SUPPORT THE TECHNOLOGY AND PUBLIC PURPOSE (TAPP) PROJECT FELLOWS PROGRAM | $1,000,000 | |||||||
| PROTECT DEMOCRACY PROJECT | |||||||||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | PC: 509(A)(1) OR (2) | TO PROTECT THE INTEGRITY OF U.S. ELECTIONS | $350,000 | |||||||
| RECIDIVIZ INC | |||||||||||||
| 1655 PINE LANE | PROVO | UT | 84604 | POF | CONTINUOUS IMPROVEMENT TOOLS FOR CORRECTIONS DEPARTMENTS | $500,000 | |||||||
| REUT USA | |||||||||||||
| 8383 WILSHIRE BLVD SUITE 400 | BEVERLY HILLS | CA | 90211 | PC: 509(A)(1) OR (2) | TIKKUN OLAM MAKERS (TOM): BUILDING A MARKET FOR LOW-COST ASSISTIVE TECHNOLOGIES | $125,000 | |||||||
| SERVICE YEAR EXCHANGE INC | |||||||||||||
| 1400 I STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC: 509(A)(1) OR (2) | SERVICE + TECH NETWORK | $200,000 | |||||||
| SOCIAL FINANCE INC | |||||||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | PC: 509(A)(1) OR (2) | A PROJECT TO REDUCE POVERTY WITH INCOME SHARING AGREEMENTS | $333,333 | |||||||
| STATE OF MICHIGAN OFFICE OF FINANCIAL MANAGEMENT | |||||||||||||
| 201 N WASHINGTON SQUARE | LANSING | MI | 48933 | PC: 509(A)(1) OR (2) | BUREAU OF LABOR MARKET INFORMATION AND STRATEGIC INITIATIVES PROJECT | $1,000,000 | |||||||
| TEL AVIV UNIVERSITY | |||||||||||||
| PC: 509(A)(1) OR (2) | WOODSTOCK OF BIOLOGY | $45,000 | RAMAT AVIV | TEL AVIV | IS | 6997801 | |||||||
| TEL AVIV UNIVERSITY | |||||||||||||
| PC: 509(A)(1) OR (2) | TEL AVIV UNIVERSITY BREAKTHROUGH INNOVATIVE RESEARCH GRANTS | $146,000 | RAMAT AVIV | TEL AVIV | IS | 6997801 | |||||||
| THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | |||||||||||||
| 161 BASCOM HALL | MADISON | WI | 53706 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $750,000 | |||||||
| THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | |||||||||||||
| 161 BASCOM HALL | MADISON | WI | 53706 | PC: 509(A)(1) OR (2) | SUPPLEMENTAL SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM INITIATIVE RELATED TO FUTURE PLANNING | $200,000 | |||||||
| THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | |||||||||||||
| 161 BASCOM HALL | MADISON | WI | 53706 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM INITIATIVE | $500,000 | |||||||
| THE LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE | |||||||||||||
| PC: EQUIVALENCY DETE | AUTOMATIC BAYESIAN META-ANALYSIS | $225,000 | HOUGHTON STREET | LONDON | UK | WC2A 2AE | |||||||
| THE RHODES TRUST | |||||||||||||
| PC: 509(A)(1) OR (2) | SCHMIDT SCIENCE FELLOWSHIP PROGRAM ADMINISTRATION | $4,240,149 | SOUTH PARKS ROAD | OXFORD | UK | OX1 3RG | |||||||
| THE RHODES TRUST | |||||||||||||
| PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $25,000,000 | SOUTH PARKS ROAD | OXFORD | UK | OX1 3RG | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| 3227 CHEADLE HALL 3RD FLOOR | SANTA BARBARA | CA | 93106 | PC: 509(A)(1) OR (2) | SEQUENTIAL LEARNING TO DRIVE HIGH ENTROPY ALLOY DISCOVERY | $462,000 | |||||||
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC: 509(A)(1) OR (2) | INTERDISCIPLINARY COMPUTATIONAL FELLOWSHIP AT THE COLUMBIA JOURNALISM SCHOOL | $500,005 | |||||||
| TRUST FOR CONSERVATION INNOVATION | |||||||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | PC: 509(A)(1) OR (2) | PREPARING THE NEXT GENERATION OF SCIENCE POLICY LEADERS | $200,000 | |||||||
| UC BERKELEY FOUNDATION | |||||||||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | PC: 509(A)(1) OR (2) | BUILDING A DATA COLLABORATIVE PIPELINE AT UC BERKELEY | $250,000 | |||||||
| UNIVERSITY OF CHICAGO | |||||||||||||
| 6054 S DREXEL AVE | CHICAGO | IL | 60637 | PC: 509(A)(1) OR (2) | INNOVATION FELLOWS: COMPUTATIONAL MEDICINE "NIGHTINGALE" PROJECT PHASE 2 | $1,350,000 | |||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $750,000 | |||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | SUPPLEMENTAL SUPPORT FOR THE ALLIANCE FOR THE AMERICAN DREAM INITIATIVE RELATED TO FUTURE PLANNING | $200,000 | |||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM INITIATIVE | $250,000 | |||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM INITIATIVE | $250,000 | |||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | UTAH COAL COUNTRY STRIKE TEAM | $300,000 | |||||||
| UPSOLVE INC | |||||||||||||
| 150 COURT STREET 2ND FLOOR | BROOKLYN | NY | 11201 | PC: 509(A)(1) OR (2) | USING TECHNOLOGY TO RESCUE LOW-INCOME AMERICANS IN CRIPPLING DEBT | $250,000 | |||||||
| UPTRUST INC | |||||||||||||
| 156 2ND STREET | SAN FRANCISCO | CA | 94105 | NC | SOFTWARE TO HELP LOW-INCOME DEFENDANTS ATTEND COURT | $250,000 | |||||||
| VOTINGWORKS | |||||||||||||
| PO BOX 610098 | REDWOOD CITY | CA | 94061 | PC: 509(A)(1) OR (2) | SUPPORT THE ARLO RISK LIMITING AUDIT SOFTWARE PROJECT | $400,000 | |||||||
| WATTB INC | |||||||||||||
| 227 BELLEVUE WAY NE871 | BELLEVUE | WA | 98004 | NC | CREATING DATA TRANSPARENCY IN DEREGULATED UTILITY MARKETS | $265,000 | |||||||
| WISCONSIN EARLY CHILDHOOD ASSOCIATION INC | |||||||||||||
| 2908 MARKETPLACE DR SUITE 101 | FITCHBURG | WI | 53719 | PC: 509(A)(1) OR (2) | WE CARE FOR DANE KIDS | $400,000 | |||||||
| WORCESTER POLYTECHNIC INSTITUTE | |||||||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | PC: 509(A)(1) OR (2) | CUSTOMIZING A DIGITAL LEARNING PLATFORM FOR RAPID, LOW-COST RESEARCH | $600,000 | |||||||
| ADI GLUCKSAM | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| ADI HANUKA | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| ELLA RABINOVICH | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| HADAR ELOR | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| LIAT PETERFREUND | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| MIRA SHALAH | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| MOR NITZAN | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| NATTALIE TAMAM | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| OMRIT FILTSER | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| RACHEL GREENFELD | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| REUT NOCHAM | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| REUTH MIRSKY | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| SARAH KEREN | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| SHIR L FEIBISH | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| TALYA EDEN | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| VERED SHWARTZ | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL PERSO | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | NONE | ||||||
| THE RHODES TRUST | |||||||||||||
| I - INDIVIDUAL PERSO | AWARDS EARMARKED TO 33 INDIVIDUALS IN THE SCHMIDT SCIENCE FELLOWSHIP PROGRAM | $1,763,267 | SOUTH PARKS ROAD | OXFORD | UK | OX1 3RG | NONE | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,346,032 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BANJO INC | ||||||
| 10235 S JORDAN GATEWAY 4TH FLOOR | SOUTH JORDAN | UT | 84095 | NC | BANJO'S LIVE INTELLIGENCE OPIOID SOLUTION PROJECT | $399,880 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (2) | ETHICS IN THE LAB: A NOVEL COLLABORATION FOR TECHNOLOGY GOVERNANCE | $200,000 |
| WORCESTER POLYTECHNIC INSTITUTE | ||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | PC: 509(A)(1) OR (2) | CUSTOMIZING A DIGITAL LEARNING PLATFORM FOR RAPID, LOW-COST RESEARCH | $1,400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,999,880 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,102,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,628,329 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Related Or Exempt Function Incm | $15,467 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,730,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,467 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,746,348 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PREVIOUSLY DISTRIBUTED GRANTS RETURNED TO THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SCHMIDT INVESTMENT LP FUND I | |||||||
| 1 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $7,496,828 | Yes (X) | Yes (X) |
| SCHMIDT INVESTMENT LP FUND I | |||||||
| 2 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $7,487,034 | Yes (X) | Yes (X) |
| ERIC AND WENDY SCHMIDT | |||||||
| 3 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $3,620,373 | Yes (X) | Yes (X) |
| ERIC AND WENDY SCHMIDT | |||||||
| 4 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $44,174,783 | Yes (X) | Yes (X) |
| ERIC AND WENDY SCHMIDT | |||||||
| 5 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $44,117,075 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $7,496,828 | 2019-12-23 |
| 2 | MARKETABLE SECURITIES | $7,487,034 | 2019-12-23 |
| 3 | MARKETABLE SECURITIES | $3,620,373 | 2019-12-23 |
| 4 | MARKETABLE SECURITIES | $44,174,783 | 2019-12-23 |
| 5 | MARKETABLE SECURITIES | $44,117,075 | 2019-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,119 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $74,119 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|---|---|
| TREAU INC (EQUITY PRI) | |||||||||
| 375 ALABAMA ST STE 220 | SAN FRANCISCO | CA | 94110 | 2017-08-16 | $150,000 | $150,000 WAS FULLY DEPLOYED TO FURTHER THE INVESTOR'S CHARITABLE AND EXEMPT PURPOSES RELATED TO COMBATTING ENVIRONMENTAL DETERIORATION BY SUPPORTING CLEAN ENERGY TECHNOLOGY AND SOLUTIONS. SPECIFICALLY, THE INVESTMENT WILL SUPPORT A HEATING, VENTILATION, AIR CONDITIONING, AND REFRIGERATION (""HVAC&R"") SYSTEM THAT IS APPROXIMATELY 50% MORE ENERGY EFFICIENT THAN CONVENTIONAL HVAC&R SYSTEMS IN FURTHERANCE OF INVESTOR'S CHARITABLE PURPOSES AND IN FURTHERANCE OF THE PUBLIC PURPOSES OF THE UNITED STATES GOVERNMENT DEPARTMENT OF ENERGY'S ENERGY EFFICIENCY AND RENEWABLE ENERGY PROGRAM. | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 8/30/2018, 3/25/2019, 3/31/2020 | |
| GREATER COLORADO VENTURE FUND GP LLC | |||||||||
| 77 HILLSIDE LANE | TELLURIDE | CO | 81435 | 2018-10-01 | $150,000 | INCREASE ACCESS TO CAPITAL AMONG MINORITY AND RURAL ENTREPRENEURS | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 8/28/2019, 3/27/20 | $125,000 |
| CARNEGIE LEARNING INC | |||||||||
| 501 GRANT STREET STE 1075 | PITTSBURGH | PA | 152194447 | 2019-10-29 | $350,000 | BUILDING SCALABLE A/B TESTING FOR IN-SCHOOL ED TECH | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/31/2020 | $3,108 |
| CIGNITION INC | |||||||||
| 21 HILLBROOK DRIVE | PORTOLA VALLEY | CA | 94028 | 2019-01-22 | $400,000 | BREAKTHROUGH RESEARCH THAT HAS POTENTIAL TO CREATE INSIGHTS ABOUT HOW BEST TO TEACH MATH | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/31/2020 | $400,000 |
| DIFFERENTFUNDS INC | |||||||||
| 5185 MACARTHUR BLVD NW 723 | WASHINGTON | DC | 20016 | 2019-09-04 | $375,000 | DEVELOPING THE SCIENTIFIC ENTREPRENEUR CAPITAL NETWORK | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/11/2020 | $178,030 |
| ENTANGLED SOLUTIONS LLC | |||||||||
| 2 SHAW ALLEY 2ND FLOOR | SAN FRANCISCO | CA | 94105 | 2019-06-20 | $150,000 | CREATE COLLABORATIVE TO SUPPORT NONPROFIT EDUCATION-TO-WORK MODELS FOR ECONOMICALLY DISADVANTAGED POPULATIONS. | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/31/2020 | $150,000 |
| UPTRUST INC | |||||||||
| 156 2ND STREET | SAN FRANCISCO | CA | 94105 | 2019-09-11 | $250,000 | SOFTWARE TO HELP LOW-INCOME DEFENDANTS ATTEND COURT | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/30/2020 | $98,106 |
| WATTB INC | |||||||||
| 227 BELLEVUE WAY NE871 | BELLEVUE | WA | 98004 | 2019-02-04 | $265,000 | CREATING DATA TRANSPARENCY IN DEREGULATED UTILITY MARKETS | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/31/2020 | $265,000 |
| HELIX NANOTECHNOLOGIES INC | |||||||||
| 415 HUDSON STREET APT 3 | OAKLAND | CA | 94618 | 2018-11-05 | $388,000 | SCIENTIFIC RESEARCH TO ADVANCE IMMUNOTHERAPY CANCER RESEARCH WITH THE RESULTS OF THE RESEARCH, INCLUDING ANY PATENTS OR PROCESSES RESULTING FROM THE RESEARCH, BEING MADE PUBLICLY AVAILABLE. | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 9/5/2019, 3/31/2020 | $134,837 |
| LUMINARY LABS LLC | |||||||||
| 30 WEST 22ND STREET 6TH FLOOR | NEW YORK | NY | 10013 | 2018-10-10 | $350,000 | TO DESIGN AND ADMINISTER AN INNOVATION CHALLENGE TO GENERATE IDEAS FOR LOW COST SCIENCE TOOLS SO AS TO MAKE SCIENTIFIC TOOLS AVAILABLE TO LOW-INCOME COMMUNITIES AND SCHOOLS. | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/15/2019, 3/6/2020 (FINAL) | $350,000 |
| SHIFT7 LLC | |||||||||
| 2329 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | 2018-07-01 | $330,000 | LEVERAGING DATA SCIENCE TO TRANSFORM STORYTELING - REDUCING GENDER AND RACIAL BIAS IN MEDIA. | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/30/2019, 11/30/2019 (FINAL) | $330,000 |
| RECIDIVIZ INC | |||||||||
| 1655 PINE LANE | PROVO | UT | 84604 | 2019-10-24 | $500,000 | CONTINUOUS IMPROVEMENT TOOLS FOR CORRECTIONS DEPARTMENTS | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 11/06/20 | $34,328 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 90,446 SHS ISHARES TIPS BOND ETF | $10,543,293 | $10,543,293 |
| 447,611 SHS ISHARES CORE U.S. AGGREGATE BOND ETF | $50,298,107 | $50,298,107 |
| 141,933 SHS ISHARES TR MSCI ACWI ETF | $11,248,195 | $11,248,195 |
| 201 SHS VANGUARD REAL ESTATE ETF | $18,628 | $18,628 |
| 531,105 SHS INVESCO DB COMMDY INDX TRCK FD UNIT | $8,471,125 | $8,471,125 |
| 84,783 SHS ALPHABET INC CAP STK CL C | $113,356,567 | $113,356,567 |
| 136,194 SHS ALPHABET INC CAP STK CL A | $182,416,882 | $182,416,882 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARVUS EUROPEAN OPPORTUNITIES FUND | FMV | $11,011,082 | $11,011,082 |
| TIGER GLOBAL LONG OPPORTUNITIES, LTD | FMV | $15,589,540 | $15,589,540 |
| BIL LTD | FMV | $10,122,296 | $10,122,296 |
| LONE CASCADE, LP | FMV | $32,881,437 | $32,881,437 |
| VIKING LONG FUND, LP | FMV | $32,029,898 | $32,029,898 |
| TIGER GLOBAL PIP X, LP | FMV | $7,105,473 | $7,105,473 |
| BERKSHIRE FUND IX, LP | FMV | $2,814,479 | $2,814,479 |
| DYNAMO FUND | FMV | $6,185,840 | $6,185,840 |
| GENERAL ATLANTIC - 2016 | FMV | $10,320,895 | $10,320,895 |
| HCIF OFFSHORE, LP | FMV | $14,564,461 | $14,564,461 |
| SYSTIMA SCR3 DEBT OPPORTUNITY FUND, LLC | FMV | $6,665,087 | $6,665,087 |
| HENGISTBURY FUND, LTD | FMV | $9,667,700 | $9,667,700 |
| TIGER GLOBAL PIP XI, LP | FMV | $4,487,136 | $4,487,136 |
| GAXL (SIF), LTD | FMV | $329,377 | $329,377 |
| WESTBRIDGE CROSSOVER TRANCHE III LLC | FMV | $4,984,813 | $4,984,813 |
| GENERAL ATLANTIC - 2019 | FMV | $6,820 | $6,820 |
| D.E. SHAW ALKALI INTERNATIONAL FUND IV, LP | FMV | $976,068 | $976,068 |
| GAOLING FEEDER, LTD | FMV | $16,901,550 | $16,901,550 |
| BLACKSTONE REAL ESTATE PARTNERS IX LP | FMV | $759,386 | $759,386 |
| WESTBRIDGE SPV-SH, LLC | FMV | $4,283,139 | $4,283,139 |
| CALIFORNIUM 98, LLC | FMV | $300,000 | $300,000 |
| G4 18194, LLC | FMV | $3,171,700 | $3,171,700 |
| ACUITUS. INC | FMV | $1,009,677 | $1,009,677 |
| OTHERLAB, INC. | FMV | $450,000 | $450,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $42,966 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,401 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDEND RECEIVABLE | $59,076 | $0 | $0 |
| PROGRAM RELATED INVESTMENTS | $150,000 | $150,000 | $150,000 |
| DUE FROM RELATED PARTY | $0 | $32,715 | $32,715 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAXL INVESTMENT | Desc |
| Amt | $10,745 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $766 | $0 | $796 |
| DUES AND SUBSCRIPTIONS | $16,785 | $0 | $0 |
| LICENSES & FEES | $325 | $0 | $325 |
| BANK FEES | $740 | $740 | $0 |
| TELEPHONE & INTERNET | $101 | $0 | $101 |
| EQUIPMENT & SOFTWARE | $14,634 | $0 | $18,884 |
| EMPLOYEE EXPENSES | $359 | $0 | $359 |
| POSTAGE | $1,854 | $0 | $1,237 |
| DEDUCTIONS FROM PARTNERSHIP INVESTMENTS | $0 | $1,237,011 | $0 |
| SUPPLIES | $391 | $0 | $391 |
| INSURANCE | $8,116 | $0 | $4,700 |
| DIRECT PROGRAM EXPENSES | $326,934 | $0 | $326,934 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM PARTNERSHIP INVESTMENTS | $311,278 | ||
| SUBPART F INCOME | -$18,202 | ||
| RETURNED GRANTS | $15,467 | $15,467 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $78,691,568 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $2,705,000 | $4,100,000 |
| DUE TO RELATED PARTY | $13,548 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $942,494 | $972,687 | $0 |
| CONSULTING FEES | $617,681 | $0 | $907,876 |
| MANAGEMENT FEES | $273,732 | $0 | $274,034 |
| GRANT ADVISORY FEES | $3,875,370 | $0 | $3,875,370 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT INVESTMENT LP FUND I | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRYANT ST 347 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,498,433 | $0 | $0 |
| FOREIGN TAXES | $0 | $26,762 | $0 |
| UBI TAXES | $58,143 | $0 | $0 |
| STATE UBI TAXES | $6,710 | $0 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAXL (SIF) LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLARENDON HOUSE 2 CHURCH ST | AddressLine1Txt |
| City | HAMILTON HM | CityNm |
| Country | BD | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 000000000 | EIN |
| Desc | PAYMENT OF EXPENSES ON BEHALF OF THE ORGANIZATION: $14,677. TRANSFER INTEREST: $242,945 | Desc |
| Amt | $257,622 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,622 | TotalAmt |
Comments