THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION (EIN 46-3460261)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103948
- Schema version
- 2018v3.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T18:37:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2019-11-12 | 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 | 2019-11-13 | IPDt |
| IP Tm | 15:18:40 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8F8671919AEAF184819608176B45343F82BD7C9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $448,140,869 | 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 | $25,578,854 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,522,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,155,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,288,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,035,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,261,679 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $229,071 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,397,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,645,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,043 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,043 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $569,358 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $587,340 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $101,523 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $101,523 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,196 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $126,043 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,483 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $70,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,606,124 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,074,988 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,940,701 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $157,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,061 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $408,216 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $298,322 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $217 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $203 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,057,466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,108,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,182,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,240,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,716,484 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,888,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,824,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,182,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,128,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,572,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,463,281 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $758,251 | CashBOYAmt |
| Cash EOY | $4,488,087 | CashEOYAmt |
| Cash EOYFMV | $4,488,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,678,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,312,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,312,424 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $540 | AcctRcvblAmt |
| Acct Rcvbl EOY | $540 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $540 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $39,467 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $75,065 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $75,065 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $332,379,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $309,334,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $309,334,921 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $126,641,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,720,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,720,756 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $928,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $209,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $209,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $466,425,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,140,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $448,140,869 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $233,949 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $896,106 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,626,914 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,705,189 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,120,146 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,718,548 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,981,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,319,843 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $454,444,034 | UnrestrictedBOYAmt |
| Unrestricted EOY | $439,821,026 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $454,444,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $439,821,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $466,425,043 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,140,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $454,444,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,572,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $463,016,396 | SubtotalAmt |
| Other Decreases | $23,195,370 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $439,821,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $45,035,682 | $37,597,239 | $7,438,443 | $7,438,443 | |
| EQUITY PARTNERSHIP INVESTMENTS | $2,973,236 | $2,973,236 | $2,973,236 | P | |
| WORTHLESS INVESTMENT IN OTHERLAB INC MRI | $150,000 | -$150,000 | -$150,000 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,261,679 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,031,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $334,299,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050946 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,063,893 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $299,465,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053642 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,496,553 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $311,857,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $721,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $322,649,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $237,077,901 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.150101 | TotalDistributionRt |
| Average Distribution | 0.030020 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $453,452,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,612,650 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $144,633 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,757,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,128,495 | 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 | $144,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $144,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $144,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $424,751 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200,259 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $625,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $480,377 | OverpaymentAmt |
| Applied To ES Tax | $480,377 | 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 | 0 | 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 | 555 BRYANT STREET 374 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | 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 | 0 | BusinessHoldingsInd |
| 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 | 0.30 | $0 | $0 | $0 |
| MANDY QUACH | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | ACTING TREASURER (FROM 12/2018) | 0.10 | $1,752 | $0 | $0 |
| SUZIN I BROCKETT | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | ACTING SECRETARY (FROM 12/2018) | 0.10 | $0 | $0 | $0 |
| BRETT D DAVENPORT | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | SECRETARY (THRU 12/2018) | 0.10 | $36,879 | $0 | $0 |
| JEANNE W HUEY | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | ACTING TREASURER (THRU 12/2018) | 0.10 | $8,412 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS KALIL | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | CHIEF INNOVATION OFF | 40.00 | $283,250 | $28,312 | $0 |
| CASSANDRA CROCKETT | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | MANAGER, STRATEGY & | 40.00 | $146,000 | $13,269 | $0 |
| DAVID VORHAUS | ||||||||
| 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | PROGRAM MANAGER | 40.00 | $112,500 | $16,188 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | |||||
| 555 BRYANT ST 347 | PALO ALTO | CA | 94301 | GRANT ADVISOR | $1,296,166 |
| HILLSPIRE LLC | |||||
| 555 BRYANT ST 347 | PALO ALTO | CA | 94301 | INVESTMENT ADVISOR | $806,034 |
| HILLSPIRE LLC | |||||
| 555 BRYANT ST 347 | PALO ALTO | CA | 94301 | PROFESSIONAL, LEGAL, IT & FINANCE/ACCOUNTING SERVICES | $580,697 |
| JENNIFER ANASTASOFF | |||||
| 260 BERENDOS AVENUE | PACIFICA | CA | 94044 | CONSULTING | $195,000 |
| COPPERFIELD ADVISORY LLC | |||||
| 118 EAST 25H STREET 8TH FLOOR | NEW YORK | NY | 10010 | CONSULTING | $180,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | 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 | $317,831,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,166,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129,359,863 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $460,358,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $460,358,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,905,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $453,452,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,672,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,672,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144,633 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,143 | IncomeTaxAmt |
| Total Tax | $160,776 | TotalTaxAmt |
| Distributable Before Adj | $22,511,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $64 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,511,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,511,924 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,128,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,128,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $144,633 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,983,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,511,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,373,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,128,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,373,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,754,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,757,053 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | 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 (91 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICA ACHIEVES INC | |||||||||||||
| 100 W 33RD ST SUITE 917 MAILBOX 900 | NEW YORK | NY | 10001 | PC: 509(A)(1) OR (2) | LEVEL UP AMERICA: PILOT SUPPORT | $100,000 | |||||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCES | |||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PC: 509(A)(1) OR (2) | GRAND CHALLENGE PAPERS | $500,000 | |||||||
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||||||||
| PO BOX 260 | TEMPE | AZ | 852802260 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $600,000 | |||||||
| BAY AREA HYBRID COLLEGE INITIATIVE | |||||||||||||
| 1015 MACDONALD AVE | RICHMOND | CA | 94801 | PC: 509(A)(1) OR (2) | LAUNCHING A "HYBRID COLLEGE" IN THE SF BAY AREA | $50,000 | |||||||
| BEHAVIORAL IDEAS LAB INC DBA IDEAS42 | |||||||||||||
| 805 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC: 509(A)(1) OR (2) | BEHAVIOR CHANGE AT SCALE POWERED BY TECHNOLOGY | $400,000 | |||||||
| BIPARTISAN POLICY CENTER INC | |||||||||||||
| 1225 I STREET NW STE 1000 | WASHINGTON | NC | 20005 | PC: 509(A)(1) OR (2) | EVIDENCE-BASED POLICYMAKING: ESTABLISHING A CULTURE OF EVIDENCE PROJECT | $200,000 | |||||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| 502 WARNER HALL 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | PC: 509(A)(1) OR (2) | ACCELERATING LEARNING THROUGH JOINT POSTDOCS THAT SEED INDUSTRY-UNIVERSITY COLLABORATION PROJECT | $499,840 | |||||||
| CENTER FOR AMERICAN ENTREPRENEURSHIP | |||||||||||||
| 503 ARNON LAKE DR | GREAT FALLS | WA | 22066 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $300,000 | |||||||
| CENTER ON RURAL INNOVATION INC | |||||||||||||
| 2 QUECHEE ROAD PO BOX 392 | HARTLAND | VT | 05048 | PC: 509(A)(1) OR (2) | THE RURAL OPPORTUNITY MAP | $100,000 | |||||||
| CITIZEN SCHOOLS INC | |||||||||||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | PC: 509(A)(1) OR (2) | BUILDING A MAKEFORALL COALITION | $250,000 | |||||||
| CODE FOR AMERICA LABS | |||||||||||||
| 155 NINTH STREET | SAN FRANCISCO | CA | 94103 | PC: 509(A)(1) OR (2) | CLEAR MY RECORD | $100,000 | |||||||
| CODING IT FORWARD INC | |||||||||||||
| 1201 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $150,000 | |||||||
| CRADLE TO CRADLE PRODUCTS INNOVATION INSTITUTE | |||||||||||||
| 475 14TH STREET SUITE 290 | OAKLAND | CA | 94612 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $480,000 | |||||||
| DEMOCRACY WORKS INC | |||||||||||||
| 20 JAY STREET SUITE 840 | BROOKLYN | NY | 11201 | PC: 509(A)(1) OR (2) | TECHNOLOGICAL INVESTMENTS IN TURBOVOTE | $250,000 | |||||||
| DEMOCRACY WORKS INC | |||||||||||||
| 20 JAY STREET SUITE 840 | BROOKLYN | NY | 11201 | PC: 509(A)(1) OR (2) | TURBOVOTE: IDEAS42 RESEARCH | $50,000 | |||||||
| DEMOCRACY WORKS INC | |||||||||||||
| 20 JAY STREET SUITE 840 | BROOKLYN | NY | 11201 | PC: 509(A)(1) OR (2) | DEMOCRACY WORKS 2018 TURBOVOTE HELPDESK EXPANSION | $75,000 | |||||||
| DO SOMETHING INC | |||||||||||||
| 19 WEST 21ST ST 8TH FLOOR | NEW YORK | NY | 10010 | PC: 509(A)(1) OR (2) | ENGAGING AND SUPPORTING STUDENT ADVOCATES | $150,000 | |||||||
| ELLEN MACARTHUR FOUNDATION | |||||||||||||
| PC: 509(A)(1) OR (2) | A NEW PLASTICS ECONOMY INITIATIVE | $447,443 | THE SAIL LOFT MEDINA ROAD | COWES | ISLE OF WIGHT | UK | PO31 7BX | ||||||
| ELLEN MACARTHUR FOUNDATION | |||||||||||||
| PC: 509(A)(1) OR (2) | NEW PLASTICS INITIATIVE ACCELERATOR PROGRAM | $200,351 | THE SAIL LOFT MEDINA ROAD | COWES | ISLE OF WIGHT | UK | PO31 7BX | ||||||
| GEORGE WASHINGTON UNIVERSITY | |||||||||||||
| 2121 I STREET SUITE 601 | WASHINGTON | DC | 20052 | PC: 509(A)(1) OR (2) | CREATING A STATE-LOCAL WORKFORCE OPEN DATA INITIATIVE TO EMPOWER AMERICAN WORKERS | $100,000 | |||||||
| GREATER COLORADO VENTURE FUND GP LLC | |||||||||||||
| 77 HILLSIDE LANE | TELLURIDE | CO | 81435 | NC | INCREASE ACCESS TO CAPITAL AMONG MINORITY AND RURAL ENTREPRENEURS | $25,000 | |||||||
| HACKING FOR DEFENSE INCORPORATED | |||||||||||||
| 410 SHERMAN AVE | PALO ALTO | CA | 94306 | PC: 509(A)(1) OR (2) | HACKING FOR LOCAL - ENTREPRENEURIAL PROBLEM CURATION FOR CITIES | $200,000 | |||||||
| HELIX NANOTECHNOLOGIES INC | |||||||||||||
| 415 HUDSON STREET APT 3 | OAKLAND | CA | 94618 | NC | 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. | $388,000 | |||||||
| INSTITUTE FOR THE FUTURE | |||||||||||||
| 201 HAMILTON AVENUE | PALO ALTO | CA | 94301 | PC: 509(A)(1) OR (2) | ENTREPRENEURIAL TECHNOLOGY NETWORK EXPLORATION RESEARCH | $180,000 | |||||||
| JOBS FOR THE FUTURE INC | |||||||||||||
| 88 BROAD STREET | BOSTON | MA | 02110 | PC: 509(A)(1) OR (2) | $1 BILLION WAGE GAIN CHALLENGE | $295,000 | |||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC: 509(A)(1) OR (2) | TAMING THE ELECTROCYTE FOR BIOTECH APPLICATIONS | $250,000 | |||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC: 509(A)(1) OR (2) | SEQUENCING INSIGHT | $250,000 | |||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC: 509(A)(1) OR (2) | CONNECTOME CODING AT THE SYNAPTIC SCALE | $250,000 | |||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC: 509(A)(1) OR (2) | PHASE 2 OF A NATIONAL-SCALE DISTRIBUTED STORAGE SYSTEM FOR OPEN RESEARCH DATA | $400,000 | |||||||
| KQED INC | |||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $1,500,000 | |||||||
| LETS SAVE AMERICA FOUNDATION INC | |||||||||||||
| PO BOX 2869 | COEUR D ALENE | ID | 83814 | PC: 509(A)(1) OR (2) | INNOVATION COLLECTIVE PROJECT | $51,021 | |||||||
| LUMINARY LABS LLC | |||||||||||||
| 30 WEST 22ND STREET 6TH FLOOR | NEW YORK | NY | 10013 | NC | 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. | $350,000 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT OF THE JEFF GORE LAB | $275,000 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | PC: 509(A)(1) OR (2) | MIT OPEN LEARNING | $220,000 | |||||||
| MONTEREY BAY AQUARIUM | |||||||||||||
| 866 CANNERY ROW | MONTEREY | CA | 93940 | PC: 509(A)(1) OR (2) | SEAFOOD WATCH PROGRAM | $2,000,000 | |||||||
| NANTUCKET COTTAGE HOSPITAL | |||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PC: 509(A)(1) OR (2) | CONSTRUCTION OF NEW HOSPITAL FACILITY | $1,666,667 | |||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| 500 FIFTH STREET NW ROOM 1055 | WASHINGTON | DC | 20001 | PC: 509(A)(1) OR (2) | ROUNDTABLE ON ALIGNING INVENTIVES FOR OPEN SCIENCE | $75,000 | |||||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||||
| 205 BRICKER HALL | COLUMBUS | OH | 43210 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $600,000 | |||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (2) | THE ARCTIC INITIATIVE: SCIENCE, TECHNOLOGY, EDUCATION, AND POLICY INNOVATION FOR A SUSTAINABLE ARCTIC | $495,151 | |||||||
| PROTECT DEMOCRACY PROJECT | |||||||||||||
| 82 NASSAU ST 601 | NEW YORK | NY | 10038 | PC: 509(A)(1) OR (2) | VOTESHIELD | $300,000 | |||||||
| RAND CORPORATION | |||||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 904013297 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $210,000 | |||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT RIVERSIDE | |||||||||||||
| 245 UNIVERSITY OFFICE BUILDING | RIVERSIDE | CA | 92521 | PC: 509(A)(1) OR (2) | MAKING, ENGINEERING, AND SCIENCE - INTEGRATING ENGINEERING/MAKING DESIGN PROCESSES INTO THE NGSS CLASSROOM | $300,000 | |||||||
| SCIENCE DEBATE INC | |||||||||||||
| 50 CLINTON AVE | NYACK | NY | 10960 | PC: 509(A)(1) OR (2) | 2019 PRESIDENTIAL PRIMARY SCIENCE FORUM & 2018 CANDIDATE SCIENCE POLICY Q&A | $125,000 | |||||||
| SERVICE YEAR EXCHANGE INC | |||||||||||||
| 1400 I STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC: 509(A)(1) OR (2) | COMPUTER SCIENCE AND NATIONAL SERVICE PROJECT | $100,000 | |||||||
| SERVICE YEAR EXCHANGE INC | |||||||||||||
| 1400 I STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC: 509(A)(1) OR (2) | SERVICE + TECH NETWORK | $250,000 | |||||||
| SHIFT7 LLC | |||||||||||||
| 2329 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | NC | LEVERAGING DATA SCIENCE TO TRANSFORM STORYTELLING - REDUCING GENDER AND RACIAL BIAS IN MEDIA | $330,000 | |||||||
| 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 | |||||||
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||||||||||
| 525 W 120TH STREET BOX 54 | NEW YORK | NY | 10027 | PC: 509(A)(1) OR (2) | EVALUATING THE IMPACT OF CIGNITIONS FOGSTONE ISLE ON STUDENT MATHEMATICS LEARNING | $100,000 | |||||||
| TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY | |||||||||||||
| PC: 509(A)(1) OR (2) | DEVELOPMENT OF A HUMAN STEM CELL MODEL FOR RESEARCH OF PROTEIN TURNOVER IN SPORADIC ALZHEIMERS DISEASE NEURONS | $190,000 | TECHNION CITY | HAIFA | IS | 3200003 | |||||||
| TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY | |||||||||||||
| PC: 509(A)(1) OR (2) | MOLECULAR PROFILING BY MORPHOLOGICAL PHENOTYPING | $124,000 | TECHNION CITY | HAIFA | IS | 3200003 | |||||||
| TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY | |||||||||||||
| PC: 509(A)(1) OR (2) | NOVEL APPROACHES FOR SCALABLE SPIN-BASED QUANTUM COMPUTING AND SENSING | $186,000 | TECHNION CITY | HAIFA | IS | 3200003 | |||||||
| TEL AVIV UNIVERSITY | |||||||||||||
| PC: 509(A)(1) OR (2) | TEL AVIV BREAKTHROUGH INNOVATIVE RESEARCH | $125,000 | RAMAT AVIV | TEL AVIV | IS | 6997801 | |||||||
| TEL AVIV UNIVERSITY | |||||||||||||
| PC: 509(A)(1) OR (2) | GENETIC RECONSTRUCTION OF THE DEAD SEA SCROLLS | $50,000 | RAMAT AVIV | TEL AVIV | IS | 6997801 | |||||||
| THE UNIVERSITY OF WISCONSIN | |||||||||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC: 509(A)(1) OR (2) | NEXTGEN FELLOWSHIP | $398,777 | |||||||
| THE UNIVERSITY OF WISCONSIN | |||||||||||||
| 161 BASCOM HALL | MADISON | WI | 53706 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $600,000 | |||||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC: 509(A)(1) OR (2) | SHARED PROSPERITY & INNOVATION | $750,000 | |||||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC: 509(A)(1) OR (2) | REFUGEEMATCH: A MACHINE LEARNING APPROACH TO IMPROVING REFUGEE OUTCOMES | $265,000 | |||||||
| THE GRANTMAKERS OF WESTERN PENNSYLVANIA | |||||||||||||
| 650 SMITHFIELD STREET SUITE 210 | PITTSBURGE | PA | 15222 | PC: 509(A)(1) OR (2) | REMAKE LEARNING DAYS ACROSS AMERICA | $100,000 | |||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||||
| SCRIPPS INSTITUTION OF OCEANOGRAPHY | LA JOLLA | CA | 92093 | PC: 509(A)(1) OR (2) | SUPPORT SCRIPPS CO2 MONITORING PROGRAM | $100,000 | 9500 GILMAN DRIVE MC0210 | ||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | PC: 509(A)(1) OR (2) | SEQUENTIAL LEARNING TO DRIVE HIGH ENTROPY ALLOY DISCOVERY | $454,300 | BARBARA 3227 CHEADLE HALL 3RD FLOOR | ||||||
| THE RHODES TRUST | |||||||||||||
| PC: 509(A)(1) OR (2) | SCHMIDT SCIENCE FELLOWSHIP PROGRAM ADMINISTRATION | $2,762,159 | SOUTH PARKS ROAD | OXFORD | UK | OX1 3RG | |||||||
| THE RHODES TRUST | |||||||||||||
| I - INDIVIDUAL | AWARDS EARMARKED TO 14 INDIVIDUALS IN THE SCHMIDT SCIENCE FELLOWSHIP PROGRAM | $746,662 | SOUTH PARKS ROAD | OXFORD | UK | OX1 3RG | NONE | ||||||
| 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 PROGRAM AT THE COLUMBIA JOURNALISM SCHOOL | $500,005 | |||||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC: 509(A)(1) OR (2) | DATA FOR GOOD: RESEARCH PROJECTS & DATA COLLABORATIVES | $500,000 | |||||||
| TIDES CENTER | |||||||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | PC: 509(A)(1) OR (2) | UNIVERSITY INNOVATION PROJECT | $330,000 | |||||||
| TRANSCEND INC | |||||||||||||
| 159 LINCOLN AVENUE | HASTINGSONHUDSON | NY | 107062012 | PC: 509(A)(1) OR (2) | TRANSCEND R&D PARTNERSHIP WITH THE BROOKLYN STEAM CENTER | $250,000 | |||||||
| US CHAMBER OF COMMERCE FOUNDATION | |||||||||||||
| 1615 H STREET NW | WASHINGTON | DC | 20062 | PC: 509(A)(1) OR (2) | CLEARER SIGNALS: PILOTING A JOB REGISTRY TO IMPROVE EDUCATION & CAREER PATHWAYS | $150,000 | |||||||
| UNIVERSITY OF CALIFORNIA 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 CAMBRIDGE | |||||||||||||
| PC: 509(A)(1) OR (2) | EXTREME RISKS FROM CHRONIC DISEASE THREATS (CSER) | $125,000 | THE OLD SCHOOLS TRINITY LANE | CAMBRIDGE | UK | CB2 1TS | |||||||
| UNIVERSITY OF UTAH | |||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $600,000 | |||||||
| UPSOLVE INC | |||||||||||||
| 150 COURT STREET 2ND FLOOR | BROOKLYN | NY | 11201 | PC: 509(A)(1) OR (2) | GENERAL SUPPORT | $50,000 | |||||||
| BATYA KENIG | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| DANA SILVERBUSH | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| MICHAL YEMINI | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| MIRA SHALAH | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| MOR VERED | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| MOR NITZAN | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| NOA ZYCHLINSKI | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| NOFAR HEMED | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | I - INDIVIDUAL | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| SARAH KEREN | |||||||||||||
| 555 BRYANT ST STE 374 | PALO ALTO | CA | 94301 | PC: 509(A)(1) OR (2) | FELLOWSHIPS - ISRAELI POST DOC AWARDS | $50,000 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| 111 8TH AVENUE SUITE 302 | NEW YORK | NY | 10011 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $12,000 | |||||||
| THE FORESIGHT INSTITUTE | |||||||||||||
| PO BOX 61058 | PALO ALTO | CA | 94306 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $10,000 | |||||||
| MATHEMATICAL SCIENCES RESEARCH INSTITUTE | |||||||||||||
| 17 GAUSS WAY | BERKELEY | CA | 94720 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $125,000 | |||||||
| HYPOTHESIS PROJECT | |||||||||||||
| 2261 MARKET STREET 632 | SAN FRANCISCO | CA | 94114 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $20,000 | |||||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $25,000 | |||||||
| UNITED NATIONS FOUNDATION | |||||||||||||
| 1750 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 20006 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $10,000 | |||||||
| ASSOCIATION FOR COMPUTING MACHINERY INC | |||||||||||||
| 2 PENN PLAZA SUITE 701 | NEW YORK | NY | 10121 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $20,000 | |||||||
| NEW VENTURE FUND | |||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $75,000 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | PC: 509(A)(1) OR (2) | SPONSORSHIP | $12,500 | |||||||
| CLIMATE CENTRAL INC | |||||||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | PC: 509(A)(1) OR (2) | BRIDGE LOAN FOR CLIMATE CENTRAL'S OPERATIONAL NEEDS TO CARRY OUT ITS CHARITABLE PURPOSES. | $750,000 | |||||||
| CLIMATE CENTRAL INC | |||||||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | PC: 509(A)(1) OR (2) | BRIDGE LOAN FOR CLIMATE CENTRAL'S OPERATIONAL NEEDS TO CARRY OUT ITS CHARITABLE PURPOSES. 2017 PROGRAM RELATED INVESTMENT CONVERTED TO GRANT IN 2018. | -$750,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,888,209 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 260 | TEMPE | AZ | 852802260 | GOV | ALLIANCE FOR THE AMERICAN DREAM | $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 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | PC: 509(A)(1) OR (2) | MIT OPEN LEARNING | $220,000 | |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 205 BRICKER HALL | COLUMBUS | OH | 43210 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $150,000 | |
| SERVICE YEAR EXCHANGE INC | |||||||
| 1400 I STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC: 509(A)(1) OR (2) | SERVICE + TECH NETWORK | $200,000 | |
| THE UNIVERSITY OF WISCONSIN | |||||||
| 161 BASCOM HALL | MADISON | WI | 53706 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $150,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | PC: 509(A)(1) OR (2) | SEQUENTIAL LEARNING TO DRIVE HIGH ENTROPY ALLOY DISCOVERY | $462,000 | BARBARA 3227 CHEADLE HALL 3RD FLOOR |
| UNIVERSITY OF CALIFORNIA 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 UTAH | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC: 509(A)(1) OR (2) | ALLIANCE FOR THE AMERICAN DREAM | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,857,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,522,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,288,443 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| OTHER INCOME | 01 | $7,093 | |
| RETURNED GRANTS | $64 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,818,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $64 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,818,335 | 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 | 11B | 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 (3 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 | $3,956,883 | Yes (X) | Yes (X) |
| SCHMIDT INVESTMENT LP FUND I | |||||||
| 2 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $3,919,529 | Yes (X) | Yes (X) |
| ERIC AND WENDY SCHMIDT | |||||||
| 3 | 555 BRYANT ST 374 | PALO ALTO | CA | 94301 | $17,702,441 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $3,956,883 | 2018-12-27 |
| 2 | MARKETABLE SECURITIES | $3,919,529 | 2018-12-27 |
| 3 | MARKETABLE SECURITIES | $17,702,441 | 2018-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $70,483 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70,483 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 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) | |||||||||
| 3101 20TH ST | 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 | |
| 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 | $25,000 |
| 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 | $0 |
| 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 | $162,089 |
| SHIFT7 LLC | |||||||||
| 2329 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | 2018-07-01 | $330,000 | LEVERAGING DATA SCIENCE TO TRANSFORM STORYTELLING - REDUCING GENDER AND RACIAL BIAS IN MEDIA | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/30/2019 | $314,534 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 108,905 SHS ISHARES TIPS BOND ETF | $11,926,189 | $11,926,189 |
| 524,766 SHS ISHARES CORE U.S. AGGREGATE BOND ETF | $55,882,387 | $55,882,387 |
| 1,335,259 SHS ISHARES TR MSCI ACWI ETF | $85,670,222 | $85,670,222 |
| 2,384 SHS VANGUARD REAL ESTATE ETF | $177,757 | $177,757 |
| 531,105 SHS INVESCO DB COMMDY INDX TRCK FD UNIT | $7,695,711 | $7,695,711 |
| 46,647 SHS ALPHABET INC CAP STK CL C | $48,308,100 | $48,308,100 |
| 95,386 SHS ALPHABET INC CAP STK CL A | $99,674,555 | $99,674,555 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARVUS EUROPEAN OPPORTUNITIES FUND | FMV | $8,039,197 | $8,039,197 |
| TIGER GLOBAL LONG OPPORTUNITIES, LTD | FMV | $11,591,368 | $11,591,368 |
| BIL LTD | FMV | $9,669,362 | $9,669,362 |
| LONE CASCADE, LP | FMV | $24,191,898 | $24,191,898 |
| VIKING LONG FUND, LP | FMV | $24,262,483 | $24,262,483 |
| TIGER GLOBAL PIP X, LP | FMV | $7,266,927 | $7,266,927 |
| BERKSHIRE FUND IX, LP | FMV | $1,945,868 | $1,945,868 |
| DYNAMO FUND | FMV | $4,687,975 | $4,687,975 |
| GENERAL ATLANTIC - 2016 | FMV | $6,092,613 | $6,092,613 |
| HCIF OFFSHORE, LP | FMV | $10,022,145 | $10,022,145 |
| SYSTIMA SCR3 DEBT OPPORTUNITY FUND, LLC | FMV | $7,095,080 | $7,095,080 |
| HENGISTBURY FUND, LTD | FMV | $7,942,312 | $7,942,312 |
| TIGER GLOBAL PIP XI, LP | FMV | $1,856,022 | $1,856,022 |
| WESTBRIDGE CROSSOVER FUND LLC | FMV | $960,329 | $960,329 |
| GAXL (SIF), LTD | FMV | $97,177 | $97,177 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $97,196 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $126,043 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDEND RECEIVABLE | $28,800 | $59,076 | $59,076 |
| PROGRAM RELATED INVESTMENTS | $900,000 | $150,000 | $150,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $23,185,765 |
| GAXL INVESTMENT | $9,605 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $2,846 | $0 | $2,817 |
| DUES AND SUBSCRIPTIONS | $21,183 | $0 | $33,927 |
| LICENSES & FEES | $729 | $0 | $881 |
| BANK FEES | $336 | $336 | $0 |
| TELEPHONE & INTERNET | $1,147 | $0 | $1,147 |
| EQUIPMENT & SOFTWARE | $16,375 | $0 | $20,900 |
| EMPLOYEE EXPENSES | $3,225 | $0 | $3,225 |
| POSTAGE | $204 | $0 | $204 |
| DEDUCTIONS FROM PARTNERSHIP INVESTMENTS | $0 | $1,057,130 | $0 |
| SUPPLIES | $394 | $0 | $394 |
| INSURANCE | $4,564 | $0 | $5,133 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM PARTNERSHIP INVESTMENTS | $248,239 | ||
| SUBPART F INCOME | -$19,168 | ||
| OTHER INCOME | $7,093 | $7,093 | |
| RETURNED GRANTS | $64 | $64 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE AND INCOME TAX PAYABLE | $379,146 | $0 |
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $2,741,000 | $2,705,000 |
| DUE TO RELATED PARTY | $0 | $13,548 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,074,988 | $1,074,988 | $0 |
| CONSULTING FEES | $664,278 | $0 | $0 |
| MANAGEMENT FEES | $1,866,858 | $0 | $1,940,701 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $140,103 | $0 | $0 |
| FOREIGN TAXES | $0 | $50,061 | $0 |
| UBI TAXES | $9,597 | $0 | $0 |
| STATE UBI TAXES | $7,480 | $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: $17,800. TRANSFER INTEREST: $104,786 | Desc |
| Amt | $122,586 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,586 | TotalAmt |
Comments